Retirement Answer Man
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
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Retirement Plan Live: Mature Marriage - Mary’s Story
If you’re married, do you have retirement planning meetings? If you’re single do you plan a time to meet with yourself to plan your retirement? What or whom do you use as a sounding board? In this Retirement Plan Live, we’re getting to know Mark and Mary–two lovely people who have found each other later in life. This mature newlywed couple is trying to iron out the details of their finances. Sit back and enjoy this episode where we meet Mary and learn about her story and the financial challenges she and Mark are facing in their new marriage. As you listen to Mark and Mary’s story maybe you can use it to frame your own retirement planning conversation. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN A BIT OF HOUSEKEEPING [1:50] What is the retirement podcast network? [3:43] Books I read in December [7:00] A correction on a recent question [7:45] Some listener wisdom on what Rojo should do to retire at 60 [13:43] Sign up for the results webinar! MEET MARY [14:38] What motivated her to volunteer for RPL? [19:03] Advice for anyone navigating the online dating world [20:15] How they ended up together [23:31] Mary’s aspirations for their relationship BRING IT ON WITH KEVIN LYLES [37:10] The phenomenon of unretirement [43:44] What to do if you are considering unretirement [45:49] A Social Security tip if you do unretire TODAY’S SMART SPRINT SEGMENT [46:28] Have your retirement planning meeting for the year Resources Mentioned In This Episode BOOK - One Flew Over the Cuckoo’s Nest by Ken Kesey BOOK - Name of the Wind by Patrick Rothfuss BOOK - The Wise Man’s Fear by Patrick Rothfuss Rock Retirement Club Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center
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