meta_pixel
Tapesearch Logo
Log in
Retirement Answer Man

Retirement Plan Live 2019 - How to Move Forward

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

🗓️ 11 September 2019

⏱️ 35 minutes

🧾️ Download transcript

Summary

Even when life throws you a curveball you still have to figure out how to move forward. This Retirement Plan Live series is a bit different than the previous ones. We are working with Emma and Luca who are dealing with an unexpected hitch in their...

Transcript

Click on a timestamp to play from that location

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

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Roger Whitney, CFP®, CIMA®, RMA, CPWA®, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Roger Whitney, CFP®, CIMA®, RMA, CPWA® and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.