4 (Little-Known) Retirement Planning Misconceptions

Stay Wealthy Retirement Podcast

Taylor Schulte, CFP®

Financialplanning, Retirement, Money, Taxplanning, Stocks, Wealth, Business, Investing, Retirementplanning

2.4 • 606 Ratings

🗓️ 21 February 2024

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today I'm talking through four (rarely-discussed) retirement planning misconceptions.

In fact, some of these misconceptions might not be misconceptions at all...

...they might be concepts that you've never even considered!

For example, is retirement planning a complex problem OR a complicated problem? (And why does it matter?)

And, should you develop a retirement plan from the outside in OR the inside out?

To help answer these important questions, I'm joined by Roger Whitney, host of the Retirement Answer Man podcast.

Along with being a great person and expert retirement planner, Roger is also a deep, critical thinker who will definitely get your wheels turning in this episode.

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Transcript

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0:00.0	Welcome to the Stay Walthy podcast. I'm your host, Taylor Schulte. And today, with help from my good friend Roger Whitney, we're walking through four retirement misconceptions. In fact, some of these misconceptions might not be misconceptions or misunderstandings at all. They might be concepts that you've never even considered.
0:23.2	For example, is retirement planning a complex problem or a complicated problem? And why does that
0:28.6	even matter? Also, should you develop a retirement plan from the outside in or the inside out?
0:34.7	Roger is the host of the retirement answer man podcast and co-founder of the
0:38.6	Retirement Podcast Network. And along with being a great person, friend, and financial planner,
0:44.0	Roger is also a deep, critical thinker who will definitely get your wheels turning.
0:48.3	To grab the links and resources mentioned in today's conversation, just head over to
0:52.7	you stay wealthy.com forward slash
0:55.1	212.
0:59.6	All right.
1:00.6	Well, with that, welcome Roger Whitney to the Stay Wealthy Retirement Show.
1:04.0	Excited to be here.
1:05.2	What are we doing?
1:06.3	All right.
1:06.8	Well, before we dive into the meat of today's episode, you recently gave me a chance on your show to share my thoughts on the recently launched Retirement Podcast Network. So I'd love to turn the tables and ask you to share your perspective, especially, I was thinking, especially since you spent a good amount of time considering joining other large established podcast networks before deciding that they weren't really a good fit.
1:29.3	So what is the retirement podcast network? Why did we launch it? And I know it's still in its infancy
1:34.4	stage here, but like what do you see it becoming in the next five to 10 years?
1:37.6	I am really excited about what the promise of it can be. And the reason I didn't join any other networks, because generally those networks
1:45.8	are formatted around advertising. And I didn't want my show to be about advertising and talking
1:55.0	about other people's products for money. And when you and I first talked about the retirement podcast network, which was your
2:02.3	idea, and then we built a version one and didn't do much with it and reignited it. I'm excited
2:06.6	about the promise because my opinion, and it's going to get worse with the AI, there are few
	...

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