CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Passion and Relationships
Retirement Answer Man
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
4.7 • 1.1K Ratings
🗓️ 25 September 2024
⏱️ 39 minutes
🧾️ Download transcript
Summary
In this episode of the Retirement Answer Man, Roger Whitney wraps up his series on the eight pillars of a great retirement plan by diving into the last two non-financial pillars: passion and relationships. Discover how your hobbies, curiosities, and social connections can significantly impact your retirement happiness. Roger also shares personal stories and practical tips on maintaining energy, fostering a growth mindset, and building a fulfilling post-retirement life. Tune in for insights and strategies to help you rock your retirement!
PRACTICAL PLANNING SEGMENT
(00:26) Eight pillars are needed as a foundation for having a great retirement plan
(02:50) Importance of showing up and doing the work
(04:12) Having projects is a core component of living an enriching, full life
(04:49) Passion is our next nonfinancial pillar, find projects you’re passionate about
(07:19) What are the obstacles to pursuing passion and projects outside of retirement
(08:50) Roger’s personal anecdote about digital obstacles
(10:30) Plan for developing passions
(11:52) Last of the four non-financial pillars is relationships
(15:17) What are the obstacles of building relationships?
LISTENER QUESTIONS
(18:50) Mark asks about spousal IRA
(20:09) Question from Beth: Should I keep 401k or roll over to an individual IRA?
(24:28) Fund choices can be a determinant of your 401K success
(27:07) Simplification and consolidating your assets into an IRA
(30:21) Listener feedback on losing a spouse
(34:50) It only takes one account or property to force probate
SMART SPRINT
(37:20) Identify one thing that you are curious about and pull that thread
Transcript
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| 0:00.0 | The show is a proud member of the Retirement Podcast Network. |
| 0:03.4 | Hey there, welcome to the show that's focused on you. |
| 0:07.4 | Yeah, you're the most important person in the room. |
| 0:10.4 | Having confidence to not just survive retirement, to lean in and feel confident enough to go rocket. |
| 0:16.0 | My name is Roger Whitney. I'm a practicing retirement planner with 30 years experience, |
| 0:20.0 | founder of Agile Retirement Management and the Rock Retirement Club. |
| 0:26.1 | All right, this is the last episode of the refresher of the eight pillars that I think are needed as a foundation for having |
| 0:36.2 | a great retirement plan. |
| 0:38.2 | We're going to focus on the last two non-financial pillars today. |
| 0:42.4 | Passion, |
| 0:43.2 | oh la that sounds pretty cool. Passion what I'm referring to is your |
| 0:48.4 | curiosity, your hobbies, your pursuits. What are you going to do? What are you going to do with your life now |
| 0:54.2 | that you're not working? And then lastly but definitely not least is |
| 0:58.2 | relationships. How are you going to foster the social capital that supports a great life? |
| 1:05.0 | As you remember, if you've been listening to this series, |
| 1:08.0 | we'll send this resource that summarizes all eight pillars in our six-shot Saturday email. |
| 1:14.7 | You can find that, sign up for that at six-shot Saturday.com |
| 1:18.3 | if you're not a subscriber. |
| 1:21.2 | Now next month, we're gonna be answering your questions but I'm going to take some |
| 1:25.8 | time and do some practical planning on some topics that I think are important when it comes to creating a great retirement plan. |
| 1:35.0 | So we're going to get it back to original episodes next month. |
| 1:39.6 | But for now, let's get to the last two of the eight pillars. |
... |
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