#362 - Retirement Plan Live 2021 - Unexpected Retirement: Discovering a New Identity and Purpose

This is it -- the last episode of Retirement Plan Live 2021! We have walked Trish through her unexpected retirement to see if she has what it takes to build the retirement of her dreams. Over the past 4 episodes, we have gotten to know Trish and her situation. We have taken an in-depth look at her goals, resources, and net worth to help her assess whether she is ready to retire. If you would like to start this series from the beginning, head back over to episode 359, if you’ve already listened then press play now.

PodcastsRoger WhitneyJanuary 27, 2021retirement plan live, RPL, Trish, unexpected retirement, laid off

#361 - Retirement Plan Live 2021 - Unexpected Retirement: Counting It Up - Trish’s Resources

Last week in Retirement Plan Live, Trish dreamed up big dreams for her retirement. In this episode, we are going to outline her resources to see if she has the ability to fund those dreams. Organizing your resources is an important step in retirement planning. Listen in to learn how important it is to plan what you want to use your resources for, and let’s see if Trish has what it takes to build her retirement dreams.

#360 - Retirement Plan Live 2020: Unexpected Retirement - Trish and Lynn’s Retirement Goals

Welcome to week 2 of Retirement Plan Live 2021! Last week, in episode 359, you got to meet Trish who was unexpectedly laid off last year. She had been hoping to retire within 5 years, but with this layoff, she is exploring the idea that maybe she can retire now. Over the next few episodes, we will walk her through the steps I take with clients to create and test a retirement plan.

PodcastsRoger WhitneyJanuary 13, 2021retirement plan live, RPL, Trish, unexpected retirement, laid off, pie cake

#359 - Retirement Plan Live 2021: Unexpected Retirement - Trish Lost Her Job!

Welcome to the Retirement Answer Man show, this month we’ll be doing a Retirement Plan Live! The Retirement Plan Live series allows you to take an in-depth look at a person’s goals, resources, and net worth to determine whether they are ready to retire. At the end of the month, on Thursday, January 28th, we will wrap it all up with a live webinar that you can join to see how their retirement plan works out.

PodcastsRoger WhitneyJanuary 6, 2021retirement plan live, unexpected retirement, RPL, Trish, Sam, laid off

#349 - Unexpected Retirement: How Do I Find Work to Fill the Gap?

What do you do if you lose your job but you’re still not ready to retire? Whether it’s personally, professionally, or financially, if you’re not ready to retire then you’ll have to take action to find new employment. How do you fill that gap between this job loss and retirement? On this episode of Retirement Answer Man, we’ll brainstorm some ways that you can take action to find your next job.

PodcastsRoger WhitneyOctober 28, 2020unexpected retirement, losing your job, Kevin Lyles

#348 - Unexpected Retirement - Do I Take the Retirement Package?

A result of the infamous year 2020 is that companies are looking left and right for ways to cut costs. One way many companies are trimming the fat is by offering early retirement packages to their most experienced team members. There are many questions you should ask yourself if you have received the offer of an early retirement package. Listen in to discover what you need to be thinking about in this situation.

PodcastsRoger WhitneyOctober 21, 2020early retirement package, unexpected retirement, buyout, bonds

#347 - Unexpected Retirement: Annie Duke on How to Decide

Retirement brings an onslaught of life-changing choices, so one thing you can do to help rock retirement is to become a better decision-maker. If you are wondering how you can do that, then you’ll want to listen to this interview with Annie Duke. Annie Duke is the author of Thinking in Bets and she just released a new book called How to Decide. She knows that people can improve the quality of their decisions and she’s here to teach us how. Press play to learn how you can make better decisions so that you can rock your retirement.

PodcastsRoger WhitneyOctober 14, 2020decision making, unexpected retirement, Annie Duke

#346 - Unexpected Retirement: 5 Things to Do When You’re Suddenly Retired

The Coronavirus pandemic has brought about so many disruptions to our daily lives. In addition to all the health precautions we must take, many of us have had to deal with job loss as well. Whether it was a furlough, layoff, or early retirement, the results are the same. You used to be working and now you’re not. During this entire month, we will discuss what you can do when you are retired unexpectedly. On this episode, you’ll learn 5 things you can do when you are suddenly retired.

PodcastsRoger WhitneyOctober 7, 2020unexpected retirement, layoff

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