Retirement planning chat with a "real" person, Jackie Cummings Koski

Описание: 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 this episode:

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/


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DISCLAIMER: This video is only helpful hints and education. It is not specific tax, legal or investment advice. Before considering acting on anything you see in this video, first consult with your tax, legal or investment advisor. While the information expressed in this video is believed to be accurate, neither Andy Panko, CFP®, RICP®, EA nor Andy Panko EMC LLC make any representations to its accuracy.