• Ep.156 I Deciding to Plan Your Retirement: Stop Losing Sleep Over the Details with Roger Whitney

  • Aug 28 2024
  • Length: 52 mins
  • Podcast

Ep.156 I Deciding to Plan Your Retirement: Stop Losing Sleep Over the Details with Roger Whitney

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  • Summary

  • Selling the business and retiring isn’t an on/off switch. When you approach it like a dimmer, you gain the confidence to transition with peace of mind. Roger Whitney, the Retirement Answer Man, points out that decisions like taking a pension or lump sum are just the basics. The real focus should be on the visionary choices that truly shape your retirement. KEY TOPICS How to stop losing sleep over retirement planning. Recognizing and honoring phases of life as they evolve. Why the primary crisis of retirement is sheer lack of confidence. How to map out “what’s next” following your retirement. CHAPTERS 00:00 Mission of Decidedly 04:02 Roger Whitney, the Retirement Answer Man 06:35 The Crisis of Your Confidence 09:00 When You’re Nervous to Retire 13:39 The First Steps to Retirement Planning 16:26 Stop Chasing the New Strategy 20:00 Make Yourself Uncomfortable 26:16 Embracing New Seasons 30:05 Retiring to Something Refreshing 35:08 Post-Retirement Goal Setting 37:40 Rich People Don’t Think They’re Rich 41:36 Gratitude Practice to Combat Fears 43:30 Repairing a Bad Money Decision 48:52 Decision Tip for Business Owners 50:44 Key Takeaways 51:36 Producer Closing CONNECT WITH US ⁠www.decidedlypodcast.com⁠ Watch the full episode on YouTube Subscribe to watch weekly episodes on YouTube⁠ Join us on ⁠Instagram⁠: @decidedlypodcast Join us on ⁠Facebook⁠ Shawn’s Instagram⁠: @shawn_d_smith Sanger’s ⁠Instagram⁠: @sangersmith Thank you to Shelby Peterson of Transcend Media for editing and post-production of the Decidedly podcast. SANGER’S BOOK: ⁠A Life Rich with Significance: Transforming Your Wealth to Meaningful Impact⁠ SHAWN’S BOOK: ⁠Plateau Jumping: What to Change When Change Is What You Want⁠ MAKING A FINANCIAL DECISION? At ⁠Decidedly Wealth Management⁠, we focus on decision-making as the foundational element of success, in our effort to empower families to purposefully apply their wealth to fulfill their values and build a thriving legacy. LEARN MORE: ⁠www.decidedlywealth.com⁠ SUBSCRIBE TO THE NEWSLETTER:⁠ https://visitor.r20.constantcontact.com/manage/optin?v=001aeU_pPBHJPNJWJBdVbaci6bjGIuEJurH12xHBWDEVT_NxyCadMd7wLSZjcEZglkSjDjehuIbTHD8nABOIdV69ctfYpSzg24RCIytetBUrlIPPKgaGzjGZ8DkM0Wp1LMjbErcYUur7PbZGjeVo4gyXlz821AoJGZR⁠ CONNECT WITH ROGER WHITNEY Website: www.rogerwhitney.com Retirement Answer Man Podcast: www.rogerwhitney.com/blog Rock Retirement Book: www.rogerwhitney.com/the-book Roger has been walking life with clients as a financial advisor for more than 25 years and is the host of the award-winning Retirement Answer Man® podcast. He is on a mission to change the way the world thinks about retirement, one little conversation at a time. Roger established the RRC in 2018 to help foster a safe online space for soon-to-be retirees to learn, plan, and interact with other like-minded folks on the path to retirement. As if that’s not enough to keep him busy, he is the author of Rock Retirement: A Simple Guide to Help You Take Control and Be More Optimistic About the Future, a Forbes online contributor, creator of the Agile Financial Planning process, and past instructor of the Retirement Planning & Employee Benefits CFP® certificate program at the University of Texas Arlington and of Wealth Management at Texas Christian University. Investopedia has named him to the Top 100 Most Influential Advisors 2017-2019 & 2021, and he has brought home Plutus Awards for Best Financial Planner Blog (2019) and Best Retirement Blog (2015 and 2017).
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