#603 - How to Choose a Retirement Coach
💬 Show Notes
In this episode, Roger Whitney returns after a month off, ready to help you rock your retirement! He answers listener questions on a range of topics, including the benefits of choosing between Fidelity and Vanguard, the Rule of 55 for 401(k) withdrawals, and inherited IRA distributions. Roger also chats with discusses the importance of finding the right retirement coach. Join us for practical advice and insights to help you navigate your retirement journey!
OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN
(00:00) Roger Whitney answers your retirement questions on today's show
ROCKIN’ RETIREMENT IN THE WILD
(01:08) Brian says he and his wife are playing pickleball during retirement.
CHAT WITH KEVIN LYLES
(03:30) Roger talks to Kevin Lyles about a financial advisor versus a retirement coach
(06:29) How does someone determine if they need an advisor or a coach?
(10:15) Define what you are looking for before finding a coach.
(12:44) A good coach will listen and have good intuition about what is really going on.
LISTENER QUESTIONS
(14:47) Barb says she was thinking of moving her Fidelity assets to Vanguard.
(21:44) Mark has a question about the Rule of 55.
(25:53) Craig asks a question about an inherited IRA
(27:54) Scott says he has discovered something about TSP withdrawals.
(30:53) An audio question about my Switzerland interview with Scott from a few weeks back
SMART SPRINT
(32:05) In the next seven days, define something you would like to do and find one person who has done this thing.
BONUS
(35:00) Roger reflects on how he is going to spend the next 5 weeks.