Stories from Unique Retirements

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

🗓️ 28 August 2024

⏱️ 72 minutes

🔗️ Recording | iTunes | RSS

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Summary

If you are exploring a unique retirement, it is important to do your research. The best way to research something is to talk to someone who has walked the walk. That’s why, on this episode of Retirement Answer Man, I chat with people who are living their own unique retirements.

Press play to hear these unique stories.

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN

TODAY’S SMART SPRINT SEGMENT

[6:02] Identify what type of community has served you well in life

STORIES FROM AN EXPAT

[8:22] Meet Doug living the expat life in Thailand
[15:03] How to maintain a US address
[21:35] How to handle buying land in other countries
[26:41] How does estate planning work?

STORIES FROM A PARENT OF A DISABLED CHILD

[29:53] Navigating retirement with children with special needs
[31:11] How our retirement focus is different from other retirees
[38:08] How Special Sitters coordinates care in Omaha, Nebraska
[44:35] How they are making sure that their children are cared for
[49:49] What else you should remember

STORIES FROM A HUB AND SPOKE TYPE OF RETIREMENT

[50:35] What Rhoda and Rob are doing in retirement
[54:38] How they travel in retirement
[1:04:44] How they managed their finances

Resources Mentioned In This Episode

Special Sitters

Rock Retirement Club

Roger’s YouTube Channel - Roger That

BOOK - Rock Retirement by Roger Whitney

Roger’s Retirement Learning Center

Transcript

Click on a timestamp to play from that location

0:00.0	The show is a proud member of the Retirement Podcast Network.
0:05.3	Welcome to the show.
0:06.6	We got a lot to cover today, so let's get this party started.
0:11.0	We are finishing up a month-long series on unique retirement, specifically the
0:16.1	expat life and retiring with children with special needs. And we've heard from
0:21.8	two people that approach it from the advisory end in guiding people.
0:27.0	But when you're dealing with unique situations,
0:31.0	people that are living the situation generally are the most versed on all the
0:37.3	specifics because they're going through it. So today we're going to share three
0:40.6	different stories on living unique retirements.
0:45.0	Two stories on the ex-pat life, one from Doug, who I would say is an expert on living overseas full time.
0:52.0	He's done it most of his life and is retired in
0:54.2	Thailand. And then we're going to hear from Richard, a good friend of mine, who's in
1:00.0	the midst of preparing for retirement while having two of his children have special needs
1:07.2	and managing how do we make sure they're okay financially and launch them but also take care of our retirement.
1:14.3	And he's going to share his journey and he has another unique perspective because he's
1:19.2	living it but he also has a business called Special Sitters that serves that community and helping
1:24.3	place people to help lend a helping hand in dealing with children with special
1:31.9	needs. And then lastly we have Rhoda and Rob who are earlier on the journey of the
1:38.4	expat life and they're doing more of a hub and spoke and I think their stories, people actually doing this can be very helpful in you
1:46.8	navigating your journey.
1:48.7	So that's what we're going to do today.
	...

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