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Retirement Answer Man

Retirement Plan Live 2019 - Counting What You Have

Retirement Answer Man

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

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

4.61.2K Ratings

🗓️ 18 September 2019

⏱️ 41 minutes

🧾️ Download transcript

Summary

Welcome back to Retirement Plan Live 2019. During this Retirement Plan Live, we look at Emma and Luca who have recently been thrown a curveball and need to adjust their retirement plans. In this episode, we will be counting what they have to see if...

Transcript

Click on a timestamp to play from that location

0:00.0

At the end of the day, you got what you got and regardless of what nasty lemons life throws at you?

0:12.8

You gotta make lemonade.

0:18.2

And that is what we are going to focus on

0:22.0

this week on the retirement anderman show as we continue our series,

0:28.6

our retirement plan live series with Emma, we're going to look at what they got. What resources do they have

0:37.1

to marshal to help them rock retirement in whichever way they can.

0:44.0

And we're going to talk about how you can do that too.

0:47.0

But we can't do any of that.

0:49.0

Until we have that all-important disclaimer. disclaimer.

0:54.0

All right, before we get started here,

1:00.0

remember helpful hints and education is what this is.

1:03.0

Talk to your legal advisor, your tax advisor, or your financial advisor

1:07.0

before you make any decisions. Before we get started with the show I want to remind you about the Rock Retirement Club at rock retirement club.com. This is an amazing

1:27.6

community of over 250 people walking the journey to rocking retirement. People a lot like you. And in the club what we do is we provide top-notch

1:38.1

education to help you do retirement, give you resources to help you take action to do that retirement, and surround you

1:47.4

with, I'll admit it, they're a pretty incredible group of people that are intentional, proactive, and nice helping each other crowd source

1:59.2

so we all don't feel like we're alone.

2:02.0

So if you're interested in something like that, go to rockretirement

2:06.5

club.com. There's a little video there where I can give you a tour and explain what you get and what you don't get.

2:11.2

You can actually even schedule a quick phone call with me for me to answer any

2:15.8

new your question so just go to rockretirement club.com with that let's get on with the

2:21.8

show With that's get on with the show.

...

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