#291 - Retirement Plan Live 2019 - Counting What You Have
#291 - Retirement Plan Live 2019 - Counting What You Have

Welcome back to Retirement Plan Live 2019. During this Retirement Plan Live, we look at Emma and Luca who have recently been thrown a curveball and need to adjust their retirement plans. In this episode, we will be counting what they have to see if they will be able to make their retirement dreams a reality.  While they are counting what they have, take the opportunity to sit down and consider what you have. We’ll include worksheets you can use in the 6-Shot Saturday email so be sure to sign up for it at RogerWhitney.com. 

 

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PodcastsRoger Whitneyretirement plan live, RPL, Emma and Luca, uncertainty
290 - Retirement Plan Live 2019- How to Move Forward
290 - Retirement Plan Live 2019- How to Move Forward

Even when life throws you a curveball you still have to figure out how to move forward. This Retirement Plan Live series is a bit different than the previous ones. We are working with Emma and Luca who are dealing with an unexpected hitch in their retirement. On the last episode, we learned about their situation. On this episode, we’ll discuss their needs, wants, and wishes. And in the following episode, we’ll look at the numbers and discuss how they plan to pay for it all. Listen to this episode to hear how to move forward when life throws you a curveball.

 

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PodcastsRoger Whitneyretirement plan live, RPL, Emma and Luca, uncertainty
#289 - Retirement Plan Live 2019 - When Life Disrupts Retirement
#289 - Retirement Plan Live 2019 - When Life Disrupts Retirement

Welcome to a new Retirement Plan Live. If you this is your first time listening to one, be sure to sign up for 6-Shot Saturday to get all the updates. On this Retirement Plan Live, we’ll be working with Emma and Luca. Life has thrown them a curveball and we’ll see if they can still make their ideal retirement a reality given their current situation. Week by week we’ll walk through their situation. On this episode, you’ll hear what happened and what their retirement goals are. Next, you’ll hear about their financial resources. Then we’ll discuss how they can remain agile given their situation. We’ll also discuss their opportunities and the risks that surround them. Each week you’ll get an update in 6-Shot Saturday. Then in October, we’ll have a webinar where we lay it all out on the table to see if they can make their revised retirement dreams a reality. Make sure to listen to the whole series and sign up for 6-Shot Saturday to get all the updates.

 

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PodcastsRoger Whitneyretirement plan live, RPL, Emma and Luca, uncertainty
#288 - Whooooo Are You? (In Retirement) Who? Who? 5 Steps to Creating Your Retirement Identity
#288 - Whooooo Are You? (In Retirement) Who? Who? 5 Steps to Creating Your Retirement Identity

Over the past month, we have been exploring an important topic in creating your retirement. We have been discussing you. Retirement is another giant life change that can be compared with ending school or beginning a career. This momentous occasion is a great time to give pause and think about who you really are. If you haven’t listened to the previous episodes in this series, you’ll want to go back and listen to episodes 285, 286, and 287. On this episode, you’ll learn 5 steps for creating your retirement identity. 

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PodcastsRoger Whitneyretirement identity
#287 - Whooooo Are You? (In Retirement) Who? Who? How to Determine What’s Next with Skip Prichard
#287 - Whooooo Are You? (In Retirement) Who? Who? How to Determine What’s Next with Skip Prichard

Do you know what’s next for you in retirement? We continue our exploration of self-reinvention and self-discovery today as we have during this whole monthlong series. On this episode, you’ll learn an important step in the process of self-discovery, which is how to close the book on the past. Before you retire you will want to ask yourself who you really are and who you want to be in the coming years. I interview Skip Prichard, author of The Book of Mistakes, to learn tools we can use to help reinvent ourselves. Learn how to close the door on the past and create your new identity for that new season in life on this episode of Retirement Answer Man.

 

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PodcastsRoger Whitneyretirement identity, Skip Prichard
#286 Whooooo Are You? (In Retirement) Who? Who? Rediscovering Your Authentic Self Using the Enneagram with Teresa McCloy
#286 Whooooo Are You? (In Retirement) Who? Who? Rediscovering Your Authentic Self Using the Enneagram with Teresa McCloy

As you approach retirement it’s time to reconnect with your authentic self. We continue with the ‘who are you in retirement’ series by learning how to connect with your authentic self using the Enneagram. Today we welcome Teresa McCloy from the Enneagram in Your Real Life podcast. Teresa is here to show you how the Enneagram can help you rediscover your authentic self. Teresa is an Enneagram expert that teaches people how to apply the Enneagram intentionally to create a better life. Listen to this episode to learn how to use the Enneagram to rediscover your authentic self.

