Retirement Answer Man

Do you ever feel like a curmudgeon when you hear about new technology? Listen in to find out what has me putting on my sourpuss hat this week. We have a variety of interesting listener questions this week. Listen in to learn about purchasing brokerage...

Show Notes

Do you ever feel like a curmudgeon when you hear about new technology? Listen in to find out what has me putting on my sourpuss hat this week.
We have a variety of interesting listener questions this week. Listen in to learn about purchasing brokerage CDs and CDs on the secondary market, how to decide whether to take the pension or the lump sum, and how to determine whether to become a 1099 contractor rather than a W2 employee.
In the Bring It On segment you’ll hear about what work looks like in retirement from Mark Ross. Spoiler alert: you can work in retirement! OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS 
  • [4:06] Brokerage CDs and CDs on the secondary market
  • [9:34] How to decide to take the pension or the lump sum
  • [14:38] What does huzzah mean?
  • [15:18] How to determine whether to become a 1099 contractor rather than a W2 employee
BRING IT ON WITH MARK ROSS 
  • [22:31] What work looks like in retirement
  • [24:45] How to determine whether you should work in retirement
  • [28:49] 3 categories of work
  • [31:00] What you can do to help you determine your work in retirement
TODAY’S SMART SPRINT SEGMENT 
  • [31:53] Download the Relational Nutrient Card
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