The 8 Pillars of Rocking Retirement: Financial - Resilience and Optimization

Rocking retirement requires getting your financial and nonfinancial ducks in a row. As we work through the 8 pillars of rocking retirement this month, we’ll explore both the financial and non-financial elements of retirement. This week, we’re reviewing the resilience and optimization stages of the financial side of retirement. If you didn’t listen to the previous episode , make sure to go back and do so first to about the first two financial pillars. In this episode, we’ll be reviewing the next two: resilience and optimization. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN WHAT DOES THAT MEAN? [1:40] What is the debt ceiling? [5:43] What will happen with the debt ceiling? PRACTICAL PLANNING SEGMENT [7:55] Make your feasible plan resilient [14:10] Build a funding strategy [18:07] Now it’s time for optimization LISTENER QUESTIONS [22:45] Estimating Social Security using the detailed calculator [25:02] The pros and cons of investing in REITs and private funds [31:45] Choosing a retirement planner vs. a CFP [36:16] Should Tammy sell one of her rental properties BRING IT ON [41:28] What micro roles can you play in various relationships? TODAY’S SMART SPRINT SEGMENT [47:20] Assess the resilience of your retirement plan Resources Mentioned In This Episode SSA.gov detailed calculator Episode 486 - The 8 Pillars Of Rocking Retirement: Financial - Vision And Feasibility Retirement Plan Live episodes with Rosie - 468 , 469 , 470 , 471 Rock Retirement Club Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center