 

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PodcastsRoger Whitneyretirement identity, Teresa McCloy, enneagram
#285 - Are You Ready to Redefine Yourself in Retirement? with Dr. Joe Coughlin from the MIT Age Lab
#285 - Are You Ready to Redefine Yourself in Retirement? with Dr. Joe Coughlin from the MIT Age Lab

How are you going to redefine yourself in retirement? Retirement means making the life transition from a full-time career to full-time living on your own terms. Although this is exciting, it can also be scary. During this series, you’ll learn how to create a framework to do this successfully. Learn how to figure out your identity and who you want to become. Are you ready to redefine yourself in retirement? Listen to this episode of Retirement Answer Man to begin to make this huge transition in your life.

 

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PodcastsRoger Whitneyredefine yourself, Joe Coughlin, retirement identity
#284 - Is an Annuity Right for Retirement? Your Annuity Questions Answered
#284 - Is an Annuity Right for Retirement? Your Annuity Questions Answered

You may still have some questions about annuities so in this episode I answer your annuity questions. We have had several listeners ask some great questions which will help clarify how annuities work. After diving deep into annuities during this 5-week long month, we can all look forward to the next series where you will learn how to figure out who you will be in retirement. But before that, listen to this episode to get all of your annuity questions answered.  

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PodcastsRoger Whitneyannuities, listener questions, retirement identity
#283 - Is an Annuity Right for Retirement? The Pros and Cons of Variable Annuities
#283 - Is an Annuity Right for Retirement? The Pros and Cons of Variable Annuities

In this episode of the annuity series, we’ll discuss the pros and cons of variable annuities so that you can learn whether a variable annuity should be a part of your retirement plan. During the Hot Topic segment, we’ll discuss the Rock Retirement Club since enrollment just opened back up. Then in the Practical Planning segment, we jump back into our discussion on annuities. You’ll learn all about variable annuities to help you become more informed. Listen to this episode to learn the pros and cons of variable annuities.

 

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PodcastsRoger Whitneyvariable annuities
#282 - Is an Annuity Right for Retirement? The Pros and Cons of Fixed Annuities
#282 - Is an Annuity Right for Retirement? The Pros and Cons of Fixed Annuities

On today’s episode of Retirement Answer Man, we’ll consider the pros and cons of fixed annuities. During this series on annuities, we are discussing whether annuities are right for your retirement. Many people choose pretirement as an income floor for their first few years of retirement to help them ease into the lifestyle and decrease financial risk. An annuity can be considered a backend floor to cover your retirement spending in your 80’s, 90’s and even 100’s. We all know that longevity is a big factor in retirement planning and a fixed annuity could help supplement your social security income in old age. Listen to this episode to help you consider the pros and cons of fixed annuities so that you can judge whether an annuity is a good choice for your #retirement.

 

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PodcastsRoger Whitneyfixed annuities
#281 - Is an Annuity Right for Retirement? The Role an Annuity Can Play in Your Portfolio
#281 - Is an Annuity Right for Retirement? The Role an Annuity Can Play in Your Portfolio

This week on Retirement Answer Man, we define what role an annuity could play in your portfolio. Annuities can be a polarizing topic in the financial world but we need to think critically with a curious and open mind rather than vilify or glorify these investment tools. I’m checking my own biases at the door to bring you the most reliable information I can. Annuities may not be the most exciting topic, but we want you to rock retirement with intentionality so let’s dive in and learn as much as we can. 

 

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PodcastsRoger Whitneyannuities
#280 - Is an Annuity Right for Retirement? Annuity Basics
#280 - Is an Annuity Right for Retirement? Annuity Basics

Do you know the annuity basics? Over the next 4 episodes, we will explore annuities to see if they have a place in your retirement journey. We’ll discover how they work and if they can help you rock retirement all the way into your 80’s, 90’s, and beyond. On this episode, we’ll start from the beginning and explore our own biases and then cover the annuity basics. By the end of this series, you can decide whether annuities are the right choice for you. Are you ready to get your financial geek on? Strap on your headphones and get ready to explore annuity basics so you can rock retirement.

