About this episode

Andy chats with Tom 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 Tom. They talk about a wide array of retirement planning topics such as when he started getting serious about planning for retirement, why he went back to work as a consultant a year after retiring, why their plans of relocating to a different state have since changed, what his Roth conversion plan is, and more! Links in this episode: Tenon Financial monthly e-n...

People in this episode

Host: Andy Panko

Guest: Tom

Topics covered

• retirement planning
• consulting after retirement
• Roth conversion
• relocation plans
• personal finance

Keywords

• retirement
• planning
• consultant
• Roth conversion
• finance

More episodes of Retirement Planning Education, with Andy Panko

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• #210 - Q&A edition...Mega backdoor Roth contributions, nonqualified annuities, exceptions to the IRA early withdrawal penalty, when to hire an advisor, how much is too much to pay for an advisor and MORE! · June 25, 2026 · 1h 10m
• #209 – "Real" person retirement planning chat with Mark Ross from the Rock Retirement Club · June 18, 2026 · 1h 27m

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