#533 - The State of Retirement Planning with Michael Kitces
Michael Kitces is one of the innovators in the retirement planning and financial services space. His blog and ecosystem of resources help retirees and financial advisors gain the base knowledge needed to rock retirement.
On this episode of Retirement Answer Man, Michael joins me to discuss the state of retirement planning, how it has changed, and how you can live your retirement to its fullest. Listen to this interview with one of the great minds in retirement planning.
Reframing retirement
It used to be that retirement planning was an immutable experience. You got your pension and lived on a fixed income.
Looking at retirement from a holistic perspective will help you find flexibility. While it is important to have a basis in long-term planning, understand that your spending can change from year to year. Making these small iterations can help you rock retirement. Listen in to learn how.
OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN
PRACTICAL PLANNING SEGMENT WITH MICHAEL KITCES
[5:20] Trends in retirement planning
[22:40] How to avoid dying with too much money
[36:51] How to choose a retirement planner
[43:38] How does someone choose a retirement planning firm
TODAY’S SMART SPRINT SEGMENT
[49:04] Evaluate the quality of your process for making decisions in retirement
Resources Mentioned In This Episode
BOOK - Die with Zero by Bill Perkins
BOOK - It’s Not Complicated by Rick Nason
Roger’s YouTube Channel - Roger That
BOOK - Rock Retirement by Roger Whitney
Roger’s Retirement Learning Center