#086 – Retirement planning chat with a "real" person, Bill Stevenson
Podcast: Retirement Planning Education, with Andy PankoPublished On: Thu Feb 15 2024
Description: 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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