Retirement Answer Man

Have you been wondering what you’re supposed to do when it comes to refilling your retirement income buckets? So has Michael. In this episode, I’ll go into further detail about how to do that. Stay tuned for the answer to Michael’s question...

Show Notes

Have you been wondering what you’re supposed to do when it comes to refilling your retirement income buckets? So has Michael. In this episode, I’ll go into further detail about how to do that.
Stay tuned for the answer to Michael’s question and many others as well as a chat with Kevin Lyles on how to ease into retirement in the Bring It On segment. Press play to get started. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS 
  • [4:38] How to reinvest retirement income floor
  • [15:21] Contribute to grandchild’s Roth accounts to teach compounding
  • [16:58] How is a non-deductible IRA contribution withdrawal handled?
  • [19:51] The pros and cons of Everplans
  • [24:26] On organizing books
BRING IT ON 
  • [25:45] How to ease into retirement
TODAY’S SMART SPRINT SEGMENT 
  • [33:45] Check your liquidity
Resources Mentioned In This Episode
BOOK - The Road to Character by David Brooks
BOOK - The Second Mountain by David Brooks
Everplans.com
Episode 473 -  How Is Deferred Compensation Taxed When I Receive It?
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