Whooooo Are You? (In Retirement) Who? Who? 5 Steps to Creating Your Retirement Identity
Retirement Answer Man
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
4.6 • 1.2K Ratings
🗓️ 28 August 2019
⏱️ 41 minutes
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 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? |
... |
Please login to see the full transcript.
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.
Copyright © Tapesearch 2026.

