đź’¬ SHOW NOTES
In this episode, we explore the implications of the saying 'nothing is for free' in the context of retirement planning. Join Roger Whitney, a seasoned retirement planner, as he shares a heartfelt story from a listener, David, who exemplifies the spirit of 'rocking retirement.' Additionally, Roger tackles the critical question of whether to accept a free retirement analysis from brokers, discussing the potential costs and consequences involved. Tune in for insightful advice on navigating your retirement journey with confidence!
OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN
- (00:00) Roger Whitney: This podcast is dedicated to helping you rock your retirement
ROCKIN’ RETIREMENT IN THE WILD
- (01:06) David emailed in saying he and his wife are leaning into rocking retirement.
PRACTICAL PLANNING SEGMENT
- (03:00) Our title question today came from Phil- he wants to know if it is worth going through free retirement analysis.
- (07:15) What are some of the cautions or things you want to understand about free retirement analysis?
LISTENER QUESTIONS
- (13:37) Doug shares feedback about my Smart Sprint on being present.
- (15:11) Rick says he'd like to simplify portfolio.
- (19:30) Cliff sent in a question about stress testing your retirement plan.
- (27:09) Dave has a question about moving a 401k to an independent advisor upon retirement.
- (32:55) Bob asks which retirement plan should you use first: Social Security or savings.
SMART SPRINT
- (38:10) In the next seven days, pay attention to “free” offers—whether it’s a retirement analysis, discount, or credit card perk—and notice the hidden costs or unintended consequences that may come with them.
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