Becky and guest co-host, Mark Trautman, chat with The Retirement Answer Man, Roger Whitney.  They are all on vacation with a group from the Rock Retirement Club.  Bill is back at the ranch working his day job and editing podcasts dreaming of time freedom on the path to financial independence, but still living his best life.

As a certified financial planner for over 25 years, Roger uses his credentials and every channel possible to help people live well today without sacrificing tomorrow.  He is a three-time Plutus Award Winner for best retirement blog/podcast.  The podcast has over 8 million downloads and 475 episodes (and counting!).  He is the author of "Rock Retirement: A Simple Guide to Help You Take Control and Be More Optimistic About the Future."  Investopedia has ranked him as one of the top 100 most influential advisors several years in a row.  His mom passed away at 48, sacrificing the now while dreaming of the retirement brochure in the future.  He wants to help us shift what is possible in retirement by how we live, work, and celebrate what is possible right now - and keep doing it!

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Resources mentioned on the show:

The Retirement Answer Man

Rock Retirement Club

Rock Retirement: A Simple Guide to Help You Take Control and Be More Optimistic About the Future by Roger Whitney

The Second Mountain: The Quest for a Moral Life

Atomic Habits: An Easy & Proven Way To Build Good Habits & Break Bad Ones by James Clear

Outlive: The Science and Art of Longevity by Peter Attia

Mark's Money Mind

Disclaimer: We are not lawyers, financial advisors, accountants or tax experts. Please consult your own professional advisors before making any important decisions. Our content is for entertainment and education purposes only.