Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jim Kellerman. They talk about a wide array of retirement planning topics such as when he started getting serious about planning for retirement, how he now spends his days in retirement, what he's doing for health insurance since he's not yet on Medicare and why he's at the local prison each week...
Links in this episode:
- Puritas tax prep software (including for Form 709 gift tax returns) - here
To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com
