Posts tagged Trish
#362 - Retirement Plan Live 2021 - Unexpected Retirement: Discovering a New Identity and Purpose
#362 - Retirement Plan Live 2021 - Unexpected Retirement: Discovering a New Identity and Purpose

This is it -- the last episode of Retirement Plan Live 2021! We have walked Trish through her unexpected retirement to see if she has what it takes to build the retirement of her dreams. Over the past 4 episodes, we have gotten to know Trish and her situation. We have taken an in-depth look at her goals, resources, and net worth to help her assess whether she is ready to retire. If you would like to start this series from the beginning, head back over to episode 359, if you’ve already listened then press play now.

Read More
PodcastsRoger Whitneyretirement plan live, RPL, Trish, unexpected retirement, laid off
#361 - Retirement Plan Live 2021 - Unexpected Retirement: Counting It Up - Trish’s Resources
#361 - Retirement Plan Live 2021 - Unexpected Retirement: Counting It Up - Trish’s Resources

Last week in Retirement Plan Live, Trish dreamed up big dreams for her retirement. In this episode, we are going to outline her resources to see if she has the ability to fund those dreams. Organizing your resources is an important step in retirement planning. Listen in to learn how important it is to plan what you want to use your resources for, and let’s see if Trish has what it takes to build her retirement dreams.

Read More
PodcastsRoger Whitneyretirement plan live, RPL, Trish, unexpected retirement, social capital, human capital, financial capital, laid off
#360 - Retirement Plan Live 2020: Unexpected Retirement - Trish and Lynn’s Retirement Goals
#360 - Retirement Plan Live 2020: Unexpected Retirement - Trish and Lynn’s Retirement Goals

Welcome to week 2 of Retirement Plan Live 2021! Last week, in episode 359, you got to meet Trish who was unexpectedly laid off last year. She had been hoping to retire within 5 years, but with this layoff, she is exploring the idea that maybe she can retire now. Over the next few episodes, we will walk her through the steps I take with clients to create and test a retirement plan.

Read More
PodcastsRoger Whitneyretirement plan live, RPL, Trish, unexpected retirement, laid off, pie cake
#359 - Retirement Plan Live 2021: Unexpected Retirement - Trish Lost Her Job!
#359 - Retirement Plan Live 2021: Unexpected Retirement - Trish Lost Her Job!

Welcome to the Retirement Answer Man show, this month we’ll be doing a Retirement Plan Live! The Retirement Plan Live series allows you to take an in-depth look at a person’s goals, resources, and net worth to determine whether they are ready to retire. At the end of the month, on Thursday, January 28th, we will wrap it all up with a live webinar that you can join to see how their retirement plan works out.

Read More
PodcastsRoger Whitneyretirement plan live, unexpected retirement, RPL, Trish, Sam, laid off