#514 - My Retirement Planner Said No to a Report Request. What Should I Do?

What would you do if your retirement planner said no when you asked them for a report? I’ll address this question and many more on this episode of the Retirement Answer Man Show.

We’ll also discuss the two things you need to find happiness. Are you curious as to what they are? Listen in to find out.

Why agency and gratitude are so important

According to the Huberman Lab Podcast, you only need two things to find happiness: agency and gratitude. These are two things I discuss here frequently.

Agency is your ability to influence the direction of your life. If you can move forward in the right direction(even a baby step), you have agency. Without agency, you don’t have power over your life and it can quickly pull you under.

When life gets you down, it can sometimes be hard to find something to be grateful for. However, that is when you need gratitude the most.

Listen in to hear the answers to numerous listener questions and discover what you can do to get your life moving in the right direction

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN

LISTENER QUESTIONS

[2:13] Adding to my partial answer to a question in episode 512
[5:33] What to do when my advisor told me no to a report
[11:05] On switching plans in Medicare’s open enrollment
[14:41] What training someone should pursue to improve their financial education
[18:10] The issues that come with trying to die with zero
[21:03] Rules when you return to work
[23:22] On securing long-term care insurance
[25:51] Are the rules different for 457B accounts?