#470- Retirement Plan Live: Their Financial Resources

Take a breath, check yourself, and then observe where things are at.

That’s what Rosie and I are doing on this episode of Retirement Plan Live.

After the last episode in which Rosie planned out all her hopes and dreams for retirement, today we’re taking a look at her financial picture. We’ll walk through the sources of her social, human, and financial capital to see where she and her husband stand financially.

Listen in and create your own plan as we go. Make sure to sign up for 6-Shot Saturday to ensure that you get all the worksheets to work through your own retirement plan with me and Rosie.

#443 - Should I Prepay the Mortgage on My Rental Property Before I Retire?

This month we are answering your listener questions. If you have a question that you would like answered on the show you can jump the line a bit and take the fast track by submitting an audio question. Head on over to RogerWhitney.com/AskRoger and hit record to submit your question.

Today I answer questions on a broad range of topics from paying off a mortgage on a rental property to determining the right balance for investment when there is a significant pension to whether to use a loan to pay for life while the market picks back up. Listen in to hear my thoughts on these questions so that you can not just rock retirement but rock life as well.

#431 - Are Interest Rate-Hedged ETFs a Good Investment Right Now?

Today we are continuing our month-long series of listener questions. On this episode, you’ll hear questions about Roth conversions, interest rate-hedged ETFs, pension payments, and the value of dividends as a source of income in retirement. If you are ready to gain the wisdom that you need to rock retirement, press play now.

#413 - Are I-Bonds a Smart Investment for My Retirement Portfolio?

Do you have a net worth statement that you update regularly? Whether or not you do, you’ll want to learn about the psychological benefits that this exercise can create. In this episode of The Retirement Answer Man show, we’ll discuss what a net worth statement is and how you can gain from creating one regularly.

You’ll also hear several listener questions that range from inherited IRAs to I-bonds, to SPIA annuities. If you are interested in rocking retirement, you’ll need to arm yourself with the knowledge to help you navigate this change in life. Listen in to get started on your retirement education journey.

PodcastsRoger WhitneyDecember 15, 2021investment portfolio, net worth statement, I-bonds, SPIA, IRA

#391 - Women, Money, and Retirement - How Do I Plan for Retiring Alone?

Women ask many types of questions that men don't, which is why we’re dedicating this entire month to a series on women, money, and retirement. This series gives you the space to dig in, have your voice heard, and your questions answered.

You’re listening to the 3rd episode in this series and today we’ll be answering so many of your questions. Tanya Nichols from Align Financial joins me once again to add her womanly input and expertise.

There are a lot of women out there with similar concerns. Are you one of them? Find out if your burning questions about retirement have been answered on this episode of Retirement Answer Man.

#293 - Retirement Answer Man Classic Episodes - Your Net Worth Statement: The MVP of Managing Your Finances

Your net worth statement is the first building block for creating a great life in retirement. On this episode of Retirement Answer Man, we revisit a classic episode to reiterate the importance of net worth statements. You’ll learn the importance of having a net worth statement, how to create a net worth statement and how to determine your own net worth. Listen to this episode to find out why having a net worth statement is the foundation for creating your ideal retirement.

PodcastsRoger WhitneyOctober 2, 2019net worth statement

#2: How to Use Your Net Worth Statement to Manage Your Financial Life [Podcast]

Do you struggle to make financial decisions because you can't get a handle on all the complexities of your life? In this episode's PLAN WELL segment, I show you how to use a net worth statement to make more informed financial decisions.

PodcastsRoger WhitneyMarch 11, 2014net worth statement

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