Retirement planning chat, with Bill Stevenson

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 non-financial 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 - jbquinn.com/
Wade Pfau's book, Retirement Planning Guidebook - www.amazon.com...
The podcast, The Retirement & IRA Show - www.theretirem...
To listen to the Retirement Planning Education podcast, join the Retirement Planning Education Facebook group or download lots of free Retirement Planning Education material - www.Retirement...
To subscribe to the Retirement Planning Insights newsletter - tenonfinancial...
#RetirementPlanning #TaxPlanning #Retirement
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.

[@discoverglobeliving]

interesting exploration!

[@wxmath]

Watching this is a motivational video for retiring from the military, especially if your spouse is retired military as well.

[@ld5714]

Good interview, thank you Bill and Andy.

[@gizmobowen]

I'm always happy when I sit through a discussion that I think doesn't specifically apply to me and I still find valuable information. Thak you for sharing Bill's story.

[@davidfolts5893]

Thanks for the outstanding discussion, Andy and Bill. From your work description, Bill, it sounds like unraveling complexity and finding solutions was job one, similar to how you have handled your finances. Congrats, and thank you for your help and expertise in the Retirement Planning Education Facebook Group.

[@michaelratchford9508]

Good discussion. Congrats Bill..you’re really set. When your challenge is “how to spend” you’ve arrived. Your careers,dedication and financial study and implementation have served you well. As an aside..I know one retired subnariner(a geek engineer) and you remind me of him!

[@user-nz2zk1go2n]

great show! how do you join the FB group

[@RetirementPlanningEducation]

Here's the link to the group: facebook.com/groups/retirementplanningeducation