#166 - The most common retirement planning questions from "real" people

Update: 2025-08-21

Description

In this slight twist to the "real" person episode format, Andy doesn't interview a real person but instead addresses the most common retirement planning questions he gets from "real" people. The questions addressed are:

Do I have enough to retire?
When can I retire?
How much cash should I have?
When should I start my Social Security?
How do I get money out of my portfolio?
How do I pay taxes?
Should I do Roth conversions? If so, how much?

Links in this episode:

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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