Retirement Planning Education, with Andy Panko

#086 – Retirement planning chat with a "real" person, Bill Stevenson

February 15, 2024 Andy Panko
Retirement Planning Education, with Andy Panko
#086 – Retirement planning chat with a "real" person, Bill Stevenson
Show Notes

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Bill Stevenson, a married military retiree currently living in Hawaii.  They talk about a wide array of retirement planning topics such as when Bill 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 the GI Bill helped pay for Bill's daughters' colleges and more!

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