Retirement Answer Man
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
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Retirement Plan Live: Mature Marriage - Shared Goals
Do you like lemonade? If so, you won’t want to miss out on the lemonade I make on today’s episode. We’re discussing goals on this episode of the Retirement Plan Live series and we get to catch up with Lori from the 2017 Retirement Plan Live. Find out what she is up to and how to work through shared and separate goals in retirement. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN RETIREMENT PLAN LIVE [3:42] Mark and Mary’s differences developed into a big conversation [9:00] Mark’s values [10:12] Mary’s values [14:01] Inferring their goals [16:03] When they will retire CATCHING UP WITH LORI FROM THE 2017 RETIREMENT PLAN LIVE [22:48] What Lori and Bruce are up to today [27:18] Has their retirement plan changed? [33:01] Their plans for the future [35:15] Her advice for new retirees TODAY’S SMART SPRINT SEGMENT [38:12] Revisit your goals for retirement Resources Mentioned In This Episode RetireAgile.com LiveWithRoger.com 2017 Retirement Plan Live with Lori and Bruce 193, 194, 195, 196 Rock Retirement Club Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center
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