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

Well, hey there, 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.

My name is Roger Whitney by day. I'm a practicing retirement planner with over 30 years

experience, founder of agile retirement management and for the last 10 years

just on a weekly basis I've hung out on this show many of you have hung out almost as long

to do a couple things.

Number one is for me to hone my craft,

if this is my lab to hone my craft,

but more importantly, to empower you

to create a retirement plan of record that you can have confidence in so you can

go off and create a great life which is the whole point of the exercise.

Today on the show we have Mike and Judy we We've been talking to them throughout the month. We heard their values, what their ideal retirement goal-wise looks like, the resources they have. Today we're going to explore their investing experience

and then on July 8th live they're going to hang out with you and I if you want to

join us and we're going to look at a feasibility test to see if their ideal retirement is feasible.

And if not, how do they get to a feasible plan so they can have confidence that they can move forward with their life in retirement.

So we're going to do that on July 8th.

If you want to attend live or receive a replay in the event that you can't attend,

you can go to live with Roger.com and sign up for that

live event. That's going to be a blast, it always is. With that, let's get on with the

show.

In addition to the live event on July 8th,

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