#086 – Retirement planning chat with a "real" person, Bill Stevenson

02/15/24 • 61 min

1 Listener

Retirement Planning Education, with Andy Panko

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Bill Stevenson, a married military retiree currently living in Hawaii. They talk about a wide array of retirement planning topics such as when Bill started getting serious about retirement planning, what he wishes he would have known earlier, how he planned for the non-financial aspects of retirement, and a variety of financial topics such as Social Security, investing, portfolio distributions, how the GI Bill helped pay for Bill's daughters' colleges and more!
Links in this episode:

Bill's favorite retirement planning resources:
- Jane Bryant Quinn books and other resources - here
- Wade Pfau's book, Retirement Planning Guidebook
- The podcast, The Retirement & IRA Show
Tenon Financial monthly e-newsletter - Retirement Planning Insights
Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
Retirement Planning Education website - www.RetirementPlanningEducation.com

Bill's favorite retirement planning resources:
- Jane Bryant Quinn books and other resources - here
- Wade Pfau's book, Retirement Planning Guidebook
- The podcast, The Retirement & IRA Show
Tenon Financial monthly e-newsletter - Retirement Planning Insights
Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
Retirement Planning Education website - www.RetirementPlanningEducation.com

Previous Episode

#085 – Retirement planner chat, with Brian Tegtmeyer from Truly Prosper Financial Planning

Andy chats with fellow retirement planner Brian Tegtmeyer, CFP®, from Truly Prosper Financial Planning. 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 someone has "enough" to retire, what consumers often overlook in retirement planning and much more!
Links in this episode:

Brian's company's website - Truly Prosper Financial Planning
The Michael Kitces website/blog - here
Ed Slott website/blog - here
Natalie Choate's book - Life and Death Planning for Retirement Benefits
Money Quotient life planning tools - here
George Kinder financial life planning resources - here
Mitch Anthony financial life planning resources - here
Reid Stone's non-financial and life planning solutions - here
Fritz Gilbert's blog - The Retirement Manifesto
Roger Whitney's podcast - The Retirement Answer Man
Mitch Anthony's book - The New Retirementality
Tenon Financial monthly e-newsletter - Retirement Planning Insights
Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
Retirement Planning Education website - www.RetirementPlanningEducation.com

Next Episode

#087 - Q&A edition...tax return filing statuses, advisor succession plans and MORE!

Listener Q&A where Andy talks about:

The summary of the five different tax return filing statuses
Whether a particular listener could file as Head of Household for his 22 year-old son in college
How to get the 1099-INT form if you sold any I Bonds last year
Whether you can still do a 2023 Roth conversion now, in February 2024
What to look for and ask regarding an advisor's succession plan

Links in this episode: