#476 - How to Rock Retirement on Your Own

If you have been listening to this show for a while, chances are you already know how to rock your retirement. However, this can all change with the loss of a spouse. All of your best-laid plans change in an instant. That’s why this month we are focusing on going from two to one. While we are focused more on those who have become widows and widowers, many of the concepts we’ll discuss apply to divorce as well. 

Learn how to navigate your mindset as you transition from two to one

Over the course of this series, you’ll learn about the nonfinancial impacts of losing a spouse, the financial impacts, what to consider, how to organize, how to develop an action plan, and finally, you’ll hear wisdom from others who have walked this journey.

When you lose a spouse you lose more than your life partner–you lose a bit of yourself as well. You also lose your structure, your dreams, your team partner, and maybe even your social network. Learn how to navigate your mindset–transition from this sucks, to how I will work through this, to having a great life. Press play to listen.

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN

PRACTICAL PLANNING SEGMENT

  • [5:47] Announcements

  • [6:44] Books I read in February

LISTENER QUESTIONS

  • [11:46] Roth conversions and taxes

  • [17:31] Roth conversions or capital gains?

  • [23:10] How to create a paycheck between ages 62-72

BRING IT ON WITH KEVIN LYLES

  • [29:12] Finding meaning and purpose in retirement 

  • [38:52] Create a mission statement

TODAY’S SMART SPRINT SEGMENT

  • [41:05] Think about your mindset

Resources Mentioned In This Episode

Episode 310 - The Pie Cake

Andy Panko

WORKSHEET - Losing a Spouse Checklist, available in our Resource Library

BOOK - Traction by Gino Wickman

BOOK - Be 2.0 by Jim Collins

BOOK - Rethinking Positive Thinking by Gabrielle Oettingen

TV SERIES - SAS Rogue Heroes on MGM streaming

TV SERIES - Shrinking on Apple TV

Rock Retirement Club

Roger’s YouTube Channel - Roger That

BOOK - Rock Retirement  by Roger Whitney

Roger’s Retirement Learning Center