This episode explores the exhilarating concept of "rocking retirement," inspired by Hunter S. Thompson's famous quote. Join us as we dive into the stories of Laura and Nick, two people on the brink of retirement, each with unique paths and values. Discover how they plan to embrace retirement as single individuals, and learn the importance of identifying your personal values to achieve a fulfilling life. Plus, find out how to participate in our upcoming live events and gain insights into crafting your retirement journey.

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN

(01:14) Agile Retirement Management focuses on helping people go all in on their retirement

MEET LAURA

(06:35) Introducing Laura
(11:14) Laura is caring for her mother in addition to working full-time
(13:07) Her thoughts on living alone from a social standpoint and replacing the social network of coworkers
(15:07) Laura’s hobbies
(16:13) Laura says she lives within her means and is very frugal
(18:18) Laura’s top 10 values
(20:00) Her experience and perspective on losing friends to cancer at a young age
(22:46) The importance of making your own decisions, not always doing what society says

MEET NICK

(29:19) Roger introduces Nick
(30:26) Why Nick volunteered for retirement plan live
(33:00) Nick was a budget analyst in the military for 22 years, then transitioned to civil service
(34:49) Nick is ready to leave government work
(39:12) What is it about a paycheck that changes Nick’s feelings about work?
(41:56) Nick’s values exercise
(44:41) Why is travel a common goal in retirement?
(47:58) Reading the list of Nick’s values
(53:00) Values direct our goals

SMART SPRINT

(55:01) Grab the values worksheet and complete it

BONUS

(55:13) Roger’s grandfather's log from World War II

Resources:

Simplifying Case Management Complexity