Retirement Planning Education, with Andy Panko

#091 – Retirement planning chat with a "real" person, Tom Santi

03.21.2024 - 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 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 t...

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