Shows
Retirement Answer ManWisdom for Our Children - Spending, Saving, and InvestingWe often try to overcomplicate finances, but simplicity is the key. That’s not to say simplistic: simple doesn’t equal simplistic.On this episode, we wrap up our Wisdom for Our Children series by exploring your advice for spending, saving, and investing. We have tons of valuable guidance for the young people in our lives. Be sure to listen to hear all the suggestions. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN WISDOM FOR OUR CHILDREN [3:38] Learn to invest in yourself[9:02] How to create wealth[12:52] Some audio adviceAN INTERVIEW WITH MARK TRAUTMAN [21...2023-10-2651 min
Catching Up to FIFun Buckets and the Secure Income Retirement Process | Mark Trautman | 039We welcome back Mark Trautman of Mark’s Money Mind. Bill and Becky chatted with Mark on episode 12 about money in relationships. Mark also stood in for Bill as a co-host with Roger Whitney, the Q&A panel from CampFI, and On the Road with Catching Up to FI. In this conversation, we are going to dive into an alternative to the 4% Rule of Thumb. We see people in our community ask about a drawdown strategy in retirement, and the go-to answer seems to be the 4% Rule. But we would like to present another way of solving for...2023-09-241h 14
Catching Up to FIOn the Road with Catching Up to FI | Rusty's Journey | 036We take the show on the road again. Becky and Mark Trautman, our guest co-host, chat with Rusty on their recent Alaskan cruise with Roger Whitney's Rock Retirement Club. These episodes were recorded in front of a live audience. They are simply chats with people in their peri-retirement years. 🔗 Connect with us Buy CUtFI a coffee Record a message for CUtFI Thank you to our sponsors: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measure Twice Money ($100 OFF "Create Your Own...2023-09-1419 min
Catching Up to FIOn the Road With Catching Up to FI | Mike's Journey | 034In this episode of On the Road with Catching Up to FI, Becky and guest co-host, Mark Trautman, talk candidly with a fellow traveler and recent retiree, Mike. They are all on an Alaskan Cruise with the Rock Retirement Club, founded by a previous guest on the show, Roger Whitney, The Retirement Answer Man. 🔗 Connect with us Buy CUtFI a coffee Record a message for CUtFI Thank you to our sponsors: Personal Finance Club (Use code CUTOFI to get $30 OFF any course or PFC investing course only!) Measur...2023-09-0733 min
Catching Up to FIClimb Every Mountain | Roger Whitney | 027Becky and guest co-host, Mark Trautman, chat with The Retirement Answer Man, Roger Whitney. They are all on vacation with a group from the Rock Retirement Club. Bill is back at the ranch working his day job and editing podcasts dreaming of time freedom on the path to financial independence, but still living his best life. As a certified financial planner for over 25 years, Roger uses his credentials and every channel possible to help people live well today without sacrificing tomorrow. He is a three-time Plutus Award Winner for best retirement blog/podcast. The podcast has over 8 mill...2023-08-0650 min
Retirement Answer ManWidowed in Retirement: Creating a New YouNobody wants to face life as a widow or widower. However, it is an unfortunate reality that many must face. Successfully navigating widowhood could be easier if you could prepare yourself in advance. In this Widowed in Retirement series, we aim to do just that. Today you’ll learn how you can start life again on your own. Mark Trautman joins me again to discuss his experience moving forward after the death of your spouse. He touches on prioritizing actions to take, setting up a summarized retirement plan, and rebuilding your life as a single person. Wh...2023-03-2252 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 ManWidowed in Retirement: Navigating Life ChangesEven though it is difficult to think about it, at some point, those of us who are married will have to think about one of you transitioning from two to one. This week we’re exploring the nonfinancial impacts of this transition with someone who has walked this journey. Rock Retirement Club member, Mark Trautman shares his personal journey through his life-changing experience. Mark shares the challenges and the tools that have helped him get through this heartbreaking part of his life so that he can move forward and rock retirement on his own. Aft...2023-03-081h 17