CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Energy and Mindset

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Sep 18, 2024

Explore the vital non-financial pillars of retirement: Energy and Mindset. Learn how to overcome obstacles like stress and aging to boost your energy levels. Discover the importance of a growth-oriented mindset and actionable strategies for personal development. The conversation also dives into practical questions on Roth IRA contributions, tax strategies, and Social Security benefits. Embrace a holistic approach to retirement that enhances not just your finances, but your overall quality of life!

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ANECDOTE

Dave's Mindset

Roger Whitney's father-in-law, Dave, stayed active and curious despite health issues and negative news consumption.
Dave enjoyed fixing things for neighbors, exemplifying a positive mindset.

ADVICE

Roth IRA Contributions in Retirement

Roth IRA contributions can continue after mid-year retirement if there's sufficient income.
Spousal Roth contributions are allowed based on household income.

ANECDOTE

Jim's Tax Savings

Jim managed taxes in retirement himself and caught an IRA deduction opportunity a CPA might've missed.
Using tax software and proactive planning proved beneficial.

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