Retirement Answer Man
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
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Retirement Plan Live - Mature Marriage: Shared Resources
We’re back with Retirement Plan Live to explore how two adults who married later in life can share their resources as they age. Last week we looked at their goals both individually and together and today we’ll do the same with their resources. Listen in to hear the different ways that older adults who come together later in life can pool their resources so they can rock retirement. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN RETIREMENT PLAN LIVE [2:55] Let’s look at their resources [8:56] How can they use these resources together and separately [14:22] What to expect next week BRING IT ON WITH MARK ROSS [15:30] How to have a positive attitude while you age [18:02] Developing a purposeful path to aging [20:03] 3 things to consider TODAY’S SMART SPRINT SEGMENT [22:06] Organize and refresh your financial resources Resources Mentioned In This Episode BOOK - Who Do You Want to Be When You Grow Old? by Richard Leider and David Shapiro BOOK - The Comfort Crisis by Michael Easter Rock Retirement Club Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center
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