Rocking a Solo Retirement: Meet Nick/Meet Laura

Retirement Answer Man

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

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

4.7 • 1.1K Ratings

🗓️ 8 January 2025

⏱️ 56 minutes

🔗️ Recording | iTunes | RSS

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Summary

This episode explores the exhilarating concept of "rocking retirement," inspired by Hunter S. Thompson's famous quote. Join us as we dive into the stories of Laura and Nick, two people on the brink of retirement, each with unique paths and values. Discover how they plan to embrace retirement as single individuals, and learn the importance of identifying your personal values to achieve a fulfilling life. Plus, find out how to participate in our upcoming live events and gain insights into crafting your retirement journey.

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN

(01:14) Agile Retirement Management focuses on helping people go all in on their retirement

MEET LAURA

(06:35) Introducing Laura
(11:14) Laura is caring for her mother in addition to working full-time
(13:07) Her thoughts on living alone from a social standpoint and replacing the social network of coworkers
(15:07) Laura’s hobbies
(16:13) Laura says she lives within her means and is very frugal
(18:18) Laura’s top 10 values
(20:00) Her experience and perspective on losing friends to cancer at a young age
(22:46) The importance of making your own decisions, not always doing what society says

MEET NICK

(29:19) Roger introduces Nick
(30:26) Why Nick volunteered for retirement plan live
(33:00) Nick was a budget analyst in the military for 22 years, then transitioned to civil service
(34:49) Nick is ready to leave government work
(39:12) What is it about a paycheck that changes Nick’s feelings about work?
(41:56) Nick’s values exercise
(44:41) Why is travel a common goal in retirement?
(47:58) Reading the list of Nick’s values
(53:00) Values direct our goals

SMART SPRINT

(55:01) Grab the values worksheet and complete it

BONUS

(55:13) Roger’s grandfather's log from World War II

Resources:

Transcript

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0:00.0	The show is a proud member of the Retirement Podcast Network.
0:04.2	Life is not a journey to the grave with the intention of arriving safely in a well-preserved body.
0:12.9	But rather, to skid in broadside, thoroughly used up, totally worn out, and loudly proclaiming,
0:19.8	wow, what a ride.
0:22.7	Hunter S. Thompson.
0:27.1	Welcome to the show dedicated to help you not just survive retirement, but to have a confidence
0:32.1	because you are doing the work to really lean in and rock it.
0:37.7	Hunter S. Thompson, the gentleman that stated those words, was a rebel and an outcast in many ways.
0:49.4	But that quote encapsulates what rocking retirement is to be able to get to the end of life
0:56.3	and look back and say, wow, what a ride. Now, there are many things about Hunter S. Thompson.
1:03.2	Let's be honest here that I would not want to emulate. But in rocking retirement, in the purpose of retirement planning, I think it gets rocking retirement
1:13.4	really well.
1:14.0	Now let's talk a little bit about what do we mean by wow, what a ride?
1:18.7	What does that mean?
1:20.6	Well, the cool thing here is you get to decide what that means to you.
1:27.1	You get to decide what your ride is. That could be being a great
1:31.4	grandparent, being a mentor, being a volunteer, being a cyclist, being a great spouse or a friend.
1:41.2	It could be changing the world in a bigger way. It doesn't matter. There's no wrong or
1:46.5	right answer here. There's only an answer that is true to yourself of what that ride is.
1:54.4	And that's part of the great exploration that we all get to do in this life. And retirement's a
2:00.6	great time to be able to do that.
2:02.0	You'll have some time freedom. Once you have identified that or feel the pull of something
	...

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