Retirement Answer Man How to Quality Check Your Retirement Plan
Jun 18, 2025
Discover how to ensure your retirement plan is on track by diving into the idea of 'productive paranoia.' Learn to identify common mistakes and embrace strategies for quality checking your financial goals. Engaging techniques, like verbalizing your plans, can enhance clarity and decision-making. Additionally, hear a heartfelt travel story that highlights the joy and meaning found in exploring new places during retirement. This enlightening discussion empowers you to navigate your retirement journey with confidence and purpose.
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Roger's Financial Planning Mishap
- Roger Whitney shares a professional mistake where he mistakenly planned IRA withdrawals causing penalties.
- This rookie error led to refunded fees and taught the importance of thorough plan checks.
Power of Productive Paranoia
- Productive paranoia builds planning resilience via hypervigilance, buffers, and zooming out.
- These habits help anticipate change and avoid missing the big picture in retirement planning.
Talk Through Your Plan Aloud
- Use metacognition by talking through every retirement plan detail aloud, even to an inanimate object.
- This slows thinking, reveals input errors, and ensures the plan matches your true intentions.
