CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Energy and Mindset

Retirement Answer Man

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

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

4.7 • 1.1K Ratings

🗓️ 18 September 2024

⏱️ 41 minutes

🔗️ Recording | iTunes | RSS

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Summary

This week, we continue our journey through the eight pillars of rocking retirement, shifting our focus to the non-financial realm. We delve into the first two non-financial pillars: Energy and Mindset. These pillars are crucial for showing up fully in life and maintaining a growth-oriented perspective. We'll explore how to overcome obstacles like stress, injuries, bad habits, and the impacts of aging, and discuss actionable plans to boost your energy and cultivate a growth mindset. Additionally, we’ll answer your pressing questions about Roth IRA contributions, tax planning, Social Security spousal benefits, and CD investments. Join us as we build a holistic retirement plan that goes beyond finances to truly rock your retirement!

PRACTICAL PLANNING SEGMENT

[00:33] Focus on the non-financial aspects of your retirement planning

[01:35] Sign up for Six Shot Saturday

[03:20] The first pillar that we want to talk about is energy

[04:15] Obstacles that we face in having energy in our life

[06:05] Plan when it comes to energy

[08:43] Pillar number two is mindset

[09:53] Obstacles to maintaining and growing a growth mindset

[12:45] What is your plan for a growth mindset?

[14:17] Reflecting on my father-in-law’s mindset

LISTENER QUESTIONS

[16:56] Roger answers your questions on how to rock retirement

[17:35] Beth: audio question about Roth contributions

[20:30] Jim talks about managing taxes in retirement

[24:38] Our next question comes from Patrick on Social Security spousal benefits

[27:12] Daniel: I was wondering what your thoughts were on CD investments

BRING IT ON SEGMENT

[31:14] Mark Ross talks about mindset

[33:30] I changed my self-talk and it changed the outcome

[37:18] Tools to change to an abundance mindset

SMART SPRINT

[38:55] When you find yourself saying “I can’t,” add the word yet. “I can’t do that YET.”

RESOURCES

Agile Retirement Management

https://www.agileretirementmanagement.com

Rock Retirement Club
https://www.rockretirementclub.com

Six Shot Saturday
https://www.sixshotsaturday.com

Younger Next Year
[https://www.youngernextyear.com

Limitless Mind by Jo Boaler

https://www.amazon.com/Limitless-Mind-Learn-Lead-Live/dp/0062851748

Spartan Race
https://www.spartan.com

Transcript

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0:00.0	The show is a proud member of the Retirement Podcast Network.
0:03.4	Welcome to the show focused on you.
0:07.0	Having the confidence to not just survive retirement, but really,
0:10.7	LaRach it.
0:11.7	We don't want to have a great retirement, don't we?
0:14.7	We gotta make sure we focus on the right things.
0:16.1	My name is Roger Whitney.
0:17.9	I'm a practicing retirement planner
0:19.5	with over 30 years experience,
0:21.3	founder of Agile Retirement Management.
0:23.6	We are going to continue with revisiting the eight pillars
0:29.6	that serve as the foundation for a great retirement.
0:32.2	And we're going to switch to the non-financial realm.
0:35.8	And I would argue that the money part is really important.
0:37.9	We got to get that down.
0:38.9	That's the technical part of planning.
0:42.4	But what is often overlooked in the planning is the non-financial part, which is the life part, right?
0:49.0	Money is just a means to serve the life.
0:52.0	We are going to pivot now and start with the first two
0:55.2	pillars that we are going to want to focus on in the non-financial realm and that is
1:01.1	energy having the energy to show up in life and then your mindset
1:06.3	maintaining curiosity and a growth mindset and figuring out who you're going to be
	...

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