Widowed in Retirement: Creating a New You

from Retirement Answer Man · host Roger Whitney

Nobody wants to face life as a widow or widower. However, it is an unfortunate reality that many must face. Successfully navigating widowhood could be easier if you could prepare yourself in advance. In this Widowed in Retirement series, we aim to do just that. Today you’ll learn how you can start life again on your own. Mark Trautman joins me again to discuss his experience moving forward after the death of your spouse. He touches on prioritizing actions to take, setting up a summarized retirement plan, and rebuilding your life as a single person. While we didn’t have time for Listener Questions today, we have a bonus interview with Chris Bentley from Wings for Widows as well as a chat with Lori Mage in our Bring It On segment.Listen in to learn what you can do to rebuild your life and begin again. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT A CHAT WITH MARK TRAUTMAN [5:16] Our time is finite - make use of it[7:42] Could people have reacted better?[10:55] What were short-term actions[18:02] A retirement plan summary document[20:39] Going forwardA CHAT WITH CHRIS BENTLEY FROM WINGS FOR WIDOWS [23:04] How he decided to create Wings for Widows[31:52] Working with the financially illiterate [38:02] How to plan for widowhoodBRING IT ON WITH LORI MAGE [41:02] On relationships[43:33] What Lori did to build a relationship with herselfTODAY’S SMART SPRINT SEGMENT [50:30] When you mess up say it was a mis-takeResources Mentioned In This Episode Lori MageHeroic AppWings for WidowsFoundation for Financial PlanningBOOK - The Leadership Challenge by James KouzesBOOK - After the Death of Your Spouse by Mike PiperBOOK - Option B by Sheryl SandbergRock Retirement ClubRoger’s YouTube Channel - Roger ThatBOOK - Rock Retirement by Roger WhitneyRoger’s Retirement Learning Center

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This episode is 52 minutes long.

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This episode was published on March 22, 2023.

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