Retirement Planning

Retirement Planning: Organizing Income & Net Worth

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In this video you’ll learn how to easily organize your financial resources to work towards your ideal retirement.

Retirement planning can make organizing your finances intimidating. It doesn’t have to be.

Personal finance should be fun. It’s about creating a a great future right???

If you’re a baby boomer getting close to retirement this simple process can help you determine:

-How to invest your IRA rollover.
-How much of an emergency fund you should have.
-What your budget should be in retirement.
-Whether to pay off your debt or mortgage.
-How much you should be saving.
-Where your retirement income should come from.

This is week 2 of our retirement case study.

Retirement Plan Live, Flying Solo Edition step two. Organize your financial resources.

Listen in as Sam and I develop her and I walk through outlining her financial resources on episode 221

Get the resources mentioned to define your retirement here .


Get retirement tips every Saturday in our 6-Shot Saturday e-mail


Check out my new book, Rock Retirement


Check the podcast the Retirement Answer Man

Roger Whitney, CFP®, CIMA®, CPWA®, AIF® is a cofounder of WWK Wealth Advisors and host of the award-winning podcast The Retirement Answer Man. He has been a financial planner for over 27 years. Each day he “walks life” with individuals and families, helping them plan for, transition into, and live out their retirement.
He is a former instructor of retirement planning and employee benefits for the Certified Financial Planner certificate program at the University of Texas at Arlington. He has also taught wealth management at Texas Christian University Extended Education.

His recent book is called, Rock Retirement: A Simple Guide to Help You Take Control and Be More Optimistic About the Future.

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