Retirement Answer Man

If you’re married, do you have retirement planning meetings? If you’re single do you plan a time to meet with yourself to plan your retirement? What or whom do you use as a sounding board? In this Retirement Plan Live, we’re getting to know Mark...

Show Notes

If you’re married, do you have retirement planning meetings? If you’re single do you plan a time to meet with yourself to plan your retirement? What or whom do you use as a sounding board?
In this Retirement Plan Live, we’re getting to know Mark and Mary–two lovely people who have found each other later in life. This mature newlywed couple is trying to iron out the details of their finances. 
Sit back and enjoy this episode where we meet Mary and learn about her story and the financial challenges she and Mark are facing in their new marriage. As you listen to Mark and Mary’s story maybe you can use it to frame your own retirement planning conversation. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN A BIT OF HOUSEKEEPING 
  • [1:50] What is the retirement podcast network?
  • [3:43] Books I read in December
  • [7:00] A correction on a recent question
  • [7:45] Some listener wisdom on what Rojo should do to retire at 60
  • [13:43] Sign up for the results webinar!
MEET MARY 
  • [14:38] What motivated her to volunteer for RPL?
  • [19:03] Advice for anyone navigating the online dating world
  • [20:15] How they ended up together
  • [23:31] Mary’s aspirations for their relationship
BRING IT ON WITH KEVIN LYLES 
  • [37:10] The phenomenon of unretirement
  • [43:44] What to do if you are considering unretirement
  • [45:49] A Social Security tip if you do unretire
TODAY’S SMART SPRINT SEGMENT 
  • [46:28] Have your retirement planning meeting for the year
Resources Mentioned In This Episode
BOOK - One Flew Over the Cuckoo’s Nest by Ken Kesey
BOOK - Name of the Wind by Patrick Rothfuss
BOOK - The Wise Man’s Fear by Patrick Rothfuss
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