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.

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 ROCK LIFE WITH DR. BOBBY DUBOIS [28:24] What is rucking? [29:27] Why try rucking? [40:49] How do you get started rucking? [48:44] How to measure the benefits of rucking TODAY’S SMART SPRINT SEGMENT [50:00] Go try rucking by walking with something on your back Resources Mentioned In This Episode Retirement Plan Live: Their Financial Resources – listen to Sarah’s question here

Go Ruck

BOOK – Die with Zero by Bill Perkins

BOOK – The Power of Moments by Chip Heath

Rock Retirement Club

Roger’s YouTube Channel – Roger That

BOOK – Rock Retirement by Roger Whitney

Roger’s Retirement Learning Center…(read more)

LEARN MORE ABOUT: IRA Accounts

INVESTING IN A GOLD IRA: Gold IRA Account

INVESTING IN A SILVER IRA: Silver IRA Account

REVEALED: Best Gold Backed IRA

Planning for retirement can be daunting and overwhelming, but asking better questions can help guide you towards making the right decisions for your future. By asking the right questions, you can gain a clearer understanding of your retirement goals and the steps you need to take to achieve them.

One of the most important questions to ask when planning for retirement is “What is my desired retirement lifestyle?” This question will help you think about how you want to spend your retirement years, whether it be traveling the world, pursuing hobbies, or simply relaxing at home. Understanding your desired retirement lifestyle will help you determine how much money you will need to save and how to allocate your resources effectively.

Another important question to ask is “When do I plan to retire?” Knowing when you want to retire will help you create a timeline for when you need to start saving and how much you need to save each year to reach your goals. It will also help you determine when you should start receiving social security benefits and how to maximize your retirement income.

Additionally, it is important to ask “How much do I need to save for retirement?” This question may seem overwhelming at first, but by breaking it down into manageable steps and seeking advice from a financial advisor, you can create a retirement savings plan that is tailored to your needs. Understanding how much you need to save will help you set realistic goals and make informed decisions about your retirement savings.

Lastly, it is crucial to ask “What is my risk tolerance?” Understanding your risk tolerance is important when investing for retirement, as it will help you determine how much risk you are willing to take on in order to achieve your financial goals. By asking this question, you can create an investment strategy that aligns with your risk tolerance and helps you grow your retirement savings over time.

In conclusion, asking better retirement questions can help you create a clear roadmap for your future and make informed decisions about your retirement savings. By taking the time to ask these important questions and seeking advice from a financial advisor, you can feel confident in your retirement planning and take the necessary steps to achieve the retirement lifestyle you desire.