Curiosity: The Key to a Happy Retirement

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

🗓️ 19 March 2025

⏱️ 45 minutes

🔗️ Recording | iTunes | RSS

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Summary

💬 Show Notes

In this episode, we explore the importance of cultivating curiosity as a part of the non-financial pillar of retirement planning- mindset. Join us as we discuss how curiosity can enhance your mindset and well-being in retirement, along with practical tools to foster this trait. We also address listener questions about retirement strategies amidst economic uncertainty. Don't miss this insightful episode packed with actionable advice!

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN

(01:11) Today, we're going to answer some listener questions related to building a retirement plan and focus on one of the nonfinancial pillars- mindset.
(02:10) Roger says he has been doing financial planning for over 35 years and noticed that it seems that the happiest and well adjusted people have a healthy sense of curiosity.
(02:55) What is curiosity?
(04:50) It is easy as we age to naturally fall into indifference, apathy, and close-mindedness.
(06:06) Curiosity drives learning, learning creates cognitive resilience, and cognitive resilience enables further curiosity.
(07:05) Let's look at some examples of curiosity and recommend some books.
(10:17) How do you build curiosity?

LISTENER QUESTIONS

(19:19) Drew asks a question about gifting.
(21:51) Tom asks about permissible investments in ROTH IRAS.
(26:55) The next question comes from John related to building a retirement allocation for retirement using the pie cake.
(32:16) Mary asks about putting money in an HSA or money market account.
(37:22) Our next email is from Nick related to target date portfolios for retirement

SMART SPRINT

(43:05) In the next seven days, work on cultivating curiosity.

BONUS

(43:57) Roger reads from his grandfather's WWII journal.

REFERENCES

Retirement Answer Man
Sign up for The Noodle (previously known as Six Shot Saturday)

Books

“Surely You’re Joking, Mr. Feynman!”: Adventures of a Curious Character- Richard Feynman
How to Think Like Leonardo da Vinci: Seven Steps to Genius Every Day- Michael Gelb
The Gifts of Imperfection- Brene Brown

Blog

Rajib Roy- The History of my Future! (First Draft!)

Show notes created by https://headliner.app

Transcript

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0:00.0	Study hard what interests you in the most undisciplined, irreverent, and original manner possible.
0:08.3	Richard Feynman
0:09.3	Welcome to the show dedicated to helping you not just survive retirement, but to have the confidence, because you're doing the work, to really lean in and rock it.
0:24.0	Welcome to the show.
0:25.5	It is harder to have confidence in your plan for retiring right now, quote unquote, given the state of everything.
0:37.0	I wrote that quote down from someone that had said that in an email, like three months ago,
0:44.1	but it feels like the pace of change has ramped up into hyperdrive in terms of the economy
0:51.2	and the world and the government and benefits, etc.
0:55.5	So next week, we're going to explore should you be worried about your retirement,
1:00.7	given the state of everything.
1:04.0	So we're going to dive into that in an organized way so we can take action where we can improve our plan. Today, however, we're going to answer some of
1:13.4	your questions related to building a retirement plan of record. And in addition to that,
1:18.5	we're going to focus on one of the non-financial pillars, mindset, specifically cultivating curiosity,
1:27.2	which I think is a key to rocking retirement regardless of what's
1:31.7	going on in the world. So we're going to focus on that. We'll mention some resources today.
1:35.8	We have some books that we're going to mention. We will share a couple summaries of those books
1:40.1	in our weekly email, The Noodle. So if you are receiving the noodle, you can get those book summaries to see if you want to
1:47.3	explore the books further.
1:48.7	If you're not signed up to receive our weekly email, you can do that at thenoodle.m.e.
1:55.9	But that said, let's get this party started.
2:02.2	So today we're going to focus on the non-financial pillar mindset, specifically curiosity.
2:09.1	So I've been doing financial planning and retirement planning for over 35 years.
	...

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