The Educator and the Esquire - Meet Mike and Judy
Retirement Answer Man
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
4.6 • 1.2K Ratings
🗓️ 5 June 2024
⏱️ 51 minutes
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Summary
Transcript
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| 0:00.0 | The show is a proud member of the Retirement Podcast Network. |
| 0:03.4 | Welcome to the show that's dedicated to helping you not just survive retirement, |
| 0:09.6 | but to have the confidence so you can go off and actually rock retirement. |
| 0:14.7 | Hey there, Roger Whitney here. |
| 0:20.0 | By day I am a practicing retirement planner with over 30 years experience, founder of agile retirement |
| 0:26.0 | management. |
| 0:27.0 | And over the last 10 years or so on this show, you and I have hung out and focused on |
| 0:31.8 | how do you actually do this thing called retirement planning not so you create a second job |
| 0:36.2 | But so you can actually go off and create a great life and not think about this stuff so much |
| 0:41.3 | Excited for this month. We are starting another retirement plan |
| 0:46.0 | live case study with Mike and Judy who you're going to meet here in a moment and |
| 0:51.5 | throughout the month this is how it's going to work we're going to meet here in a moment and throughout the month this is how it's going to work we're going to meet Mike and Judy today |
| 0:56.0 | Get a understanding of their background next week. They're going to share what they want their retirement lifestyle to look like. |
| 1:03.5 | The week after that, they're going to share the resources |
| 1:06.6 | they have to provide for that lifestyle |
| 1:09.4 | to start to build out the framework to answer the question, can we afford the lifestyle that we want? |
| 1:16.7 | A question we all have. |
| 1:18.1 | If you would like to do a little bit of work on your retirement plan along with Mike and Judy sign up for our six-shot Saturday email, |
| 1:26.4 | which is our weekly summary of the show. |
| 1:28.0 | It's a fantastic summary that will give you worksheets to go through the journey with Mike and Judy and then in early |
| 1:38.5 | July I forget the exact date we're going to have a live meet up online with Mike and Judy to walk through whether they can |
| 1:47.3 | achieve the lifestyle they want given the resources they have and if not, how do they start to negotiate? |
... |
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