EPISODE · Aug 21, 2025 · 51 MIN
#166 - The most common retirement planning questions from "real" people
from Retirement Planning Education, with Andy Panko
In this slight twist to the "real" person episode format, Andy doesn't interview a real person but instead addresses the most common retirement planning questions he gets from "real" people. The questions addressed are:Do I have enough to retire?When can I retire?How much cash should I have?When should I start my Social Security?How do I get money out of my portfolio?How do I pay taxes?Should I do Roth conversions? If so, how much?Links in this episode:Tenon 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]
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In this slight twist to the "real" person episode format, Andy doesn't interview a real person but instead addresses the most common retirement planning questions he gets from "real" people. The questions addressed are: Do I have enough to retire?When can I retire?How much cash should I have?When should I start my Social Security?How do I get money out of my portfolio?How do I pay taxes?Should I do Roth conversions? If so, how much? Links in this episode: Tenon Financial monthly e-newsle...
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#166 - The most common retirement planning questions from "real" people
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