Welcome to another insightful episode where we kick off a month-long series on improving your decision-making abilities. This week, we delve into the concept of inversion, a powerful mental model that can significantly enhance your retirement planning. Learn how to avoid common unforced errors and make better decisions to ensure a successful retirement. Plus, get answers to listener questions about HSAs, security issues, and investment strategies. Don't miss this episode packed with practical advice and useful tips!

PRACTICAL PLANNING SEGEMENT

(00:30) This week starts a month-long series on improving your decision-making abilities

(04:38) First mental model- Inversion

(10:30) Inversion in investing

(12:20) Combining inversion with the vision pillar to determine what you want your life to be

(15:00) Using things you don’t want to help build goals of what you DO want

(15:54) Inversion with energy pillar. What do I need to AVOID to get more energy?

LISTENER QUESTIONS

(17:55) Jay asks about HSA and transferring funds

(21:55) Questions from Connie about password website, onepassword.com, and about securing social security account.

(24:55) Question about financial advisors and Dimensional Funds

(30:12) Linda asks about asset allocation and optimization.

BRING IT ON SEGMENT

(33:33) Kevin Lyles comes on to talk about identity

(37:15) Identity after retirement and losing your work identity

(43:07) Identify what you got from your career identity-wise that you want to continue in retirement

SMART SPRINT

(52:55) In the next 7 days when faced with a decision, think about inverting the question.

RESOURCES

Rock Retirement Club
https://rockretirementclub.com

Six Shot Saturday
https://sixshotsaturday.com

Roger Whitney
https://rogerwhitney.com

Vanguard
https://vanguard.com

Charles Ellis, Winning the Loser's Game
https://www.amazon.com/Winning-Losers-Game-Strategy-Investing/dp/1264257697

Bronnie Ware, The Top Five Regrets of the Dying
https://www.amazon.com/Top-Five-Regrets-Dying-Transformed/dp/140194065X

One Password
https://1password.com

LastPass
https://lastpass.com

Login.gov
https://login.gov

ID.me
https://id.me

Dimensional Fund Advisors
https://us.dimensional.com

Avantis Investors
https://www.avantisinvestors.com

The Retirement Collective- Shared Wisdom from Top Retirement Coaches
https://www.amazon.com/Retirement-Collective-Shared-Wisdom-Coaches/dp/1951915186