Ep.156 I Deciding to Plan Your Retirement: Stop Losing Sleep Over the Details with Roger Whitney
Selling the business and retiring isn’t an on/off switch. When you approach it like a dimmer, you gain the confidence to transition with peace of mind.
Roger Whitney, the Retirement Answer Man, points out that decisions like taking a pension or lump sum are just the basics. The real focus should be on the visionary choices that truly shape your retirement.
KEY TOPICS
How to stop losing sleep over retirement planning.
Recognizing and honoring phases of life as they evolve.
Why the primary crisis of retirement is sheer lack of confidence.
How to map out “what’s next” following your retirement.
CHAPTERS
00:00 Mission of Decidedly
04:02 Roger Whitney, the Retirement Answer Man
06:35 The Crisis of Your Confidence
09:00 When You’re Nervous to Retire
13:39 The First Steps to Retirement Planning
16:26 Stop Chasing the New Strategy
20:00 Make Yourself Uncomfortable
26:16 Embracing New Seasons
30:05 Retiring to Something Refreshing
35:08 Post-Retirement Goal Setting
37:40 Rich People Don’t Think They’re Rich
41:36 Gratitude Practice to Combat Fears
43:30 Repairing a Bad Money Decision
48:52 Decision Tip for Business Owners
50:44 Key Takeaways
51:36 Producer Closing
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Thank you to Shelby Peterson of Transcend Media for editing and post-production of the Decidedly podcast.
SANGER’S BOOK: A Life Rich with Significance: Transforming Your Wealth to Meaningful Impact
SHAWN’S BOOK: Plateau Jumping: What to Change When Change Is What You Want
MAKING A FINANCIAL DECISION?
At Decidedly Wealth Management, we focus on decision-making as the foundational element of success, in our effort to empower families to purposefully apply their wealth to fulfill their values and build a thriving legacy.
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CONNECT WITH ROGER WHITNEY
Website: www.rogerwhitney.com
Retirement Answer Man Podcast: www.rogerwhitney.com/blog
Rock Retirement Book: www.rogerwhitney.com/the-book
Roger has been walking life with clients as a financial advisor for more than 25 years and is the host of the award-winning Retirement Answer Man® podcast. He is on a mission to change the way the world thinks about retirement, one little conversation at a time. Roger established the RRC in 2018 to help foster a safe online space for soon-to-be retirees to learn, plan, and interact with other like-minded folks on the path to retirement. As if that’s not enough to keep him busy, he is the author of Rock Retirement: A Simple Guide to Help You Take Control and Be More Optimistic About the Future, a Forbes online contributor, creator of the Agile Financial Planning process, and past instructor of the Retirement Planning & Employee Benefits CFP® certificate program at the University of Texas Arlington and of Wealth Management at Texas Christian University. Investopedia has named him to the Top 100 Most Influential Advisors 2017-2019 & 2021, and he has brought home Plutus Awards for Best Financial Planner Blog (2019) and Best Retirement Blog (2015 and 2017).