Retirement Answer Man

How to Rock Retirement on Your Own


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If you have been listening to this show for a while, chances are you already know how to rock your retirement. However, this can all change with the loss of a spouse. All of your best-laid plans change in an instant. That’s why this month we are focusing on going from two to one. 

Learn how to navigate your mindset–transition from this sucks, to how I will work through this, to having a great life. Press play to listen. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT 

  • [5:47] Announcements
  • [6:44] Books I read in February

LISTENER QUESTIONS 

  • [11:46] Roth conversions and taxes
  • [17:31] Roth conversions or capital gains?
  • [23:10] How to create a paycheck between ages 62-72

BRING IT ON WITH KEVIN LYLES 

  • [29:12] Finding meaning and purpose in retirement 
  • [38:52] Create a mission statement

TODAY’S SMART SPRINT SEGMENT 

  • [41:05] Think about your mindset

Resources Mentioned In This Episode
Episode 310 - The Pie Cake
Andy Panko
BOOK - Traction by Gino Wickman
BOOK - Be 2.0 by Jim Collins
BOOK - Rethinking Positive Thinking by Gabrielle Oettingen
TV SERIES - SAS Rogue Heroes on MGM streaming
TV SERIES - Shrinking on Apple TV
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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