#143 – Retirement planning chat with a "real" person, Jim Jones episode artwork

EPISODE · Mar 20, 2025 · 59 MIN

#143 – Retirement planning chat with a "real" person, Jim Jones

from Retirement Planning Education, with Andy Panko

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jim Jones. They talk about a wide array of retirement planning topics such as transitioning from owning a dental practice into retirement, investing, Social Security, when they got serious about retirement planning, and more!  Links in this episode:Jim's podcast - The JimJamTenon 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 To send Andy questions to be addressed on future Q&A episodes, email [email protected]

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jim Jones. They talk about a wide array of retirement planning topics such as transitioning from owning a dental practice into retirement, investing, Social Security, when they got serious about retirement planning, and more! Links in this episode: Jim's podcast - The JimJam Tenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Reti...

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#143 – Retirement planning chat with a "real" person, Jim Jones

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This episode was published on March 20, 2025.

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Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jim Jones. They talk about a wide array of retirement planning topics such as transitioning from owning a dental practice into...

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