In this special Christmas Day episode, we explore the art of reflection as we approach the end of 2024. Join us as we dive into Tanya Nichols' year-end reflection protocol and challenge ourselves to look back on our successes, failures, and lessons learned. We'll also answer listener questions on topics ranging from Roth contributions to mortgage strategies. Plus, get a sneak peek into 2025 with upcoming episodes focused on retiring single and live case studies. Don't miss this opportunity to glean wisdom and set intentions for the new year.
PRACTICAL PLANNING SEGMENT
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00:45) It is a good time of year to reflect on 2024
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03:00) Today we are going to work through Tanya Nichol’s end of year 2024 worksheet.
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03:47) What are some successes you achieved this year, professionally and personally?
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06:15) What are some failures this year that you're not proud of?
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06:56) What are some things you wish you had done in 2024?
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07:27) What are things that you thought were really critical last year that are meaningless now?
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08:03) The next category for 2024 reflection is what made me truly happy in 2024?
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09:10) What made you deeply sad this last year?
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10:00) Next category. Something new I discovered about myself this year
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10:50) What did you love in 2024?
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11:12) When you reflect on 2024, what seasons are ending for you?
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12:15) What new seasons are coming?
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14:20) My theme for 2025 is outdoors. I want to be outdoors more next year.
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15:00) Our team word for 2025 is HONE.
LISTENER QUESTIONS
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15:51) Bob asks about Roth contribution limits as a low earned income household for 2024
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18:11) Listener Brian has found a way to keep his brain active by attending college courses to work on his Mindset nonfinancial pillar.
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21:01) Our next question comes from Jim related to paying down a mortgage
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26:50) Nancy just wanted to share her gratitude as a long time listener of the show.
SMART SPRINT
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27:17) Grab the intention worksheet that we're going to share on Six Shot Saturday and reflect on your 2024
BONUS
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28:06) Roger shares the next entry from his grandfather's WWII journal
Show notes created by https://headliner.app
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