#117 – Retirement planning chat with a "real" person, Alison

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

🗓️ 19 September 2024

⏱️ 59 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 Alison (last name not disclosed). They talk about a wide array of retirement planning topics such as the unique planning considerations of having a spouse who's nearly 10 years younger and how an unexpected major medical condition a few years ago resulted in her being on long term disability, presumably through when she starts Social Security. They also talk about about what sh...

Transcript

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0:00.0	It's time to have another real person chat.
0:02.5	Today I'll talk with Allison about her retirement planning
0:05.3	in this, the 117th episode of the Retirement Planning Education Podcast.
0:13.3	Welcome to the Retirement Planning Education Podcast,
0:16.4	where you can learn all about IRAs and Roth IRAs,
0:19.3	employer retirement plans, taxes, social security,
0:22.7	Medicare, portfolio withdrawal strategies, annuities, estate planning, and much more.
0:28.0	And now here's your host, Andy Panko.
0:30.7	Hello again, everybody.
0:32.8	Today is another real person chat.
0:35.0	In this episode, I'll be speaking with Allison. We are leaving
0:39.3	Allison's last name undisclosed. And this is a good one. I'm glad Allison offered her time and
0:47.2	experiences to share with you all. In this, you will hear how Allison, a few unique things here.
0:56.3	She is a better part of 10 years older than her husband.
0:59.0	So that's one sort of slightly different planning angle to her retirement planning situation.
1:04.1	And she also a few years ago had a unsuspected, rather serious health medical issue where she is on long-term disability now and is
1:13.2	anticipated to likely still be on disability up through when Social Security starts.
1:19.6	So there's some other relatively new planning considerations to throw into the mix here
1:25.9	that I haven't yet addressed with anyone on these real
1:28.2	people chat. So I'm greatly appreciative and thankful that Allison was willing to come on and share
1:33.2	her experiences and how she's going about her own retirement planning. So without further ado,
1:38.9	I bring you my chat with Allison. Hope you enjoy. Hello, everyone. Thank you as always for
	...

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