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Retirement Answer Man

Service, Sacrifice, and Second Acts: Military Retirees

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

🗓️ 7 August 2024

⏱️ 50 minutes

🧾️ Download transcript

Summary

Military retirees have a unique set of circumstances and opportunities. In this episode, military retiree and retirement planner Scott Sanborn joins me to explore the financial and non-financial aspects that come with a military retirement.  Over...

Transcript

Click on a timestamp to play from that location

0:00.0

The show is a proud member of the Retirement Podcast Network.

0:04.4

Welcome to the show dedicated to helping you not just survive retirement,

0:08.0

but to have a confidence because you're doing the work

0:11.2

to really lean in and rock it. My name is Roger Whitney by day I am a practicing

0:16.4

retirement planner with 30 years experience founder of agile retirement management and for the last 10 years or so,

0:25.0

I had the honor of hanging out here with you

0:28.0

and using this podcast as my own mastery journey

0:30.0

to improve my craft as a retirement planner which has been a blast.

0:34.8

But also even more fun has been to hopefully empower you to create a plan of records so

0:40.6

you can live a great retirement with confidence.

0:46.8

So today on the show, we are starting a unique retirement series

0:52.0

where we're gonna talk about different unique ways of retiring.

0:55.2

Today we're going to talk about retiring from military service with a military

0:59.2

benefits package and how that should inform retirement planning.

1:04.0

Next week we're going to talk about retiring with special needs children.

1:08.0

A lot of special considerations there.

1:10.0

We're going to bring on an expert to talk about navigating that and finding that

1:13.4

balance between being a good steward and parent but also having a great retirement.

1:18.4

The week after that we're talking about retiring without borders, the expat lifestyle.

1:24.2

We're going to bring on an expat to the US

1:26.8

that focuses there and share some stories

1:29.7

that I received from many of you

...

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