Andy chats with a real person (not an advisor), Beth Pinsker, a columnist for MarketWatch, about her new book, My Mother's Money, A Guide to Financial Caregiving. In the book, Beth details her personal experience in becoming her mother's financial caregiver, both during her mother's end of life and health decline, and beyond her mother's death and through the estate administration process. The book provides tons of practical knowledge, insight and recommendations for how to ensure your financ...
All content for Retirement Planning Education, with Andy Panko is the property of Andy Panko and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Andy chats with a real person (not an advisor), Beth Pinsker, a columnist for MarketWatch, about her new book, My Mother's Money, A Guide to Financial Caregiving. In the book, Beth details her personal experience in becoming her mother's financial caregiver, both during her mother's end of life and health decline, and beyond her mother's death and through the estate administration process. The book provides tons of practical knowledge, insight and recommendations for how to ensure your financ...
#161 – Retirement planning chat with a "real" person, Jan
Retirement Planning Education, with Andy Panko
59 minutes
4 months ago
#161 – Retirement planning chat with a "real" person, Jan
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: Tenon Financial monthly e-newsletter - Retirement P...
Retirement Planning Education, with Andy Panko
Andy chats with a real person (not an advisor), Beth Pinsker, a columnist for MarketWatch, about her new book, My Mother's Money, A Guide to Financial Caregiving. In the book, Beth details her personal experience in becoming her mother's financial caregiver, both during her mother's end of life and health decline, and beyond her mother's death and through the estate administration process. The book provides tons of practical knowledge, insight and recommendations for how to ensure your financ...
