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Retirement Planning Education, with Andy Panko

#147 – Chat with four "real" people, sharing what they wish they would have known or done differently during their divorces

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 β€’ 671 Ratings

πŸ—“οΈ 17 April 2025

⏱️ 88 minutes

🧾️ Download transcript

Summary

In this special edition "real" person chat, Andy talks with four different people who went through "gray" divorce (i.e. divorcing later in life; typically over the age of 50), to learn what they wish they would have known or done differently as they were going through the divorce process. Tenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education ...

Transcript

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0:00.0

It's time for another real person chat, but this time I'll be chatting with four real people,

0:05.0

specifically who all got divorced later in life and share what they wish they would have known

0:08.5

or done differently during their divorces in this, the 147th episode of the Retirement Planning

0:13.2

Education Podcast.

0:18.4

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 strategies, annuities, estate planning, and much more. And now here's your host, Andy Panko.

0:35.7

Good day, everybody. Thank you, as always, for listening.

0:38.2

Today we have a real person episode, but it's actually four real persons, peoples.

0:44.4

Specifically, we will be talking to four people who got divorced later in life after a, you know,

0:50.6

after a long and fairly established marriages so they can share what they wish they

0:54.8

would have known or done differently as they were going through divorce or leading up to divorce,

1:00.2

you know, with the benefit of hindsight, you know, how they wish things could have or would

1:04.2

have gone differently, not necessarily in, in this sense of making a relationship work. I think in the purpose of this episode

1:12.3

was it was already decided divorce is going to happen. You know, the dissolution of the relationship

1:17.6

of the marriage was the outcome. So now what, you know, what would they or could they should

1:23.4

have done differently in hindsight? So before we get into that, though,

1:28.7

I just wanted to share that the four people I talked with,

1:30.7

I did have some audio issues.

1:32.4

I don't know if it was on my end or their end,

1:33.9

but two of the folks, there was some spotiness

1:36.6

and like gaps in the audio.

1:39.0

So I did try to delete it out and trim it

1:40.9

and clean it up as much as I could,

...

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