Retirement Planning Education, with Andy Panko cover image

#183 – Retirement planning chat with a "real" person, Jill

Retirement Planning Education, with Andy Panko

00:00

Investment approach and asset mix

Jill explains shifting from advisor-managed to low-cost funds, holdings across taxable, Roth, HSA, 529s and T-bills.

Play episode from 01:03:59
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