#130 – Retirement planning chat with a "real" person, Peter Townsend

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 December 2024

⏱️ 116 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 Peter Townsend. They talk about a wide array of retirement planning topics such as becoming self-educated in the details of retirement planning AFTER already retiring, Social Security, funding potential long term care needs and more! Links in this episode: Tenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Educat...

Transcript

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0:00.0	Who wants to have another real person chat?
0:02.5	Today I'm joined by Peter Townsend in this the 130th episode of the Retirement Planning Education Podcast.
0:12.0	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
0:22.7	withdrawal strategies, annuities, estate planning, and much more. And now here's your host, Andy Panco.
0:29.6	Hello again, everybody. Today is another real person chat where I'm joined by Peter Townsend.
0:35.4	Peter is a very active member of the Facebook group.
0:38.3	Those of you who are frequently contributing, visiting, reading to the Facebook group,
0:42.5	I'm sure you will recognize Peter's name and his contributions there. What's cool about him is
0:47.9	that, as you'll hear in the chat, we're about to have, it wasn't until he really got in
0:53.3	retirement that he went full steam
0:55.0	into learning about retirement, retirement planning, the technical aspects of all the stuff we
1:01.1	routinely talk about here and things that I talk about in the Facebook group. So it just goes to
1:05.6	show that at any, you know, it's never too late to learn this stuff. It'll be like drinking from
1:08.9	the fire hose initially, but the more you listen, read, watch, you know, wherever you get your retirement planning content
1:14.8	from, these different little bits and pieces all start to gel and form together. And eventually
1:20.6	there's a sort of aha moment where they all click together and you start to realize, wow, I understand
1:26.0	this. And I can see the big picture now. So Peter's a great example of that, and I'm excited for you all to hear it. Before we do,
1:34.1	though, I have a question for you. What happens when frogs park illegally? They get towed,
1:39.3	of course. Toad. Toad. Toad. Anyway, and my BGS or big goofy smile this time is something really seemingly
1:49.0	trivial, but it's pineapple. Not just any pineapple, but I do the majority of the grocery
1:56.1	shopping for a family, and I do most of that at Sam's Club. And my older daughter really likes pineapple,
2:03.2	but pineapples are a hit or miss.
	...

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