Retirement Answer Man

Are you much of a drinker? Studies show that 60% of Americans are, and an even greater percentage of college-educated Americans are. In this episode, Dr. Bobby Dubois and I reflect on the effects of alcohol on retirement. We’ll get into everything:...

Show Notes

Are you much of a drinker? Studies show that 60% of Americans are, and an even greater percentage of college-educated Americans are. In this episode, Dr. Bobby Dubois and I reflect on the effects of alcohol on retirement. We’ll get into everything: the good, the bad, and the ugly.
Don’t worry, we’re still exploring Roths this week by answering your questions. All of our listener questions are related to Roths. If you have a question about our recent Roth series or anything retirement-related leave a voice recording or an email here. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS 
  • [2:51] On contributing to a Roth via 401K
  • [5:02] Getting pushback from advisors on converting a 401K to Roth
  • [14:10] How does the 5-year rule apply to a new Roth account
  • [17:28] On implementing a resilient plan
  • [22:30] Clarification on the pro rata rule
BRING IT ON WITH DR. BOBBY DUBOIS 
  • [24:17] Who drinks alcohol and how much
  • [32:41] The good and bad of drinking alcohol 
  • [38:56] The ugly of drinking alcohol
  • [45:21] How does alcohol affect you?
TODAY’S SMART SPRINT SEGMENT 
  • [48:52] Experiment with your relationship with alcohol
Resources Mentioned In This Episode
Podcast - Huberman Lab
BOOK - Outlive by Peter Attia
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