In this episode Mark addresses questions from listeners in a special ‘Monthly Mailbag' show.
He explores Ryan’s suggestion of renaming the middle phase of financial freedom the ‘Mindful Middle.’ Mark also tackles listener questions regarding receiving a lump sum pension or annuity, helping parents with retirement planning, how to use a brokerage account and his favorite retirement planning podcasts.
If you would like your question answered on the show, please send an email to
[email protected] and put “podcast question” in the subject line.
Episode Links:
Phases of Financial Freedom | Episode 015
EverydayFI Podcast - Episode 6 - Ryan B: The Middle Path of FI
Exploring Financial Freedom at CampFI Mid-Atlantic | Episode 014
Yellow Bridge: Nusa Lembongan to Nusa Ceningan
Immediate Annuities website calculator
Open Social Security website calculator
Retirement Podcasts:
The Retirement and IRA Show
Retirement Planning Education
The Retirement Answer Man
Retirement Starts Today Radio
Your Money, Your Wealth
Timestamps:
00:29 Introducing Mark's Money Mind Monthly Mailbag
00:46 Listener Feedback: The Mindful Middle
08:56 Jyothi Asks About a Pension: Lump Sum or Annuity
18:55 Brad’s Parental Retirement Scenario
34:47 Leslie Suggests an Episode on Brokerage Accounts
44:00 A Listener Asks for My Favorite Retirement Podcasts