Retirement Planning Education, with Andy Panko

#104 – Retirement planning chat with a "real" person, Laura Maione

June 20, 2024 Andy Panko
#104 – Retirement planning chat with a "real" person, Laura Maione
Retirement Planning Education, with Andy Panko
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Retirement Planning Education, with Andy Panko
#104 – Retirement planning chat with a "real" person, Laura Maione
Jun 20, 2024
Andy Panko

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Laura Maione, who lives in Illinois and retired during the pandemic. They talk about a wide array of retirement planning topics such as when Laura started getting serious about retirement planning, what she wishes he would have known earlier, how she planned for the non-financial aspects of retirement, and a variety of financial topics such as Social Security, investing, portfolio distributions, how she plans to address any potential long term care scenarios and more!

Links in this episode:

  • Bogleheads forum - here
  • Early Retirement - here
  • FireCalc - here
  • i-ORP Retirement Planner - here


Show Notes

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Laura Maione, who lives in Illinois and retired during the pandemic. They talk about a wide array of retirement planning topics such as when Laura started getting serious about retirement planning, what she wishes he would have known earlier, how she planned for the non-financial aspects of retirement, and a variety of financial topics such as Social Security, investing, portfolio distributions, how she plans to address any potential long term care scenarios and more!

Links in this episode:

  • Bogleheads forum - here
  • Early Retirement - here
  • FireCalc - here
  • i-ORP Retirement Planner - here