#218 – "Real" person retirement planning chat with Mark
About this episode
Andy chats with Mark about various aspects of retirement planning from a personal perspective.
Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Mark. They talk about a wide array of retirement planning topics such as when he started getting serious about planning for retirement, how he got comfortable going from accumulation to decumulation mode, how he and his wife are navigating health insurance prior to Medicare eligibility, why he randomly showed up in Andy's office one day, and more! Links in this ep...
More episodes of Retirement Planning Education, with Andy Panko
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- #220 - How to move to a new state...tax compliantly
- #219 - Q&A edition...paying down a mortgage vs paying tax on Roth conversions, Social Security survivor benefits, converting ALL pre-tax money to Roth, updating account beneficiaries, and MORE!
- #217 - Q&A edition...unrealized gains in brokerage accounts, variable withdrawal strategies, unused 529 funds, protecting against fraud from advisors and MORE!
- #216 - Trump accounts: what they are, how they work, and use cases
- #215 - Summary of the 2026 annual Social Security trustees report
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