#104 – Retirement planning chat with a "real" person, Laura Maione

Retirement Planning Education, with Andy Panko

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5M ago 1:11:07

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Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Laura Maione, who lives in Illinois and retired during the pandemic. They talk about a wide array of retirement planning topics such as when Laura started getting serious about retirement planning, what she wishes he would have known earlier, how she planned for the non-financial aspects of retirement, and a variety of financial topics such as Social Security, investing, portfolio distributions, how she plans to address any potential long term care scenarios and more!
Links in this episode:

Bogleheads forum - here
Early Retirement - here
FireCalc - here
i-ORP Retirement Planner - 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

128 episódios

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