#143 – Retirement planning chat with a "real" person, Jim Jones

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jim Jones. They talk about a wide array of retirement planning topics such as transitioning from owning a dental practice into retirement, investing, Social Security, when they got serious about retirement planning, and more! Links in this episode: Jim's podcast - The JimJam Tenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Reti...

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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!