#104 – Retirement planning chat with a "real" person, Laura Maione

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

🗓️ 20 June 2024

⏱️ 71 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 Laura Maione, who lives in Illinois and retired during the pandemic. They talk about a wide array of retirement planning topics such as when Laura started getting serious about retirement planning, what she wishes he would have known earlier, how she planned for the non-financial aspects of retirement, and a variety of financial topics such as Social Security, investing, portfo...

Transcript

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0:00.0	It's time for another chat with a real person, Laura My Own, in this, the 104th episode of the
0:05.4	Retirement Planning Education Podcast.
0:10.9	Welcome to the Retirement Planning Education Podcast, where you can learn all about
0:15.2	IRAs and Roth IRAs, employer retirement plans, taxes, Social Security, Medicare,
0:22.5	portfolio withdrawal strategies,
0:25.3	annuities, estate planning, and much more.
0:28.0	And now here's your host, Andy Panko.
0:30.1	Hello, everybody. Welcome back.
0:32.2	I don't know what boys that was. I'm sorry.
0:37.8	I think that may have been my attempt to do Jim Carrey and was a cable man or something.
0:39.3	Was that movie from the late 90s?
0:42.9	Or maybe it was me, myself, and Irene where he had that alter ego.
0:44.3	That was really mean.
0:47.6	That was a funny, but really, really inappropriate movie.
0:49.3	Anyway, so yes, thank you.
0:58.0	Today we have another real person chat where I talk with Laura My Own about her experiences and background and doing her own retirement planning. She's currently retired, as you'll find out. She retired
1:02.5	during the pandemic and really started to get serious about retirement planning along the way,
1:08.6	learned a lot. Like many people who who didn't have a lot of exposure
1:12.1	to retirement planning, it was like drinking from the fire hose at first. There's so much information
1:16.4	out there, which is good and bad. It's good because there's so much information out there,
1:20.3	but it's bad because there's so much information out there. So if you don't know how to
1:24.1	distill it and make sense of, you know, who's giving accurate information,
	...

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