Retirement Planning Education, with Andy Panko

#095 – Retirement planning chat with a "real" person, Judy Ocaya

04.18.2024 - By Andy PankoPlay

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Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Judy Ocaya, who lives in California and retired in 2019. They talk about a wide array of retirement planning topics such as when Judy started getting serious about retirement planning, what she wishes he would have known earlier, how she planned for the non-financial aspects of retirement, and a variety of financial topics such as Social Security, investing, portfolio distribut...

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