💬 Show NotesIn this episode, Roger Whitney kicks off a four-week series on retirement goal setting, tackling the paradox of knowing what you want in retirement. He discusses the challenges of articulating desires for a life stage that many have never experienced, emphasizing the importance of not oversimplifying retirement goals. Tune in to explore how to set the right conditions for a fulfilling retirement and avoid the pitfalls of external scripts and societal expectations.OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MANPRACTICAL PLANNING<ul><li>(01:32) We are starting a four week series on retirement goal setting.</li><li>(02:44) Why “What do you want to spend in retirement?” isn’t the right question.</li><li>(05:54) Next week, we'll talk about how to be more nuanced when setting retirement goals.</li><li>(09:40) The problem with following other people’s scripts</li><li>(13:14) The problem of getting too detailed</li></ul>LISTENER QUESTIONS<ul><li>(16:36) Am I required to keep an Inherited IRA separate from my other IRA's or can it be combined with an existing IRA for simplicity?</li><li>(19:11) Richard wants to noodle on the retirement distribution order.</li><li>(23:40) I’m 3-5 years from retirement. Is now the right time to join Rock Retirement Club?</li><li>(26:29) Estate preparation hint from Jane on the three passwords a family needs</li></ul>SMART SPRINT<ul><li>(28:19) In the next seven days, revisit your retirement goals.</li></ul>EXTRA<ul><li>(29:11) Shauna and I are celebrating our 35th wedding anniversary this week!</li></ul>REFERENCES<ul><li><a href="http://askroger.me/">Submit a Question for Roger</a></li><li><a href="http://thenoodle.me/">Sign up for The Noodle</a></li></ul>FOLLOW US ON SOCIALS<ul><li><a href="https://www.facebook.com/retirementanswerman/">Follow Us on Facebook!</a></li><li><a href="https://www.instagram.com/retirementanswerman?utm_source=ig_web_button_share_sheet&igsh=ZDNlZDc0MzIxNw==">Follow Us on Instagram</a></li></ul>

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Setting Retirement Goals: The Paradox of Knowing What You Want

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