#470- Retirement Plan Live: Their Financial Resources

Take a breath, check yourself, and then observe where things are at.

That’s what Rosie and I are doing on this episode of Retirement Plan Live.

After the last episode in which Rosie planned out all her hopes and dreams for retirement, today we’re taking a look at her financial picture. We’ll walk through the sources of her social, human, and financial capital to see where she and her husband stand financially.

Listen in and create your own plan as we go. Make sure to sign up for 6-Shot Saturday to ensure that you get all the worksheets to work through your own retirement plan with me and Rosie.

#426 - How to Plan Your Agile Retirement: Stage 2 - A Feasible Retirement Strategy

“Our mind is dyed with the color of our thoughts”--unknown. If this is true, then how are you thinking about retirement in the right way? To have confidence in your retirement plan you need to be thinking about the things that you can control and focusing on what has the biggest impact on your life.

On this episode of Retirement Answer Man, you’ll learn how to create a feasible retirement strategy by analyzing your goals against where you are now. You’ll then learn about the three types of capital and how to build a net worth statement so that you can create a retirement plan of record. You won’t want to miss this important stage in developing your retirement plan, so press play now.

#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.

How To Make Your Money Last As Long As You Do In Retirement

The main goal of investing for retirement is building up enough wealth to cover your living expenses (and pay for fun) for as long as you live. The problem? There is not a single soul on Earth who knows when they’re going to die. You can speculate all you want, but the reality is, you don’t know if you’ll last until 85 or 102.

Learn four factors you can think about as you look for ways to retire and stay retired in this post.

blog postRoger WhitneyDecember 11, 2020longevity, make your money last, social capital, human capital

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