Retirement Plan Live 2019 - When Life Disrupts Retirement

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

🗓️ 4 September 2019

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Welcome to a new Retirement Plan Live. If you this is your first time listening to one, be sure to sign up for 6-Shot Saturday to get all the updates. On this Retirement Plan Live, we’ll be working with Emma and Luca. Life has thrown them a...

Transcript

Click on a timestamp to play from that location

0:00.0	You can do everything right.
0:05.0	You can do everything right.
0:09.0	Save and invest.
0:11.0	Take care of your... Save and invest.
0:17.0	Take care of your health. Love on your family.
0:20.0	Really set yourself up. To rock retirement.
0:24.0	Life has a way of throwing you
0:30.0	a curveball.
0:38.7	And it's how you handle that curveball that's going to make all the difference in the world. And that, my friends, is what we're going to talk about this month on the retirement answerman show.
0:47.0	My name is Roger Whitney. I am your host. I'm so glad you're here with me.
0:55.0	This is the show dedicated to helping you not just survive retirement,
1:00.0	even if a curveball comes high in heart at your head.
1:03.0	We want you to rock retirement.
1:05.0	And this month on the show, we are bringing back
1:09.0	Retirement Plan Live.
1:12.0	This is our fifth sixth edition. Retirement Plan Live.
1:12.8	This is our fifth, sixth edition
1:16.0	of a case study with a listener much like you.
1:19.8	So if you're new to the show,
1:20.9	Retirement Plan Live is where we bring a listener on.
1:25.8	I walk through conversations, outline what their goals are, what resources they have to muster to rack retirement and in this case what kind
1:36.4	of curveball were they thrown that has derailed their original plans and how are they dealing with it.
	...

Please login to see the full transcript.

Previous episode | Next episode

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.