💬 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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