All Episodes

December 20, 2023 33 mins

It seems like no matter how much we save we always have that nagging worry about whether it is truly enough. 

One of our listeners is looking for ways to reduce the chances of running out of money in retirement. My response to his question may surprise you. Listen in to hear what I have to say about improving his retirement trajectory.

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN

LISTENER QUESTIONS

  • [2:21] What can I do to ensure not run out of money in retirement
  • [8:43] A rental property question
  • [11:52] On Roths being separated in Fidelity
  • [13:30] Can you roll over an old 401K into your current plan

CATCHING UP WITH JOELLE FROM THE 2022 RETIREMENT PLAN LIVE

  • [17:05] Joelle has formed a social network in her new town
  • [19:23] How her finances have fared over the past 2 years
  • [24:44] How a 5-year cash cushion has given her peace of mind
  • [30:56] How Joelle has learned to let go of having one right way to do things

TODAY’S SMART SPRINT SEGMENT

  • [32:38] Enjoy your family

Resources Mentioned In This Episode

Retirement Plan Live with Joelle - Relocation For Retirement 416, 417, 418, 419

Rock Retirement Club

Roger’s YouTube Channel - Roger That

BOOK - Rock Retirement  by Roger Whitney

Roger’s Retirement Learning Center

Mark as Played

Advertise With Us

Popular Podcasts

Dateline NBC
The Nikki Glaser Podcast

The Nikki Glaser Podcast

Every week comedian and infamous roaster Nikki Glaser provides a fun, fast-paced, and brutally honest look into current pop-culture and her own personal life.

Stuff You Should Know

Stuff You Should Know

If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2024 iHeartMedia, Inc.