• Legal Tender: Tallying Their Resources

  • Jun 19 2024
  • Length: 58 mins
  • Podcast

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Legal Tender: Tallying Their Resources

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  • Summary

  • #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.

    OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN MIKE AND JUDY’S RESOURCES
    • [3:40] Some corrections from last time
    • [8:41] Their social capital
    • [12:34] Their estimated human capital
    • [18:18] Their assets
    LISTENER QUESTIONS
    • [31:33] On investing to only keep pace with inflation
    • [38:14] Should he take his RMDs monthly or yearly
    • [45:16] Funding later in life healthcare costs
    TODAY’S SMART SPRINT SEGMENT
    • [57:02] Use the worksheet from Six Shot Saturday to organize your resources
    Resources Mentioned In This Episode

    Rock Retirement Club

    Roger’s YouTube Channel - Roger That

    BOOK - Rock Retirement by Roger Whitney

    Roger’s Retirement Learning Center
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