#091 – Retirement planning chat with a "real" person, Tom Santi Retirement Planning Education, with Andy Panko

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 DoorBurton Malkiel's book, A Random Walk Down Wall StreetJohn Paulos's book, InnumeracyDarrell Huff's book, How to Lie with StatisticsAnnie Duke's book, Thinking in BetsTenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com