About this episode
If you are thinking about retiring in the next few years you’re probably wondering what the best tools are to help you plan. Finding the right retirement planning software can not only help you plan retirement but help put your mind at ease so that you can Rock Retirement! One listener asks my opinion on the best retirement software to use. If you are curious about my answer you’ll press play. In this episode, you’ll also hear about the books I read in March, an interview with Steven Chen from the New Retirement Calculator, and learn the benefits of creating horizontal relationships. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN BOOK REVIEWS [1:30] Books I read in March LISTENER QUESTIONS [5:30] Which retirement software should I use? [11:49] On using dividend investing to fund retirement [20:19] On using indexed annuities with downside protection [24:04] A recommendation for my wife, Shawna [24:55] Looking for a financial planner that is a retirement consultant STEVEN CHEN INTERVIEW ON THE NEW RETIREMENT CALCULATOR [26:45] What New Retirement Calculator users think about [33:06] Planning for the future [38:36] What’s new with the New Retirement Calculator BRING IT ON [41:55] The benefits of creating horizontal relationships TODAY’S SMART SPRINT SEGMENT [47:10] Revisit your allocation plan Resources Mentioned In This Episode NAPFA Garrett Planning Network New Retirement Calculator Money Guide Pro Elite Financeware BOOK - The Courage to Be Disliked by Ichiro Kishimi BOOK - Make Your Bed by William McCraven BOOK - Sea Stories by William McCraven BOOK - Build by Tony Fadell BOOK - Top Five Regrets of the Dying by Bonnie Ware Morningstar’s The Long View Podcast - Retirement Planning Is Not Financial Planning LiveWithRoger.com - Register for the webinar on May 11, 2023 to discover the 4 Phases of a Great Retirement Plan Rock Retirement Club Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center