Retirement Answer Man

It seems like no matter how much we save we always have that nagging worry about whether it is truly enough.  One of our listeners is looking for ways to reduce the chances of running out of money in retirement. My response to his question may...

Show Notes

It seems like no matter how much we save we always have that nagging worry about whether it is truly enough. 
One of our listeners is looking for ways to reduce the chances of running out of money in retirement. My response to his question may surprise you. Listen in to hear what I have to say about improving his retirement trajectory. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS 
  • [2:21] What can I do to ensure not run out of money in retirement
  • [8:43] A rental property question
  • [11:52] On Roths being separated in Fidelity
  • [13:30] Can you roll over an old 401K into your current plan
CATCHING UP WITH JOELLE FROM THE 2022 RETIREMENT PLAN LIVE 
  • [17:05] Joelle has formed a social network in her new town
  • [19:23] How her finances have fared over the past 2 years
  • [24:44] How a 5-year cash cushion has given her peace of mind
  • [30:56] How Joelle has learned to let go of having one right way to do things
TODAY’S SMART SPRINT SEGMENT 
  • [32:38] Enjoy your family
Resources Mentioned In This Episode
Retirement Plan Live with Joelle - Relocation For Retirement  416,  417,  418,  419
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