Retirement Plan Live: Mature Marriage - Shared Goals

Published: Jan. 17, 2024, 8 a.m.

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Do you like lemonade? If so, you won\\u2019t want to miss out on the lemonade I make on today\\u2019s episode.\\xa0

We\\u2019re discussing goals on this episode of the Retirement Plan Live series and we get to catch up with Lori from the 2017 Retirement Plan Live. Find out what she is up to and how to work through shared and separate goals in retirement.

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN

RETIREMENT PLAN LIVE\\xa0

  • [3:42] Mark and Mary\\u2019s differences developed into a big conversation
  • [9:00] Mark\\u2019s values
  • [10:12] Mary\\u2019s values
  • [14:01] Inferring their goals
  • [16:03] When they will retire

CATCHING UP WITH LORI FROM THE 2017 RETIREMENT PLAN LIVE

  • [22:48] What Lori and Bruce are up to today
  • [27:18] Has their retirement plan changed?
  • [33:01] Their plans for the future
  • [35:15] Her advice for new retirees

TODAY\\u2019S SMART SPRINT SEGMENT

  • [38:12] Revisit your goals for retirement

Resources Mentioned In This Episode

RetireAgile.com

LiveWithRoger.com

2017 Retirement Plan Live with Lori and Bruce 193, 194, 195, 196

Rock Retirement Club

Roger\\u2019s YouTube Channel - Roger That

BOOK - Rock Retirement \\xa0by Roger Whitney

Roger\\u2019s Retirement Learning Center

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