This week, we continue our journey through the eight pillars of rocking retirement, shifting our focus to the non-financial realm. We delve into the first two non-financial pillars: Energy and Mindset. These pillars are crucial for showing up fully in life and maintaining a growth-oriented perspective. We'll explore how to overcome obstacles like stress, injuries, bad habits, and the impacts of aging, and discuss actionable plans to boost your energy and cultivate a growth mindset. Additionally, we’ll answer your pressing questions about Roth IRA contributions, tax planning, Social Security spousal benefits, and CD investments. Join us as we build a holistic retirement plan that goes beyond finances to truly rock your retirement!
PRACTICAL PLANNING SEGMENT
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00:33] Focus on the non-financial aspects of your retirement planning
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01:35] Sign up for Six Shot Saturday
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03:20] The first pillar that we want to talk about is energy
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04:15] Obstacles that we face in having energy in our life
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06:05] Plan when it comes to energy
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08:43] Pillar number two is mindset
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09:53] Obstacles to maintaining and growing a growth mindset
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12:45] What is your plan for a growth mindset?
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14:17] Reflecting on my father-in-law’s mindset
LISTENER QUESTIONS
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16:56] Roger answers your questions on how to rock retirement
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17:35] Beth: audio question about Roth contributions
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20:30] Jim talks about managing taxes in retirement
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24:38] Our next question comes from Patrick on Social Security spousal benefits
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27:12] Daniel: I was wondering what your thoughts were on CD investments
BRING IT ON SEGMENT
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31:14] Mark Ross talks about mindset
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33:30] I changed my self-talk and it changed the outcome
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37:18] Tools to change to an abundance mindset
SMART SPRINT
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38:55] When you find yourself saying “I can’t,” add the word yet. “I can’t do that YET.”
RESOURCES
Agile Retirement Management
Limitless Mind by Jo Boaler
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