How Systems Thinking Can Improve Your Retirement with Rick Nason
Retirement Answer Man
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
4.7 • 1.1K Ratings
🗓️ 6 March 2024
⏱️ 87 minutes
🧾️ Download transcript
Summary
This month we celebrate the Retirement Answer Man’s 10th anniversary milestone with several guests throughout the month.
Today we welcome Professor Rick Nason, author of It’s Not Complicated, to discuss complicated vs complex thinking. If that discussion didn’t Stick around for the listener questions with Tanya Nichols and Bring It On with Dr. Bobby Dubois
OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN
COMPLICATED VS COMPLEX THINKING WITH PROFESSOR RICK NASON
- [4:20] Defining simple, complicated, and complex
- [9:11] Why it is important to identify whether you’re dealing with complicated vs complex
- [18:10] How to approach complex problems
- [29:30] How AI plays into the discussion of complex vs complicated thinking
LISTENER QUESTIONS
- [38:50] On portfolio performance calculations
- [46:18] How to decide whether to stay with an advisor or move to another firm?
- [51:38] How to take your RMD
- [57:02] On the Dying with Zero book
- [57:31] On Don Quijote
BOOKS I READ THIS MONTH
- [58:56] The books I read this month
BRING IT ON WITH DR. BOBBY DUBOIS
- [1:04:02] Exploring uncertainty
- [1:09:53] Uncertainty in retirement
- [1:22:14] How to test anxiety treatments
TODAY’S SMART SPRINT SEGMENT
- [1:25:27] Please fill out our listener survey
Resources Mentioned In This Episode
BOOK - Horse by Geraldine Brooks
BOOK - Lessons in Chemistry by Bonnie Garmus
BOOK - Life of Pi by Yann Martel
BOOK - Die with Zero by Bill Perkins
BOOK - When Genius Failed by Roger Lowenstein
BOOK - It’s Not Complicated by Rick Nason
BOOK - The Comfort Crisis by Michael Easter
BOOK - The Scarcity Brain by Michael Easter
BOOK - From Strength to Strength by Arthur Brooks
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. |
| 0:03.7 | Every day I remind myself that my inner and outer life |
| 0:09.0 | are based on the labors of other people living in dead and that I must exert myself in order to give in the same |
| 0:18.0 | measure as I have received and am still receiving Albert Einstein. |
| 0:25.0 | Well, hey there, welcome to the retirement answer man's show, Roger Whitney here. |
| 0:32.8 | I am your host. |
| 0:34.0 | This is the show dedicated to you, |
| 0:35.3 | helping you not just survive retirement, |
| 0:37.2 | but have the confidence because you're doing the work |
| 0:39.9 | to lean in and rock retirement. |
| 0:41.4 | If you're new to the show, by day I am a practicing |
| 0:44.8 | retirement planner with over 30 years experience and by night I host this |
| 0:49.2 | podcast where I use it as a lab to sharpen my saw in teaching you I actually learn and sharpen my craft and hopefully empower you to do the work to rock retirement. |
| 1:02.0 | This is the 10th anniversary of this |
| 1:03.8 | podcast which is a little bit crazy to think about. 10 years of |
| 1:08.0 | consistently having weekly episodes. We're gonna have a all-star cast this month. |
| 1:13.2 | Today we have Professor Rick Nason, we're going to have Christine Benzon this month, |
| 1:16.9 | and we're going to have Daniel Crosby on this month. |
| 1:19.2 | I believe we're having Michael Easter on this month and then I think at the beginning of February, Michael Kittitzas is going to |
| 1:25.0 | to get us to celebrate 10 years of just trying to be |
| 1:29.2 | intentional in thinking about how do we actually rock retirement. |
| 1:32.8 | We got a big show today so I'm just going to stop talking and get moving. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Roger Whitney, CFP®, CIMA®, RMA, CPWA®, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Roger Whitney, CFP®, CIMA®, RMA, CPWA® and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.