đź’¬ Show Notes
In this episode, Roger Whitney kicks off a four-week series on retirement goal setting, tackling the paradox of knowing what you want in retirement. He discusses the challenges of articulating desires for a life stage that many have never experienced, emphasizing the importance of not oversimplifying retirement goals. Tune in to explore how to set the right conditions for a fulfilling retirement and avoid the pitfalls of external scripts and societal expectations.
OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN
PRACTICAL PLANNING
- (01:32) We are starting a four week series on retirement goal setting.
- (02:44) Why “What do you want to spend in retirement?” isn’t the right question.
- (05:54) Next week, we'll talk about how to be more nuanced when setting retirement goals.
- (09:40) The problem with following other people’s scripts
- (13:14) The problem of getting too detailed
LISTENER QUESTIONS
- (16:36) Am I required to keep an Inherited IRA separate from my other IRA's or can it be combined with an existing IRA for simplicity?
- (19:11) Richard wants to noodle on the retirement distribution order.
- (23:40) I’m 3-5 years from retirement. Is now the right time to join Rock Retirement Club?
- (26:29) Estate preparation hint from Jane on the three passwords a family needs
SMART SPRINT
- (28:19) In the next seven days, revisit your retirement goals.
EXTRA
- (29:11) Shauna and I are celebrating our 35th wedding anniversary this week!
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