Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with Jackie Cummings Koski.
But Jackie isn't just the typical "real" person doing her own retirement planning. She went the F.I.R.E. (Financial Independence Retire Early) route and left her corporate job in her late-40s. She's since expanded on the financial knowledge she gained during her F.I.R.E. journey to get a masters degree in financial planning and coaching, obtain the CFP® designation, author the book F.I.R.E for Dummies and become the cohost of the Catching Up to FI podcast!
She's making the most of her retirement by being a financial educator to millions of people. She's since become a valuable contributor and presence to the financial community.
In this episode, Andy and Jackie talk about her F.I.R.E. journey and how she became so knowledgeable in personal finance after not having much prior knowledge or experience in the subject, what her "number" was to achieve financial independence, some of the technical planning aspects of her retirement (such as how she's accessing her retirement account without penalty before age 59 1/2 and what she's doing for health insurance before Medicare), and how she became a trusted source of financial knowledge and education for millions of people!
Links in the episode:
- Bill Stecker's 72(t) calculation website - https://72tcalc.com/
- Jackie's book, Money Letters 2 my Daughter - https://a.co/d/iGF3MOm
- Jackie's book, F.I.R.E. for Dummies - https://a.co/d/5m0u5zE
- The Catching Up to FI Podcast - https://catchinguptofi.com/
To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com
- 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
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