#476 - How to Rock Retirement on Your Own
If you have been listening to this show for a while, chances are you already know how to rock your retirement. However, this can all change with the loss of a spouse. All of your best-laid plans change in an instant. That’s why this month we are focusing on going from two to one. While we are focused more on those who have become widows and widowers, many of the concepts we’ll discuss apply to divorce as well.
Learn how to navigate your mindset as you transition from two to one
Over the course of this series, you’ll learn about the nonfinancial impacts of losing a spouse, the financial impacts, what to consider, how to organize, how to develop an action plan, and finally, you’ll hear wisdom from others who have walked this journey.
When you lose a spouse you lose more than your life partner–you lose a bit of yourself as well. You also lose your structure, your dreams, your team partner, and maybe even your social network. Learn how to navigate your mindset–transition from this sucks, to how I will work through this, to having a great life. Press play to listen.
OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN
PRACTICAL PLANNING SEGMENT
[5:47] Announcements
[6:44] Books I read in February
LISTENER QUESTIONS
[11:46] Roth conversions and taxes
[17:31] Roth conversions or capital gains?
[23:10] How to create a paycheck between ages 62-72
BRING IT ON WITH KEVIN LYLES
[29:12] Finding meaning and purpose in retirement
[38:52] Create a mission statement
TODAY’S SMART SPRINT SEGMENT
[41:05] Think about your mindset
Resources Mentioned In This Episode
Episode 310 - The Pie Cake
WORKSHEET - Losing a Spouse Checklist, available in our Resource Library
BOOK - Traction by Gino Wickman
BOOK - Be 2.0 by Jim Collins
BOOK - Rethinking Positive Thinking by Gabrielle Oettingen
TV SERIES - SAS Rogue Heroes on MGM streaming
TV SERIES - Shrinking on Apple TV
Roger’s YouTube Channel - Roger That
BOOK - Rock Retirement by Roger Whitney
Roger’s Retirement Learning Center