Retirement Plan Live: Mature Marriage - Shared Goals

Do you like lemonade? If so, you won’t want to miss out on the lemonade I make on today’s episode. 

We’re discussing goals on this episode of the Retirement Plan Live series and we get to catch up with Lori from the 2017 Retirement Plan Live. Find out what she is up to and how to work through shared and separate goals in retirement.

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN

RETIREMENT PLAN LIVE 

• [3:42] Mark and Mary’s differences developed into a big conversation
• [9:00] Mark’s values
• [10:12] Mary’s values
• [14:01] Inferring their goals
• [16:03] When they will retire

CATCHING UP WITH LORI FROM THE 2017 RETIREMENT PLAN LIVE

• [22:48] What Lori and Bruce are up to today
• [27:18] Has their retirement plan changed?
• [33:01] Their plans for the future
• [35:15] Her advice for new retirees

TODAY’S SMART SPRINT SEGMENT

• [38:12] Revisit your goals for retirement

Resources Mentioned In This Episode

RetireAgile.com

LiveWithRoger.com

2017 Retirement Plan Live with Lori and Bruce 193, 194, 195, 196

Rock Retirement Club

Roger’s YouTube Channel - Roger That

BOOK - Rock Retirement  by Roger Whitney

Roger’s Retirement Learning Center