Oh, Behave! Behavioral Finance and Retirement: Life Planning

Retirement Answer Man

Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Education, Investmentmanagement, Saving, Self-improvement, Careerplanning, Retirement, Business, Lifeplanning, Investing, Retirementplanning, Financialplanning, Retirementpodcast

4.6 • 1.2K Ratings

🗓️ 10 June 2020

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

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Summary

Life planning is one of the hardest things about retirement. Deciding when to retire can be challenging and is a decision based on more than just money. There are various types of mind tricks that we play on ourselves to talk ourselves out of making...

Transcript

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0:00.0	Humans. You're one of those, right? Humans are not rational animals. They are rational
0:11.6	animals.
0:13.0	That's a key difference.
0:15.0	That makes all the difference in rocking retirement.
0:18.0	Hey, welcome to the Retirement Answer Man Show.
0:22.0	My name is Roger Whitney. I'm your host.
0:25.0	Welcome. Really, welcome. This is the show dedicated to helping you not just survive retirement.
0:32.0	We truly believe you with some rational decision-making, you can
0:35.9	rock retirement, and that's what we focus on every week.
0:39.4	Now this month we are doing an entire series on behavioral finance and examining our
0:45.7	cognitive biases so we can make better decisions and navigate this change into
0:51.2	retirement. So today what I want to focus on are navigate this
0:55.0	retirement.
1:00.0	transition mind tricks we can play on ourselves
0:57.0	as we deal with deciding on or navigating
1:01.0	this transition into retirement. And later on in the show we're gonna have a
1:05.0	special guest on to talk with me and answer some of your questions so we got a good show.
1:09.6	So let's get started, hey? When it comes to navigating a major life change,
1:14.0	like,
1:18.0	when it comes to navigating a major life change like retirement.
1:25.8	Most of the time, this is a proactive change.
1:29.5	Sometimes it's thrust upon us through a layoff or health issue, but a lot of times it's a change that we make or decide upon for ourselves.
	...

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