EPISODE · Dec 29, 2014 · 14 MIN
See the Retirement Planning Process in Action
from Retirement Answer Man · host Roger Whitney, CFP®, CIMA®, RMA, CPWA®
One of the most common comments I get from readers is how hard it is to get straight answers to their most important retirement planning questions. "When can I retire?" "What lifestyle can I expect?" "Will I run out of money?" What am I missing???"Starting January 7th, I'll answer these questions for a fellow reader (Carl). You'll get to listen in as we create his retirement plan each week, culminating in a LIVE webinar where you (and Carl) will hear the results for the first time.NOTE: check out the bottom of this post for an opportunity to plan alongside CarlWho is Carl?51 years oldMarried 27 years with a 19 year old child29 year corporate executiveWhat He Wants From the Plan:When can I get out?Will I run out of money?How do I plan for worst case scenarios?How do I handle healthcare?During the webinar, you and Carl will watch LIVE as I stress test Carl's plan against the most common retirement worries:Bad market returnsHigh inflationLong-term care costsOutliving his assetsHere's the Schedule January 7th Defining Carl's ideal retirementJanuary 14th Reviewing Carl's financial resourcesJanuary 21st Identiflying risks to Carl's planJanuary 28th Reviewing Carl's estate and giving wishesJanuary 30th LIVE webinar presentation giving Carl his resultsRegister now and create your plan alongside Carl You'll get: Weekly summaries of Carl's planFree worksheets and checklists to plan alongside CarlFree video tutorials to help you in each step of the processRegistration to the LIVE webinar on January 30thGo to www.rogerwhitney.com/rpl
What this episode covers
One of the most common comments I get from readers is how hard it is to get straight answers to their most important retirement planning questions. "When can I retire?" "What lifestyle can I expect?" "Will I run out of money?" What am I...
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See the Retirement Planning Process in Action
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