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Retirement Answer Man

Ask Better Retirement Questions

Retirement Answer Man

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

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

4.71.1K Ratings

🗓️ 10 April 2024

⏱️ 51 minutes

🧾️ Download transcript

Summary

Have you been wondering what retirement is like for real retirees out in the wild? With the success of our Retirement Plan Live series, we decided to try mini-case studies to learn more about what retirees like you are doing to rock retirement.

In this episode, you’ll hear some feedback from Sarah who asked a question on the show about a year and a half ago. Listen in to hear how she responded to the advice I gave.

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN

A MINI CASE STUDY

  • [2:27] Sarah’s case
  • [8:06] What you can do for you
  • [10:01] A plan of record is the first step

LISTENER QUESTIONS

  • [13:00] What should Lucas take into account as he prepares to pay off his mortgage
  • [20:00] Investing in retirement with a pension
  • [26:08] How Joe is incorporating the Die With Zero philosophy by gifting

ROCK LIFE WITH DR. BOBBY DUBOIS

  • [28:24] What is rucking?
  • [29:27] Why try rucking?
  • [40:49] How do you get started rucking?
  • [48:44] How to measure the benefits of rucking

TODAY’S SMART SPRINT SEGMENT

  • [50:00] Go try rucking by walking with something on your back

Resources Mentioned In This Episode

Retirement Plan Live: Their Financial Resources - listen to Sarah’s question here

Go Ruck

BOOK - Die with Zero by Bill Perkins

BOOK - The Power of Moments by Chip Heath

Rock Retirement Club

Roger’s YouTube Channel - Roger That

BOOK - Rock Retirement by Roger Whitney

Roger’s Retirement Learning Center

Transcript

Click on a timestamp to play from that location

0:00.0

The show is a proud member of the Retirement Podcast Network.

0:03.6

This show is dedicated to helping you not just survive retirement,

0:06.9

but to have the confidence, because you're doing the work,

0:10.5

to really lean in and rock it. Hey Roger Whitney here, welcome.

0:17.0

So today on the show, we're going to do our first ever mini case study with Sarah on some actions she took after having her question answered

0:27.4

on the show and there's a lot of gold in there that you and I can take in terms of really

0:31.7

doing this not just thinking about it doing it.

0:34.0

In addition to that, we're going to answer some of your listener questions.

0:36.6

And in our Rock Life segment, Bobby and I, Dr. Bobby Du Bois, are focused on building energy so we can show up for our retirement and

0:45.6

we're going to talk about rucking.

0:46.9

I'll tell you what, it almost came off like an infomercial because we're both very excited

0:50.7

about it but we think it's something that you might want to consider.

0:53.7

As always we will send out a six-shot Saturday email with a summary of the show

0:58.8

links to resources that we mentioned so if you love the show you're really going to love our six-shot Saturday email

1:05.0

You can sign up for that at six-shot Saturday.com and listen to the podcast on a

1:15.0

Saturday morning with all the links to the resources right there.

1:17.0

So let's move on to our first ever mini case study.

1:35.8

One thing I like about the six shot Saturday email is that people will reply and they share sometimes in great detail their questions or actions that they've taken and we've decided to highlight some many case studies on actions that listeners are taking real retirees in the wild and what they're doing based on

1:41.9

their own learnings and things we talk about in the show.

1:44.8

So I got an email a few months ago from Sarah updating me on her initial question that we had

1:50.7

answered on the show.

1:52.4

We'll have a link to that in Six Shot

...

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