#108 – Retirement planning chat with "real" people, Ali & Alison Walker
Retirement Planning Education, with Andy Panko
Andy Panko
4.9 • 1.1K Ratings
🗓️ 18 July 2024
⏱️ 98 minutes
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| 0:00.0 | Who wants to have another real person chat this time with Ali and Allison Walker in this, the 108th episode of the Retirement Planning Education Podcast. |
| 0:12.6 | Welcome to the Retirement Planning Education Podcast, where you can learn all about IRAs and Roth IRAs, employer retirement plans, taxes, social security, Medicare, |
| 0:22.8 | portfolio withdrawal strategies, annuities, estate planning, and much more. And now here's your host, |
| 0:29.0 | Andy Panko. I really like that intro music. Whoa. Whoa. I can't do it justice because I can't sing |
| 0:36.4 | to save my life or anyone else's life for that matter. But it's catchy. I like it. I've been using it forever. Well, not forever. A handful of years. But anyway, I hope you like it. So welcome back. This is another fun, real person chat. Today's a real person's chat where I'm talking with Ali and Allison Walker, who live in Arizona currently. And really |
| 0:57.0 | interesting story with them is they lived abroad for a few years when they retired pre-pandemic, |
| 1:05.0 | lived abroad, sold their place in the U.S., and were literally living months at a time in various parts of the country. |
| 1:11.8 | And you'll hear them discuss how they did it, where they stayed with the arrangements were, |
| 1:15.4 | et cetera. I mean, they kept their U.S. residency and still filed the U.S. tax returns, whatever, |
| 1:20.4 | but they were kind of like on extended vacation for multiple years outside the country with some |
| 1:24.8 | trips back here and there. So hopefully, you know, that's a unique angle. I haven't yet chatted about with anyone yet. I don't know if I said that |
| 1:33.1 | right, but it's first people that that had extensive travel to the point there were, you know, |
| 1:37.5 | physically not in the country for a few years, basically. So, so I hope you all get a lot out of |
| 1:42.1 | that, at least those who are interested in the travel thing and truly living abroad for an extended period like that. There's some really good information from from Ali and Allison. And there are jokes in there. Not only did I hit them with a few jokes, but they gave me one that they really liked. So I won't spoil it for you. I'll let you hear it firsthand when we |
| 2:02.5 | get rolling. With that said, I will stop yapping now and bring you my real person chat with |
| 2:08.5 | Ali and Allison Walker. Okay, welcome back, everyone. Thank you as always for listening and watching. |
| 2:13.9 | Today we have another super exciting chat with a real person. Today we're chatting |
| 2:17.6 | with real persons, Ali and Allison. Hello. Hello. How you two doing? We're doing really good. |
| 2:25.4 | We're excited for the interview. As am I. Thank you for doing this. Should be a fun time. So just to |
| 2:30.4 | clarify for those watching, who's Ali, who's Allison? |
| 2:36.0 | I'm Ali. And I'm Allison. |
| 2:37.0 | Yeah. |
... |
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