Retirement Planning Education, with Andy Panko

#082 – Retirement planning chat with a "real" person, David Folts

January 18, 2024 Andy Panko
Retirement Planning Education, with Andy Panko
#082 – Retirement planning chat with a "real" person, David Folts
Show Notes

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with David Folts, a married retiree in Ohio.  They talk about a wide array of retirement planning topics such as when David 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, long-term care and more!

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