#082 – Retirement planning chat with a "real" person, David Folts
Jan 18, 2024•1 hr 26 min
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Episode description
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
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