Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Tom Santi, who lives in Florida and is transitioning into retirement via a stepped down and flexible work schedule. They talk about a wide array of retirement planning topics such as when Tom 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 Tom actually received the Certified Financial Planner designation many years ago and more!
Links in this episode:
Tom's favorite retirement planning resources:
Chris Farrell's book, Your Money Ratio$ - www.amazon.com/Your-Money-Rat...
Thomas Stanley and William Danko's book, The Millionaire Next Door - www.amazon.com/Millionaire-Ne...
Burton Malkiel's book, A Random Walk Down Wall Street - www.amazon.com/Random-Walk-Do...
John Paulos's book, Innumeracy - www.amazon.com/Innumeracy-Mat...
Darrell Huff's book, How to Lie with Statistics - www.amazon.com/How-Lie-Statis...
Annie Duke's book, Thinking in Bets - www.amazon.com/Thinking-Bets-...
To listen to the Retirement Planning Education podcast, join the Retirement Planning Education Facebook group or download lots of free Retirement Planning Education material - www.RetirementPlanningEducati...
To subscribe to the Retirement Planning Insights newsletter - tenonfinancial.com/newsletter
#RetirementPlanning #TaxPlanning #Retirement
DISCLAIMER: This video is only helpful hints and education. It is not specific tax, legal or investment advice. Before considering acting on anything you see in this video, first consult with your tax, legal or investment advisor. While the information expressed in this video is believed to be accurate, neither Andy Panko, CFP®, RICP®, EA nor Andy Panko EMC LLC make any representations to its accuracy.
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