Retirement Answer Man

Widowed in Retirement: Creating a New You


Listen Later

Nobody wants to face life as a widow or widower. However, it is an unfortunate reality that many must face. Successfully navigating widowhood could be easier if you could prepare yourself in advance. In this Widowed in Retirement series, we aim to do just that. 

Today you’ll learn how you can start life again on your own. Mark Trautman joins me again to discuss his experience moving forward after the death of your spouse. He touches on prioritizing actions to take, setting up a summarized retirement plan, and rebuilding your life as a single person. 

While we didn’t have time for Listener Questions today, we have a bonus interview with Chris Bentley from Wings for Widows as well as a chat with Lori Mage in our Bring It On segment.

Listen in to learn what you can do to rebuild your life and begin again. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT A CHAT WITH MARK TRAUTMAN 

  • [5:16] Our time is finite - make use of it
  • [7:42] Could people have reacted better?
  • [10:55] What were short-term actions
  • [18:02] A retirement plan summary document
  • [20:39] Going forward

A CHAT WITH CHRIS BENTLEY FROM WINGS FOR WIDOWS 

  • [23:04] How he decided to create Wings for Widows
  • [31:52] Working with the financially illiterate 
  • [38:02] How to plan for widowhood

BRING IT ON WITH LORI MAGE 

  • [41:02] On relationships
  • [43:33] What Lori did to build a relationship with herself

TODAY’S SMART SPRINT SEGMENT 

  • [50:30] When you mess up say it was a mis-take

Resources Mentioned In This Episode
Lori Mage
Heroic App
Wings for Widows
Foundation for Financial Planning
BOOK - The Leadership Challenge by James Kouzes
BOOK - After the Death of Your Spouse by Mike Piper
BOOK - Option B by Sheryl Sandberg
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

1,144 ratings


More shows like Retirement Answer Man

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

436 Listeners

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

Your Money, Your Wealth

751 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,913 Listeners

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

The Retirement and IRA Show

724 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

431 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

487 Listeners

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

Big Picture Retirement®

492 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

546 Listeners

The NewRetirement Podcast by Steve Chen

The NewRetirement Podcast

189 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

545 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

771 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)

31 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

700 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

164 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

96 Listeners