In this episode of the Retirement Answer Man, Roger Whitney wraps up his series on the eight pillars of a great retirement plan by diving into the last two non-financial pillars: passion and relationships. Discover how your hobbies, curiosities, and social connections can significantly impact your retirement happiness. Roger also shares personal stories and practical tips on maintaining energy, fostering a growth mindset, and building a fulfilling post-retirement life. Tune in for insights and strategies to help you rock your retirement!

PRACTICAL PLANNING SEGMENT

(00:26 ) Eight pillars are needed as a foundation for having a great retirement plan

(02:50 ) Importance of showing up and doing the work

(04:12 ) Having projects is a core component of living an enriching, full life

(04:49 ) Passion is our next nonfinancial pillar, find projects you’re passionate about

(07:19 ) What are the obstacles to pursuing passion and projects outside of retirement

(08:50 ) Roger’s personal anecdote about digital obstacles

(10:30 ) Plan for developing passions

(11:52 ) Last of the four non-financial pillars is relationships

(15:17 ) What are the obstacles of building relationships?

LISTENER QUESTIONS    

(18:50 ) Mark asks about spousal IRA

(20:09 ) Question from Beth: Should I keep 401k or roll over to an individual IRA?

(24:28 ) Fund choices can be a determinant of your 401K success

(27:07 ) Simplification and consolidating your assets into an IRA

(30:21 ) Listener feedback on losing a spouse

(34:50 ) It only takes one account or property to force probate

SMART SPRINT

(37:20 ) Identify one thing that you are curious about and pull that thread