The Educator and the Esquire - Meet Mike and Judy

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

🗓️ 5 June 2024

⏱️ 51 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Would you like to have the confidence to know that it is all going to be okay so that you can walk away from your career? So would Judy!

In this episode of Retirement Answer Man, you’ll meet Mike and Judy, an educator and an attorney. They are both facing burnout and ready to throw in the towel, but before they retire, they want to make sure they can swing it.

Join us over the next 4 episodes, to learn more about Mike and Judy’s journey to retirement.

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN

MEET MIKE AND JUDY

[3:40] Why Judy wanted to join the show
[6:42] A bit about Judy and Mike
[10:28] What they want to accomplish
[15:52] How she is helping with her dad
[18:38] Mike and Judy’s ideal retirement date
[24:21]Their overall objective

ROCK LIFE

[28:16] What kind of sun protection do we really need?
[29:07] The types of skin cancer and what to do about it
[38:06] Who is at the most risk of skin cancer
[42:04] Sun protection

TODAY’S SMART SPRINT SEGMENT

[47:49] Complete the values worksheet from 6-Shot Saturday

Resources Mentioned In This Episode

Live Long and Well with Dr. Bobby

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.
0:03.4	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?
	...

Please login to see the full transcript.

Previous episode | Next episode

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.