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Retirement Answer Man

Roger Whitney, CFP®, CIMA®, RMA, CPWA®

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The 8 Pillars of Rocking Retirement: Non-Financial - Energy and Mindset

Rocking retirement requires focusing on both the financial and non-financial aspects of retirement. In the previous two episodes we explored the four financial areas that help build a rocking retirement, and today, we begin to examine the non-financial areas starting with energy and mindset.  After listening you’ll understand why rocking the non-financial part of retirement starts with building your energy. Learn how to improve your energy and mindset by listening to this episode of Retirement Answer Man. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT [1:30] Energy is the first pillar 4:17] Create a plan to improve your energy [7:10] Develop a growth mindset [12:46] An example  LISTENER QUESTIONS [15:38] Do you have to be actively earning income to contribute to a Roth? [18:53] How doing their own taxes saved them thousands of dollars (and not only in tax preparer fees) [22:55] Will my spouse receive the COLA as well? [25:28] Are CDs a good way to invest? BRING IT ON WITH MARK ROSS [29:51] Foster an abundance mindset [35:34] Tools to use to practice an abundance mindset TODAY’S SMART SPRINT SEGMENT [37:24] Be aware of the stories that you tell yourself and how they affect your mindset Resources Mentioned In This Episode BOOK - Limitless Mind by Jo Boaler Rock Retirement Club Roger’s YouTube Channel - Roger That BOOK - Rock Retirement  by Roger Whitney Roger’s Retirement Learning Center

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