#378 - Your Non-Financial Retirement Plan: People and Play

Our theme this month is your non-financial retirement plan and in this episode, we’ll explore how relationships and play fit into that plan. These are two key components to a happy, fulfilled life.

You guys know how important this subject is which is why we had more than 500 people join the webinar last week. If you missed out on that webinar you can watch the recording at RogerWhitney.com/resources. Press play to hear how important people and play are to your non-financial retirement plan.

#366 - Let’s Get Physical - Creating Your Health Action Plan

Over the past 3 episodes, we have been talking about different ways that you can improve your health in retirement. Today you’ll take action. Choose the habits you want to build and learn how to actually build these habits and set yourself up for success. Learning about health and nutrition is one thing, but taking action is something else entirely. Press play so you don’t miss out on these tips to learn how to create and stick with healthy habits.

PodcastsRoger WhitneyFebruary 24, 2021let's get physical, healthy habits, Kevin Lyles

#353 - What Are the Chances We Have a Market Crash, and How Do I Protect Myself?

This is a time of year when many people give thanks for what they have. On this episode of Retirement Answer Man, I explore the definition of thankfulness and gratitude with our Rock Retirement Club retirement coach, BW. He even brings us 5 tips that can help us to cultivate gratitude on a regular basis.

Tanya Nichols joins me again to help answer listener questions. You’ll learn what you can do if you are worried about a market crash, what to do if you think you are too old for long-term care insurance, and we’ll discuss Roth conversions from a 403B. Press play now to join me to hear the answers to listener questions and more.

PodcastsRoger WhitneyNovember 25, 2020stock market, Tanya Nichols, Kevin Lyles

#349 - Unexpected Retirement: How Do I Find Work to Fill the Gap?

What do you do if you lose your job but you’re still not ready to retire? Whether it’s personally, professionally, or financially, if you’re not ready to retire then you’ll have to take action to find new employment. How do you fill that gap between this job loss and retirement? On this episode of Retirement Answer Man, we’ll brainstorm some ways that you can take action to find your next job.

PodcastsRoger WhitneyOctober 28, 2020unexpected retirement, losing your job, Kevin Lyles

#340 - A Framework for Better Decision Making

This whole month of August we have talked about improving decision making. Retirement brings about hundreds of choices. If you aren’t well-prepared to make those decisions you might simply revert to the default choice. Do you really want your retirement to be set to default? In this episode, you’ll learn how to create a framework to make tactical decisions. If you’re ready to learn how to make decisions that will help you rock retirement then press play now.

PodcastsRoger WhitneyAugust 26, 2020decision making, Kevin Lyles

#336 - Estate Planning in Retirement: Lessons from Handling My Parents’ Estate

Have you ever had to deal with closing an estate? Mark Ross happens to have the unfortunate experience of helping to close out 4 different estates in a short period of time. Since experience is the best teacher, Mark joins me today to discuss his experience with the probate process. He’ll share how he dealt with his feelings during the process, how long it took, how he managed, and what he thinks you can do to organize your own estate. Give your heirs the gift of an organized estate by learning all you can now to help ease the probate process.

PodcastsRoger WhitneyJuly 29, 2020estate planning, Kevin Lyles

#331 - Oh, Behave! Behavioral Finance and Retirement: Investment Management

Do you think your own behavior affects your retirement investment management? If you said no, you may want to think again. The most significant risk to your finances is not market volatility or inflation, it’s your own behavior. Over the past several episodes we have explored how our own cognitive biases affect our financial choices and this episode continues that journey. On this episode, you will learn what you can do to make better decisions to ultimately protect your money from its own worst enemy: yourself.

PodcastsRoger WhitneyJune 24, 2020behavioral finance, Kevin Lyles

#323 - Beach Walker (The Retirement Coach) is in the House

Beachwalker, the rockin’ retirement coach is in the house today. He joins us once a month for tips on how to create an awesome retirement. Today we’re talking about attitude. Attitude makes a huge impact on retirement, health, and even your longevity. Listen in to hear how a positive attitude can affect your life.

PodcastsRoger WhitneyApril 29, 2020retirement coach, Kevin Lyles, attitude

#318 - Where to Live in Retirement: Steps to Navigate the Transition

Choosing where to live in retirement can seem daunting to some and exhilarating to others. On this final episode of the Where to Live in Retirement series, we hope to teach you how to take steps to navigate a transition to create the retirement and the life that you really want. If you listen to this show that means that you are preparing to rock retirement. Listen in to this episode to hear how to take intentional action to plan where you really want to be in retirement.

PodcastsRoger WhitneyMarch 25, 2020where to live, Kevin Lyles

#301 - Retirement Tax Management: Withdrawal Strategies

After all of the retirement tax management topics over the past few episodes, today we finally get to withdrawal strategies. We are wrapping up our monthlong series on retirement tax management, so make sure you listen to the previous 3 episodes to get the scoop on managing your taxes in retirement. This is a huge topic that we will definitely revisit in the future. But today you can get some great tips on how to manage income in retirement, dangers to look out for, and withdrawal strategies. When you’re done listening, head on over to RogerWhitney.com and take our listener survey to give us your input on the show.

PodcastsRoger WhitneyNovember 27, 2019withdrawal strategies, retirement tax management, Kevin Lyles