My Retirement Planner Said No to a Report Request. What Should I Do?

Show Notes

What would you do if your retirement planner said no when you asked them for a report? I’ll address this question and many more on this episode of the Retirement Answer Man Show.

We’ll also discuss the two things you need to find happiness. Are you curious as to what they are? Listen in to find out. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS 

• [2:13] Adding to my partial answer to a question in  episode 512
• [5:33] What to do when my advisor told me no to a report
• [11:05] On switching plans in Medicare’s open enrollment
• [14:41] What training someone should pursue to improve their financial education
• [18:10] The issues that come with trying to die with zero
• [21:03] Rules when you return to work
• [23:22] On securing long-term care insurance
• [25:51] Are the rules different for 457B accounts?

BRING IT ON 

• [29:57] Building protocols to improve your agency

TODAY’S SMART SPRINT SEGMENT 

• [34:00] Write 5 things you are grateful for and 5 things you can do to build agency

Resources Mentioned In This Episode
Huberman Lab Podcast
LTCI Partners
Episode #281 - Is An Annuity Right For Retirement? The Role An Annuity Can Play In Your Portfolio
BOOK - Die with Zero by Bill Perkins
Episode #345 - How Does Medicare Work? Making Your Medicare Decision with Danielle Roberts
Boomer Benefits
Episode 512 - How Should I Pay Taxes On My Roth Conversions?
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