#143 – Retirement planning chat with a "real" person, Jim Jones

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

🗓️ 20 March 2025

⏱️ 60 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 Jim Jones. They talk about a wide array of retirement planning topics such as transitioning from owning a dental practice into retirement, investing, Social Security, when they got serious about retirement planning, and more! Links in this episode: Jim's podcast - The JimJam Tenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Reti...

Transcript

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0:00.0	We're about to have another real person chat where this week I'm joined by Jim Jones on this
0:04.3	C-143rd episode of the Retirement Planning Education Podcast.
0:12.0	Welcome to the Retirement Planning Education Podcast, where you can learn all about IRAs
0:16.9	and Roth IRAs, employer retirement plans, taxes, social security, Medicare, portfolio
0:22.5	withdrawal strategies, annuities, estate planning, and much more. And now here's your host, Andy Panco.
0:29.4	Howdy y'all? Welcome back. 143rd episode Retirement Planning Education Podcasts. We have a real
0:35.3	person chat today where I am joined by Jim Jones.
0:40.3	And as you're here, Jim has his own podcasts called the Jim Jam, which I will link to in the show notes.
0:46.3	But really big news, huge news, and this news is doubling as my big, goofy smile moment today.
0:52.9	As of today, the recording of this intro, March 16th, 2025,
0:58.0	the Retirement Planning Education Podcasts has just hit 1 million total downloads.
1:06.0	Cue the soundtrack, clap track, or whatever it's called.
1:13.8	No, but very, very exciting news. Just reached, whatever, just hit one million total cumulative downloads since the start of the podcast,
1:21.2	which is huge. I thought it would be cool to get a few hundred people to this. I did not know
1:26.4	that it would hit one million total downloads,
1:28.8	especially in as relatively quick as it has. So I started this show January 22. It's been
1:35.3	weekly ever since, except I took a six-month break in the latter half of 2023 from June through
1:43.0	the end of 2023. Life life got, got busy and,
1:47.4	you know, required, basically had to had to trim back some of the extracurriculars. And so
1:52.0	this podcast needed to kind of take a pause. But fired it back up beginning of 2024.
1:58.3	And so all said and done, it's been a little over three years since I started this, but minus the six months of break. So let's call it a little over two and a half years. I've been doing these weekly episodes. Here we are, 143rd episode and hit one million, one million like Dr. Evil would say from Austin Powers, one million total downloads. So thank you,
2:18.0	thank you very much for everyone who listens, who supports it, who's been on the show,
	...

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