Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jan. They talk about a wide array of retirement planning topics such as leaving the workforce early due to family caregiving needs, how health changes have impacted retirement, how to distribute money from an IRA particularly when looking to do Qualified Charitable Distributions, and more!
Links in this episode:
To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com
Retirement Planning Education, with Andy Panko