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Legal Tender: Tallying Their Resources

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Manage episode 424368568 series 2415308
Content provided by Roger Whitney and RMA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Roger Whitney and RMA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

#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

  continue reading

554 episodes

Artwork
iconShare
 
Manage episode 424368568 series 2415308
Content provided by Roger Whitney and RMA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Roger Whitney and RMA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

#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

  continue reading

554 episodes

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