So many retirement questions have no right answers. They’re simply judgment calls. In this episode, we’ll explore whether it makes sense to switch to a Roth 401K.
Don’t listen to find out the answer. Listen to learn the process to use to come up with your own answer.
Read MoreYou’ve got questions and we’ve got answers. On this episode of Retirement Answer Man, Taylor Schulte from the Stay Wealthy Podcast joins me to answer your retirement questions. Grab your earbuds and join us for this episode full of your questions.
Make sure to listen to the pension or lump sum question to see how Taylor and I arrived at our differing opinions on what this listener should do with his pension.
Read MoreIf you’ve ever searched for a financial professional you may have seen an endless string of letters after their names. Trying to figure out the financial advisor alphabet soup is exhausting.
One listener threw his hands up and asked me what all those letters mean. On this episode, we’ll explore the meanings behind those designations and discuss what they mean for you.
Read MoreThe moment you’ve been waiting for is here! The Rock Retirement Club has opened its doors once again. Enrollment is open until July 18, so head on over to Rock Retirement Club to sign up today.
After you do that, listen to this episode to learn how to protect yourself and your data from scammers. On this episode, Pete, a cybersecurity expert, joins me to discuss ways to secure your personal information. Listen in to hear how you can defend your data.
Read MoreThe best predictor of happiness and health at age 65 is how many close relationships you have at age 45. To really rock retirement you need to build quality relationships. To do that you need to learn to be a better communicator.
On this episode of Retirement Answer Man, Super Communicators author, Charles Duhigg, joins me to discuss how to become a super communicator.
Read MoreEvery one of us has a different tolerance for risk. We even have different risk tolerances at different points in our lives. In this episode, we’ll learn about Mike and Judy’s comfort level with their investments. Learn how they’ll develop an investment approach that matches their risk tolerance.
Read MorePlanning for retirement isn’t about creating a new job for yourself, it’s about using what you have to create a great life. On this episode of Retirement Answer Man, I’ll help Mike and Judy tally up and organize their resources so they can come up with a feasible plan for retirement.
Press play to hear how you can follow along and create your own plan of record.
Read MoreWe all have our own dreams for retirement and today, Mike and Judy share theirs.
On this episode of Retirement Answer Man, you’ll hear Mike and Judy describe their ideal retirement, then in the Rock Life segment, Kevin Lyles will lay out the 4 pillars for a balanced life.
As a bonus, you’ll hear Mark Ross interview me about my imperfect journey and the purchases we’ve made in Colorado.
Read MoreWould you like to have the confidence to know that it is all going to be okay so that you can walk away from your career? So would Judy!
In this episode of Retirement Answer Man, you’ll meet Mike and Judy, an educator and an attorney. They are both facing burnout and ready to throw in the towel, but before they retire, they want to make sure they can swing it.
Join us over the next 4 episodes, to learn more about Mike and Judy’s journey to retirement.
Read MoreHave you heard of IRMAA? IRMAA can be an unwelcome surprise if you aren’t expecting her.
On this episode of Retirement Answer Man, you’ll hear what to expect from IRMAA and your Medicare costs.
Read MoreWhat is your risk tolerance? What does risk tolerance even mean? Why does it matter?
We’ll explore these questions as I answer one of our listener’s questions on getting back into the stock market with a low risk tolerance.
Listen in to learn why he may not need to follow the traditional way of doing things.
Read MoreHave you thought about getting a mortgage for your home in retirement? If so, have you strategized how you would pay it off?
In this episode, we explore Scott’s question about pursuing a mortgage and paying it off early. Listen in to learn some different strategies you could use if you plan to get a mortgage on your home in retirement.
Read MoreLet’s get back to basics—addition and subtraction are two ways to get to the same answer. However, we have a tendency to stick with addition. Today we’ll learn how subtraction can help you come out ahead.
Why am I talking about elementary math on a retirement podcast? Listen in to find out.
Read MoreHave you ever considered moving to a retirement community? With the freedom that retirement brings, many people begin to rethink their living arrangements.
On this episode, you’ll hear how Brad and his wife decided to move to a retirement community. Listen in to hear how they approached their decision, the research they put in on where to retire, and how they enjoy their new locale.
Read MoreDoes a withdrawal strategy in retirement have to be complicated or can you simply do a reverse of dollar cost averaging?
In this episode, we’ll take a look at how reverse dollar-cost averaging would work by using an example and discover who it works for. Click play to learn if this withdrawal strategy would work for you.
Read MoreWe would all love to have that magic number–the exact amount we need to retire. However, since there are so many unknowns it is impossible to attain an exact number. This is why the big question of retirement is a complex one.
In this episode, I’ll walk a listener through the process of how she can learn how much she really needs to retire. Make sure to stick around to hear about the books I read in March.
Read MoreHave you been wondering what retirement is like for real retirees out in the wild? With the success of our Retirement Plan Live series, we decided to try mini-case studies to learn more about what retirees like you are doing to rock retirement.
In this episode, you’ll hear some feedback from Sarah who asked a question on the show about a year and a half ago. Listen in to hear how she responded to the advice I gave.
Read MoreMichael Kitces is one of the innovators in the retirement planning and financial services space. His blog and ecosystem of resources help retirees and financial advisors gain the base knowledge needed to rock retirement.
On this episode of Retirement Answer Man, Michael joins me to discuss the state of retirement planning, how it has changed, and how you can live your retirement to its fullest. Listen to this interview with one of the great minds in retirement planning.
Read MoreHave you ever wondered why it is so hard for you to spend your money? Even now after all these years of saving you know you have enough, but it’s hard to let go and untie those purse strings.
Today, my friend and renowned author, Michael Easter joins me to discuss overcoming frugality from a different perspective. Click play to hear about the evolutionary mismatch that hinders you from spending your money.
Read MoreFor the past ten years, we have been exploring how to do retirement right so that you can get down to the business of living a great life.
This is why this month we have had a series of special guests. Today’s guest is behavioral investment expert and author Dan Crosby. Together we explore why it is so hard to overcome your money mindset and how you can learn to let go to enjoy the money you have worked so long and hard to save.
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