Wed, 27 December 2023
One of our listeners actually has a better mortgage rate than me! However, as they begin to test their retirement budget they have found that the mortgage payment leaves that budget a bit tight. So they are wondering if they should pay off their mortgage early by withdrawing from their IRA. What would you do? Listen in to hear my response in addition to several other listener questions. We’ll also catch up with Rosie from the last Retirement Plan Live. Press play to learn if she implemented any of the things we discussed and how her retirement has been over the past year. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MANLISTENER QUESTIONS
CATCHING UP WITH ROSIE FROM THE 2023 RETIREMENT PLAN LIVE
TODAY’S SMART SPRINT SEGMENT
Resources Mentioned In This EpisodeRetirement Plan Live with Rosie - 468, 469, 470, 471 Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center |
Wed, 20 December 2023
It seems like no matter how much we save we always have that nagging worry about whether it is truly enough. One of our listeners is looking for ways to reduce the chances of running out of money in retirement. My response to his question may surprise you. Listen in to hear what I have to say about improving his retirement trajectory. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MANLISTENER QUESTIONS
CATCHING UP WITH JOELLE FROM THE 2022 RETIREMENT PLAN LIVE
TODAY’S SMART SPRINT SEGMENT
Resources Mentioned In This EpisodeRetirement Plan Live with Joelle - Relocation For Retirement 416, 417, 418, 419 Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center |
Wed, 13 December 2023
Have you ever wondered how the subjects from our Retirement Plan Live series are doing now? Did everything turn out okay for them? Find out how Emma (from 2019 RPL) is doing on this episode of Retirement Answer Man. In the listener questions segment you’ll learn about the Rule of 55, donor-advised funds, and contributing to a teen’s Roth IRA. Press play to listen. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MANLISTENER QUESTIONS
CATCHING UP WITH EMMA FROM THE 2019 RETIREMENT PLAN LIVE
TODAY’S SMART SPRINT SEGMENT
Resources Mentioned In This EpisodeRetirement Plan Live with Emma episodes 289, 290, 291, 292 Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center |
Wed, 6 December 2023
The way does not exist–there is no one correct way to do things. We are all finding our own ways in life and retirement. Working with an agile structure will help give you the scaffolding to create a retirement plan in an organized way. On this episode, you’ll hear how drafting your agile retirement plan can help you discover your unique way to rock retirement. Continue listening to discover the books I read in November, the answers to several listener questions, and the way to create an exercise plan to boost your energy. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MANBOOKS I READ IN NOVEMBER
LISTENER QUESTIONS
BRING IT ON WITH DR. BOBBY DUBOIS
TODAY’S SMART SPRINT SEGMENT
Resources Mentioned In This EpisodeEpisode 434 - Functional Health To Rock Retirement - Creating The Right Exercise Plan Episodes with lists of books I’ve recommended - 138, 206, 287, 464 The Retirement Answer Man GoodReads Book Club BOOK - Die with Zero by Bill Perkins BOOK - Be Useful by Arnold Schwarzenegger BOOK - Total Recall by Arnold Schwarzenegger BOOK - Only the Dead by Jack Carr BOOK - I’m Proud of You by Tim Madigan BOOK - The Road to Character by David Brooks Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center |