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Home > Retirement Answer Man Show > #45 Can Carl Retire? See the Retirement Planning Process in Action
Podcast: Retirement Answer Man Show
Episode:

#45 Can Carl Retire? See the Retirement Planning Process in Action
Category: Business
Duration: 00:14:43
Publish Date: 2014-12-29 10:53:08
Description: One of the most common comments I get from readers is how hard it is to get straight answers to their most important retirement planning questions. "When can I retire?" "What lifestyle can I expect?" "Will I run out of money?" What am I missing???" Starting January 7th, I'll answer these questions for a fellow reader (Carl). You'll get to listen in as we create his retirement plan each week, culminating in a LIVE webinar where you (and Carl) will hear the results for the first time. NOTE: check out the bottom of this post for an opportunity to plan alongside Carl Who is Carl? 51 years old Married 27 years with a 19 year-old child 29-year corporate executive What He Wants From the Plan: When can I get out? Will I run out of money? How do I plan for worst case scenarios? How do I handle healthcare? During the webinar, you and Carl will watch LIVE as I stress test Carl's plan against the most common retirement worries: Bad market returns High inflation Long-term care costs Outliving his assets Here's the Schedule [step_graphics style="2" color="#063284"][step style="2" text="" headline="January%207th%20%20Envision%20Your%20Financial%20Future"]%3Cp%3ECarl%20will%20describe%20his%20ideal%20retirement%20goal.%20I%20help%20Carl%20establish%20his%20financial%20priorities%20so%20he%20can%20balance%20living%20well%20today%20while%20working%20towards%20his%20ideal%20retirement.%20He'll%20set%20priorities%20for%20his%20lifestyle%2C%20savings%20rate%2C%20retirement%20age%2C%20investment%20risk%20and%20gifting.%3C%2Fp%3E%0A[/step][step style="2" text="" headline="January%2014th%20%20Determine%20Your%20Financial%20Resources"]%3Cp%3EI%20review%20Carl's%20current%20and%20projected%20income%20sources%20and%20build%20his%20net%20worth%20statement.%20These%20are%20the%20resources%20I'll%20use%20to%20determine%20my%20confidence%20in%20his%20achieving%20his%20ideal%20retirement%20goal.%3C%2Fp%3E%0A[/step][step style="2" text="" headline="January%2021st%20%20Identify%20Financial%20Risks"]%3Cp%3EHealthcare%20costs%2C%20a%20long-term%20care%20event%2C%20inflation%2C%20volatility%2C%20all%20of%20these%20and%20more%20could%20put%20a%20hole%20in%20Carl's%20plan.%20He%20and%20I%20discuss%20how%20to%20identify%20and%20address%20these%20as%20we%20work%20towards%20his%20ideal%20retirement%20goal.%3C%2Fp%3E%0A[/step][step style="2" text="" headline="January%2028th%20%20Estate%20and%20Giving%20Plan"]%3Cp%3ECarl%20and%20I%20discuss%20his%20final%20wishes%2C%20the%20organization%20of%20his%20financial%20life%20and%20how%20to%20assure%20his%20legacy%20goals%20are%20carried%20out.%3C%2Fp%3E%0A[/step][step style="2" text="" headline="January%2030th%20%20LIVE%20Webinar%20Presenting%20the%20Results%20of%20Carl's%20Retirement%20Plan"]%3Cp%3EWatch%20and%20listen%20as%20Carl%20learns%20(for%20the%20first%20time)%20the%20results%20of%20his%20retirement%20analysis.%20You'll%20see%2C%20step%20by%20step%2C%20my%20analysis%20and%20confidence%20level%20of%20his%20achieving%20his%20ideal%20retirement.%20You'll%20also%20see%2C%20live%2C%20as%20I%20stress%20test%20his%20plan%20for%20some%20of%20the%20possible%20risk%20we've%20identified.%3C%2Fp%3E%0A[/step][/step_graphics] Register now and create your plan alongside Carl You'll get: Weekly summaries of Carl's plan Free worksheets and checklists to plan alongside Carl Free video tutorials to help you in each step of the process Registration to the LIVE webinar on January 30th [optin-monster-shortcode id="czozqgsoqu-post"]   [spoiler] The Retirement Answer Man Episode #45 Well, welcome to the Retirement Answer Man Show. My name is Roger Whitney. I am your host and this show is dedicated, I am dedicated, to helping you find that balance between living well today – which is something I think we all want to do – without sacrificing our future, without sacrificing our retirement. And, as we make financial choices, that always ends up being the trade-off, doesn’t it?
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