One of the most common comments I get from readers is how hard it is to get straight answers to their most important retirement planning questions. "When can I retire?" "What lifestyle can I expect?" "Will I run out of money?" What am I...
Show Notes
One of the most common comments I get from readers is how hard it is to get straight answers to their most important retirement planning questions. "When can I retire?" "What lifestyle can I expect?" "Will I run out of money?" What am I missing???"
Starting January 7th, I'll answer these questions for a fellow reader (Carl). You'll get to listen in as we create his retirement plan each week, culminating in a LIVE webinar where you (and Carl) will hear the results for the first time.
NOTE: check out the bottom of this post for an opportunity to plan alongside Carl
Who is Carl?
- 51 years old
- Married 27 years with a 19 year old child
- 29 year corporate executive
What He Wants From the Plan:
- When can I get out?
- Will I run out of money?
- How do I plan for worst case scenarios?
- How do I handle healthcare?
During the webinar, you and Carl will watch LIVE as I stress test Carl's plan against the most common retirement worries:
- Bad market returns
- High inflation
- Long-term care costs
- Outliving his assets
Here's the Schedule
- January 7th Defining Carl's ideal retirement
- January 14th Reviewing Carl's financial resources
- January 21st Identiflying risks to Carl's plan
- January 28th Reviewing Carl's estate and giving wishes
- January 30th LIVE webinar presentation giving Carl his results
Register now and create your plan alongside Carl You'll get:
- Weekly summaries of Carl's plan
- Free worksheets and checklists to plan alongside Carl
- Free video tutorials to help you in each step of the process
- Registration to the LIVE webinar on January 30th
Go to www.rogerwhitney.com/rpl
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