Shownotes Transcript
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 question on RMDs and down markets
- [16:34] My recommendation on reading material for Sandy on money management
- [19:41] What is a LIRP?
BRING IT ON WITH MARK ROSS
- [22:12] The relationship pillar requires communication
- [25:16] Have a retirement plan of record
TODAY’S SMART SPRINT SEGMENT
- [30:07] Review these end-of-year housekeeping tips
Resources Mentioned In This Episode BOOK - The Behavioral Investor) by Daniel CrosbyBOOK - 48 Days to the Work You Love) by Dan MillerBOOK - Don’t Retire, Rewire) by Jeri SedlarBOOK - Younger Next Year) by Chris CrowleyBOOK - Stacked) by Joe Saul-SehyBOOK - A Simple Plan to Wealth) by J.L. CollinsBOOK - Winning the Loser’s) Game by Charles EllisBOOk - The Retirement Income Guidebook) by Wade Pfau The Retirement Answer Man GoodReads group)Notion)Obsidian note-taking app)Rock Retirement Club)Roger’s YouTube Channel - Roger That)BOOK - Rock Retirement) by Roger WhitneyRoger’s Retirement Learning Center)