#112 – Retirement planning chat with a "real" person, Jane

Retirement Planning Education, with Andy Panko

Andy Panko

Annuities, Taxes, Ira, Retirement Planning, Social Security, Roth Ira, 401k, Pension, Investing, Financial Planning, Roth Conversion, Tax Planning, Education

2.4 • 671 Ratings

🗓️ 15 August 2024

⏱️ 41 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 Jane (an anonymous name). They talk about a wide array of retirement planning topics such as when she started getting serious about retirement planning, what she wishes she would have known earlier, what she learned from seeing her parents go through a long term care event with her father, and a variety of financial topics such as Social Security, investing, how she and her hus...

Transcript

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0:00.0	It's time for another real person chat where I will chat with Jane in this, the 112th episode of the Retirement Planning Education Podcast.
0:11.6	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
0:22.6	strategies, annuities, estate planning, and much more.
0:26.6	And now here's your host, Andy Panko.
0:28.6	Hello, everyone.
0:30.6	Welcome back.
0:31.6	Thank you, as always for listening.
0:32.6	Today we have another real person chat.
0:35.6	She chose to be anonymous.
0:37.9	So we are calling her Jane for this episode.
0:41.7	And Jane had a lot of good information to share some interesting
0:47.5	or unique sort of aspects to her planning and financial life
0:51.5	is we really touched on long-term care in some detail because
0:55.3	she shared with us, as you'll hear in the recording, shared with us the issues her parents
1:01.3	had where her father had a really large stroke and was in care for a couple years later.
1:06.7	And then how that played it, like how her mom continued to pay for it, live, et cetera, and then how that played it like how her mom continued to um pay for it live et cetera and then
1:13.5	how that experience of seeing her her parents go through that how that impacted her views and
1:18.5	decisions around what what jane and her husband are planning on doing to um you know pay for or
1:26.5	fund a long-term care event and from when it should happen to
1:29.2	one of them. So I think you'll all find that interesting. And I realized I did not in my recording
1:35.0	with Jane give any dad jokes, because frankly, I completely messed up on the scheduling.
1:39.7	Uh, she's a time zone away. And when we agreed on a time i i just completely botched this and thought
	...

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