Wed, 10 January 2024
If you’re married, do you have retirement planning meetings? If you’re single do you plan a time to meet with yourself to plan your retirement? What or whom do you use as a sounding board? In this Retirement Plan Live, we’re getting to know Mark and Mary–two lovely people who have found each other later in life. This mature newlywed couple is trying to iron out the details of their finances. Sit back and enjoy this episode where we meet Mary and learn about her story and the financial challenges she and Mark are facing in their new marriage. As you listen to Mark and Mary’s story maybe you can use it to frame your own retirement planning conversation. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MANA BIT OF HOUSEKEEPING
MEET MARY
BRING IT ON WITH KEVIN LYLES
TODAY’S SMART SPRINT SEGMENT
Resources Mentioned In This EpisodeBOOK - One Flew Over the Cuckoo’s Nest by Ken Kesey BOOK - Name of the Wind by Patrick Rothfuss BOOK - The Wise Man’s Fear by Patrick Rothfuss Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center |