The 8 Pillars of Rocking Retirement: Financial - Resilience and Optimization

Published: May 17, 2023, 7 a.m.

b'

Rocking retirement requires getting your financial and nonfinancial ducks in a row. As we work through the 8 pillars of rocking retirement this month, we\\u2019ll explore both the financial and non-financial elements of retirement. This week, we\\u2019re reviewing the resilience and optimization stages of the financial side of retirement.\\xa0

If you didn\\u2019t listen to\\xa0the previous episode, make sure to go back and do so first to about the first two financial pillars. In this episode, we\\u2019ll be reviewing the next two: resilience and optimization.

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN

WHAT DOES THAT MEAN?

  • [1:40] What is the debt ceiling?
  • [5:43] What will happen with the debt ceiling?

PRACTICAL PLANNING SEGMENT

  • [7:55] Make your feasible plan resilient
  • [14:10] Build a funding strategy
  • [18:07] Now it\\u2019s time for optimization

LISTENER QUESTIONS

  • [22:45] Estimating Social Security using the detailed calculator
  • [25:02] The pros and cons of investing in REITs and private funds
  • [31:45] Choosing a retirement planner vs. a CFP
  • [36:16] Should Tammy sell one of her rental properties

BRING IT ON\\xa0

  • [41:28] What micro roles can you play in various relationships?

TODAY\\u2019S SMART SPRINT SEGMENT

  • [47:20] Assess the resilience of your retirement plan

Resources Mentioned In This Episode

SSA.gov detailed calculator

Episode 486 -\\xa0The 8 Pillars Of Rocking Retirement: Financial - Vision And Feasibility

Retirement Plan Live episodes with Rosie -\\xa0468,\\xa0469,\\xa0470,\\xa0471

Rock Retirement Club

Roger\\u2019s YouTube Channel -\\xa0Roger That

BOOK -\\xa0Rock Retirement\\xa0\\xa0by Roger Whitney

Roger\\u2019s\\xa0Retirement Learning Center

'