Have you been wondering what retirement is like for real retirees out in the wild? With the success of our Retirement Plan Live series, we decided to try mini-case studies to learn more about what retirees like you are doing to rock retirement.

In this episode, you’ll hear some feedback from Sarah who asked a question on the show about a year and a half ago. Listen in to hear how she responded to the advice I gave.

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN A MINI CASE STUDY * [2:27] Sarah’s case * [8:06] What you can do for you * [10:01] A plan of record is the first step

LISTENER QUESTIONS * [13:00] What should Lucas take into account as he prepares to pay off his mortgage * [20:00] Investing in retirement with a pension * [26:08] How Joe is incorporating the Die With Zero philosophy by gifting

ROCK LIFE WITH DR. BOBBY DUBOIS * [28:24] What is rucking? * [29:27] Why try rucking? * [40:49] How do you get started rucking? * [48:44] How to measure the benefits of rucking

TODAY’S SMART SPRINT SEGMENT * [50:00] Go try rucking by walking with something on your back

Resources Mentioned In This Episode Retirement Plan Live: Their Financial Resources - listen to Sarah’s question here

Go Ruck

BOOK - Die with Zero by Bill Perkins

BOOK - The Power of Moments by Chip Heath

Rock Retirement Club

Roger’s YouTube Channel - Roger That

BOOK - Rock Retirement by Roger Whitney

Roger’s Retirement Learning Center