Wed, 31 January 2024
How do you manage a joint cash flow with separate assets? In addition to discussing Mark and Mary’s situation, today I chat with Kay about how she and her husband handled finances with their late in life marriage. Kay gives us some insight on how to manage finances in a financially unbalanced relationship. You’ll appreciate her perspective on how to manage the household cash flow when you haven’t always been married. Make sure to stick around to hear an update from Sam, our single Retirement Plan Live case study from 2018. She’ll let us know how she’s been doing, what has surprised her about retirement, and whether her retirement plan has changed. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MANRETIREMENT PLAN LIVE
CATCHING UP WITH SAM FROM THE 2018 RETIREMENT PLAN LIVE
TODAY’S SMART SPRINT SEGMENT
Resources Mentioned In This Episode2018 Retirement Plan Live with Sam 219, 220, 221, 222, 223 Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center |
Wed, 24 January 2024
We’re back with Retirement Plan Live to explore how two adults who married later in life can share their resources as they age. Last week we looked at their goals both individually and together and today we’ll do the same with their resources. Listen in to hear the different ways that older adults who come together later in life can pool their resources so they can rock retirement. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MANRETIREMENT PLAN LIVE
BRING IT ON WITH MARK ROSS
TODAY’S SMART SPRINT SEGMENT
Resources Mentioned In This EpisodeBOOK - Who Do You Want to Be When You Grow Old? by Richard Leider and David Shapiro BOOK - The Comfort Crisis by Michael Easter Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center |
Wed, 17 January 2024
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 MANRETIREMENT PLAN LIVE
CATCHING UP WITH LORI FROM THE 2017 RETIREMENT PLAN LIVE
TODAY’S SMART SPRINT SEGMENT
Resources Mentioned In This Episode2017 Retirement Plan Live with Lori and Bruce 193, 194, 195, 196 Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center |
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 |
Wed, 3 January 2024
Today you’ll meet Mark–half of our newest case study for Retirement Plan Live. Mark and Mary are a year and a half into their new marriage and are trying to figure out how to plan the rest of their lives. On this episode, you’ll learn about Mark and his aspirations and concerns for their life together. In the next episode, you’ll meet Mary, in week three we’ll discuss their goals, the following week we’ll look at their resources, and finally, we’ll see how they manage their cash flow and learn who pays for what. Make sure that you’re signed up for the live webinar on February 1 at 7 pm CST. In this webinar, you’ll get to see how everything panned out for Mark and Mary. To sign up, head on over to LiveWithRoger.com and mark it on your calendar. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MANMEETING MARK
BRING IT ON WITH DR. BOBBY DUBOIS
TODAY’S SMART SPRINT SEGMENT
Resources Mentioned In This EpisodeBOOK - Outlive by Peter Attia Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center |