#082 – Retirement planning chat with a "real" person, David Folts

Retirement Planning Education, with Andy Panko

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with David Folts, a married retiree in Ohio. They talk about a wide array of retirement planning topics such as when David 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 topics such as Social Security, investing, portfolio distributions, long-term care and more!
Links in this episode:

• David's favorite books:
  • A Whack on the Side of the Head, by Roger Von Oech
  • A Kick in the Seat of the Pants, by Roger Von Oech
  • The Debt Squeeze, by Ron Blue
• David's favorite YouTube channels:
  • Retirement Planning Education, by Andy Panko
  • Measure Twice Planners, by Cody Garrett
  • Approach Financial, by Justin Pritchard

• Tenon Financial monthly e-newsletter - Retirement Planning Insights
• Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
• YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
• Retirement Planning Education website - www.RetirementPlanningEducation.com