meta_pixel
Tapesearch Logo
Log in
Retirement Answer Man

Setting Your Retirement Assumptions: 5 Rules to Follow

Retirement Answer Man

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

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

4.61.2K Ratings

🗓️ 27 May 2020

⏱️ 30 minutes

🧾️ Download transcript

Summary

It’s easy to say don’t live your life based on assumptions. But how can we do that in retirement when assumptions are our way of managing uncertainties? Assumptions are basically just guesses at things we don’t know. And we need to make some...

Transcript

Click on a timestamp to play from that location

0:00.0

I really think Albert Einstein had it right when he said assumptions are made and most assumptions are wrong.

0:10.0

Hey welcome to the retirement answer man. My name is Roger Whitney.

0:14.1

I'm so glad that you're here. This is the show dedicated to helping you not just

0:18.6

survive retirement. We're here to help you rock retirement. Yes, the numbers are important. We get

0:24.6

into plenty of those, but it's about making intentional decisions to create a great

0:29.6

life regardless of what life throws at us.

0:32.8

And this month, we have been talking about retirement assumptions

0:36.9

in your planning, and we're gonna end with five rules

0:40.0

for making and managing your retirement assumptions.

0:44.4

And then in our other segment we're going to have our head retirement coach

0:48.0

from the Rock Retirement Club, Beach Walker.

0:51.0

Come on and talk a little bit about identity. We've had some great

0:53.4

meetups in the Rock Retirement Club on that. But before we do any of that, I want

0:57.8

to have a quick message about what we're going to do next month and the Rock

1:02.2

Retirement Club.

1:03.4

So in the month of June, we are going to be exploring behavioral finance, the cognitive biases that we humans have that prevent us from achieving the things

1:18.1

that we really want.

1:19.9

So on the show we're going to be spending the whole month on behavioral issues and making decisions.

1:25.2

And in the Rock Retirement Club, our online community where we give world-class retirement education

1:30.9

and there's a little over 300 people just like you walking this life together and talking and sharing ideas

1:37.0

so we can make better decisions.

1:39.0

We're actually going to have a live meetup with Dr. Daniel Crosby, a New York Times bestseller, and author of the

...

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.