Retirement Answer Man

Ask Better Retirement Questions


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Have you been wondering what retirement is like for real retirees out in the wild? With the success of our Retirement Plan Live series, we decided to try mini-case studies to learn more about what retirees like you are doing to rock retirement. 

In this episode, you’ll hear some feedback from Sarah who asked a question on the show about a year and a half ago. Listen in to hear how she responded to the advice I gave. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN A MINI CASE STUDY 

  • [2:27] Sarah’s case 
  • [8:06] What you can do for you
  • [10:01] A plan of record is the first step

LISTENER QUESTIONS 

  • [13:00] What should Lucas take into account as he prepares to pay off his mortgage
  • [20:00] Investing in retirement with a pension
  • [26:08] How Joe is incorporating the Die With Zero philosophy by gifting

ROCK LIFE WITH DR. BOBBY DUBOIS 

  • [28:24] What is rucking?
  • [29:27] Why try rucking?
  • [40:49] How do you get started rucking?
  • [48:44] How to measure the benefits of rucking

TODAY’S SMART SPRINT SEGMENT 

  • [50:00] Go try rucking by walking with something on your back 

Resources Mentioned In This Episode
 Retirement Plan Live: Their Financial Resources - listen to Sarah’s question here
Go Ruck
BOOK - Die with Zero by Bill Perkins
BOOK - The Power of Moments by Chip Heath
Rock Retirement Club
Roger’s YouTube Channel - Roger That
BOOK - Rock Retirement  by Roger Whitney
Roger’s Retirement Learning Center

...more
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Retirement Answer ManBy Roger Whitney, CFP®, CIMA®, RMA, CPWA®

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