Retirement Answer Man

Have you been wondering what retirement is like for real retirees out in the wild? With the success of our Retirement Plan Live series, we decided to try mini-case studies to learn more about what retirees like you are doing to rock retirement. ...

Show Notes

Have you been wondering what retirement is like for real retirees out in the wild? With the success of our Retirement Plan Live series, we decided to try mini-case studies to learn more about what retirees like you are doing to rock retirement. 
In this episode, you’ll hear some feedback from Sarah who asked a question on the show about a year and a half ago. Listen in to hear how she responded to the advice I gave. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN A MINI CASE STUDY 
  • [2:27] Sarah’s case 
  • [8:06] What you can do for you
  • [10:01] A plan of record is the first step
LISTENER QUESTIONS 
  • [13:00] What should Lucas take into account as he prepares to pay off his mortgage
  • [20:00] Investing in retirement with a pension
  • [26:08] How Joe is incorporating the Die With Zero philosophy by gifting
ROCK LIFE WITH DR. BOBBY DUBOIS 
  • [28:24] What is rucking?
  • [29:27] Why try rucking?
  • [40:49] How do you get started rucking?
  • [48:44] How to measure the benefits of rucking
TODAY’S SMART SPRINT SEGMENT 
  • [50:00] Go try rucking by walking with something on your back 
Resources Mentioned In This Episode
 Retirement Plan Live: Their Financial Resources - listen to Sarah’s question here
Go Ruck
BOOK - Die with Zero by Bill Perkins
BOOK - The Power of Moments by Chip Heath
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