For the past ten years, we have been exploring how to do retirement right so that you can get down to the business of living a great life. 

This is why this month we have had a series of special guests. Today’s guest is behavioral investment expert and author Dan Crosby. Together we explore why it is so hard to overcome your money mindset and how you can learn to let go to enjoy the money you have worked so long and hard to save.

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN

PRACTICAL PLANNING SEGMENT WITH DAN CROSBY

• [3:38] Overcoming frugality
• [10:56] How to gain confidence in the midst of uncertainty
• [19:19] What are things you can do to overcome your frugality

LISTENER QUESTIONS

• [26:52] How do people in retirement spend less money than more money?
• [33:44] Does it make sense to use money allocated for a 401K for a second home?
• [37:33] A comment on this past Retirement Plan Live
• [39:20] How to fund my HSA in retirement 
• [42:13] How to look for blind spots once you have your feasible plan of record

TODAY’S SMART SPRINT SEGMENT

• [47:16] Is there something else important that you could add to your life or retirement

Resources Mentioned In This Episode

BOOK - The Soul of Wealth by Dan Crosby

BOOK - The Top 5 Regrets of the Dying by Bronnie Ware

BOOK - Die with Nothing by Bill Perkins

Rock Retirement Club

Roger’s YouTube Channel - Roger That

BOOK - Rock Retirement  by Roger Whitney

Roger’s Retirement Learning Center