Retirement Plan Live: Mature Marriage - Marys Story

Published: Jan. 10, 2024, 8 a.m.

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If you\\u2019re married, do you have retirement planning meetings? If you\\u2019re single do you plan a time to meet with yourself to plan your retirement? What or whom do you use as a sounding board?

In this Retirement Plan Live, we\\u2019re getting to know Mark and Mary\\u2013two lovely people who have found each other later in life. This mature newlywed couple is trying to iron out the details of their finances.\\xa0

Sit back and enjoy this episode where we meet Mary and learn about her story and the financial challenges she and Mark are facing in their new marriage. As you listen to Mark and Mary\\u2019s story maybe you can use it to frame your own retirement planning conversation.\\xa0

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN

A BIT OF HOUSEKEEPING

  • [1:50] What is the retirement podcast network?
  • [3:43] Books I read in December
  • [7:00] A correction on a recent question
  • [7:45] Some listener wisdom on what Rojo should do to retire at 60
  • [13:43] Sign up for the results webinar!

MEET MARY

  • [14:38] What motivated her to volunteer for RPL?
  • [19:03] Advice for anyone navigating the online dating world
  • [20:15] How they ended up together
  • [23:31] Mary\\u2019s aspirations for their relationship

BRING IT ON WITH KEVIN LYLES

  • [37:10] The phenomenon of unretirement
  • [43:44] What to do if you are considering unretirement
  • [45:49] A Social Security tip if you do unretire

TODAY\\u2019S SMART SPRINT SEGMENT

  • [46:28] Have your retirement planning meeting for the year

Resources Mentioned In This Episode

BOOK - One Flew Over the Cuckoo\\u2019s Nest by Ken Kesey

BOOK - Name of the Wind by Patrick Rothfuss

BOOK - The Wise Man\\u2019s Fear by Patrick Rothfuss

Rock Retirement Club

Roger\\u2019s YouTube Channel - Roger That

BOOK - Rock Retirement \\xa0by Roger Whitney

Roger\\u2019s Retirement Learning Center

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