Retirement Plan Live 2019 - How to Move Forward
Retirement Answer Man
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
4.6 • 1.2K Ratings
🗓️ 11 September 2019
⏱️ 35 minutes
🧾️ Download transcript
Summary
Transcript
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| 0:00.0 | So once that curveball knocks you on your butt, unexpectedly. |
| 0:15.0 | How do you get yourself back up? |
| 0:20.0 | What exactly is next to help you move forward? |
| 0:27.0 | That, my friend, is the topic of this week's Retirement answer man show my name is Roger Whitney. Thank you for joining me here |
| 0:38.2 | This is the show dedicated to helping you not just survive retirement even if that curveball gets you. |
| 0:44.4 | We want to help you rock retirement and this is week two of our live case study |
| 0:50.4 | our retirement plan live case study with Emma. |
| 0:55.0 | So if you are a new listener, my suggestion to you is you go back and listen to last week so you can catch up on what Emma is dealing with because this is a progressive |
| 1:06.8 | series throughout the month leading to a live meeting with Emma myself where we can figure out how do you get yourself back up once life |
| 1:16.8 | hits you in an unexpected way and still work to Rock Retirement. So let's get out with a show but not before this all-important disclaimer. |
| 1:27.0 | Real simple here, don't take advice from me on this show anyway. This is helpful hints in education. |
| 1:37.0 | Talk to your legal advisor, your tax advisor, or your financial advisor before you make any decisions. |
| 1:44.0 | Smart thing to do. |
| 1:46.0 | Okay, let's talk about how you get back up in the hot topic segment. |
| 1:50.0 | How do you move forward when life hits you like it hit Emma in Lucca. Maybe it's |
| 2:03.7 | divorce, maybe it's an addiction, maybe it's a loss of someone you love. |
| 2:09.7 | How do you move forward? Interestingly, loss doesn't have to mean one of these huge things. |
| 2:17.5 | It could be, you know, these huge things that we can put our hands around a little bit. Loss could be loss of your identity. |
| 2:26.0 | People can spiral when they lose their identity. |
| 2:30.5 | And we talked about that last month. |
| 2:32.4 | That was a theme last month. Obviously a loss of a relationship. |
| 2:35.6 | Could be a spouse. It could be a child for sure. But it could also be a really close friend. You know, Nicole is moving back to Austin and the thought of losing |
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