Retirement Answer Man

We continue our focus on you this month as we dive deeper into listener questions. Today we have a range of questions from various aspects of the retirement process. If you have a question you want to be answered, head on over to . You can type...

Show Notes

We continue our focus on you this month as we dive deeper into listener questions. Today we have a range of questions from various aspects of the retirement process.
If you have a question you want to be answered, head on over to RogerWhitney.com/AskRoger. You can type in a question or leave an audio recording–those are my favorites!
Listen in to learn how to work through the decumulation phase of retirement by developing a withdrawal plan that fits your needs. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS 
  • [3:32] What are the advantages or disadvantages to using bond funds to create an income floor?
  • [9:21] How do I report a QCD on my income tax return?
  • [14:50] Can you contribute to a Roth IRA with only a 1099 income?
  • [16:00] On doing a series on grey divorce in the future
  • [17:14] Where to pull money from first in the decumulation phase
  • [23:04] Where to put your passwords
BRING IT ON 
  • [28:20] Are we ever enough?
TODAY’S SMART SPRINT SEGMENT 
  • [31:01] Confirm that your spouse knows your passwords
Resources Mentioned In This Episode
Everplans
1Pass
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