086R | Pretirement | Roger Whitney

086R | A live-recorded conversation with Roger Whitney, the Retirement Answer Man, from Podcast Movement, questions for a potential accountant, and takeaways from Monday’s live case study with Allison Goddard.

• Brad is departing for a month-long family vacation to the U.K.
• What is “global entry” and how/why did Brad get it before his trip?
• Jonathan had a chance to meet up with Allison., from Episode 86.
• If money was no longer an option, what would change for Brad and Jonathan?
• Brad and Jonathan are super impressed with Allison’s grit and tenacity, to change the trajectory of her life.
• Sometimes encouragement from someone else is the motivation we need.
• You don’t have to know where your life is going to go, you just have to get started.
• How can someone overcome “imposter syndrome”?
• Voicemail from Angela at Tread Lightly/Retire Early – if Allison’s house is a place that makes her happy and brings her joy, maybe there are other ways that she can adjust her spending to be more efficient.
• An article in the “Journal of Accountancy” addressing specific strategies for those pursuing financial independence: FIRE-d up for early retirement.
• At what point is Turbo Tax not sufficient for your taxes?
• What questions would Brad ask of a potential CPA?
• Brad and Jonathan participated in Podcast Movement in Philadelphia, and participate in a ChooseFI meetup.
• Brad is attending a ChooseFI meet up in London as well.
• A live recording from Podcast Movement, with Roger, the Retirement Answer Man:
• • The tension between wanting to have a good life and wanting to enjoy today never really goes away.
  • Most baby-boomers don’t really want to never work again, but rather they want freedom in their time.
  • What are people running toward in retirement?
  • Instead of comparing retirement to a light switch, think of it more like a dimmer switch.
  • How does Roger talk to someone about making adjustments to move toward the life that you want?
  • Roger’s suggestion for have conversations: go for a walk, or a road trip, or something that creates space and time to have conversation.
  • Pretirement: what can you do now to start setting yourself up for what you want?
  • Strong relationships with your colleagues and superiors can give you the ability to adjust your job to meet your needs.
  • Five things to do with money: Give it away, spend it, pay down debt, save it, or invest it.

Links:

U.S. Customs Global Entry

Building My Castle

Tread Lightly, Retire Early

Rock Retirement