• #143 – Retirement planning chat with a "real" person, Jim Jones

  • 2025/03/20
  • 再生時間: 1 時間
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#143 – Retirement planning chat with a "real" person, Jim Jones

  • サマリー

  • Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jim Jones. They talk about a wide array of retirement planning topics such as transitioning from owning a dental practice into retirement, investing, Social Security, when they got serious about retirement planning, and more!

    Links in this episode:


    • Jim's podcast - The JimJam


    • 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


    To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com

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あらすじ・解説

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jim Jones. They talk about a wide array of retirement planning topics such as transitioning from owning a dental practice into retirement, investing, Social Security, when they got serious about retirement planning, and more!

Links in this episode:


  • Jim's podcast - The JimJam


  • 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


To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com

#143 – Retirement planning chat with a "real" person, Jim Jonesに寄せられたリスナーの声

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