Shows
Retirement Answer ManCLASSIC EPISODE The 8 Pillars of Rocking Retirement: Energy and MindsetThis week, we continue our journey through the eight pillars of rocking retirement, shifting our focus to the non-financial realm. We delve into the first two non-financial pillars: Energy and Mindset. These pillars are crucial for showing up fully in life and maintaining a growth-oriented perspective. We'll explore how to overcome obstacles like stress, injuries, bad habits, and the impacts of aging, and discuss actionable plans to boost your energy and cultivate a growth mindset. Additionally, we’ll answer your pressing questions about Roth IRA contributions, tax planning, Social Security spousal benefits, and CD investments. Join us as we bu...2024-09-1841 min
Retirement Answer ManThe Lifestyle We Want in RetirementWe all have our own dreams for retirement and today, Mike and Judy share theirs. On this episode of Retirement Answer Man, you’ll hear Mike and Judy describe their ideal retirement, then in the Rock Life segment, Kevin Lyles will lay out the 4 pillars for a balanced life. As a bonus, you’ll hear Mark Ross interview me about my imperfect journey and the purchases we’ve made in Colorado. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN WHAT MIKE AND JUDY WANT IN RETIREMENT [2:42] Their values[7:27] Their base great life[15:56] Their wantsR...2024-06-121h 07
Retirement Answer ManThe Benefits of FIRENow that we know what FIRE is, let’s learn the benefits. In this episode of Retirement Answer Man, Kevin Sebesta joins me to discuss the benefits of FIRE. Afterward, Mark Ross comes aboard to noodle on why creativity is important in retirement. And finally, Taylor Schulte from the Stay Wealthy podcast helps me answer some listener questions. Don’t miss out on this informative episode! OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT [1:41] Life as a journey[3:00] Benefits of retiring earlyBRING IT ON WITH MARK ROSS [19:09] Why is creativ...2024-02-1452 min
Retirement Answer ManRetirement Plan Live - Mature Marriage: Shared ResourcesWe’re back with Retirement Plan Live to explore how two adults who married later in life can share their resources as they age.Last week we looked at their goals both individually and together and today we’ll do the same with their resources. Listen in to hear the different ways that older adults who come together later in life can pool their resources so they can rock retirement. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN RETIREMENT PLAN LIVE [2:55] Let’s look at their resources[8:56] How can they use these resources together and separat...2024-01-2423 min
Retirement Answer ManShould I Consolidate My Accounts in Retirement?If you have different retirement accounts at various brokerage firms, you may wonder whether you should consolidate them. One listener asked me that very question today. I’ll answer it along with several others–don’t miss the one about my finance book recommendations. Are you curious about how you can improve your relationship in retirement? Then, make sure to listen to Mark Ross’s suggestions in the Bring It On segment. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS [5:51] Should Greg and his wife consolidate their accounts?[11:39] Using the Obsidian note-taking app[13:42] Larry’s qu...2023-11-1533 min
Retirement Answer ManShould I Stop Contributing to My Pre-Tax Accounts?What is the difference between a passion and an interest? Why is it important to have a passion in retirement? In the Bring It On segment with Mark Ross, we’re discussing passions. You’ve probably heard that it is important to have a purpose in retirement, but today you’ll learn how to develop your interests and turn them into passions.You’ll also hear questions about when to stop contributing to pre-tax retirement accounts, what preferred stocks are, and whether QLACS can be used as QCDs. Press play to listen. OUTLINE OF THIS EPISODE OF THE RETI...2023-09-2729 min
Retirement Answer ManWhat Should I Consider When Transferring Investment Accounts?What are you doing to make friends in retirement? Mark Ross and I explore this challenge in our Bring It On segment. Listen in to hear how I made a new friend this week and stick around to hear the listener questions and what you could be doing to improve your social life. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS [2:36] What should Ronnie consider when transferring investment accounts?[14:30] Clarifying the 401K catch-up provision for high-income earners[20:12] Clarifying the 5-year rule with each conversion[22:44] Capital gains strategies for downsizing your primary residence[26:35] Will claiming a p...2023-09-1339 min
The Flamingo Advantage® with Katie Hornor44. Turn Service Into Income with Mark RossWelcome to the Flamingo Advantage Podcast! I'm Katie Hornor, your host, and today we have a very special guest with us. Our guest, Mr. Mark Ross, has had a distinguished 30-year career in leadership and public service. He's now embarked on a new journey, inspiring others to do the same. Mark guides people in discovering their "Encorepreneur" seasons, where they explore fresh opportunities and transitions in life.Mark is not just a coach; he's a multifaceted individual who serves as a team host in addition to running his own coaching business. He's also a talented...2023-09-0721 min
