Retirement Answer Man

It’s time to wrap up the eight retirement pillars with the final two non-financial pillars: passion and relationships.  In this episode, you’ll learn why happy people always have projects and what you can do to get started building your own...

Show Notes

It’s time to wrap up the eight retirement pillars with the final two non-financial pillars: passion and relationships. 
In this episode, you’ll learn why happy people always have projects and what you can do to get started building your own passion projects. You’ll also learn why it is so important to develop intentional relationships. Discover these final two non-financial pillars for a rocking retirement. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT 
  • [3:15] Projects with purpose
  • [5:43] Obstacles to creating passion projects
  • [8:50] How to build a plan to develop your own passion
  • [10:32] Relationships are an integral part of rocking retirement
LISTENER QUESTIONS 
  • [17:50] A spousal IRA question
  • [19:17] Rolling over a 401K to an IRA
  • [28:44] A note on my wording
  • [29:28] Feedback from people on going two to one
TODAY’S SMART SPRINT SEGMENT 
  • [36:27] Go out and take action on something that interests you
Resources Mentioned In This Episode
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