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

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 it in and rock it.

Hey there, Roger Whitney, yeah.

By day I'm a practicing retirement planner with over 30 years experience, founder of

agile retirement management.

And over the last 10 years or so, you and I have been able to hang out in this show and really think about how do you actually do this retirement

planning well, not so you can create a second job or a new job for yourself in retirement, but so you can go off and create a great life with confidence and I've had the honor of

doing this with you and hopefully this is my own mastery journey and getting better

at my skills so today get, we got a good show.

We, last week with Mike and Judy, our case study that we're working on right now,

we had them think with levity about their life.

What could they do if they could have everything?

What would everything be to them?

What would they want?

That's a hard thing for a lot of us to think about, but it's an important step.

Doesn't mean we get to have everything, but thinking in that levity of what if allows us to identify priorities and tease out preferences that might not come out in a normal planning process?

But we can't live like we can have everything.

There are always constraints on us, right?

So we can't live way up in the air,

like we're flying away. We need to bring in some gravity, which is the

constraints of our financial resources and our choices. The reason we always start with something that's really uncomfortable, what if you can have everything? What would that be like we do with Mike and Judy?

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