Description

Have you been wondering what retirement is like for real retirees out in the wild? With the success of our Retirement Plan Live series, we decided to try mini-case studies to learn more about what retirees like you are doing to rock retirement. 

In this episode, you’ll hear some feedback from Sarah who asked a question on the show about a year and a half ago. Listen in to hear how she responded to the advice I gave. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN A MINI CASE STUDY 

• [2:27] Sarah’s case 
• [8:06] What you can do for you
• [10:01] A plan of record is the first step

LISTENER QUESTIONS 

• [13:00] What should Lucas take into account as he prepares to pay off his mortgage
• [20:00] Investing in retirement with a pension
• [26:08] How Joe is incorporating the Die With Zero philosophy by gifting

ROCK LIFE WITH DR. BOBBY DUBOIS 

• [28:24] What is rucking?
• [29:27] Why try rucking?
• [40:49] How do you get started rucking?
• [48:44] How to measure the benefits of rucking

TODAY’S SMART SPRINT SEGMENT 

• [50:00] Go try rucking by walking with something on your back 

Resources Mentioned In This Episode
 Retirement Plan Live: Their Financial Resources - listen to Sarah’s question here
Go Ruck
BOOK - Die with Zero by Bill Perkins
BOOK - The Power of Moments by Chip Heath
Rock Retirement Club
Roger’s YouTube Channel - Roger That
BOOK - Rock Retirement  by Roger Whitney
Roger’s Retirement Learning Center