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Retirement Plan Live: Mature Marriage - Shared Goals
Retirement Answer Man
English - January 17, 2024 08:00 - 40 minutes - 32.2 MB - ★★★★★ - 1.1K ratingsInvesting Business Careers lifeplanning retirement careerplanning financialplanning investing investmentmanagement retirementplanning retirementpodcast saving Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Retirement Plan Live: Mature Marriage - Mary’s Story
Next Episode: Retirement Plan Live - Mature Marriage: Shared Resources
Do you like lemonade? If so, you won’t want to miss out on the lemonade I make on today’s episode.
We’re discussing goals on this episode of the Retirement Plan Live series and we get to catch up with Lori from the 2017 Retirement Plan Live. Find out what she is up to and how to work through shared and separate goals in retirement.
OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN RETIREMENT PLAN LIVE [3:42] Mark and Mary’s differences developed into a big conversation [9:00] Mark’s values [10:12] Mary’s values [14:01] Inferring their goals [16:03] When they will retire CATCHING UP WITH LORI FROM THE 2017 RETIREMENT PLAN LIVE [22:48] What Lori and Bruce are up to today [27:18] Has their retirement plan changed? [33:01] Their plans for the future [35:15] Her advice for new retirees TODAY’S SMART SPRINT SEGMENT [38:12] Revisit your goals for retirement Resources Mentioned In This Episode2017 Retirement Plan Live with Lori and Bruce 193, 194, 195, 196
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