Welcome to Episode 18 of the Inspired Money podcast series, where we delve into "Retirement Planning Strategies: Designing a Future of Financial Independence." 🚀 Join our esteemed panelists Roger Whitney, Fritz Gilbert, Anne Lester, and Colleen Jaconetti as they explore comprehensive approaches to retirement planning, offering insights on creating a fulfilling and financially independent retirement. 💼
🕒 Timestamps 🕒 02:01 - Anne Lester's insights on retirement planning for Millennials and Gen Z 03:37 - Colleen Jacketti's introduction and her role in retirement planning 05:00 - Fritz Gilbert's retirement experience and advice 06:07 - Introduction of Roger Whitney and his insights on retirement planning 08:05 - Fritz's insights on non-financial aspects of retirement planning 09:20 - Roger Whitney on the transition to retirement and purposeful planning 10:33 - Anne Lester on the challenges faced by younger generations 12:01 - Colleen's advice on short-term and long-term financial planning 19:00 - Anne Lester on the balance between risk and income generation in retirement 22:04 - Rapid changes in investment cycles 22:21 - Fritz Gilbert on transition from accumulation to withdrawal in retirement 23:49 - Roger Whitney on the challenges of traditional retirement planning models 24:32 - Pillars of retirement planning: vision, feasibility, and resilience 29:52 - Colleen on 4% rule withdrawal rate research and dynamic spending strategy 33:07 - Roger Whitney's views on the 4% rule 35:40 - Fritz Gilbert's practical withdrawal strategy and automated transfers 38:05 - Anne Lester on the 4% rule and withdrawal rates for Gen Z and Millennials 41:38 - Health care costs' impact on retirement and maintaining physical health 42:23 - Fritz Gilbert on going beyond numbers in retirement planning 45:42 - Roger Whitney on incorporating health care cost planning in retirement advice 46:59 - Non-financial aspects of life in retirement planning 48:09 - Colleen on the importance of social engagement 53:11 - Addressing unexpected health care costs in retirement 54:33 - Colleen on research about social engagement in retirement 58:37 - Fritz Gilbert on the importance of social interaction in retirement 1:00:05 - Roger Whitney on addressing social aspects in retirement planning 1:01:13 - Anne Lester on building diverse networks in retirement
🌟 Meet Our Esteemed Guest Panelists 🌟
🎙 Roger Whitney, the "Retirement Answer Man," is a Certified Financial Planner with 27+ years in finance. Author of "Rock Retirement" and founder of the Rock Retirement Club, he's also the voice behind the popular Retirement Answer Man podcast.
📚 Fritz Gilbert is a distinguished retirement planning expert and the founder of The Retirement Manifesto, a blog focused on achieving financial independence and a fulfilling retirement. He is the author of “Keys to a Successful Retirement: Staying Happy, Active, and Productive in Your Retired Years,” offering practical advice drawn from his own experiences.
🌟 Anne Lester is a distinguished retirement planning expert with over two decades of experience, notably as the Head of Retirement Solutions at J.P. Morgan. Renowned for developing innovative retirement funds and strategies, she co-founded The Aspen Leadership Forum on Retirement Savings and is a celebrated speaker and author.
📈 Colleen Jaconetti is a Senior Investment Analyst at Vanguard with over 25 years of expertise in financial services. Specializing in portfolio construction, retirement planning, and wealth management strategies, she is known for her significant contributions to after-tax wealth management and retirement income planning.
🎥🌍📢 Co-Creating Podcasting Experiences! Creative Collaborative Media Design Visit:
Episode Credits: Transmedia Producer: Bradley Jon Eaglefeather Live Stream Editor: Bradley Jon Eaglefeather Show and Segment Scripting: Bradley Jon Eaglefeather Animation and Design: Chad Lawrence Web Work & Social Media: Bradley Jon Eaglefeather
✉️📧 Subscribe to Andy's email newsletter for investment insights and updates from the Runnymede investment team:
