#091 – Retirement planning chat with a "real" person, Tom Santi

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 currently in a part-time/transitional work phase leading toward retirement. 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 t...

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Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!