See the Retirement Planning Process in Action episode artwork

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

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...

NOW PLAYING

See the Retirement Planning Process in Action

0:00 14:43

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

LIGHTS, CAMERA, SMILE! Creatives Club Media Lights, Camera, Smile, is a podcast for anyone with a dream to share something with the world, out of the overflow of themselves - be it their mind, their heart, their personalities, and much more. Each of us are alive in this moment in time, with an innate ability to have ideas and create various things to benefit both ourselves and the people around us for a reason, and here, you will find the encouragement, the inspiration, and the motivation to do just that. Hosted by Cicily, founder of Creatives Club, she dives into various topics surrounding creativity and business. Exploring entrepreneurship for creatives in a corporate reality, sharing tips and tricks in a media centered company, answering questions regarding what a creative actually is are just a few of the things discussed on this podcast. Be encouraged to create for yourself as Cicily gets vulnerable by pivoting the camera to herself for the first time.To submit questions for Cicily to answer, or have her address certain t Solving for Change MOBIA Technology Innovations Solving for Change welcomes business and technology leaders to share stories of bold business transformation within complex organizations. In an era when technology and markets are changing around businesses, the key to staying competitive is to evolve in response to those changes.  MOBIA’s Mike Reeves and Marc LeBlanc investigate business transformation, deconstructing the challenges, ambitions, and market disruptions that drive companies to embark on transformation journeys, and exploring their unique approaches to achieving meaningful outcomes.  What sparks leaders to pursue business transformation? How do they overcome the challenges along the way? What are the keys to creating enduring change?  Through in-depth conversations with business and technology leaders, Mike and Marc answer these questions and explore how businesses evolve by pulling four key transformation levers: people, process, technology, and culture. Accidental Accountant Regan Williams Hi, I'm Regan! I'm a CPA of 30+ years helping "accidental accountants" navigate tax & accounting issues with confidence! Here, we find solutions to common challenges bookkeepers, accountants and CPAs face. Don't see an answer to your question? Then ask! I'm here to help people like you. One Man Went To Row PepperDawesMedia Follow the journey, from training to finish line, of a man from Derby, UK who is going from having only ever rowed on a machine to rowing 3000 miles solo across the Atlantic...just after his 70th birthday!

Frequently Asked Questions

How long is this episode of Retirement Answer Man?

This episode is 14 minutes long.

When was this Retirement Answer Man episode published?

This episode was published on December 29, 2014.

What is this episode about?

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...

Can I download this Retirement Answer Man episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!