Retirement Answer Man
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
Podcast
Episodes
Listen, download, subscribe
Think Smart, Retire Smarter: Inversion
Welcome to another insightful episode where we kick off a month-long series on improving your decision-making abilities. This week, we delve into the concept of inversion, a powerful mental model that can significantly enhance your retirement planning. Learn how to avoid common unforced errors and make better decisions to ensure a successful retirement. Plus, get answers to listener questions about HSAs, security issues, and investment strategies. Don't miss this episode packed with practical advice and useful tips! PRACTICAL PLANNING SEGEMENT (00:30) This week starts a month-long series on improving your decision-making abilities (04:38) First mental model- Inversion (10:30) Inversion in investing (12:20) Combining inversion with the vision pillar to determine what you want your life to be (15:00) Using things you don’t want to help build goals of what you DO want (15:54) Inversion with energy pillar. What do I need to AVOID to get more energy? LISTENER QUESTIONS (17:55) Jay asks about HSA and transferring funds (21:55) Questions from Connie about password website, onepassword.com, and about securing social security account. (24:55) Question about financial advisors and Dimensional Funds (30:12) Linda asks about asset allocation and optimization. BRING IT ON SEGMENT (33:33) Kevin Lyles comes on to talk about identity (37:15) Identity after retirement and losing your work identity (43:07) Identify what you got from your career identity-wise that you want to continue in retirement SMART SPRINT (52:55) In the next 7 days when faced with a decision, think about inverting the question. RESOURCES Rock Retirement Clubhttps://rockretirementclub.com Six Shot Saturdayhttps://sixshotsaturday.com Roger Whitneyhttps://rogerwhitney.com Vanguardhttps://vanguard.com Charles Ellis, Winning the Loser's Gamehttps://www.amazon.com/Winning-Losers-Game-Strategy-Investing/dp/1264257697 Bronnie Ware, The Top Five Regrets of the Dyinghttps://www.amazon.com/Top-Five-Regrets-Dying-Transformed/dp/140194065X One Passwordhttps://1password.com LastPasshttps://lastpass.com Login.govhttps://login.gov ID.mehttps://id.me Dimensional Fund Advisorshttps://us.dimensional.com Avantis Investorshttps://www.avantisinvestors.com The Retirement Collective- Shared Wisdom from Top Retirement Coacheshttps://www.amazon.com/Retirement-Collective-Shared-Wisdom-Coaches/dp/1951915186
Retirement Answer Man RSS Feed
