What Retirement Planning Software Should I Use?

If you are thinking about retiring in the next few years you’re probably wondering what the best tools are to help you plan. Finding the right retirement planning software can not only help you plan retirement but help put your mind at ease so that you can Rock Retirement!

One listener asks my opinion on the best retirement software to use. If you are curious about my answer you’ll press play. 

In this episode, you’ll also hear about the books I read in March, an interview with Steven Chen from the New Retirement Calculator, and learn the benefits of creating horizontal relationships.

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN

BOOK REVIEWS

• [1:30] Books I read in March

LISTENER QUESTIONS

• [5:30] Which retirement software should I use?
• [11:49] On using dividend investing to fund retirement
• [20:19] On using indexed annuities with downside protection
• [24:04] A recommendation for my wife, Shawna
• [24:55] Looking for a financial planner that is a retirement consultant 

STEVEN CHEN INTERVIEW ON THE NEW RETIREMENT CALCULATOR

• [26:45] What New Retirement Calculator users think about
• [33:06] Planning for the future
• [38:36] What’s new with the New Retirement Calculator

BRING IT ON

• [41:55] The benefits of creating horizontal relationships

TODAY’S SMART SPRINT SEGMENT

• [47:10] Revisit your allocation plan

Resources Mentioned In This Episode

NAPFA

Garrett Planning Network

New Retirement Calculator

Money Guide Pro Elite

Financeware

BOOK - The Courage to Be Disliked by Ichiro Kishimi

BOOK - Make Your Bed by William McCraven

BOOK - Sea Stories by William McCraven

BOOK - Build by Tony Fadell

BOOK - Top Five Regrets of the Dying by Bonnie Ware

Morningstar’s The Long View Podcast - Retirement Planning Is Not Financial Planning

LiveWithRoger.com - Register for the webinar on May 11, 2023 to discover the 4 Phases of a Great Retirement Plan

Rock Retirement Club

Roger’s YouTube Channel - Roger That

BOOK - Rock Retirement  by Roger Whitney

Roger’s Retirement Learning Center