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Retirement Planning Education, with Andy Panko

#088 – Retirement planning considerations for women, with Laura Adams

Retirement Planning Education, with Andy Panko

Andy Panko

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

4.91.1K Ratings

🗓️ 29 February 2024

⏱️ 68 minutes

🧾️ Download transcript

Summary

Andy talks with Laura Adams, author and host of the The Money Girl podcast, about retirement planning considerations and issues unique to women Links in this episode: Laura's website - https://lauradadams.com/Laura's podcast - The Money GirlLaura's newsletter - The Money Stack Tenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Plan...

Transcript

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0:00.0

Let's talk about some retirement planning topics and considerations specific to women with special guest Laura Adams in this, the 88th episode of the Retirement Planning Education Podcast.

0:13.2

Welcome to the Retirement Planning Education Podcast, where you can learn all about IRAs and Roth IRAs, employer retirement plans, taxes, social security,

0:22.8

Medicare, portfolio withdrawal strategies, annuities, estate planning, and much more. And now here's

0:28.8

your host, Andy Panko. Well, hello, everybody. Happy leap year. This episode is getting released on February

0:35.3

29th, 2004.

0:41.0

29th day in February, it only happens once every four years or so.

0:42.6

Got a loved way the calendar works.

0:46.8

Also, this is the fifth Thursday of this month.

0:52.5

Normally, as you know, in the Gregorian calendar, at least, each month typically has four of each day of the week and so this podcast

0:56.3

the format is the first Thursday of the month is me just me and my microphone going into pretty deep

1:01.8

into some topic the second Thursday the second Thursday the episode is me having on another

1:07.7

retirement planner to pick his or her brain and get their views on things.

1:11.5

The third Wednesday is me having on a quote unquote real person to talk about their

1:15.4

retirement planning. And the fourth Thursday of the month, sorry if I said Wednesday before,

1:21.1

I meant Thursday. The fourth Thursday of the month, that episode will be me doing a Q&A of

1:25.8

listener questions. For the few times a year where there is a fifth Thursday, I'll be doing a to-be-determined topic.

1:32.7

This month's to be-determined topic, I'm very happy to share.

1:37.3

It is special guest Laura Adams is joining me to talk all about women-specific considerations and concerns and risks when it comes to

1:46.6

financial and retirement plan. I think you're really going to like this. Laura's a great person.

1:51.0

She is rather well known in the money content, financial content world. She's an author. She hosts

1:59.7

the Money Girl podcast, which has been around, I believe,

2:02.0

15 years, I think she said, which absolutely blows my mind to be doing this weekly for that long.

...

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