Retirement Answer Man

We’re back with Retirement Plan Live to explore how two adults who married later in life can share their resources as they age. Last week we looked at their goals both individually and together and today we’ll do the same with their resources....

Show Notes

We’re back with Retirement Plan Live to explore how two adults who married later in life can share their resources as they age.
Last week we looked at their goals both individually and together and today we’ll do the same with their resources. Listen in to hear the different ways that older adults who come together later in life can pool their resources so they can rock retirement. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN RETIREMENT PLAN LIVE 
  • [2:55] Let’s look at their resources
  • [8:56] How can they use these resources together and separately
  • [14:22] What to expect next week
BRING IT ON WITH MARK ROSS 
  • [15:30] How to have a positive attitude while you age
  • [18:02] Developing a purposeful path to aging
  • [20:03] 3 things to consider
TODAY’S SMART SPRINT SEGMENT 
  • [22:06] Organize and refresh your financial resources
Resources Mentioned In This Episode
BOOK - Who Do You Want to Be When You Grow Old? by Richard Leider and David Shapiro
BOOK - The Comfort Crisis by Michael Easter
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