#31 What You Can Learn From the Retiree Next Door [podcast]




Retirement Answer Man Show show

Summary: Wouldn’t it be great to learn about retirement from those that have retired successfully? Here’s your chance.  Today at <a href="http://finconexpo.com/" target="_blank">FinCon</a>, the National Conference for Money Media, <a href="http://www.moneytips.com/" target="_blank">moneytips.com</a> is releasing the book, The Retiree Next Door. The best part is you can <a href="http://www.moneytips.com/retiree-next-door-ebook" target="_blank">get it for free</a>.<br> Over the last year, the folks at <a href="http://www.moneytips.com/retiree-next-door-ebook" target="_blank">moneytips.com</a> conducted a survey of over 500 successful retirees. Their objective:  to identify clear traits and strategies they used to do so.<br> Recently, I spoke with Moneytips.com’s Michael Dubrow about the project and the lessons you and I can learn from the research.<br> Take a listen and learn:<br> <br> * Where you can get your free book<br> * How to use the research to plan well for your retirement<br> * How the research was conducted<br> * What the biggest surprises were<br> * How you have more control over your retirement than you may think<br> * The wisdom learned from those surveyed<br> <br> No theory here, just practical insights into the Retiree Next Door.<br> <a href="http://www.moneytips.com/retiree-next-door-infographic"></a><br> [spoiler]<br> The Retirement Answer Man Episode #31   What You Can Learn From the Retiree Next Door<br>  <br> Hello! Hello, this is Roger Whitney. I am the Retirement Answer Man. Why are we having this special Thursday edition of the show? Ah, now I remember! That’s a great reason. You’re going to be happy you tuned in for this special edition.<br>  <br> Welcome to the show. This is the show dedicated to helping you find that balance between living well today without sacrificing your tomorrow. The reason we’re having this special Thursday edition is because today is the introduction of the book, The Retiree Next Door which is a book based off of research of interviews with over 500 happy retirees, being launched today at a conference called FinCon which is the National Conference for Financial Media, and I wanted to make sure I supported this and I also wanted to let you have access to this book for free by going to the show notes, and I’ll have a link to that.<br>  <br> I’m going to talk with Michael Dubrow from moneytips.com who is behind all of this research and the introduction of this book about what the research was, why they did it, what they hoped to get from it, what some of the great results were and pearls of wisdom that you and I can use to plan well and invest wisely in our lives.<br>  <br> So, that’s why we’re having the special Thursday edition. I think that’s a good reason.<br>  <br> Well, you can find me at rogerwhitney.com – that is the home of the Retirement Answer man and that’s also the home of the Retirement Answer Library which is a library of over 20 checklists and worksheets that I use in my practice that you can download for free to make smarter decisions in your financial life. If you’d like access to this library, just go to rogerwhitney.com, register, and you can have free access to the Retirement Answer Library.<br>  <br> All right. So, before we get talking to Michael about The Retiree Next Door, we’ve got to make sure – and we turn that music down – we always do this, just make sure we have that all-important disclosure.<br>  <br> That is, only you know your entire financial situation so you need to look at this and, really, anything you read or hear on the internet as helpful hints and education. Before you make any decisions in your life, make sure you consult the people that know you best, and that can be your financial advisor, your tax advisor, you legal advisor. That’s not just a great legal disclosure; it’s a fundamental principle of planning well and investing wisely ...