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Overcoming Frugality in Retirement with Dan Crosby

Overcoming Frugality in Retirement with Dan Crosby

FromRetirement Answer Man


Overcoming Frugality in Retirement with Dan Crosby

FromRetirement Answer Man

ratings:
Length:
50 minutes
Released:
Mar 20, 2024
Format:
Podcast episode

Description

For 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. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT WITH DAN CROSBY [3:38] Overcoming frugality [10:56] How to gain confidence in the midst of uncertainty [19:19] What are things you can do to overcome your frugality LISTENER QUESTIONS [26:52] How do people in retirement spend less money than more money? [33:44] Does it make sense to use money allocated for a 401K for a second home? [37:33] A comment on this past Retirement Plan Live [39:20] How to fund my HSA in retirement  [42:13] How to look for blind spots once you have your feasible plan of record TODAY’S SMART SPRINT SEGMENT [47:16] Is there something else important that you could add to your life or retirement Resources Mentioned In This Episode BOOK - The Soul of Wealth by Dan Crosby BOOK - The Top 5 Regrets of the Dying by Bronnie Ware BOOK - Die with Nothing by Bill Perkins Rock Retirement Club Roger’s YouTube Channel - Roger That BOOK - Rock Retirement  by Roger Whitney Roger’s Retirement Learning Center
Released:
Mar 20, 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