Selling the business and retiring isn’t an on/off switch. When you approach it like a dimmer, you gain the confidence to transition with peace of mind.

Roger Whitney, the Retirement Answer Man, points out that decisions like taking a pension or lump sum are just the basics. The real focus should be on the visionary choices that truly shape your retirement.

KEY TOPICS

How to stop losing sleep over retirement planning.

Recognizing and honoring phases of life as they evolve.

Why the primary crisis of retirement is sheer lack of confidence.

How to map out “what’s next” following your retirement.

CHAPTERS

00:00 Mission of Decidedly

04:02 Roger Whitney, the Retirement Answer Man

06:35 The Crisis of Your Confidence

09:00 When You’re Nervous to Retire

13:39 The First Steps to Retirement Planning

16:26 Stop Chasing the New Strategy

20:00 Make Yourself Uncomfortable

26:16 Embracing New Seasons

30:05 Retiring to Something Refreshing

35:08 Post-Retirement Goal Setting

37:40 Rich People Don’t Think They’re Rich

41:36 Gratitude Practice to Combat Fears

43:30 Repairing a Bad Money Decision

48:52 Decision Tip for Business Owners

50:44 Key Takeaways

51:36 Producer Closing

CONNECT WITH US

⁠www.decidedlypodcast.com⁠

Watch the full episode on YouTube

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Sanger’s ⁠Instagram⁠: @sangersmith

Thank you to Shelby Peterson of Transcend Media for editing and post-production of the Decidedly podcast.

SANGER’S BOOK: ⁠A Life Rich with Significance: Transforming Your Wealth to Meaningful Impact⁠

SHAWN’S BOOK: ⁠Plateau Jumping: What to Change When Change Is What You Want⁠

MAKING A FINANCIAL DECISION?

At ⁠Decidedly Wealth Management⁠, we focus on decision-making as the foundational element of success, in our effort to empower families to purposefully apply their wealth to fulfill their values and build a thriving legacy. 

LEARN MORE: ⁠www.decidedlywealth.com⁠

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CONNECT WITH ROGER WHITNEY

Website: www.rogerwhitney.com

Retirement Answer Man Podcast: www.rogerwhitney.com/blog

Rock Retirement Book: www.rogerwhitney.com/the-book

Roger has been walking life with clients as a financial advisor for more than 25 years and is the host of the award-winning Retirement Answer Man® podcast. He is on a mission to change the way the world thinks about retirement, one little conversation at a time. Roger established the RRC in 2018 to help foster a safe online space for soon-to-be retirees to learn, plan, and interact with other like-minded folks on the path to retirement. As if that’s not enough to keep him busy, he is the author of Rock Retirement: A Simple Guide to Help You Take Control and Be More Optimistic About the Future, a Forbes online contributor, creator of the Agile Financial Planning process, and past instructor of the Retirement Planning