#091 – Retirement planning chat with a "real" person, Tom Santi

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

4.9 • 1.1K Ratings

🗓️ 21 March 2024

⏱️ 77 minutes

🔗️ Recording | iTunes | RSS

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Summary

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Tom Santi, who lives in Florida and is currently in a part-time/transitional work phase leading toward retirement. They talk about a wide array of retirement planning topics such as when Tom 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 t...

Transcript

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0:00.0	It's time to have a chat with another real person, Tom Santee, regarding his retirement
0:04.8	planning in this, the 91st episode of the Retirement Planning Education Podcast.
0:12.8	Welcome to the Retirement Planning Education Podcast, where you can learn all about
0:17.1	IRAs and Roth IRAs, employer retirement plans, taxes, social security, Medicare,
0:22.9	portfolio withdrawal strategies, annuities, estate planning, and much more. And now here's your host,
0:29.2	Andy Panko. Thank you everyone for joining. We have another great real person episode today. Today's
0:34.6	special guest is Tom Santee. Hello, Tom. Hi, Andy. Thanks for having me on.
0:39.4	Yeah, my pleasure. Thanks for being on. Before I get into it, though, Tom, I just, I want to tell you
0:42.9	something. I've been prescribed anti-gloting cream. I can't wait to rub it in. That's good.
0:50.9	Thanks. That's good. I like that one. We've got one more, yeah.
0:54.3	Just in case you didn't like that one.
0:56.6	A storm blew away 25% of my roof last night.
1:00.4	Oof.
1:02.9	Like the first one better.
1:04.1	I can see that in writing, yeah.
1:05.0	O-O-F.
1:06.3	25% is gone.
1:07.2	Anyway.
1:08.2	All right.
1:08.6	So Tom, thank you for joining.
1:09.7	I'm looking forward to this for a while.
1:11.2	Always a good time to hear other real people, what they do, questions they have, concerns they
	...

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