About this episode

Andy chats with Jim Kellerman about his personal retirement planning journey and various related topics.

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jim Kellerman. They talk about a wide array of retirement planning topics such as when he started getting serious about planning for retirement, how he now spends his days in retirement, what he's doing for health insurance since he's not yet on Medicare and why he's at the local prison each week... Links in this episode: Puritas tax prep software (including for ...

People in this episode

Host: Andy Panko

Guest: Jim Kellerman

Topics covered

• retirement planning
• health insurance
• personal finance
• retirement lifestyle
• planning strategies

Keywords

• retirement
• planning
• health insurance
• Medicare
• personal finance
• retirement lifestyle
• tax prep software

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