#086 – Retirement planning chat with a "real" person, Bill Stevenson

Retirement Planning Education, with Andy Panko

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9M ago 1:01:53

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Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Bill Stevenson, a married military retiree currently living in Hawaii. They talk about a wide array of retirement planning topics such as when Bill started getting serious about retirement planning, what he wishes he would have known earlier, how he planned for the non-financial aspects of retirement, and a variety of financial topics such as Social Security, investing, portfolio distributions, how the GI Bill helped pay for Bill's daughters' colleges and more!
Links in this episode:

Bill's favorite retirement planning resources:
- Jane Bryant Quinn books and other resources - here
- Wade Pfau's book, Retirement Planning Guidebook
- The podcast, The Retirement & IRA Show
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

129 episoder

#Podcasting Education #Andy Panko #Retirement Planning #Financial Planning #Tax #Tax Planning #Investing #Social Security #IRA #Roth IRAs #401k #Pension #Annuity #Roth Conversions