Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

Legal Tender: Tallying Their Resources

Legal Tender: Tallying Their Resources

FromRetirement Answer Man


Legal Tender: Tallying Their Resources

FromRetirement Answer Man

ratings:
Length:
58 minutes
Released:
Jun 19, 2024
Format:
Podcast episode

Description

#544 - Legal Tender: Tallying Their Resources  Planning 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.  OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN MIKE AND JUDY’S RESOURCES [3:40] Some corrections from last time [8:41] Their social capital [12:34] Their estimated human capital [18:18] Their assets LISTENER QUESTIONS [31:33] On investing to only keep pace with inflation [38:14] Should he take his RMDs monthly or yearly [45:16] Funding later in life healthcare costs TODAY’S SMART SPRINT SEGMENT [57:02] Use the worksheet from Six Shot Saturday to organize your resources Resources Mentioned In This Episode Rock Retirement Club Roger’s YouTube Channel - Roger That BOOK - Rock Retirement  by Roger Whitney Roger’s Retirement Learning Center
Released:
Jun 19, 2024
Format:
Podcast episode

Titles in the series (100)

A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, AIF® guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management in retirement as well as retirement travel and other non-financial issues you'll need to address to rock retirement. Retirement isn’t an age OR a financial number. It’s finding that balance between living well today and feeling confident about your retirement. It’s about gaining more freedom to pursue the life you want. Join the rock retirement community at www.rogerwhitney.com