#547 - Steps to Secure Your Personal Information
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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#546 - Be a Super Communicator with Charles Duhigg
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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#545 - Lessons from Mike and Judy’s Investment Experience
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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#544 - Legal Tender: Tallying Their Resources
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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#543 - The Lifestyle We Want in Retirement
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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#542 - The Educator and the Esquire - Meet Mike and Judy
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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#541 - How Can I Get an IRMAA Exception?
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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#540 - I’m Afraid to Buy Stocks in Retirement! What Should I Do?
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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#539 - Should I Get a Mortgage for My Retirement Home?
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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#538 - Stop Doing These Things in Retirement
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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#537 - My Experience Moving to a Retirement Community
Have you ever considered moving to a retirement community? With the freedom that retirement brings, many people begin to rethink their living arrangements.
On this episode, you’ll hear how Brad and his wife decided to move to a retirement community. Listen in to hear how they approached their decision, the research they put in on where to retire, and how they enjoy their new locale.
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#536 - Can I Do a Reverse Dollar-Cost Averaging for Withdrawals in Retirement?
Does a withdrawal strategy in retirement have to be complicated or can you simply do a reverse of dollar cost averaging?
In this episode, we’ll take a look at how reverse dollar-cost averaging would work by using an example and discover who it works for. Click play to learn if this withdrawal strategy would work for you.
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#535 - How Much Money Do I Really Need to Retire?
We would all love to have that magic number–the exact amount we need to retire. However, since there are so many unknowns it is impossible to attain an exact number. This is why the big question of retirement is a complex one.
In this episode, I’ll walk a listener through the process of how she can learn how much she really needs to retire. Make sure to stick around to hear about the books I read in March.
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#534 - Listener Case Study - Ask Better Retirement Questions
Have you been wondering what retirement is like for real retirees out in the wild? With the success of our Retirement Plan Live series, we decided to try mini-case studies to learn more about what retirees like you are doing to rock retirement.
In this episode, you’ll hear some feedback from Sarah who asked a question on the show about a year and a half ago. Listen in to hear how she responded to the advice I gave.
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#533 - The State of Retirement Planning with Michael Kitces
Michael Kitces is one of the innovators in the retirement planning and financial services space. His blog and ecosystem of resources help retirees and financial advisors gain the base knowledge needed to rock retirement.
On this episode of Retirement Answer Man, Michael joins me to discuss the state of retirement planning, how it has changed, and how you can live your retirement to its fullest. Listen to this interview with one of the great minds in retirement planning.
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#532 - How to Manage Your Scarcity Brain with Michael Easter
Have you ever wondered why it is so hard for you to spend your money? Even now after all these years of saving you know you have enough, but it’s hard to let go and untie those purse strings.
Today, my friend and renowned author, Michael Easter joins me to discuss overcoming frugality from a different perspective. Click play to hear about the evolutionary mismatch that hinders you from spending your money.
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#531 - Overcoming Frugality in Retirement with Dan Crosby
For the past ten years, we have been exploring how to do retirement right so that you can get down to the business of living a great life.
This is why this month we have had a series of special guests. Today’s guest is behavioral investment expert and author Dan Crosby. Together we explore why it is so hard to overcome your money mindset and how you can learn to let go to enjoy the money you have worked so long and hard to save.
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#530 - What is True Retirement Planning? With Christine Benz
Morningstar’s Christine Benz joins me today on this episode of Retirement Answer Man. This seasoned retirement journalist shares her thoughts on the state of retirement planning, long-term care, investing in retirement, and what encompasses true retirement planning.
Listen in to gain more perspective as you navigate your retirement journey.
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#529 - How Systems Thinking Can Improve Your Retirement with Rick Nason
This month we celebrate the Retirement Answer Man’s 10th anniversary milestone with several guests throughout the month.
Today we welcome Professor Rick Nason, author of It’s Not Complicated, to discuss complicated vs complex thinking. If that discussion didn’t Stick around for the listener questions with Tanya Nichols and Bring It On with Dr. Bobby Dubois.
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#528 - What Can I Learn from the FIRE Movement?
Those who have FIREd like Keven Sebesta are choosing to rock life each day. In this final episode on the FIRE movement, we’ll explore what we can learn from them. Join Kevin and me to discover how you can do what FIRE is doing right.
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