Retirement Answer Man

#45 Can Carl Retire? See the Retirement Planning Process in Action


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One of the most common comments I get from readers is how hard it is to get straight answers to their most important retirement planning questions. "When can I retire?" "What lifestyle can I expect?" "Will I run out of money?" What am I missing???"

Starting January 7th, I'll answer these questions for a fellow reader (Carl). You'll get to listen in as we create his retirement plan each week, culminating in a LIVE webinar where you (and Carl) will hear the results for the first time.
NOTE: check out the bottom of this post for an opportunity to plan alongside Carl
Who is Carl?

* 51 years old
* Married 27 years with a 19 year-old child
* 29-year corporate executive

What He Wants From the Plan:

* When can I get out?
* Will I run out of money?
* How do I plan for worst case scenarios?
* How do I handle healthcare?

During the webinar, you and Carl will watch LIVE as I stress test Carl's plan against the most common retirement worries:


* Bad market returns
* High inflation
* Long-term care costs
* Outliving his assets


Here's the Schedule
[step_graphics style="2" color="#063284"][step style="2" text="" headline="January%207th%20%20Envision%20Your%20Financial%20Future"]%3Cp%3ECarl%20will%20describe%20his%20ideal%20retirement%20goal.%20I%20help%20Carl%20establish%20his%20financial%20priorities%20so%20he%20can%20balance%20living%20well%20today%20while%20working%20towards%20his%20ideal%20retirement.%20He'll%20set%20priorities%20for%20his%20lifestyle%2C%20savings%20rate%2C%20retirement%20age%2C%20investment%20risk%20and%20gifting.%3C%2Fp%3E%0A[/step][step style="2" text="" headline="January%2014th%20%20Determine%20Your%20Financial%20Resources"]%3Cp%3EI%20review%20Carl's%20current%20and%20projected%20income%20sources%20and%20build%20his%20net%20worth%20statement.%20These%20are%20the%20resources%20I'll%20use%20to%20determine%20my%20confidence%20in%20his%20achieving%20his%20ideal%20retirement%20goal.%3C%2Fp%3E%0A[/step][step style="2" text="" headline="January%2021st%20%20Identify%20Financial%20Risks"]%3Cp%3EHealthcare%20costs%2C%20a%20long-term%20care%20event%2C%20inflation%2C%20volatility%2C%20all%20of%20these%20and%20more%20could%20put%20a%20hole%20in%20Carl's%20plan.%20He%20and%20I%20discuss%20how%20to%20identify%20and%20address%20these%20as%20we%20work%20towards%20his%20ideal%20retirement%20goal.%3C%2Fp%3E%0A[/step][step style="2" text="" headline="January%2028th%20%20Estate%20and%20Giving%20Plan"]%3Cp%3ECarl%20and%20I%20discuss%20his%20final%20wishes%2C%20the%20organization%20of%20his%20financial%20life%20and%20how%20to%20assure%20his%20legacy%20goals%20are%20carried%20out.%3C%2Fp%3E%0A[/step][step style="2" text="" headline="January%2030th%20%20LIVE%20Webinar%20Presenting%20the%20Results%20of%20Carl's%20Retirement%20Plan"]%3Cp%3EWatch%20and%20listen%20as%20Carl%20learns%20(for%20the%20first%20time)%20the%20results%20of%20his%20retirement%20analysis.%20You'll%20see%2C%20step%20by%20step%2C%20my%20analysis%20and%20confidence%20level%20of%20his%20achieving%20his%20ideal%20retirement.%20You'll%20also%20see%2C%20live%2C%20as%20I%20stress%20test%20his%20plan%20for%20some%20of%20the%20possible%20risk%20we've%20identified.%3C%2Fp%3E%0A[/step][/step_graphics]
Register now and create your plan alongside Carl
You'll get:


* Weekly summaries of Carl's plan
* Free worksheets and checklists to plan alongside Carl
* Free video tutorials to help you in each step of the process
* Registration to the LIVE webinar on January 30th


[optin-monster-shortcode id="czozqgsoqu-post"]
 
[spoiler]
The Retirement Answer Man Episode #45
Well, welcome to the Retirement Answer Man Show. My name is Roger Whitney.
...more
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Retirement Answer ManBy Roger Whitney, CFP®, CIMA®, RMA, CPWA®

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