Ep 0057 Why the Traditional Retirement Plan Doesn't Work and How to Rock Retirement with Roger Whitney

Money Learnings: Roger was a latchkey kid growing up. He started working at 12. Roger overspent in his 20's and learned from his mistake. Roger's daughter is a natural saver while his son in a natural spender. He had them watch Dave Ramsey videos and had conversations with them as kids.

 

Take away: Retirement is about more than just a number.

 

Action step: Plan out what you want your future to look like.

Show Notes: https://wp.me/p43fRN-cP

A little bit about Roger Whitney  the Retirement Answer Man; 

 

His life's work is cracking the code to creating a great life after age 50 . Roger has over 27 years experience walking life with clients into and through retirement. 

• Creator of the Agile Retirement Management Process
• Author of Rock Retirement: A Simple Guide to Help You Take Back Control and Be More Optimistic About the Future, Morgan James, 2018
• Host of the award winning podcasts, Retirement Answer Man

What does he care about most? Making the most of the only life he has by taking intentional steps to make it so. Being a great husband, father, and mountain biker.

Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It's about personal freedom!

Thanks for listening!

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Music: https://www.bensound.com