#095 – Retirement planning chat with a "real" person, Judy Ocaya
Retirement Planning Education, with Andy Panko
Andy Panko
4.9 • 1.1K Ratings
🗓️ 18 April 2024
⏱️ 83 minutes
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| 0:00.0 | Let's have a chat with another real person, Judy Okaya, in this, the 95th episode of the Retirement Planning Education Podcast. |
| 0:10.6 | 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, |
| 0:22.6 | annuities, estate planning, and much more. And now here's your host, Andy Panko. |
| 0:28.2 | Oh, hi, everybody. Welcome back. Thank you as always for listening. Today we have another |
| 0:32.3 | real person chat where I will be talking with Judy Okaya. Judy is a member of the Facebook group and she was one of the original members. |
| 0:40.7 | I don't know exactly what date, but when I started the group in April of 2020, she was one |
| 0:46.0 | of the first ones to join and has been very active since. |
| 0:50.1 | And it was clear from the beginning. |
| 0:51.7 | She definitely knows what she's talking about as well versed in all this, et cetera. And I just thought she was a knowledgeable DIYer who clearly has an aptitude and liking for this. But come to find out in doing this chat with her as you'll soon here, her career prior to retiring was actually as a actuary, a retirement actuary for pension |
| 1:13.0 | plans. So we'll talk a little more about what that is, but basically Judy's been in and around |
| 1:17.8 | retirements for his, for her whole life. But difference is she worked on the sort of corporate, |
| 1:24.4 | like, you know, plans that, large pensions for large companies and, |
| 1:28.0 | and, uh, other retirement plans like that, not doing like the personal individual |
| 1:31.7 | retirement planning things, which was, which were things that she kind of had to, uh, |
| 1:36.4 | learn herself along the way. But, you know, I guess a good knowledge base from having been in |
| 1:40.4 | an around concepts of retirement and, and pension plans and such plans and such that she had a good base |
| 1:46.9 | of info and knowledge from which to learn from. |
| 1:50.8 | So anyway, without further ado, I bring you my chat with Judy Okaya. |
| 1:55.1 | So welcome back, everyone. |
| 1:56.8 | Thank you for watching and listening as always. |
| 1:58.8 | We have another great real person episode today with Judy Okaya. Hello, Judy. Hey, Andy. Thank you for joining. I'm honored and pleased that you're here. So for those who are in the Facebook group and don't know, Judy is one of the original members from back in early 2000, I'm sorry, 2020. |
| 2:19.6 | Frequent contributor, great contributor has a lot of good things to add. So I definitely |
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