34 subscribers
Pergi ke luar talian dengan aplikasi Player FM !
Podcast Berbaloi untuk Didengar
DITAJA


1 Flight of the Monarchs: Jaime Rojo on Beauty and Conservation 31:01
#126 – Retirement planning chat with a "real" person, Jane
Manage episode 451206343 series 3305727
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:
- 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
142 episod
Manage episode 451206343 series 3305727
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:
- 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
142 episod
كل الحلقات
×
1 #139 – Retirement planning chat with a "real" person, John McLaurin 58:14

1 #138 – Retirement planner chat, with Liz Yoder from Dependent Financial Planning 1:12:46

1 #137 - 7 scenarios where it might be beneficial to do Roth conversions 53:08

1 #136 - Guest host edition...Mike Powers walks through his retirement planning checklist 32:39

1 #135 - Q&A edition...understanding financial advisor's titles, repeal of Social Security WEP & GPO, umbrella insurance and MORE! 57:18

1 #134 – Retirement planning chat with a "real" person, Brian Alexander 1:01:05

1 #133 – Retirement planner chat, with Eric Niergarth from Retirement Roadmap Financial Planning 1:09:13

1 #132 - Why the value in financial advisory services can't actually be measured 57:11

1 #131 - Q&A edition...mutual funds vs ETFs, traditional vs rollover IRAs, how much umbrella insurance to get and MORE! 56:44

1 #130 – Retirement planning chat with a "real" person, Peter Townsend 1:55:52

1 #129 – Retirement planner chat, with Andrew Gray from Gray Wealth Strategies 1:34:52

1 #128 - How to decide whether to own or rent your home in retirement 43:26

1 #127 - Q&A edition...concentration in the S&P 500, direct indexing, how to transfer accounts from one broker to another and MORE! 53:38

1 #126 – Retirement planning chat with a "real" person, Jane 1:12:00

1 #125 – Retirement planner chat, with Jamie Lima from Woodson Wealth Management 1:33:01
Selamat datang ke Player FM
Player FM mengimbas laman-laman web bagi podcast berkualiti tinggi untuk anda nikmati sekarang. Ia merupakan aplikasi podcast terbaik dan berfungsi untuk Android, iPhone, dan web. Daftar untuk melaraskan langganan merentasi peranti.