Retirement Answer Man

Have you ever considered moving to a retirement community? With the freedom that retirement brings, many people begin to rethink their living arrangements.  On this episode, you’ll hear how Brad and his wife decided to move to a retirement...

Show Notes

Have you ever considered moving to a retirement community? With the freedom that retirement brings, many people begin to rethink their living arrangements. 
On this episode, you’ll hear how Brad and his wife decided to move to a retirement community. Listen in to hear how they approached their decision, the research they put in on where to retire, and how they enjoy their new locale. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN A MINI CASE STUDY 
  • [2:40] How Brad discovered The Villages
  • [10:55] What led them to explore 55+ communities
  • [13:10] How The Villages are organized
  • [20:35] How to explore places to move in retirement
LISTENER QUESTIONS 
  • [23:50] Should we consider getting I-bonds in 2024
  • [29:50] Clarifying new catch-up rules in 2026
  • [32:27] Charlie’s comment on systems thinking
  • [36:18] Where to put taxes in your planning software
  • [38:41] A suggestion for the podcast
TODAY’S SMART SPRINT SEGMENT 
  • [40:06] Think about where you are going to live in retirement
Resources Mentioned In This Episode
YouTube video - What You Should Know if You Inherited an IRA After January 1st, 2020
I Bonds
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