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Retirement Answer Man

Retirement Plan Live 2019 - How to Navigate Uncertainty

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

🗓️ 25 September 2019

⏱️ 55 minutes

🧾️ Download transcript

Summary

Welcome to the last episode of Retirement Plan Live 2019. If you are new to the show, go back and start with episode . Retirement Plan Live is a series within the show where we take live case studies with listeners and walk through their retirement...

Transcript

Click on a timestamp to play from that location

0:00.0

Well here we are at the last session of Retirement Plan live

0:10.0

when life throws you a curveball edition. I don't know about you but I have been blown away by

0:17.3

the spirit of Emma and Luca as they deal with

0:22.1

pretty hard fast curveball they got thrown out.

0:25.0

I want to welcome you to the retirement answerman show.

0:29.0

My name is Roger Whitney.

0:30.0

This is the show dedicated to helping you not just survive retirement.

0:35.0

We want you to rock retirement regardless of what comes your way.

0:40.0

Now if you are new to the show this is a live case study with Emma a

0:47.3

listener where over the last month this whole month of September we have been

0:52.4

walking through and you've gotten to

0:55.4

listen in to their plan for retirement and how they're dealing with a pretty

1:00.6

difficult situation that they were not planning for.

1:05.0

So if you want to catch up on the series and go back to the first episode of this month and do that.

1:11.0

And a reminder on October 10th Thursday we are going to have a live meeting where

1:19.1

myself and Emma are going to be on with you and you're going to be able to watch as we walk through

1:26.9

what their ideal retirement is, what resources they have to Marshall to make it happen, how they're going to deal with some of the

1:35.9

variables that they're having to deal with because of Lukas medical issue that he's dealing

1:40.4

with.

1:41.4

And then brainstorm how they can maybe make the best of a difficult situation.

1:47.0

So if you want to be with us live on that webinar or have access to the replay, you're going to have to be signed up for six-shot Saturday,

1:56.8

or weekly email on Saturday mornings, and you can get signed up for that at Roger Whitney.com,

...

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