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The 8 Pillars of Rocking Retirement: Financial - Resilience and Optimization

The 8 Pillars of Rocking Retirement: Financial - Resilience and Optimization

FromRetirement Answer Man


The 8 Pillars of Rocking Retirement: Financial - Resilience and Optimization

FromRetirement Answer Man

ratings:
Length:
50 minutes
Released:
May 17, 2023
Format:
Podcast episode

Description

Rocking retirement requires getting your financial and nonfinancial ducks in a row. As we work through the 8 pillars of rocking retirement this month, we’ll explore both the financial and non-financial elements of retirement. This week, we’re reviewing the resilience and optimization stages of the financial side of retirement.  If you didn’t listen to the previous episode, make sure to go back and do so first to about the first two financial pillars. In this episode, we’ll be reviewing the next two: resilience and optimization. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN WHAT DOES THAT MEAN? [1:40] What is the debt ceiling? [5:43] What will happen with the debt ceiling? PRACTICAL PLANNING SEGMENT [7:55] Make your feasible plan resilient [14:10] Build a funding strategy [18:07] Now it’s time for optimization LISTENER QUESTIONS [22:45] Estimating Social Security using the detailed calculator [25:02] The pros and cons of investing in REITs and private funds [31:45] Choosing a retirement planner vs. a CFP [36:16] Should Tammy sell one of her rental properties BRING IT ON  [41:28] What micro roles can you play in various relationships? TODAY’S SMART SPRINT SEGMENT [47:20] Assess the resilience of your retirement plan Resources Mentioned In This Episode SSA.gov detailed calculator Episode 486 - The 8 Pillars Of Rocking Retirement: Financial - Vision And Feasibility Retirement Plan Live episodes with Rosie - 468, 469, 470, 471 Rock Retirement Club Roger’s YouTube Channel - Roger That BOOK - Rock Retirement  by Roger Whitney Roger’s Retirement Learning Center
Released:
May 17, 2023
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