#086 – Retirement planning chat with a "real" person, Bill Stevenson

Retirement Planning Education, with Andy Panko

Andy Panko

Annuities, Taxes, Ira, Retirement Planning, Social Security, Roth Ira, 401k, Pension, Investing, Financial Planning, Roth Conversion, Tax Planning, Education

2.4 • 671 Ratings

🗓️ 15 February 2024

⏱️ 62 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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...

Transcript

Click on a timestamp to play from that location

0:00.0	Let's sit down and have a chat with another real retiree, Bill Stevenson, and this is the 86th episode of the Retirement Planning Education Podcast.
0:11.2	Welcome to the Retirement Planning Education Podcast, where you can learn all about IRAs and Roth IRAs, employer retirement plans, taxes, social security, Medicare, portfolio withdrawal strategies,
0:23.1	annuities, estate planning, and much more. And now here's your host, Andy Panko.
0:28.5	Hi, everyone. Thank you, as always, for listening. And today watching, we have a special guest today.
0:32.9	I won't give his last time yet. I'll save that for him, but we have joining us, Bill. How are you doing, Bill?
0:37.6	I'm doing great.
0:39.2	Thank you for coming on.
0:40.5	Looking forward to hearing your story, hearing your input, and your experiences.
0:45.1	Thank you for agreeing to do this.
0:47.8	Before we get started, I have a question for you, Bill.
0:50.6	Fireway.
0:51.4	If the internet had a boat, where would they park it?
0:55.0	Don't know.
0:58.0	Google Docs, of course.
1:00.0	Ah.
1:01.0	Yeah.
1:02.0	Yeah.
1:03.0	Well, anyway.
1:06.0	So now, moving on.
1:08.0	So thank you for that.
1:09.0	So today is another episode of let's talk to a quote-un person, real retiree, just to hear their stories, their experiences, their background, their words of wisdom to everyone listening about their particular journeys and planning and living their own retirements. So, for the record, what is your name, please, Bill, full name?
1:26.8	I am Bill Stevenson. I found about this
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Andy Panko, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Andy Panko and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.