Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Tom Santi, who lives in Florida and is currently in a part-time/transitional work phase leading toward retirement. They talk about a wide array of retirement planning topics such as when Tom 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 and how he received the CFP in the 1990s but never actually formally practiced as a financial planner!

Links in this episode:

Tom's favorite retirement planning resources:
- Chris Farrell's book, Your Money Ratio$
- Thomas Stanley and William Danko's book, The Millionaire Next Door
- Burton Malkiel's book, A Random Walk Down Wall Street
- John Paulos's book, Innumeracy
- Darrell Huff's book, How to Lie with Statistics
- Annie Duke's book, Thinking in Bets
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

Spreading Life Across The Universe: Best Or Worst Idea Ever? | Anders Sandberg | EAGxCambridge 2023