Retirement Answer Man500 Episodes and Still RockingThank you for hanging in with me for 500 episodes! Today’s episode will veer a bit from the norm as I pause to reflect on our journey and commemorate it with this milestone episode. Listen in to hear my reflections and thoughts from listeners about observations and the meaning of these past 500 episodes. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT [2:33] What I’m proud of from this podcast[6:21] Observations on what it takes to rock retirementLISTENER COMMENTS ON 500 EPISODES [13:24] Jeanie has gained confidence in her retirement[16:11] Eric appreciates the word iterat...2023-08-1631 min
Retirement Answer ManHow Listener Mike is Finding His Purpose in RetirementThe oldest person is 120 years old, but they probably didn’t have a plan to live that long. Many people don’t have a plan for the decades between 60 and 120. Do you?In this episode of the Retirement Answer Man show, you’ll hear from the CEO of a venture capital firm that funds companies that help people age well, you’ll also hear the answers to several listener questions–including one correction from an incorrect answer last week, and lastly, you’ll hear about developing a learning mindset from Mark Ross in the Bring It On segment. 2023-06-1451 min
Retirement Answer ManThe 8 Pillars of Rocking Retirement: Non-Financial - Energy and MindsetRocking retirement requires focusing on both the financial and non-financial aspects of retirement. In the previous two episodes we explored the four financial areas that help build a rocking retirement, and today, we begin to examine the non-financial areas starting with energy and mindset. After listening you’ll understand why rocking the non-financial part of retirement starts with building your energy. Learn how to improve your energy and mindset by listening to this episode of Retirement Answer Man. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT [1:30] Energy is the first pillar4:17] Create a pla...2023-05-2439 min
Retirement Answer ManWidowed in Retirement: Navigating Financial ChangesIf you are married, chances are you or your spouse will have to suffer through widowhood. The Widowed in Retirement series aims to help you navigate this difficult transition as best you can. Today, Mark Trautman joins me again to discuss how to work through the huge financial changes that result from losing a spouse. There are myriad financial considerations to be aware of during this change, so this may be an episode that you want to bookmark to refer back to later or send to a friend in need. Press play to listen. OUTLINE OF THIS E...2023-03-151h 01
Retirement Answer ManWhat are Brokered CDs and How Do They Work?Do you ever feel like a curmudgeon when you hear about new technology? Listen in to find out what has me putting on my sourpuss hat this week.We have a variety of interesting listener questions this week. Listen in to learn about purchasing brokerage CDs and CDs on the secondary market, how to decide whether to take the pension or the lump sum, and how to determine whether to become a 1099 contractor rather than a W2 employee.In the Bring It On segment you’ll hear about what work looks like in retirement from Ma...2023-02-1535 min
Retirement Answer ManThe Parent Project: Organizing Your Parents’ Finances and Estate PlanWelcome to the third installment of the Parent Project series. As your parents age, they may need you to pick up the reins and help out a little -- or a lot. Helping your parents get older with grace and dignity can be fulfilling, but at the same time challenging. The more prepared you are for this challenge the easier it will be. After you listen to this episode make sure that you are signed up for the 6-Shot Saturday newsletter so that you can receive all of the FREE resources to help you prepare for this...2020-12-1654 min
Retirement Answer ManEstate Planning in Retirement: Lessons from Handling My Parents’ EstateHave you ever had to deal with closing an estate? Mark Ross happens to have the unfortunate experience of helping to close out 4 different estates in a short period of time. Since experience is the best teacher, Mark joins me today to discuss his experience with the probate process. He’ll share how he dealt with his feelings during the process, how long it took, how he managed, and what he thinks you can do to organize your own estate. Give your heirs the gift of an organized estate by learning all you can now to help ease the pr...2020-07-2935 min
Retirement Answer Man#227 - Entrepreneurship in Retirement: Lessons From Those Who Launched and Lived the DreamWelcome to the last episode in the Entrepreneurship in Retirement series on Retirement Answer Man. We have been discussing the dream of entrepreneurship after retiring during the past three episodes of this series. This episode closes the series as I interview 3 different entrepreneurs that got sick of the rat race and struck out on their own. These entrepreneurs have very different stories about how they launched and lived their dream. They share what motivated them to entrepreneurship, how they started, and what their lives look like now. Listen to this episode to learn from their retirement lessons as you...2018-06-271h 03