If you are thinking about retiring in the next few years you’re probably wondering what the best tools are to help you plan. Finding the right retirement planning software can not only help you plan retirement but help put your mind at ease so that you can Rock Retirement!

One listener asks my opinion on the best retirement software to use. If you are curious about my answer you’ll press play.

In this episode, you’ll also hear about the books I read in March, an interview with Steven Chen from the New Retirement Calculator, and learn the benefits of creating horizontal relationships. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN BOOK REVIEWS

[1:30] Books I read in March

LISTENER QUESTIONS

[5:30] Which retirement software should I use?
[11:49] On using dividend investing to fund retirement
[20:19] On using indexed annuities with downside protection
[24:04] A recommendation for my wife, Shawna
[24:55] Looking for a financial planner that is a retirement consultant

STEVEN CHEN INTERVIEW ON THE NEW RETIREMENT CALCULATOR

[26:45] What New Retirement Calculator users think about
[33:06] Planning for the future
[38:36] What’s new with the New Retirement Calculator

BRING IT ON

[41:55] The benefits of creating horizontal relationships

TODAY’S SMART SPRINT SEGMENT

[47:10] Revisit your allocation plan

Resources Mentioned In This Episode
NAPFA
Garrett Planning Network
New Retirement Calculator
Money Guide Pro Elite
Financeware
BOOK - The Courage to Be Disliked by Ichiro Kishimi
BOOK - Make Your Bed by William McCraven
BOOK - Sea Stories by William McCraven
BOOK - Build by Tony Fadell
BOOK - Top Five Regrets of the Dying by Bonnie Ware
Morningstar’s The Long View Podcast - Retirement Planning Is Not Financial Planning
LiveWithRoger.com - Register for the webinar on May 11, 2023 to discover the 4 Phases of a Great Retirement Plan
Rock Retirement Club
Roger’s YouTube Channel - Roger That
BOOK - Rock Retirement by Roger Whitney
Roger’s Retirement Learning Center

What Retirement Planning Software Should I Use? 49:33 Share

Retirement Answer Man

Shownotes Transcript

What Retirement Planning Software Should I Use?