Capital Investment Advisors

#44 – The Shawshank Paradox, the Retirement Grey Zone, and Transitioning Into Happy Retirement with Roger Whitney

There’s nothing wrong with being a hard worker. Some may even consider hard work as their superpower. However, could hard work and earning an income cost you your happy retirement?

In this podcast episode, Wes interviews Roger Whitney, a financial advisor for more than 25 years and host of the award-winning Retirement Answer Man® podcast. During the episode, Roger and Wes define the Shawshank Paradox and how to break away from your job to transition into retirement. Roger also shares his personal client and listener experiences, the five regrets that people have at the end of their life, creating an amazing life today versus being okay later on, financial planning, goal setting, and the correlation between the Shawshank Paradox and the Retirement Grey Zone.

Disclosure: This information is provided to you as a resource for educational purposes and as an example only and is not to be considered investment advice or recommendation or an endorsement of any particular security.  Investing involves risk, including the possible loss of principal. There is no guarantee offered that investment return, yield, or performance will be achieved.  There will be periods of performance fluctuations, including periods of negative returns and periods where dividends will not be paid. Past performance is not indicative of future results when considering any investment vehicle. The mention of any specific security should not be inferred as having been successful or responsible for any investor achieving their investment goals.  Additionally, the mention of any specific security is not to infer investment success of the security or of any portfolio.  A reader may request a list of all recommendations made by Capital Investment Advisors within the immediately preceding period of one year upon written request to Capital Investment Advisors.  It is not known whether any investor holding the mentioned securities have achieved their investment goals or experienced appreciation of their portfolio. This information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. This information is not intended to, and should not, form a primary basis for any investment decision that you may make. Always consult your own legal, tax, or investment advisor before making any investment/tax/estate/financial planning considerations or decisions.

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