#395 - Retirement Planning for Non-Planners: Retirement Risk Basics

Are you the person in your family that stays away from financial planning? Do numbers and financial jargon put you to sleep? If so, this is the right retirement planning series for you. This episode is the third in the Retirement Planning for Non-Planners series. In this series, I explain what you need to know about retirement planning without all the financial lingo so that you can understand what is important to know about retirement planning.

In this episode, Fritz Gilbert from the Retirement Manifesto blog joins me to discuss the basics of retirement planning risks. Listen in so that you can understand what to look out for in retirement planning.

#370 - On Your Mark Get Set Go: How to Gracefully Cross the Finish Line into Retirement

Are you within 5 years of retirement? If so, it’s time to start training. Retirement is like a marathon, and you need to be ready to run it. This episode is part 4 of a 5 part series on what to do in the 5 years leading up to retirement. Today you’ll learn how to properly train for the marathon that is retirement so that you can enjoy the run when you get there.

Are you signed up for the 6-Shot Saturday newsletter? Make sure to get on the email list so that you can receive a comprehensive guide that lays out what you need to focus on in the 5 years leading up to retirement. Next week you’ll hear tips from current retirees who are a few steps ahead of you on this journey, so don’t miss it!

The purpose of this series is to get you to start thinking about the things in the financial realm to prepare yourself for this monumental life transition. Most blogs, podcasts, and other retirement resources focus on the retirement sizzle -- this series will serve you the steak. Press play if you are ready to build a strong foundation to rock retirement.

PodcastsRoger WhitneyMarch 24, 20215 years before retirement, Fritz Gilbert, Carl

#358 - The Parent Project: 5 Tips for Managing Your Parents’ Finances

Today we finish up The Parent Project. This has been an important theme to tackle and fortunately, we had 5 weeks to spend learning how we can help our parents age gracefully.

To wrap up The Parent Project, Christine Benz from Morning Star joins me to discuss how you can help manage your parents’ finances. Not only is Christine a financial expert, but she has had firsthand experience taking the reins of her parents’ finances.

PodcastsRoger WhitneyDecember 30, 2020parent project, Christine Benz, Carl, Fritz Gilbert

#54 Buy Cars Better With James Kinson

Want to retire a year earlier? Maybe have a bigger lifestyle budget for travel? You might be able to if you change your relationship with your car.

PodcastsRoger WhitneyFebruary 25, 2015Carl, car, James Kinson, Bill and Sally

#52 A Kitchen Table Talk with Carl & Jane About Retirement

I'm still amazed at the level of engagement and transparency "Carl" has had throughout the process of creating his retirement plan on the show. I'm just as amazed at how much the series has resonated with you, the listener. Your questions, comments, suggestions and thank yous made the series better.

PodcastsRoger WhitneyFebruary 11, 2015retirement plan live, RPL, Carl

#51 Listener Questions From the Can Carl Retire? Webinar

WOW, your response to the Can Carl Retire? series in January and last Friday's results webinar were off the charts. I received so many kind comments and sharp questions from you. In today's episode, I'll answer a portion of your questions and will get to more next week. Please keep them coming.

PodcastsRoger WhitneyFebruary 4, 2015retirement plan live, RPL, Carl, listener questions

#50 Will You Leave a Mess When You Die? Step 4 Organizing Your Estate

One of the most heartbreaking things I've seen over 24 years advising families is a surviving spouse or family member dealing with an unorganized estate. Not having your affairs in order puts a huge burden on your family and compounds the stress of their loss.

PodcastsRoger WhitneyJanuary 27, 2015can I retire, retirement plan live, RPL, Carl, estate planning, ICE

#49 I Want to Retire, But What About...?!?: Step 3 How to Manage Risk in Retirement

Risks can rob you from living a great life. Focus too much on them and you can miss out on a full life. Ignore risks and you can destroy your family's financial security. If you've started planning for retirement, you're probably overwhelmed with all the things you should worry about.

PodcastsRoger WhitneyJanuary 21, 2015retirement plan live, RPL, Carl

#48 Step 2 Identify and Organize Your Financial Resources

Well, were you able to dream up your ideal retirement? It can be hard to think big, right? Hopefully, you've stretched yourself. No worries if you're not finished. Keep at it and if you have questions, I'm here to help.

PodcastsRoger WhitneyJanuary 14, 2015net worth, retirement plan live, RPL, Carl

Can Carl Retire? Listener Questions

Thank you for all the questions and comments after segment one of Can Carl Retire?: Step 1, Dream Up Your Ideal Retirement. I'm answering each one personally and encourage you to keep them coming. Together we can work together to jumpstart our retirement plans in 2015. Here are a few of the questions that came in this week.

blog postRoger WhitneyJanuary 11, 2015Carl, listener questions

#45 Can Carl Retire? See the Retirement Planning Process in Action

One of the most common comments I get from readers is how hard it is to get straight answers to their most important retirement planning questions. "When can I retire?" "What lifestyle can I expect?" "Will I run out of money?" What am I missing???"

PodcastsRoger WhitneyDecember 29, 2014retirement plan live, RPL, Carl

#44 How to Launch Yourself to a Great Retirement [Podcast]

"Why won't someone give me a straight answer?" This is the comment I get most from listeners trying to find answers to their most pressing retirement planning questions. In 2015, I'm stepping up my game to help you find your answers so you can work towards your ideal retirement.

PodcastsRoger WhitneyDecember 24, 2014Stacking Benjamins, Carl, RPL, retirement plan live

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