Retirement Answer Man

Do you like lemonade? If so, you won’t want to miss out on the lemonade I make on today’s episode.  We’re discussing goals on this episode of the Retirement Plan Live series and we get to catch up with Lori from the 2017 Retirement Plan...

Show Notes

Do you like lemonade? If so, you won’t want to miss out on the lemonade I make on today’s episode. 
We’re discussing goals on this episode of the Retirement Plan Live series and we get to catch up with Lori from the 2017 Retirement Plan Live. Find out what she is up to and how to work through shared and separate goals in retirement. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN RETIREMENT PLAN LIVE  
  • [3:42] Mark and Mary’s differences developed into a big conversation
  • [9:00] Mark’s values
  • [10:12] Mary’s values
  • [14:01] Inferring their goals
  • [16:03] When they will retire
CATCHING UP WITH LORI FROM THE 2017 RETIREMENT PLAN LIVE 
  • [22:48] What Lori and Bruce are up to today
  • [27:18] Has their retirement plan changed?
  • [33:01] Their plans for the future
  • [35:15] Her advice for new retirees
TODAY’S SMART SPRINT SEGMENT 
  • [38:12] Revisit your goals for retirement
Resources Mentioned In This Episode
RetireAgile.com
LiveWithRoger.com
2017 Retirement Plan Live with Lori and Bruce  193, 194,  195, 196
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