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 nonfinancial 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!

Links in this episode:

Bill's favorite retirement planning resources:

Jane Bryant Quinn books and other resources https://jbquinn.com/
Wade Pfau's book, Retirement Planning Guidebook https://www.amazon.com/RetirementPla...
The podcast, The Retirement & IRA Show https://www.theretirementandirashow.com/

To listen to the Retirement Planning Education podcast, join the Retirement Planning Education Facebook group or download lots of free Retirement Planning Education material https://www.RetirementPlanningEducati...

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DISCLAIMER: This video is only helpful hints and education. It is not specific tax, legal or investment advice. Before considering acting on anything you see in this video, first consult with your tax, legal or investment advisor. While the information expressed in this video is believed to be accurate, neither Andy Panko, CFP®, RICP®, EA nor Andy Panko EMC LLC make any representations to its accuracy.