Retirement Answer Man

You’ve got questions and we’ve got answers. On this episode of Retirement Answer Man, Taylor Schulte from the joins me to answer your retirement questions. Grab your earbuds and join us for this episode full of your questions.  Make sure to...

Show Notes

You’ve got questions and we’ve got answers. On this episode of Retirement Answer Man, Taylor Schulte from the Stay Wealthy Podcast joins me to answer your retirement questions. Grab your earbuds and join us for this episode full of your questions. 
Make sure to listen to the pension or lump sum question to see how Taylor and I arrived at our differing opinions on what this listener should do with his pension. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS 
  • [2:11] Which income sources are included in the IRMAA calculation?
  • [10:12] On the retirement podcast network
  • [12:35] How to use home equity as a retirement resource
  • [22:35] Which rules should be used for this inherited IRA?
  • [23:39] Why should I do a Roth conversion if I don’t want to?
  • [30:47] What can I do with my small annuity?
  • [36:01] Are closed-end funds good or bad?
  • [47:10] Pension or the lump sum?
TODAY’S SMART SPRINT SEGMENT 
  • [57:18] What have you been talking about more than doing? Take action.
Resources Mentioned In This Episode
Define Financial
Stay Wealthy Podcast with Taylor Schulte
Retirement Planning Education Podcast with Andy Panko
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