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How Can I Reduce the Chances of Running Out of Money in Retirement?

2023/12/20
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Retirement Answer Man

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Shownotes Transcript

It seems like no matter how much we save we always have that nagging worry about whether it is truly enough. 

One of our listeners is looking for ways to reduce the chances of running out of money in retirement. My response to his question may surprise you. Listen in to hear what I have to say about improving his retirement trajectory. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS 

  • [2:21] What can I do to ensure not run out of money in retirement
  • [8:43] A rental property question
  • [11:52] On Roths being separated in Fidelity
  • [13:30] Can you roll over an old 401K into your current plan

CATCHING UP WITH JOELLE FROM THE 2022 RETIREMENT PLAN LIVE 

  • [17:05] Joelle has formed a social network in her new town
  • [19:23] How her finances have fared over the past 2 years
  • [24:44] How a 5-year cash cushion has given her peace of mind
  • [30:56] How Joelle has learned to let go of having one right way to do things

TODAY’S SMART SPRINT SEGMENT 

  • [32:38] Enjoy your family

Resources Mentioned In This Episode Retirement Plan Live with Joelle - Relocation For Retirement  416),  417),  418),  419)Rock Retirement Club)Roger’s YouTube Channel - Roger That)BOOK - Rock Retirement)  by Roger WhitneyRoger’s Retirement Learning Center)