EPISODE · Feb 15, 2024 · 1H 1M
#086 – Retirement planning chat with a "real" person, Bill Stevenson
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 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 - hereWade Pfau's book, Retirement Planning GuidebookThe podcast, The Retirement & IRA ShowTenon 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
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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, p...
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#086 – Retirement planning chat with a "real" person, Bill Stevenson
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