30 min listen
Unavailable
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
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)
Episode 2 The Importance of Tracking Your Net Worth: PLAN WELL INVEST WISELY by Retirement Answer Man