This week, we delve into the first two non-financial pillars of retirement: Energy and Mindset. These pillars are crucial for showing up fully in life and maintaining a growth-oriented perspective.
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Too often, retirement planning gets bogged down with too many details and the pressure to get everything right. But in my experience, focusing on the most important things gets you 90% of the way there. This month, we’ll air classic episodes to revisit the 8 pillars of rocking retirement, starting today with the first two financial pillars: Vision and Feasibility.
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If you are exploring a unique retirement, it is important to do your research. The best way to research something is to talk to someone who has walked the walk. That’s why, on this episode of Retirement Answer Man, I chat with people who are living their own unique retirements.
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Have you ever thought about retiring abroad? It seems like a fun adventure, but how do you begin?
On this episode of Retirement Answer Man, expat expert, Jane Mepham from Elgon Financial Advisors, joins me to discuss the financial and nonfinancial considerations of moving abroad in retirement. Press play to learn whether retiring abroad would be right for you.
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If you have a special needs child, you know that your retirement plan will need to include plans for their future. How do you create a great retirement while honoring and caring for your child with special needs who will most likely live beyond your years? That’s what we’ll be learning today.
In this episode, Matt from Haystack Financial Planning joins me to explore this question. His practice specializes in serving the disabled community and he offers years of experience in this area. Press play to learn what you can do to take care of your children while making the most of your retirement.
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Military retirees have a unique set of circumstances and opportunities. In this episode, military retiree and CFP Scott Sandborn joins me to explore the financial and non-financial aspects that come with a military retirement.
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So many retirement questions have no right answers. They’re simply judgment calls. In this episode, we’ll explore whether it makes sense to switch to a Roth 401K.
Don’t listen to find out the answer. Listen to learn the process to use to come up with your own answer.
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You’ve got questions and we’ve got answers. On this episode of Retirement Answer Man, Taylor Schulte from the Stay Wealthy Podcast joins me to answer your retirement questions. Grab your earbuds and join us for this episode full of your questions.
Make sure to listen to the pension or lump sum question to see how Taylor and I arrived at our differing opinions on what this listener should do with his pension.
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If you’ve ever searched for a financial professional you may have seen an endless string of letters after their names. Trying to figure out the financial advisor alphabet soup is exhausting.
One listener threw his hands up and asked me what all those letters mean. On this episode, we’ll explore the meanings behind those designations and discuss what they mean for you.
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The moment you’ve been waiting for is here! The Rock Retirement Club has opened its doors once again. Enrollment is open until July 18, so head on over to Rock Retirement Club to sign up today.
After you do that, listen to this episode to learn how to protect yourself and your data from scammers. On this episode, Pete, a cybersecurity expert, joins me to discuss ways to secure your personal information. Listen in to hear how you can defend your data.
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The best predictor of happiness and health at age 65 is how many close relationships you have at age 45. To really rock retirement you need to build quality relationships. To do that you need to learn to be a better communicator.
On this episode of Retirement Answer Man, Super Communicators author, Charles Duhigg, joins me to discuss how to become a super communicator.
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Every one of us has a different tolerance for risk. We even have different risk tolerances at different points in our lives. In this episode, we’ll learn about Mike and Judy’s comfort level with their investments. Learn how they’ll develop an investment approach that matches their risk tolerance.
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Planning for retirement isn’t about creating a new job for yourself, it’s about using what you have to create a great life. On this episode of Retirement Answer Man, I’ll help Mike and Judy tally up and organize their resources so they can come up with a feasible plan for retirement.
Press play to hear how you can follow along and create your own plan of record.
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We all have our own dreams for retirement and today, Mike and Judy share theirs.
On this episode of Retirement Answer Man, you’ll hear Mike and Judy describe their ideal retirement, then in the Rock Life segment, Kevin Lyles will lay out the 4 pillars for a balanced life.
As a bonus, you’ll hear Mark Ross interview me about my imperfect journey and the purchases we’ve made in Colorado.
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Would you like to have the confidence to know that it is all going to be okay so that you can walk away from your career? So would Judy!
In this episode of Retirement Answer Man, you’ll meet Mike and Judy, an educator and an attorney. They are both facing burnout and ready to throw in the towel, but before they retire, they want to make sure they can swing it.
Join us over the next 4 episodes, to learn more about Mike and Judy’s journey to retirement.
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Have you heard of IRMAA? IRMAA can be an unwelcome surprise if you aren’t expecting her.
On this episode of Retirement Answer Man, you’ll hear what to expect from IRMAA and your Medicare costs.
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What is your risk tolerance? What does risk tolerance even mean? Why does it matter?
We’ll explore these questions as I answer one of our listener’s questions on getting back into the stock market with a low risk tolerance.
Listen in to learn why he may not need to follow the traditional way of doing things.
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Have you thought about getting a mortgage for your home in retirement? If so, have you strategized how you would pay it off?
In this episode, we explore Scott’s question about pursuing a mortgage and paying it off early. Listen in to learn some different strategies you could use if you plan to get a mortgage on your home in retirement.
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Let’s get back to basics—addition and subtraction are two ways to get to the same answer. However, we have a tendency to stick with addition. Today we’ll learn how subtraction can help you come out ahead.
Why am I talking about elementary math on a retirement podcast? Listen in to find out.
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