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Retirement Answer Man

Whooooo Are You? (In Retirement) Who? Who? 5 Steps to Creating Your Retirement Identity

Retirement Answer Man

Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Education, Investmentmanagement, Saving, Self-improvement, Careerplanning, Retirement, Business, Lifeplanning, Investing, Retirementplanning, Financialplanning, Retirementpodcast

4.61.2K Ratings

🗓️ 28 August 2019

⏱️ 41 minutes

🧾️ Download transcript

Summary

Over the past month, we have been exploring an important topic in creating your retirement. We have been discussing you. Retirement is another giant life change that can be compared with ending school or beginning a career. This momentous occasion is...

Transcript

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0:00.0

Well, this entire month on the retirement answer man show, we have been exploring how to develop your identity in retirement.

0:15.0

We're going to tie that up in a nice framework today

0:19.0

and have a conversation with a fellow Michigan State Spartan go green.

0:25.0

Jerry Sadler, the author of, co-author of Don't Retire,

0:30.0

Rewire.

0:31.0

So that's what we're going to do today on the show. My name is Roger Whitney. I am your host.

0:35.6

And if you've not been here before, this is the show dedicated to helping you not just

0:40.7

survive retirement, but we're rock retirement.

0:44.2

So we're excited to close out this monthly theme.

0:48.1

But before we do that, before we get started,

0:50.8

I want to give you a preview of what we have coming in September.

0:57.0

I'm horrible at previewing these for you. I'm sorry I'll be better at that.

1:01.0

So we are doing a brand new retirement plan live throughout

1:06.7

the whole month of September. So if you've been a long time listener of the show,

1:11.0

you know what these are, but if you're new to the show, which we have a lot of new

1:15.2

listeners, welcome. What we do is we find someone like you, a listener of the show, and we do a mini case study where I walk them through a truncated

1:30.0

process that we use, our agile process, and you get to listen in as we define what their

1:38.3

ideal retirement might look like.

1:41.1

We organize their financial resources and talk through what they have to try to achieve that retirement.

1:48.0

And then you get to listen to us what we talk about their hopes for the future, the things that they're really worried about, and

1:55.3

together we can walk through the process of seeing how do we put all of this

2:01.6

together for someone like you?

...

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