 

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PodcastsRoger Whitneyannuity basics, fixed annuities, variable annuities, equity-indexed annuities
#279 - Longevity and Retirement: Working to Make Your Money Last as Long as You Do in Retirement
#279 - Longevity and Retirement: Working to Make Your Money Last as Long as You Do in Retirement

How to make your money last as long as you do is the biggest question in retirement planning.And now that people are living longer lives your money has to stretch farther than ever before. Today’s retirement is a brave new world and the problems you will encounter haven’t been experienced by any previous generation. Are you ready to learn what you can do to make your money last as long as you? Check out this episode of Retirement Answer Man as we dive into this important question. 

 

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PodcastsRoger Whitneymake your money last, longevity
#278 - Longevity and Retirement: Professor Andrew Scott on the Positive Impact of Longevity
#278 - Longevity and Retirement: Professor Andrew Scott on the Positive Impact of Longevity

Do you think that extended lifespans will have a positive impact or a negative impact on your life? We all know that people are living longer than ever before, many people see this as a negative, but have you considered the positive impact that this could be on society? Andrew Scott, coauthor of The 100-Year Life joins me to discuss longevity and adding purpose to life. He has some fascinating ideas about longevity and the role of older people in society, so grab your favorite headphones and join me on this episode of Retirement Answer Man.

 

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PodcastsRoger WhitneyAndrew Scott, longevity, The 100-Year Life
#277 - Longevity and Retirement: 8 Great Habits to Age Well
#277 - Longevity and Retirement: 8 Great Habits to Age Well

Are you creating healthy habits so that you can age well? Since we are going to live longer lives we want to make sure that we live well not just live long. On this episode of the Longevity and Retirement series on Retirement Answer Man we dive into how to create great habits so that we can age well. What kind of healthy habits have you created to ensure that you age well? Find out which 8 habits can help you improve your life as you age by listening to this episode of Retirement Answer Man.

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PodcastsRoger Whitneylongevity, healthy habits, health
#276 - Longevity in Retirement: How Long Will You Live in Retirement?
#276 - Longevity in Retirement: How Long Will You Live in Retirement?

How long will you live is one of the trickiest questions in retirement planning. During the Longevity in Retirement series we will take a look at this question and try and figure out if we can come up with an answer. Chances are it’s longer than you think! Learn how you can try and calculate your longevity, what other wild cards might factor into longevity, and discover some money misconceptions on this episode of Retirement Answer Man. 

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PodcastsRoger Whitneylongeveity, retirement misconceptions
#275 - Retirement of the Future: How to Harness Technology as You Age
#275 - Retirement of the Future: How to Harness Technology as You Age

Do you feel like you can harness technology in this brave new world? All month we have been discussing how technology can help you in retirement and on this episode of Retirement Answer Man we’ll discuss how you can harness technology without it harnessing you. This can be a tricky task in this age of the attention economy. There are so many forces that vie for our attention. Learn how to use technology to its fullest without it taking advantage of you on this episode of Retirement Answer Man.

 

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PodcastsRoger WhitneyRichard Caro, technology
#274 - Retirement of the Future: How Technology Will Keep You Healthier
#274 - Retirement of the Future: How Technology Will Keep You Healthier

What will the future of retirement look like? Like it or not we will live longer than any other generation that has ever lived. If you aren’t investing in your health now you may still live a long time, but it probably won’t be very fun. If you want to have a greater quality of life in retirement you have to take your health seriously now. The good news is, there is loads of technology that can help you stay healthy. Listen to this episode to hear about the latest in health technology and how you can use it to live a healthier life as you age.

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PodcastsRoger Whitneytechnology, health
#273 - Retirement of the Future: How Technology Will Help Keep You Independent
#273 - Retirement of the Future: How Technology Will Help Keep You Independent

The decisions you make now can affect how you age. Most people would prefer to age in their own home. There’s something about living in our own homes that provides comfort and peace and we want to hold on to that for as long as we can. On this episode, we will explore how technology can help keep you independent longer. We will check out the different technologies that exist already as well as what is in store for us in the future. Join me to discover the exciting world of technology and learn how it can help you rock retirement. 

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PodcastsRoger Whitneytechnology, independence
#272 - Retirement of the Future: How Technology Will Keep You Connected
#272 - Retirement of the Future: How Technology Will Keep You Connected

On this episode in the Retirement of the Future series, you will learn how technology will help keep you connected and strengthen your social networks in your retirement. We also discuss why it is important to stay socially connected, how to stay connected, and how to use technology to help you find your tribe. Listen to this episode of Retirement Answer Man to learn how to stave off loneliness and stay connected to your social circle in person and by harnessing the power of technology.

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PodcastsRoger Whitneytechnology, social network