Episode Details

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 topics such as Social Security, investing, portfolio distributions and how he received the CFP in the 1990s but never actually formally practiced as a financial planner!

Links in this episode:

• Tom's favorite retirement planning resources:
  • Chris Farrell's book, Your Money Ratio$
  • Thomas Stanley and William Danko's book, The Millionaire Next Door
  • Burton Malkiel's book, A Random Walk Down Wall Street
  • John Paulos's book, Innumeracy
  • Darrell Huff's book, How to Lie with Statistics
  • Annie Duke's book, Thinking in Bets
• 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