Rocking a Solo Retirement

Retirement Plan Live (RPL), our most popular podcast series, walks a real listener through our Agile Retirement Planning process, granting a behind-the-scenes view usually limited to our clients.

This winter, we'll host two webinars - one for each of our 2 solo retirees: Laura and Nick.

We met solo retiree Laura on January 30th. Watch the replay here.​

On February 3rd, we'll meet Nick.

Nick is a veteran and civil servant who is more than ready to say goodbye to today’s divisive political climate in favor of world travel and more time for his friends, family, and volunteering. A savvy DIY investor, Nick feels ready to take the leap but is concerned about blind spots, especially knowing that early retirement will mean lost pension dollars. Is now the right time for Nick to retire?

During the webinar you'll:

• Hear real-world conversations Roger would have with clients.
• Watch how each phase and goal of each retirement is clearly defined.
• Learn creative levers you can pull to help you achieve your ideal retirement.
• Gain an understanding of the special considerations for single retirees.
• Get a sneak peek at resources available in Rock Retirement Club.
• Discover the details about our next open enrollment for the RRC Winter 2025 Cohort.
• Have the chance to ask YOUR questions in real time!

A replay link will be sent to all registered participants the day after our recording.

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