Retirement Answer Man

This month, as we meander through the different parts of life we are stopping to reflect on certain areas to pass on wisdom to our children. In this episode of the Retirement Answer Man Nichole Mills joins me to discuss career and retirement.  Do...

Show Notes

This month, as we meander through the different parts of life we are stopping to reflect on certain areas to pass on wisdom to our children. In this episode of the Retirement Answer Man Nichole Mills joins me to discuss career and retirement. 
Do you have a young person in your life who you would like to pass on some juicy nuggets of wisdom? If so, make sure you are signed up for the 6-Shot Saturday newsletter. At the end of this series, we’ll be sending out a carefully cultivated PDF full of sagacity that you can pass on. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS 
  • [3:27] Can you transfer appreciated assets in kind to a charitable giving trust? 
  • [9:45] How CDs work and when to use them
  • [13:43] How to manage finances when marrying late in life
  • [18:23] When are HSAs not worth the triple tax advantage?
WISDOM FOR OUR CHILDREN WITH NICHOLE MILLS 
  • [27:19] Think in 5-year increments
  • [29:26] Build career capital
  • [32:00] Cultivate an authentic network
  • [35:27] Wisdom on retirement
  • [39:43] Play by your own rules
  • [40:21] Advice from our listeners
TODAY’S SMART SPRINT SEGMENT 
  • [48:10] Cultivate your artistic nature
Resources Mentioned In This Episode
BOOK - Designing Your Life by Bill Burnett and Dave Evans
BOOK - Linchpin by Seth Godin
Cal Newport
Rock Retirement Club
Roger’s YouTube Channel - Roger That
BOOK - Rock Retirement by Roger Whitney
Roger’s Retirement Learning Center

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