Retirement Answer Man
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
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CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Resilience and Optimization
This month, we're revisiting the eight pillars of rocking retirement. Today, we focus on the second two financial pillars: having a resilient plan of record and optimizing the plan to enhance the journey. Many people are good at setting goals and determining feasibility, but often overlook the importance of resilience in their retirement plan. We delve into how to stress test your plan for various risks like bear markets, health care shocks, and premature death, and how to build redundancies to make your plan more robust. We also discuss optimizing your plan with tax strategies, investment implementation, and legacy planning. PRACTICAL PLANNING SEGMENT -[00:35] - Introduction to the eight pillars of rocking retirement - [04:55] Building a Resilient Retirement Plan - [10:30] Building a funding strategy for the first five years of retirement - [14:38] The fourth pillar: Optimization LISTENER QUESTIONS - [18:55] Mark asks about estimating Social Security benefits - [20:32] Mary inquires about investing in Real Estate Investment Trusts versus private crowdfunding platforms - [27:20] John seeks advice on choosing a retirement planner - [31:58] Tammy's question on whether to sell a high-value home for liquidity BRING IT ON SEGMENT - [36:37] Building relationships and the importance of micro roles SMART SPRINT SEGMENT - [42:50] Assess the resilience of your retirement plan Resources Mentioned In This Episode Six Shot Saturdayhttps://sixshotsaturday.com Jeremy Siegel's "Stocks for the Long Run"https://www.amazon.com/Stocks-Long-Run-Definitive-Investment/dp/0071800514 Roger's YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center
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