#099 – Retirement planning chat with a "real" person, Al DiSalvio

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

🗓️ 16 May 2024

⏱️ 63 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 Al DiSalvio, who lives in New Jersey and plans on retiring in 2025. They talk about a wide array of retirement planning topics such as when Al started getting serious about retirement planning, what he wishes he would have known earlier and a variety of financial topics such as Social Security, investing, Roth conversions, how he recently took a work assignment abroad and more!...

Transcript

Click on a timestamp to play from that location

0:00.0	Let's talk with another real person, Al DeSalvio, in this the 99th episode of the Retirement Planning Education Podcast.
0:10.7	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,
0:22.7	annuities, estate planning, and much more. And now here's your host, Andy Panko.
0:28.3	Hello, is it me you're looking for? Just kidding. I'm terrible at singing and I'm not,
0:34.4	I don't have a good Lana Ritchie impersonation, but thank you for listening.
0:38.3	I'm glad you're here. Today we have another fun one, another real person chat where I'll be
0:42.9	talking with Al DeSalvio, who happens to also coincidentally live in my home state of New Jersey.
0:48.1	Yay, rah, rah, go Bon Jovi, go Bruce Springsteen, go what else is, high taxes, I suppose. But anyway, so no, this was a good chat. Al is still working, nearing
0:59.8	retirement, plans to retire the next year. So this will be a little different than I believe
1:04.4	everyone I've chatted with so far is already in retirement or quasi retirement at least.
1:09.5	So there's a handful of questions that I
1:11.0	didn't ask Al. They don't apply because they are for people in retirement. So slightly different
1:16.3	than some of the questions I asked to tell their folks. But otherwise, nonetheless, great stuff
1:21.0	and interesting to hear as always, a real person in this case Al, real person's view and
1:25.9	insights and experiences and thoughts and concerns about
1:29.0	planning for retirement. So without further ado, I give you my real person chat with Al DeSalvio.
1:34.8	All right. Welcome back. Everyone. Thank you as always for listening. We have another fun one today,
1:40.4	another edition of Let's Talk with a Real Person about their retirement planning.
1:45.2	With that said, I'm joined today by Al DeSalvio. Hey, Al.
1:48.9	Hello, Andy. How are you? I'm super. Thank you for joining. I'm looking forward to this.
1:53.6	Me too. So Al, though, before we get going, I wanted to ask you, or let you know, I should say, I went skydiving the other day for the first time.
2:03.6	The guy strapped himself to me.
	...

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.