Retirement Answer Man
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
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CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Passion and Relationships
In this episode of the Retirement Answer Man, Roger Whitney wraps up his series on the eight pillars of a great retirement plan by diving into the last two non-financial pillars: passion and relationships. Discover how your hobbies, curiosities, and social connections can significantly impact your retirement happiness. Roger also shares personal stories and practical tips on maintaining energy, fostering a growth mindset, and building a fulfilling post-retirement life. Tune in for insights and strategies to help you rock your retirement! PRACTICAL PLANNING SEGMENT (00:26) Eight pillars are needed as a foundation for having a great retirement plan (02:50) Importance of showing up and doing the work (04:12) Having projects is a core component of living an enriching, full life (04:49) Passion is our next nonfinancial pillar, find projects you’re passionate about (07:19) What are the obstacles to pursuing passion and projects outside of retirement (08:50) Roger’s personal anecdote about digital obstacles (10:30) Plan for developing passions (11:52) Last of the four non-financial pillars is relationships (15:17) What are the obstacles of building relationships? LISTENER QUESTIONS (18:50) Mark asks about spousal IRA (20:09) Question from Beth: Should I keep 401k or roll over to an individual IRA? (24:28) Fund choices can be a determinant of your 401K success (27:07) Simplification and consolidating your assets into an IRA (30:21) Listener feedback on losing a spouse (34:50) It only takes one account or property to force probate SMART SPRINT (37:20) Identify one thing that you are curious about and pull that thread
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