#108 – Retirement planning chat with "real" people, Ali & Alison Walker
07/18/24 • 98 min
1 Listener
Andy chats with real people (not advisors) doing their own retirement planning. In this episode, Andy talks with Ali & Alison Walker, who live in Arizona currently but lived and traveled abroad for a few years after retiring. They talk about a wide array of retirement planning topics such as when Ali & Alison started getting serious about retirement planning, what they wish they would have known earlier, how they planned for the non-financial aspects of retirement, and a variety of financial topics such as Social Security, investing, portfolio distributions, how they plan to address any potential long term care scenarios and more!
Links in this episode:
- Ali & Alison's website - All Options Considered
- Better Investing organization - here
- Tanja Hester's Our Next Life blog - here
- 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
Andy chats with real people (not advisors) doing their own retirement planning. In this episode, Andy talks with Ali & Alison Walker, who live in Arizona currently but lived and traveled abroad for a few years after retiring. They talk about a wide array of retirement planning topics such as when Ali & Alison started getting serious about retirement planning, what they wish they would have known earlier, how they planned for the non-financial aspects of retirement, and a variety of financial topics such as Social Security, investing, portfolio distributions, how they plan to address any potential long term care scenarios and more!
Links in this episode:
- Ali & Alison's website - All Options Considered
- Better Investing organization - here
- Tanja Hester's Our Next Life blog - here
- 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
#107 – Retirement planner chat, with Mike Powers from Manuka Financial
Andy chats with fellow retirement planner Mike Powers, CPA, PFS, CFP®, from Manuka Financial. 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 help advise people who are spending more than planned, what consumers often overlook in retirement planning and much more!
Links in this episode:
- Mike's company's website - Manuka Financial
- Michael Kitces website - here
- Mr Money Mustache blog - here
- ChooseFI financial independent community - here
- Early Retirement Now website - here
- Allan Roth from Wealth Logic - here
- David Hulstrom from Financial Architects - here
- 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
#109 - Q&A edition...how to know if your 401(k) is good, how much tax to withhold from Social Security, should you invest in International stocks and MORE!
Listener Q&A where Andy talks about:
- How to know if your 401(k) is good ( 5:57 )
- Is it safer to bank at multiple banks instead of just one ( 14:33 )
- How much tax should you withhold from your Social Security ( 21:10 )
- Whether each spouse needs to take out excess Roth IRA contributions if only one spouse's income put their Married Filing Joint total income over the Roth IRA contribution eligibility threshold ( 25:20 )
- Should you hire an advisor for a one-time Roth conversion analysis and plan if they claim it can save you millions in lifetime taxes ( 27:20 )
- Should you own international stocks in your stock allocation ( 31:58 )
To send Andy questions to be addressed on future Q&A episodes, email [email protected]
Links in this episode:
- Form W-4V to have federal taxes withhold from your Social Security payments - here
- Dinkytown online tax return calculator - here
- My YouTube video on fixing excess Roth IRA contributions - here
- My article about the futility of trying to quantify the value of Roth conversions - here
- My company 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
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