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

  • Nov 21 2024
  • Length: 1 hr and 12 mins
  • Podcast

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

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  • Summary

  • 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
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