đź’¬ Show Notes
In this episode, we explore the importance of cultivating curiosity as a part of the non-financial pillar of retirement planning- mindset. Join us as we discuss how curiosity can enhance your mindset and well-being in retirement, along with practical tools to foster this trait. We also address listener questions about retirement strategies amidst economic uncertainty. Don't miss this insightful episode packed with actionable advice!
OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN
- (01:11) Today, we're going to answer some listener questions related to building a retirement plan and focus on one of the nonfinancial pillars- mindset.
- (02:10) Roger says he has been doing financial planning for over 35 years and noticed that it seems that the happiest and well adjusted people have a healthy sense of curiosity.
- (02:55) What is curiosity?
- (04:50) It is easy as we age to naturally fall into indifference, apathy, and close-mindedness.
- (06:06) Curiosity drives learning, learning creates cognitive resilience, and cognitive resilience enables further curiosity.
- (07:05) Let's look at some examples of curiosity and recommend some books.
- (10:17) How do you build curiosity?
LISTENER QUESTIONS
- (19:19) Drew asks a question about gifting.
- (21:51) Tom asks about permissible investments in ROTH IRAS.
- (26:55) The next question comes from John related to building a retirement allocation for retirement using the pie cake.
- (32:16) Mary asks about putting money in an HSA or money market account.
- (37:22) Our next email is from Nick related to target date portfolios for retirement
SMART SPRINT
- (43:05) In the next seven days, work on cultivating curiosity.
BONUS
- (43:57) Roger reads from his grandfather's WWII journal.
REFERENCES
Books
Blog
Show notes created by https://headliner.app
What is Retirement Answer Man?
A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management in retirement as well as retirement travel and other non-financial issues you'll need to address to rock retirement. Retirement isn’t an age OR a financial number. It’s finding that balance between living well today and feeling confident about your retirement. It’s about gaining more freedom to pursue the life you want. Join the rock retirement community at www.rogerwhitney.com