Retirement Planning Education, with Andy Panko

← Retirement Planning Education, with Andy Panko16 jul · 1 h 17 min

#213 – "Real" person retirement planning chat with Tom

#213 – "Real" person retirement planning chat with Tom16 jul1 h 17 min

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Tom. They talk about a wide array of retirement planning topics such as when he started getting serious about planning for retirement, why he went back to work as a consultant a year after retiring, why their plans of relocating to a different state have since changed, what his Roth conversion plan is, and more! Links in this episode: Tenon Financial monthly e-n...