Retirement Answer Man
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
Podcast
Episodes
Listen, download, subscribe
How Can I Reverse Taking Social Security?
There are so many questions that come with retirement which is why I focus on answering questions from listeners like you. As you listen to these questions and their answers consider how they fit into your ultimate objective. Listen in to learn why intent matters. In this episode, we’ll explore how to frame retirement questions around your intent, answer listener questions, and in the Bring It On segment you’ll hear a tip about how to rebalance your emotions during stressful conversations. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS [4:12] How to use your 5-year cushion [11:32] Does having a civil judgment against me apply to my accounts in other states? [15:55] Bret wants to know more about how to maximize his accumulation stage [19:35] How to reverse a decision to claim Social Security [22:05] Examples of simplifying a portfolio by using ETFs or other all-in-one funds [26:38] How to diversify an overfunded portfolio [32:59] Should I stop the automatic reinvestment of dividends? BRING IT ON [36:00] A tip to rebalance your emotions in stressful situations TODAY’S SMART SPRINT SEGMENT [37:50] Reexamine your intent when making decisions Resources Mentioned In This Episode Brian Cain BOOK - Call Sign Chaos by Jim Mattis Jeremy Siegel BOOK - Stocks for the Long Run by Jeremy Siegel Rock Retirement Club Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center
Retirement Answer Man RSS Feed
