Retirement Answer Man
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
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How Listener Mike is Finding His Purpose in Retirement
The oldest person is 120 years old, but they probably didn’t have a plan to live that long. Many people don’t have a plan for the decades between 60 and 120. Do you? In this episode of the Retirement Answer Man show, you’ll hear from the CEO of a venture capital firm that funds companies that help people age well, you’ll also hear the answers to several listener questions–including one correction from an incorrect answer last week, and lastly, you’ll hear about developing a learning mindset from Mark Ross in the Bring It On segment. Can you guess which question I answered incorrectly last week? Listen in to find out and to hear it answered correctly. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN AN INTERVIEW WITH ABBY MILLER LEVY [2:30] What it was like to start a firm in the midst of the pandemic [6:35] Examples of their investments [13:24] How to plan for decades 6-12 [21:52] Integrating AI in a human way LISTENER QUESTIONS [25:36] I missed last week’s question - so here’s take two [32:47] How Mike is finding purpose in retirement [33:56] On self-funding long-term care by earmarking accounts BRING IT ON WITH MARK ROSS [40:06] On adopting a learning mindset in retirement [41:18] What you can do today to develop a learning mindset TODAY’S SMART SPRINT SEGMENT [49:15] Stress test your plan against a long-term care event Resources Mentioned In This Episode BOOK - This Chair Rocks by Ashton Applewhite Primetime Partners Rock Retirement Club Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center
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