Andy and Lauren Hunt from Daybreak Wealth share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about:
- Their thoughts on the takeaways from 2025 annual Social Security Trustees report ( 7:17 )
- Some of provisions in the pending One Big Beautiful Bill Act that are likely to impact most people's tax returns ( 16:12 )
- Whether or not to get a loan or pay cash for a new car or house. Or, similarly, to pay down or pay off an existing loan ( 32:27 )
- Whether buying a 30 year Treasury bond is a replacement for a traditional income annuity in retirement ( 38:19 )
- When to consider getting a living/revocable trust ( 46:43 )
- Why the stock market keeps chugging ever-upward, even with so much seemingly uncertain in the world and the economy ( 54:38 )
- What longevity assumptions we use, and why, when doing financial planning and projections for client ( 1:07:45 )
Links in this episode:
- Lauren's firm - Daybreak Wealth
- Lauren's prior appearance on the Retirement Planning Education podcast - Episode #098
- The 2025 Annual Social Security Trustees Report - here
To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com
- My company newsletter - Retirement Planning Insights
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Retirement Planning Education website - www.RetirementPlanningEducation.com
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
24/7 News: The Latest
The latest news in 4 minutes updated every hour, every day.
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.