<description>&lt;p&gt;Michael Kitces is one of the innovators in the retirement planning and financial services space. &lt;a href= "https://www.kitces.com/"&gt;His blog and ecosystem of resources&lt;/a&gt; help retirees and financial advisors gain the base knowledge needed to rock retirement.&lt;/p&gt; &lt;p&gt;On this episode of Retirement Answer Man, Michael joins me to discuss the state of retirement planning, how it has changed, and how you can live your retirement to its fullest. Listen to this interview with one of the great minds in retirement planning. &lt;/p&gt; &lt;h2&gt;OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN&lt;/h2&gt; &lt;h3&gt;&lt;strong&gt;PRACTICAL PLANNING SEGMENT WITH MICHAEL KITCES&lt;/strong&gt;&lt;/h3&gt; &lt;ul&gt; &lt;li aria-level="1"&gt;[5:20] Trends in retirement planning&lt;/li&gt; &lt;li aria-level="1"&gt;[22:40] How to avoid dying with too much money &lt;/li&gt; &lt;li aria-level="1"&gt;[36:51] How to choose a retirement planner&lt;/li&gt; &lt;li aria-level="1"&gt;[43:38] How does someone choose a retirement planning firm&lt;/li&gt; &lt;/ul&gt; &lt;h3&gt;&lt;strong&gt;TODAY’S SMART SPRINT SEGMENT&lt;/strong&gt;&lt;/h3&gt; &lt;ul&gt; &lt;li aria-level="1"&gt;[49:04] Evaluate the quality of your process for making decisions in retirement&lt;/li&gt; &lt;/ul&gt; &lt;h2&gt;Resources Mentioned In This Episode&lt;/h2&gt; &lt;p&gt;BOOK - &lt;a href= "https://www.amazon.com/Die-Zero-Getting-Your-Money/dp/0358567092/ref=sr_1_1?dib=eyJ2IjoiMSJ9.HHDiXMJ9wqtpUgjtuoU2Y9uXt1K9CV4FbVx4rWZnUGCa2FB_QFJ-Jw2_S3djHkdGR5fki0T_NlCSyMDQDnRi2O1y-6OhDOc4Vch01SLH7U29EpFW8fJFOwtiX-d1srZUUuvao0RFygf_E0gTkLZPk6sciGduzcbgeyRC05Rf_o7gw7N2HON_jJeajwcHi3GDIYmz5RQUJBoyn00GJxv3fzTo8CboyNevT7h--KxX9gA.qgX70XlRh3ktAvNHLAzSJOTKTIUU_agDYLNR0TFk1WI&amp;dib_tag=se&amp;keywords=Die+with+Zero&amp;qid=1712094021&amp;sr=8-1"&gt; &lt;em&gt;Die with Zero&lt;/em&gt;&lt;/a&gt; by Bill Perkins&lt;/p&gt; &lt;p&gt;BOOK - &lt;a href= "https://www.amazon.com/Its-Not-Complicated-Complexity-Rotman-Utp/dp/1442644877"&gt; &lt;em&gt;It’s Not Complicated&lt;/em&gt;&lt;/a&gt; by Rick Nason&lt;/p&gt; &lt;p&gt;&lt;a href="http://kitces.com"&gt;Kitces.com&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href="https://www.rockretirementclub.com/"&gt;Rock Retirement Club&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Roger’s YouTube Channel - &lt;a href= "https://www.youtube.com/user/retirementanswerman/videos"&gt;Roger That&lt;/a&gt;&lt;/p&gt; &lt;p&gt;BOOK - &lt;a href= "https://www.amazon.com/Rock-Retirement-Simple-Control-Optimistic-ebook/dp/B075SS8V7X"&gt; &lt;em&gt;Rock Retirement&lt;/em&gt;&lt;/a&gt;  by Roger Whitney&lt;/p&gt; &lt;p&gt;Roger’s &lt;a href= "http://rogerwhitney.com/learning-center/"&gt;Retirement Learning Center&lt;/a&gt;&lt;/p&gt;</description>

Retirement Answer Man

Roger Whitney, CFP®, CIMA®, RMA, CPWA®

The State of Retirement Planning with Michael Kitces

APR 3, 202451 MIN
Retirement Answer Man

The State of Retirement Planning with Michael Kitces

APR 3, 202451 MIN

Description

Michael Kitces is one of the innovators in the retirement planning and financial services space. His blog and ecosystem of resources help retirees and financial advisors gain the base knowledge needed to rock retirement.

On this episode of Retirement Answer Man, Michael joins me to discuss the state of retirement planning, how it has changed, and how you can live your retirement to its fullest. Listen to this interview with one of the great minds in retirement planning. 

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT WITH MICHAEL KITCES
  • [5:20] Trends in retirement planning
  • [22:40] How to avoid dying with too much money 
  • [36:51] How to choose a retirement planner
  • [43:38] How does someone choose a retirement planning firm
TODAY’S SMART SPRINT SEGMENT
  • [49:04] Evaluate the quality of your process for making decisions in retirement
Resources Mentioned In This Episode

BOOK - Die with Zero by Bill Perkins

BOOK - It’s Not Complicated by Rick Nason

Kitces.com

Rock Retirement Club

Roger’s YouTube Channel - Roger That

BOOK - Rock Retirement  by Roger Whitney

Roger’s Retirement Learning Center