#126 – Retirement planning chat with a "real" person, Jane

Retirement Planning Education, with Andy Panko

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2M ago 1:12:00

MP3•Главная эпизода

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jane (anonymous name). They talk about a wide array of retirement planning topics such as dealing with the unexpected death of a spouse, self-educating on retirement and tax planning, doing a really large Roth conversion, Social Security survivor benefits, healthcare options in retirement and more!
Links in this episode:

The book Die With Zero - here
The book The Psychology of Money - here
The Bogleheads forum - here

Tenon Financial monthly e-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

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

139 эпизодов

#Podcasting Education #Andy Panko #Retirement Planning #Financial Planning #Tax #Tax Planning #Investing #Social Security #IRA #Roth IRAs #401k #Pension #Annuity #Roth Conversions