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

Update: 2024-11-21

Description

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

Comments

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00:00

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

#box-pro-ellipsis-173501037887724{-webkit-line-clamp:2;}#126 – Retirement planning chat with a "real" person, Jane

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

Andy Panko

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