Setting Retirement Goals: The Paradox of Knowing What You...

What this episode covers

💬 Show NotesIn this episode, Roger Whitney kicks off a four-week series on retirement goal setting, tackling the paradox of knowing what you want in retirement. He discusses the challenges of articulating desires for a life stage that many have never experienced, emphasizing the importance of not oversimplifying retirement goals. Tune in to explore how to set the right conditions for a fulfilling retirement and avoid the pitfalls of external scripts and societal expectations.OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MANPRACTICAL PLANNING(01:32) We are starting a four week series on retirement goal setting.(02:44) Why “What do you want to spend in retirement?” isn’t the right question.(05:54) Next week, we'll talk about how to be more nuanced when setting retirement goals.(09:40) The problem with following other people’s scripts(13:14) The problem of getting too detailedLISTENER QUESTIONS(16:36) Am I required to keep an Inherited IRA separate from my other IRA's or can it be combined with an existing IRA for simplicity?(19:11) Richard wants to noodle on the retirement distribution order.(23:40) I’m 3-5 years from retirement. Is now the right time to join Rock Retirement Club?(26:29) Estate preparation hint from Jane on the three passwords a family needsSMART SPRINT(28:19) In the next seven days, revisit your retirement goals.EXTRA(29:11) Shauna and I are celebrating our 35th wedding anniversary this week!REFERENCESSubmit a Question for RogerSign up for The NoodleFOLLOW US ON SOCIALSFollow Us on Facebook!Follow Us on Instagram

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Frequently Asked Questions

How long is this episode of Retirement Answer Man?

This episode is 32 minutes long.

When was this Retirement Answer Man episode published?

This episode was published on October 8, 2025.

What is this episode about?

💬 Show NotesIn this episode, Roger Whitney kicks off a four-week series on retirement goal setting, tackling the paradox of knowing what you want in retirement. He discusses the challenges of articulating desires for a life stage that many have...

Can I download this Retirement Answer Man episode?

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