Wisdom for Our Children - Career and Retirement

Published: Oct. 11, 2023, 7 a.m.

b'

This month, as we meander through the different parts of life we are stopping to reflect on certain areas to pass on wisdom to our children. In this episode of the Retirement Answer Man Nichole Mills joins me to discuss career and retirement.\\xa0

Do you have a young person in your life who you would like to pass on some juicy nuggets of wisdom? If so, make sure you are signed up for the 6-Shot Saturday newsletter. At the end of this series, we\\u2019ll be sending out a carefully cultivated PDF full of sagacity that you can pass on.

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN

LISTENER QUESTIONS

  • [3:27] Can you transfer appreciated assets in kind to a charitable giving trust?\\xa0
  • [9:45] How CDs work and when to use them
  • [13:43] How to manage finances when marrying late in life
  • [18:23] When are HSAs not worth the triple tax advantage?

WISDOM FOR OUR CHILDREN WITH NICHOLE MILLS

  • [27:19] Think in 5-year increments
  • [29:26] Build career capital
  • [32:00] Cultivate an authentic network
  • [35:27] Wisdom on retirement
  • [39:43] Play by your own rules
  • [40:21] Advice from our listeners

TODAY\\u2019S SMART SPRINT SEGMENT

  • [48:10] Cultivate your artistic nature

Resources Mentioned In This Episode

BOOK -\\xa0Designing Your Life\\xa0by Bill Burnett and Dave Evans

BOOK -\\xa0Linchpin\\xa0by Seth Godin\\xa0

Cal Newport

Rock Retirement Club

Roger\\u2019s YouTube Channel -\\xa0Roger That

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

Roger\\u2019s\\xa0Retirement Learning Center

'