Retirement Answer Man

Overcoming Frugality in Retirement with Dan Crosby


Listen Later

For the past ten years, we have been exploring how to do retirement right so that you can get down to the business of living a great life. 

This is why this month we have had a series of special guests. Today’s guest is behavioral investment expert and author Dan Crosby. Together we explore why it is so hard to overcome your money mindset and how you can learn to let go to enjoy the money you have worked so long and hard to save. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT WITH DAN CROSBY 

  • [3:38] Overcoming frugality
  • [10:56] How to gain confidence in the midst of uncertainty
  • [19:19] What are things you can do to overcome your frugality

LISTENER QUESTIONS 

  • [26:52] How do people in retirement spend less money than more money?
  • [33:44] Does it make sense to use money allocated for a 401K for a second home?
  • [37:33] A comment on this past Retirement Plan Live
  • [39:20] How to fund my HSA in retirement 
  • [42:13] How to look for blind spots once you have your feasible plan of record

TODAY’S SMART SPRINT SEGMENT 

  • [47:16] Is there something else important that you could add to your life or retirement

Resources Mentioned In This Episode
BOOK - The Soul of Wealth by Dan Crosby
BOOK - The Top 5 Regrets of the Dying by Bronnie Ware
BOOK - Die with Nothing by Bill Perkins
Rock Retirement Club
Roger’s YouTube Channel - Roger That
BOOK - Rock Retirement  by Roger Whitney
Roger’s Retirement Learning Center

...more
View all episodesView all episodes
Download on the App Store

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

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

1,197 ratings


More shows like Retirement Answer Man

View all
The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

The Stacking Benjamins Show

1,999 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,949 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

449 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

810 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

451 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

545 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

760 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

546 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

681 Listeners

The Long View by Morningstar

The Long View

923 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

832 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

205 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

585 Listeners

MoneyWatch with Jill Schlesinger by CBS News

MoneyWatch with Jill Schlesinger

436 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,067 Listeners