#125 – Retirement planner chat, with Jamie Lima from Woodson Wealth Management

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

🗓️ 14 November 2024

⏱️ 93 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Andy chats with fellow retirement planner Jamie Lima, CFP®, CDFA from Woodson Wealth Management and Allegiant Divorce Solutions. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when people have enough to retire, what consumers often overlook in retirement planning and much more! Also, Jamie interjects his experience and knowledge around divorce-related matters ...

Transcript

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0:00.0	It's time to have another retirement planner chat. This week, I'll be talking with Jamie Lima from
0:04.7	Woodson Wealth Management in this the 125th episode of the Retirement Planning Education Podcast.
0:14.0	Welcome to the Retirement Planning Education Podcast, where you can learn all about IRAs and Roth IRAs,
0:20.1	employer retirement plans, taxes, social
0:22.7	security, Medicare, portfolio withdrawal strategies, annuities, estate planning, and much more.
0:28.7	And now here's your host, Andy Panko.
0:31.6	Oh, hello again, everybody.
0:33.2	Thank you for joining.
0:34.2	Glad you're here.
0:34.9	So today we have another retirement planner chat episode
0:38.0	and i'll be talking with my friend jamie lemma from woods and wealth management also the owner
0:44.0	of allegiance to divorce solutions you'll you'll find out more what i mean by that as we get into
0:49.5	the recording with jamie and myself um i forgot to ask or tell jami a joke i just realized it's after the fact when i've done recording with Jamie and myself. I forgot to tell Jamie a joke.
0:55.7	I just realized it's after the fact when I was done recording with him.
0:58.2	So I want to make sure I get you all one now.
1:00.9	With that said, I went to a restaurant the other day.
1:03.8	The waiter came over and said, I'm glad you enjoyed your dinner.
1:06.1	How did you find the steak?
1:08.0	I said, super easy.
1:09.0	It was right next to the potatoes.
1:10.8	Butum-cha. Yes, it was. And green
1:13.6	beans were next to that. That's the joke. And my BGS, or big, goofy smile, my small little
	...

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