Lessons from Mike and Judy’s Investment Experience

Retirement Answer Man

Every one of us has a different tolerance for risk. We even have different risk tolerances at different points in our lives. In this episode, we’ll learn about Mike and Judy’s comfort level with their investments. Learn how they’ll develop an investment approach that matches their risk tolerance.

If you have been enjoying Mike and Judy’s journey crafting their retirement plans, you won’t want to miss their live feasibility test on July 8. Join us on the latest Retirement Plan Live by signing up at LiveWithRoger.com.

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN MIKE AND JUDY’S PAST INVESTING EXPERIENCE

• [2:30] Your investment strategy needs to match your comfort level
• [5:16] Contemplating Judy’s news
• [17:19] Their investment philosophy
• [23:51] What worries them most about retirement
• [27:59] How will they pay for retirement?

ROCK LIFE WITH KEVIN LYLES

• [31:30] Learning from those who have walked this path
• [35:33] What you can do to improve your competence in an area

TODAY’S SMART SPRINT SEGMENT

• [37:04] Review the RISA pdf to learn more about your risk tolerance

Resources Mentioned In This Episode

Rock Retirement Club

Roger’s YouTube Channel - Roger That

BOOK - Rock Retirement by Roger Whitney

Roger’s Retirement Learning Center