Wed, 29 November 2023
Have you been wondering what you’re supposed to do when it comes to refilling your retirement income buckets? So has Michael. In this episode, I’ll go into further detail about how to do that. Stay tuned for the answer to Michael’s question and many others as well as a chat with Kevin Lyles on how to ease into retirement in the Bring It On segment. Press play to get started. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MANLISTENER QUESTIONS
BRING IT ON
TODAY’S SMART SPRINT SEGMENT
Resources Mentioned In This EpisodeBOOK - The Road to Character by David Brooks BOOK - The Second Mountain by David Brooks Episode 473 - How Is Deferred Compensation Taxed When I Receive It? Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center |
Wed, 22 November 2023
What would you do if your retirement planner said no when you asked them for a report? I’ll address this question and many more on this episode of the Retirement Answer Man Show. We’ll also discuss the two things you need to find happiness. Are you curious as to what they are? Listen in to find out. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MANLISTENER QUESTIONS
BRING IT ON
TODAY’S SMART SPRINT SEGMENT
Resources Mentioned In This EpisodeEpisode #281 - Is An Annuity Right For Retirement? The Role An Annuity Can Play In Your Portfolio BOOK - Die with Zero by Bill Perkins Episode #345 - How Does Medicare Work? Making Your Medicare Decision with Danielle Roberts Episode 512 - How Should I Pay Taxes On My Roth Conversions? Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center |
Wed, 15 November 2023
If you have different retirement accounts at various brokerage firms, you may wonder whether you should consolidate them. One listener asked me that very question today. I’ll answer it along with several others–don’t miss the one about my finance book recommendations. Are you curious about how you can improve your relationship in retirement? Then, make sure to listen to Mark Ross’s suggestions in the Bring It On segment. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MANLISTENER QUESTIONS
BRING IT ON WITH MARK ROSS
TODAY’S SMART SPRINT SEGMENT
Resources Mentioned In This EpisodeBOOK - The Behavioral Investor by Daniel Crosby BOOK - 48 Days to the Work You Love by Dan Miller BOOK - Don’t Retire, Rewire by Jeri Sedlar BOOK - Younger Next Year by Chris Crowley BOOK - Stacked by Joe Saul-Sehy BOOK - A Simple Plan to Wealth by J.L. Collins BOOK - Winning the Loser’s Game by Charles Ellis BOOk - The Retirement Income Guidebook by Wade Pfau The Retirement Answer Man GoodReads group Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center |
Wed, 8 November 2023
“You do not rise to the level of your goals; you fall to the level of your systems.” James Clear I’ve been focusing on building up my systems lately and today I’ll provide you with an example of what that looks like for me. In addition, in this episode, you’ll hear several questions on how to optimize your tax burden. Then in the Bring It On segment, Kevin Lyles joins me to discuss the role of leisure in retirement. Join me today to take a baby step to improve your life in retirement. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MANPRACTICAL PLANNING SEGMENT
LISTENER QUESTIONS
BRING IT ON
TODAY’S SMART SPRINT SEGMENT
Resources Mentioned In This EpisodeBOOK - Atomic Habits by James Clear Sign up for the 6-Shot Saturday newsletter! Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center |
Wed, 1 November 2023
Bonds are a ubiquitous part of a balanced portfolio and in recent years bond funds have become even more attractive to many investors. However, due to rising interest rates, bond funds are now losing their appeal. One listener asks whether she should call it quits on her investment in bond funds. In this episode of Retirement Answer Man, Nichole and I will explore this and other questions from listeners like you. Stick around to hear my conversation with Dr. Bobby Dubois about energy and our relationship with caffeine. Find out once and for all whether caffeine is as bad for you as they say. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MANWHAT I READ IN OCTOBER
LISTENER QUESTIONS
BRING IT ON WITH DR. BOBBY DUBOIS
TODAY’S SMART SPRINT SEGMENT
Resources Mentioned In This EpisodeJoin the Retirement Answer Man group on Goodreads BOOK - The Count of Monte Cristo by Alexandre Dumas BOOK - The Armor of Light by Ken Follett BOOK - Stillness is the Key by Ryan Holiday Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center |
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