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Rocking a Solo Retirement: Nick's Resources/Laura's Resources

2025/1/22

Retirement Answer Man

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Rocking a Solo Retirement: Nick's Resources/Laura's Resources

Retirement Answer Man

Today is Roger’s birthday

Today we talk about the resources that Nick and Laura have

Why is knowing what's feasible critical in retirement planning?

How does working for passion change your retirement decisions?

Laura’s care for her elderly mom

Laura reflects on her goals and values

Laura and Roger discuss health and fitness

How will Laura pay for her goals?

Laura’s plans for human capital

Laura and Roger discuss financial assets

Laura’s house and debt

Laura’s end of life plans for her aging mother

Conducting a feasibility study for Laura

Laura’s questions about taxes

What risks will Laura face next week?

Nick’s year and his word for 2025

Three sources of capital for Nick’s goals

Nick’s plans for work after retirement

Nick’s financial assets and investments

Nick’s expected inheritance

Nick’s current debt

What does Nick splurge on?

Challenge: Update your net worth statements

Excerpt from Roger’s grandfather's WWII journal

Shownotes Transcript

Rocking a Solo Retirement: Nick's Resources/Laura's Resources 57:37 Share

Retirement Answer Man

Today is Roger’s birthday

Today we talk about the resources that Nick and Laura have

Why is knowing what's feasible critical in retirement planning?

How does working for passion change your retirement decisions?

Laura’s care for her elderly mom

Laura reflects on her goals and values

Laura and Roger discuss health and fitness

How will Laura pay for her goals?

Laura’s plans for human capital

Laura and Roger discuss financial assets

Laura’s house and debt

Laura’s end of life plans for her aging mother

Conducting a feasibility study for Laura

Laura’s questions about taxes

What risks will Laura face next week?

Nick’s year and his word for 2025

Three sources of capital for Nick’s goals

Nick’s plans for work after retirement

Nick’s financial assets and investments

Nick’s expected inheritance

Nick’s current debt

What does Nick splurge on?

Challenge: Update your net worth statements

Excerpt from Roger’s grandfather's WWII journal

Shownotes Transcript

Rocking a Solo Retirement: Nick's Resources/Laura's Resources