Retirement Answer Man
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Retirement Answer Man
A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for...
Episode të Fundit
619 episode
Building Agile Retirement Goals
In this episode, Roger Whitney continues his four-week series on retirement goal setting, focusing on the importance of building agile retirement goal...
Setting Retirement Goals: The Paradox of Knowing What You Want
💬 Show Notes
In this episode, Roger Whitney kicks off a four-week series on retirement goal setting, tackling the paradox of know...
Simple Isn't Easy: Carl Richards on Life and Retirement
SHOW NOTES
In this episode, Roger Whitney sits down with Carl Richards, a financial advisor-turned-artist, to talk about keeping r...
The Difference Between an IRS Late Payment Penalty and Interest
SHOW NOTES
In this episode, we tackle the often-overlooked topic of taxes in retirement with expert Erin Coe, an enrolled agent. D...
How to Read Your Social Security Statement
💬 SHOW NOTES
In this episode, we focus on empowering you to navigate retirement with confidence. We break down the process of rea...
Don't Get Cute with Your Retirement Investments
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In this episode of the Retirement Answer Man, Roger Whitney sits down with Peter Lazaroff, Chief Investment Officer...
Navigating Medicare in 2025
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In this episode, we explore the intricacies of navigating Medicare in 2025 with Medicare expert Danielle Roberts fro...
Should I Do a "Free" Retirement Analysis?
💬 SHOW NOTES
In this episode, we explore the implications of the saying 'nothing is for free' in the context of retirement planni...
Direct Indexing vs. Mutual Fund or ETFs
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In this episode, Roger explores how naming and recognizing the different phases of life can bring clarity to the retirement...
Elder Care Options for Singles
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In this episode, Roger Whitney welcomes elder law expert Kathy McNair to discuss the often-overlooked but crucial to...
How to Choose a Retirement Coach
💬 Show Notes
In this episode, Roger Whitney returns after a month off, ready to help you rock your retirement! He answers listene...
Replay: How to Manage Your Scarcity Brain
In this episode, Roger Whitney welcomes Michael Easter, New York Times bestselling author of 'The Comfort Crisis' and 'Scarcity Brain.' They delve int...
Replay: Overcoming Frugality in Retirement with Dr. Dan Crosby
In this enlightening episode, we tackle the often overlooked mental shift required in retirement: transitioning from a saver to a spender. Join us as...
Replay: My Experience Moving to a Retirement Community
In this episode, we explore the journey of retirement through the eyes of Brad, a member of the Rock Retirement Club. Brad shares his experience of mo...
Replay: The State of Retirement Planning with Michael Kitces
All of July we will be replaying some of our popular past episodes. In this episode, we engage with retirement planning expert Michael Kitces as we ex...
Replay: How to Retire with Christine Benz
All July long, we’re featuring a special replay series of standout episodes—and this week is no exception.
Join us for a special e...
I Just Lost My Job. Can I Retire Now?
💬 Show Notes
This week on the Retirement Answer Man show, we kick things off with a couple of Rockin’ Retirement in the Wild stor...
How to Quality Check Your Retirement Plan
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In this episode, we tackle the intricacies of retirement planning and the importance of trusting your financial proj...
How to Rebalance Your Portfolio in Retirement
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In this episode, Roger Whitney dives into the essential elements of not just surviving, but thriving in retirement....
How to Improve Your Retirement Travel
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In this episode, we explore the joys and motivations behind traveling in retirement. Join us as we discuss why trave...
Process Over Panic: What You Should Pay Attention To
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In this episode, we wrap up our series on Process Over Panic by focusing on what truly deserves your attention in re...
Process Over Panic: Investing with Charles Ellis
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In this episode, Roger sits down with renowned investment expert Charles Ellis to explore what truly matters in reti...
Process Over Panic: Building a Great Life with Dr. Meir Statman
It’s a super-sized episode today—and for good reason. We spend the bulk of the show in a deep, insightful conversation with Dr. Meir Statman, a leadin...
Process Over Panic: Social Security
This week, we continue our Process Over Panic theme by focusing on how to take back control in uncertain times. Learn how to shift your energy toward...
Process Over Panic: Why to Resist the Urge to Think It's Different This Time
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In this episode, we tackle the pressing question, "Is this time different?" as we navigate the complexities of today...
Retirement Basics: Fixed Annuities (aka MYGAs)
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In this episode, we dig into fixed annuities and U.S. Treasuries—how they can bring stability and income to your ret...
Retirement Basics: Building Energy
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In this episode, Roger Whitney takes on one of the biggest challenges facing retirees today: how to plan confidently...
Retirement Basics: Asset Allocation
💬 Show Notes
In this episode, we break down the essentials of asset allocation and time management in retirement planning. Join u...
Retirement Basics: What Every Spouse Should Know
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In this episode, we kick off a month-long series on retirement basics, emphasizing the crucial role of partnership i...
Is My Retirement Safe? Navigating Financial Security in Uncertain Times
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In this episode, we embark on a journey of navigating retirement amidst uncertainty. Join us as we explore the impor...
Curiosity: The Key to a Happy Retirement
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In this episode, we explore the importance of cultivating curiosity as a part of the non-financial pillar of retirem...
How to Set Up Your Paycheck in Retirement
💬 Show Notes
In this episode, we explore the essential steps to setting up your retirement paycheck to ensure financial stability...
What Life Expectancy Should I Use in My Retirement Plan?
💬 Show Notes
In this episode, Roger Whitney tackles the critical question of life expectancy in retirement planning. With...
Should I Have Private Equity in My Portfolio?
In this episode, we tackle the complexities surrounding private equity in retirement portfolios. Join Roger as he navigates a listener's inquiry about...
Retirement Plan Live Debrief with Tanya Nichols
💬 Show Notes
In this episode, we explore the essential questions of retirement planning with financial expert Roger Whitney and g...
Take Action Now for a Resilient Retirement
💬 Show Notes
In this episode, we tackle the essentials of retirement planning with an engaging discussion led by Roger Whitney. W...
Don't Fly by Feeling in Retirement
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In this episode, we explore the complexities of retirement planning amidst a rapidly changing economic landscape. Jo...
Rocking a Solo Retirement: Nick's Views/Laura's Views
In this final episode of the Retirement Plan Live series, we welcome back Laura and Nick to discuss their unique perspectives on investment risk and a...
Rocking a Solo Retirement: Nick's Resources/Laura's Resources
💬 Show Notes
Join us in this episode as we celebrate a special birthday and dive into the intricacies of retirement planning with...
Rocking a Solo Retirement: Nick's Goals/ Laura's Goals
Welcome to the latest episode of the Retirement Answer Man Show, where we explore the journey to a fulfilling retirement. Join us as we continue our l...