#082 – Retirement planning chat with a "real" person, David Folts

Retirement Planning Education, with Andy Panko

Nội dung được cung cấp bởi Andy Panko. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Andy Panko hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

6M ago 1:26:02

MP3•Trang chủ episode

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with David Folts, a married retiree in Ohio. They talk about a wide array of retirement planning topics such as when David 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, long-term care and more!
Links in this episode:

David's favorite books:
- A Whack on the Side of the Head, by Roger Von Oech
- A Kick in the Seat of the Pants, by Roger Von Oech
- The Debt Squeeze, by Ron Blue
David's favorite YouTube channels:
- Retirement Planning Education, by Andy Panko
- Measure Twice Planners, by Cody Garrett
- Approach Financial, by Justin Pritchard

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

108 tập

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