Setting Your Retirement Assumptions: 5 Rules to Follow
Retirement Answer Man
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
4.6 • 1.2K Ratings
🗓️ 27 May 2020
⏱️ 30 minutes
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| 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 |
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