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Retirement Answer Man

Are You Ready to Redefine Yourself in Retirement? with Dr. Joe Coughlin from the MIT Age Lab

Retirement Answer Man

Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Education, Investmentmanagement, Saving, Self-improvement, Careerplanning, Retirement, Business, Lifeplanning, Investing, Retirementplanning, Financialplanning, Retirementpodcast

4.61.2K Ratings

🗓️ 7 August 2019

⏱️ 39 minutes

🧾️ Download transcript

Summary

How are you going to redefine yourself in retirement? Retirement means making the life transition from a full-time career to full-time living on your own terms. Although this is exciting, it can also be scary. During this series, you’ll learn how to...

Transcript

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0:00.0

Change is a common.

0:07.0

is a comment.

0:10.0

If you're near retirement, you're going to have to ask yourself a question, my friend.

0:21.5

Who are you are you?

0:25.0

are you?

0:27.0

When you retire are you simply going to be well I'm a retired attorney or CPA or VP of finance.

0:35.8

You don't want to be a retired something you want to be something now.

0:40.9

You're going to have to figure out who you are if you want to rock retirement, and

0:46.3

that's what we're talking about this month on the Retirement Answer Man Show.

0:57.0

Welcome to the show. My name is Roger Whitney. I am your host.

1:00.0

And this is the show dedicated to helping you not just survive retirement.

1:05.0

We want you to rock retirement.

1:08.0

And in order to do that, you're going to need to figure out who you are in retirement.

1:12.0

So that is the plan for the month.

1:14.4

We're going to try to build a framework for you to make this transition successfully.

1:21.4

But we can't do any of that until we have that all-important disclaimer.

1:25.0

I know you don't like this up front. I'm but I got to remind you I am not your life coach I am not your financial advisor I am not your CPA or attorney

1:40.0

Talk to those people before you make any decisions because that's just common sense. This is just helpful hints in education

1:45.9

that hopefully I've learned on my journey of serving clients. Let's go talk about identity. So when we look in the news about retirement,

2:00.0

we see how do you figure out your number or tactics for retirement 4% withdrawal rates

2:05.4

how we're underfunded the crisis everything else we don't see much about what may be the most

2:12.1

important question that we need to answer in order to

...

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