Retirement Answer Man
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
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Retirement Plan Live: Mature Marriage - Mark’s Story
Today you’ll meet Mark–half of our newest case study for Retirement Plan Live. Mark and Mary are a year and a half into their new marriage and are trying to figure out how to plan the rest of their lives. On this episode, you’ll learn about Mark and his aspirations and concerns for their life together. In the next episode, you’ll meet Mary, in week three we’ll discuss their goals, the following week we’ll look at their resources, and finally, we’ll see how they manage their cash flow and learn who pays for what. Make sure that you’re signed up for the live webinar on February 1 at 7 pm CST. In this webinar, you’ll get to see how everything panned out for Mark and Mary. To sign up, head on over to LiveWithRoger.com and mark it on your calendar. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN MEETING MARK [3:30] What motivated Mark to volunteer for this case study [9:15] Mark loves spreadsheets [15:26] How they merged their lives BRING IT ON WITH DR. BOBBY DUBOIS [22:54] Should you do a broad spectrum of tests? [24:10] Why you should or shouldn’t do these tests [38:10] Why I did some screenings [46:51] How to do screenings productively TODAY’S SMART SPRINT SEGMENT [50:24] Organize the tests you’ve had from your doctor Resources Mentioned In This Episode Function Health BOOK - Outlive by Peter Attia Rock Retirement Club Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center
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