Retirement Answer Man
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
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The 8 Pillars of Rocking Retirement: Financial - Resilience and Optimization
Rocking retirement requires getting your financial and nonfinancial ducks in a row. As we work through the 8 pillars of rocking retirement this month, we’ll explore both the financial and non-financial elements of retirement. This week, we’re reviewing the resilience and optimization stages of the financial side of retirement. If you didn’t listen to the previous episode, make sure to go back and do so first to about the first two financial pillars. In this episode, we’ll be reviewing the next two: resilience and optimization. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN WHAT DOES THAT MEAN? [1:40] What is the debt ceiling? [5:43] What will happen with the debt ceiling? PRACTICAL PLANNING SEGMENT [7:55] Make your feasible plan resilient [14:10] Build a funding strategy [18:07] Now it’s time for optimization LISTENER QUESTIONS [22:45] Estimating Social Security using the detailed calculator [25:02] The pros and cons of investing in REITs and private funds [31:45] Choosing a retirement planner vs. a CFP [36:16] Should Tammy sell one of her rental properties BRING IT ON [41:28] What micro roles can you play in various relationships? TODAY’S SMART SPRINT SEGMENT [47:20] Assess the resilience of your retirement plan Resources Mentioned In This Episode SSA.gov detailed calculator Episode 486 - The 8 Pillars Of Rocking Retirement: Financial - Vision And Feasibility Retirement Plan Live episodes with Rosie - 468, 469, 470, 471 Rock Retirement Club Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center
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