EPISODE · Jan 18, 2024 · 1H 26M
#082 – Retirement planning chat with a "real" person, David Folts
from Retirement Planning Education, with Andy Panko · host Andy Panko
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 OechA Kick in the Seat of the Pants, by Roger Von OechThe Debt Squeeze, by Ron BlueDavid's favorite YouTube channels:Retirement Planning Education, by Andy PankoMeasure Twice Planners, by Cody GarrettApproach Financial, by Justin PritchardTenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com
What this episode covers
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-t...
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#082 – Retirement planning chat with a "real" person, David Folts
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