Retirement Toolkit: Never Worry About Money Again with Jesse Mecham

What if budgeting wasn't about restriction, but about giving every dollar a purpose? This week, Roger sits down with Jesse Mecham, founder of YNAB (You Need A Budget), to discuss the power of intentionality with money. Together, they explore how asking one simple question, "What is this money for?" can reduce financial stress, improve decision-making, and help align your spending with the life you want to create. Roger also answers listener questions on rebalancing retirement portfolios, qualified dividends, supporting adult children, calculating net worth, and whether financial planners have financial planners of their own.OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN(00:00) Roger introduces this week's conversation on intentionality with money, previews his interview with Jesse Mecham, and shares updates on the August replay schedule and upcoming Social Security series.RETIREMENT TOOLKIT FEATURING JESSE MECHAM(03:06) Roger sits down with Jesse Mecham, founder of YNAB, to discuss how approaching money with intention instead of restriction can reduce financial worry and help you align your spending with what matters most. LISTENER QUESTIONS(38:47) Christine asks about rebalancing her retirement portfolio.(43:00) Peter asks about qualified and ordinary dividends.(47:28) Paul asks about supporting adult children financially.(56:05) Ron asks whether future taxes should be considered when calculating net worth (58:38) Lisa wonders whether financial planners have financial planners of their own.SMART SPRINT(01:01:55) Reflect on how intentional you are with your money and consider reading Jesse Mecham's book, Never Worry About Money Again, to help align your spending with the life you want to create.CLOSING THOUGHT(01:03:23) Roger reflects on the summer goals he set earlier in the year and encourages you to revisit your own intentions before the season ends. REFERENCESNever Worry About Money Again by Jesse MechamYNAB (You Need A Budget)Submit a Question for RogerSign up for The NoodleNote: The opinions expressed are for informational purposes only and should not replace personalized advice from licensed professionals.