Episode Details

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 Episode
RetireAgile.com
LiveWithRoger.com
2017 Retirement Plan Live with Lori and Bruce  193, 194,  195, 196
Rock Retirement Club
Roger’s YouTube Channel - Roger That
BOOK - Rock Retirement  by Roger Whitney
Roger’s Retirement Learning Center