Retirement Answer Man
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
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Ask Better Retirement Questions
Have you been wondering what retirement is like for real retirees out in the wild? With the success of our Retirement Plan Live series, we decided to try mini-case studies to learn more about what retirees like you are doing to rock retirement. In this episode, you’ll hear some feedback from Sarah who asked a question on the show about a year and a half ago. Listen in to hear how she responded to the advice I gave. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN A MINI CASE STUDY [2:27] Sarah’s case [8:06] What you can do for you [10:01] A plan of record is the first step LISTENER QUESTIONS [13:00] What should Lucas take into account as he prepares to pay off his mortgage [20:00] Investing in retirement with a pension [26:08] How Joe is incorporating the Die With Zero philosophy by gifting ROCK LIFE WITH DR. BOBBY DUBOIS [28:24] What is rucking? [29:27] Why try rucking? [40:49] How do you get started rucking? [48:44] How to measure the benefits of rucking TODAY’S SMART SPRINT SEGMENT [50:00] Go try rucking by walking with something on your back Resources Mentioned In This Episode Retirement Plan Live: Their Financial Resources - listen to Sarah’s question here Go Ruck BOOK - Die with Zero by Bill Perkins BOOK - The Power of Moments by Chip Heath Rock Retirement Club Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center
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