Andy and Adam Grossman from Mayport Wealth Management share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about:

How to analyze an existing annuity and whether to keep it, exchange it to another annuity or surrender it ( 11:44 )
The different things to factor in when considering retiring to a different state ( 23:18 )
What to do with your investments regarding concerns about the U.S.'s national debt, potential inflation, potential market declines, etc. ( 33:41 )
How much to try to optimize moving around cash balances between savings accounts, money market funds, Treasury Bills, CDs, etc. to try to maximize the amount of interest you can get ( 43:44 )
Their thoughts on individual bonds vs bond funds, what we use, and why ( 54:27 )
How we handle and implement inflation assumptions when doing financial planning with clients ( 1:05:37 )
Their thoughts on how Artificial Intelligence may impact financial planning, both as advisors and as consumers ( 1:12:55 )
What to make of illustrations for permanent life insurance policies, how reliable those illustrations are, when to consider buying permanent life insurance, when not to buy permanent life insurance, etc. ( 1:19:48 )

Links in this episode:

Mayport Wealth Management's website - https://www.mayport.com/
Adam's recent appearance on Morningstar's The Long View podcast - https://www.morningstar.com/personal-finance/adam-grossman-asset-allocation-is-an-investors-best-defense

To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com

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YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
Retirement Planning Education website - www.RetirementPlanningEducation.com