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UnavailableSee the Retirement Planning Process in Action
Currently unavailable

See the Retirement Planning Process in Action

FromRetirement Answer Man


Currently unavailable

See the Retirement Planning Process in Action

FromRetirement Answer Man

ratings:
Length:
15 minutes
Released:
Dec 29, 2014
Format:
Podcast episode

Description

One of the most common comments I get from readers is how hard it is to get straight answers to their most important retirement planning questions. "When can I retire?" "What lifestyle can I expect?" "Will I run out of money?" What am I missing???"
Starting January 7th, I'll answer these questions for a fellow reader (Carl). You'll get to listen in as we create his retirement plan each week, culminating in a LIVE webinar where you (and Carl) will hear the results for the first time.
NOTE: check out the bottom of this post for an opportunity to plan alongside Carl
Who is Carl?

51 years old
Married 27 years with a 19 year old child
29 year corporate executive

What He Wants From the Plan:

When can I get out?
Will I run out of money?
How do I plan for worst case scenarios?
How do I handle healthcare?

During the webinar, you and Carl will watch LIVE as I stress test Carl's plan against the most common retirement worries:


Bad market returns
High inflation
Long-term care costs
Outliving his assets


Here's the Schedule

January 7th   Defining Carl's ideal retirement
January 14th Reviewing Carl's financial resources
January 21st  Identiflying risks to Carl's plan
January 28th Reviewing Carl's estate and giving wishes
January 30th LIVE webinar presentation giving Carl his results

Register now and create your plan alongside Carl
You'll get:


Weekly summaries of Carl's plan
Free worksheets and checklists to plan alongside Carl
Free video tutorials to help you in each step of the process
Registration to the LIVE webinar on January 30th


Go to www.rogerwhitney.com/rpl
Released:
Dec 29, 2014
Format:
Podcast episode

Titles in the series (100)

A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, AIF® guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management in retirement as well as retirement travel and other non-financial issues you'll need to address to rock retirement. Retirement isn’t an age OR a financial number. It’s finding that balance between living well today and feeling confident about your retirement. It’s about gaining more freedom to pursue the life you want. Join the rock retirement community at www.rogerwhitney.com