#117 – Retirement planning chat with a "real" person, Alison

Retirement Planning Education, with Andy Panko

Andy Panko에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Andy Panko 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

2M ago 59:24

MP3•에피소드 홈

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Alison (last name not disclosed). They talk about a wide array of retirement planning topics such as the unique planning considerations of having a spouse who's nearly 10 years younger and how an unexpected major medical condition a few years ago resulted in her being on long term disability, presumably through when she starts Social Security. They also talk about about what she wishes she would have known earlier and a variety of financial topics such as Social Security, how they got a late start in getting serious about saving for retirement and more!
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

129 에피소드