Retirement Planning Education, with Andy Panko

#108 – Retirement planning chat with "real" people, Ali & Alison Walker

July 18, 2024 Andy Panko
#108 – Retirement planning chat with "real" people, Ali & Alison Walker
Retirement Planning Education, with Andy Panko
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Retirement Planning Education, with Andy Panko
#108 – Retirement planning chat with "real" people, Ali & Alison Walker
Jul 18, 2024
Andy Panko

Andy chats with real people (not advisors) doing their own retirement planning. In this episode, Andy talks with Ali & Alison Walker, who live in Arizona currently but lived and traveled abroad for a few years after retiring. They talk about a wide array of retirement planning topics such as when Ali & Alison started getting serious about retirement planning, what they wish they would have known earlier, how they planned for the non-financial aspects of retirement, and a variety of financial topics such as Social Security, investing, portfolio distributions, how they plan to address any potential long term care scenarios and more!

Links in this episode:


Show Notes

Andy chats with real people (not advisors) doing their own retirement planning. In this episode, Andy talks with Ali & Alison Walker, who live in Arizona currently but lived and traveled abroad for a few years after retiring. They talk about a wide array of retirement planning topics such as when Ali & Alison started getting serious about retirement planning, what they wish they would have known earlier, how they planned for the non-financial aspects of retirement, and a variety of financial topics such as Social Security, investing, portfolio distributions, how they plan to address any potential long term care scenarios and more!

Links in this episode: