The Lifestyle We Want in Retirement

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

🗓️ 12 June 2024

⏱️ 68 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

We all have our own dreams for retirement and today, Mike and Judy share theirs.

On this episode of Retirement Answer Man, you’ll hear Mike and Judy describe their ideal retirement, then in the Rock Life segment, Kevin Lyles will lay out the 4 pillars for a balanced life.

As a bonus, you’ll hear Mark Ross interview me about my imperfect journey and the purchases we’ve made in Colorado.

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN

WHAT MIKE AND JUDY WANT IN RETIREMENT

[2:42] Their values
[7:27] Their base great life
[15:56] Their wants

ROCK LIFE WITH KEVIN LYLES

[30:33] 4 pillars for a balanced retirement

TODAY’S SMART SPRINT SEGMENT

[41:35] Think about your ideal retirement

MY COLORADO UPDATE WITH MARK ROSS

[42:40] Where did the Colorado idea begin?
[49:50] How did Roger get to this next step?
[54:47] How they ended up with two lots in Colorado
[58:14] What are the plans now
[1:03:28] How he’s reflecting on what he’s learned

Resources Mentioned In This Episode

WDW podcast

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.
0:03.3	Welcome to the show dedicated to helping you not just survive retirement, but to have the
0:10.6	confidence because you're doing the work to go off in really rock retirement.
0:19.6	Hey there, Roger Whitney here. By day I am a practicing retirement planner with over 30 years
0:25.4	experience walking the journey into retirement, founder of Agile Retirement
0:30.5	Management and over the last 10 years or so on this show, we've noodled on how do you do retirement planning right so you don't make it your next job.
0:41.0	You do it so you can go off and create a great life. Today on the show we got three big things.
0:47.6	We have Mike and Judy, their second installment of our retirement plan live case study where they are going to share what their ideal retirement lifestyle looks like as best as they can define it today.
1:01.0	Because this will be a ever-changing thing so they're going to share
1:03.8	what their goals are for retirement if you would like to follow along and
1:08.2	iterate on your planning make sure you're signed up for our six-shot Saturday email.
1:14.0	You can get that at Roger Whitney.com or six-shot Saturday.com.
1:18.3	Every Saturday morning, we send out a recap of the show along with links to resources that we mentioned and we're going to send a
1:25.8	worksheet to think through what your ideal retirement might look like so you can get that at
1:30.0	Roger witty.com.
1:31.4	In addition to that we have Kevin Liles, coaching the Rock
1:34.4	Retirement Club on to talk about four pillars to help us create passion in our
1:39.2	life, not necessarily find it, but create it. And then lastly I've been getting a lot of questions on what is the story what's the ending or current version of our relocation to Colorado.
1:53.0	Many of you that have listened,
1:55.0	have heard my trials and tribulations of wanting to
1:59.0	have a house in Colorado and move to Colorado
2:01.0	and all the trials and missteps that I've taken along the way to get to where we are now.
	...

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