Wed, 27 September 2023
What is the difference between a passion and an interest? Why is it important to have a passion in retirement? In the Bring It On segment with Mark Ross, we’re discussing passions. You’ve probably heard that it is important to have a purpose in retirement, but today you’ll learn how to develop your interests and turn them into passions. You’ll also hear questions about when to stop contributing to pre-tax retirement accounts, what preferred stocks are, and whether QLACS can be used as QCDs. Press play to listen. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MANLISTENER QUESTIONS
BRING IT ON WITH MARK ROSS
TODAY’S SMART SPRINT SEGMENT
Resources Mentioned In This EpisodeBOOK - 4000 Weeks by Oliver Burkeman Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center |
Wed, 20 September 2023
Is there an ideal mix of before and after-tax retirement accounts? If so, what is it? In this episode, we’ll find out. We’ll also explore a number of other questions that have been eating away at listeners like you. Check out this episode to listen to these listener questions and stick around until the end to hear Kevin Lyle’s relief at no longer having to keep up with the Joneses. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MANLISTENER QUESTIONS
BRING IT ON
TODAY’S SMART SPRINT SEGMENT
Resources Mentioned In This EpisodeAndy Panko’s advisor referral list BOOK - Outlive by Peter Attia Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center |
Wed, 13 September 2023
What are you doing to make friends in retirement? Mark Ross and I explore this challenge in our Bring It On segment. Listen in to hear how I made a new friend this week and stick around to hear the listener questions and what you could be doing to improve your social life. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MANLISTENER QUESTIONS
BRING IT ON WITH MARK ROSS
TODAY’S SMART SPRINT SEGMENT
Resources Mentioned In This EpisodeThe Roth series 494, 495, 496, 497, 499 BOOK - A Simple Path to Wealth by J.L. Collins Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center |
Wed, 6 September 2023
Did you know that there is another way to borrow money to purchase a home that is not a mortgage? Larry is thinking about using a securities-based line of credit against his after-tax investment account to borrow to buy a house. Discover my opinion on this optimization question on this episode of Retirement Answer Man. Listen in to also hear my August reads and learn about the importance of protein to keep strong as you age. Press play now. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MANBOOKS I READ IN AUGUST
LISTENER QUESTIONS
BRING IT ON WITH DR. BOBBY DUBOIS
TODAY’S SMART SPRINT SEGMENT
Resources Mentioned In This EpisodeBOOK - American Prometheus by Kai Bird BOOK - Outlive by Peter Attia BOOK - The Wager by David Grann BOOK - The Courage to be Disliked by Ichiro Kishimi BOOK - The Big Short by Michael Lewis Episode 502 - Should I Realign My 401K Now That I'm Retired? (with Kevin Lyles) Episode 500 - 500 Episodes and Still Rocking A few episodes in which we discuss retirement - 183, 214, 244, 324, 430 Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center |