Retirement Answer Man

What are you doing to make friends in retirement? Mark Ross and I explore this challenge in our Bring It On segment. Listen in to hear how I made a new friend this week and stick around to hear the listener questions and what you could be doing to...

Show Notes

What are you doing to make friends in retirement? Mark Ross and I explore this challenge in our Bring It On segment. Listen in to hear how I made a new friend this week and stick around to hear the listener questions and what you could be doing to improve your social life. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS 
  • [2:36] What should Ronnie consider when transferring investment accounts?
  • [14:30] Clarifying the 401K catch-up provision for high-income earners
  • [20:12] Clarifying the 5-year rule with each conversion
  • [22:44] Capital gains strategies for downsizing your primary residence
  • [26:35] Will claiming a personal SS benefit early affect a spousal benefit?
BRING IT ON WITH MARK ROSS 
  • [30:40] How do we make new friends in retirement?
TODAY’S SMART SPRINT SEGMENT 
  • [37:57] Take stock of your social network to see how you could improve
Resources Mentioned In This Episode
The Roth series 494, 495, 496, 497, 499
BOOK - A Simple Path to Wealth by J.L. Collins
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