#534 - Listener Case Study - Ask Better Retirement Questions

Have you been wondering what retirement is like for real retirees out in the wild? With the success of our Retirement Plan Live series, we decided to try mini-case studies to learn more about what retirees like you are doing to rock retirement.

In this episode, you’ll hear some feedback from Sarah who asked a question on the show about a year and a half ago. Listen in to hear how she responded to the advice I gave.

How Sarah reframed her approach to retirement

In episode 470, Sarah asked what she could do to get closer to retirement in less-than-ideal circumstances. She hated her high-stress job and was ready to retire to get away from it. If you’ve listened to this show before you know that I’m all about retiring to something rather than away from something.

Listen in to hear how I helped her reframe her question and which actions she took to improve her circumstances.

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN

A MINI CASE STUDY

[2:27] Sarah’s case
[8:06] What you can do for you
[10:01] A plan of record is the first step

LISTENER QUESTIONS

[13:00] What should Lucas take into account as he prepares to pay off his mortgage
[20:00] Investing in retirement with a pension
[26:08] How Joe is incorporating the Die With Zero philosophy by gifting