Retirement Answer Man

“You are who you are here and now” – Bruce Lee We all live life with the best intentions, yet rocking retirement is all about what we are actually doing–not intending to do. Do the things that you say are important to you now. In this episode...

Show Notes

“You are who you are here and now” – Bruce Lee
We all live life with the best intentions, yet rocking retirement is all about what we are actually doing–not intending to do. Do the things that you say are important to you now.
In this episode of the Living a Heroic Retirement series, you’ll learn how you can begin to live a heroic life today. Michael Balchan and I break down what we are doing to live our best lives. We bring the macro level that we have been discussing in the past few episodes down to the micro level. Press play to learn how to embody your virtues by taking baby steps towards your goals. Life is like a game 
When you are young, you going to school is like a game where you get motivation and rewards for doing well. You get to level up each year and then move on to the next stage. Work is also like a game. There are boundaries, a scorecard, and of course, more leveling up. 
In retirement, you have a clean slate, but since we are already so gamified you might as well continue playing. The difference is, that now you get to decide the rules of the game you are playing. Take the game and personalize it to your own needs. How to play the game 
Your virtues are how you want to play the game. Once you decide which virtues ring true to yourself then you can set targets that align with those virtues. Set 3 targets that you can do today to make sure that you are living a life that aligns with your virtues. These targets are a way to make commitments to the behaviors that you want to act upon. 
When you set your intention your attention follows. 
Remember that this is your own game so set yourself up for success. Listen in to hear how Michael and Roger play their games differently using the Heroic app. Why celebration is important 
It is important to celebrate your wins, but many of us have a hard time doing so. Celebrating your wins can feel inauthentic, or manufactured. However, celebrating acting on your virtues use positive reinforcement for your brain. Positive reinforcement creates a reward system for your brain to help you rewire and create positive habits. By celebrating your wins you create an internal sense of joy and satisfaction and therefore become more likely to make positive decisions OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT 
  • [4:03] In retirement, you get to decide the rules of the game you are playing
  • [8:50] Set targets
  • [18:24] Be excited about showing up in the next moment 
  • [19:52] Why is it so important to celebrate the wins?
  • [29:38] The heroic app gamifies living out your virtues
LISTENER QUESTIONS 
  • [36:09] Bart’s inherited IRA question
  • [38:48] David’s question on the pie cake
  • [47:38] Adam’s simple question
  • [49:51] How to fund a hybrid long-term care insurance policy
TODAY’S SMART SPRINT SEGMENT 
  • [53:33] Set one target that supports living your best self
Resources Mentioned In This Episode
The Heroic app
BOOK - 12 Rules for Life by Jordan Peterson
BOOK - Beyond Order by Jordan Peterson
BOOK - Top 5 Regrets of the Dying by Bronnie Ware
BOOK - An Audience of One by Robin Dellabough
The Long-Term Care series - Episodes 311, 312, 313, 314
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