Shows
Stephen Lee, CPA, CPWA®Massive Tax Changes in 2026 | Trumps Big Beautiful Bill - What You Need To KnowMassive Tax Changes Coming in 2026 and Trumps Big Beautiful Bill - Save Thousands with These 5 Smart Moves!The 2026 tax changes are coming fast and for many Americans, they will completely reshape how much you owe, how much you keep, and which deductions you can still claim. In this video, Stephen Lee, CPA and CPWA, breaks down the biggest 2026 tax rule changes and explains exactly how they impact retirees, homeowners, families, and small business owners.We cover the key areas the IRS is updating as the Tax Cuts and Jobs Act (TCJA) sunsets in 2025, including:...
2025-11-2305 minStephen Lee, CPA, CPWA®S-Corp Owners Are Losing Money With This Mistake!If you’re an S-Corp owner paying yourself back for business expenses through payroll or distributions — stop right now. You could be throwing away thousands of dollars in unnecessary taxes every single year.In this video, Stephen Lee, CPA, CPWA®, breaks down one of the most powerful IRS-approved S-Corp tax strategies that 99% of business owners (and even CPAs!) don’t know about — the Accountable Plan.#SCorpTaxes#TaxSavings#SmallBusinessTips#CPATips#BusinessOwner#SmartMoneyMoves#TaxStrategy#IRSApproved#WealthBui...
2025-10-1007 minStephen Lee, CPA, CPWA®CPA Explains | How I Saved a Client $80,000 in Taxes with This ONE IRS FormulaWhat if I told you the wrong S-Corp reasonable compensation could cost you over $20,000 in IRS penalties—and that one small business owner avoided an $80,000 tax bill with the right strategy? In this video, I’ll expose the IRS-approved methods to calculate your salary the right way and protect your business from audits.Too many entrepreneurs, LLC and S-Corp owners are guessing their wages using outdated “50/50” or “60/40” rules—and losing tens of thousands of dollars to unnecessary payroll taxes or facing devastating IRS audits. Don’t let bad advice drain your profits.I’ll b...
2025-09-2606 min
St. Louis Business RadioOmar Qureshi CIMA®, CPWA With Hightower Wealth Advisors | St. LouisOmar Qureshi, CIMA®, CPWA®, is the managing partner of Hightower Wealth Advisors | St. Louis. His life-long love for computers eventually led him to where he is today--using technology, modeling, and his innate ability to problem solve as the lead investment strategist with the organization. Having started his career as a computer repairman and IT […] The post Omar Qureshi CIMA®, CPWA With Hightower Wealth Advisors | St. Louis appeared first on Business RadioX ®.
2025-03-0424 min
The RecalibrationEp477: Investment Diversification via Stocks and Bonds with Matt Borowski, CPWA®, CIMA®Explore investment diversification through stocks and bonds with private wealth advisor Matt Borowski, CPWA®, CIMA®. Learn about the crucial role of financial advisors in guiding diversification decisions and practical tips for diversifying your investment portfolio. Matt will also share investment strategies in the private sector, so hop in!KEY TAKEAWAYSChallenges that come along with greater financial successPrivate investment strategies to diversify your portfolioThe role of financial advisors in your portfolio diversification and investment decisionsSimple tips for diversifying your investments in 2024 Reasons you...
2024-04-0439 min
Retire Wealthy and HappyEp33: Crafting the Blueprint to Maximize Your Retirement Bliss with Eric Brotman, CFP®, AEP®, CPWA®Today, we dive into the topic of retirement planning and explore the essential steps needed to build a financially secure future. Dial in as Eric Brotman, CFP®, AEP®, CPWA®, shares invaluable insights on how to make your retirement the most fulfilling and rewarding phase of your life. Be empowered to take control of your financial destiny when you listen to the whole episode.Key takeaways to listen forImportance of conducting financial check-ups for a better financial futureStrategies to get out of debt without resorting to bankruptcy6 retirement decisions you need to...
2023-07-111h 01
The Financial CallGuided Path 3-6 Navigating the World of Alternative Investments with Tyson Long, CFP®, CPWA®Standard stock and bond portfolios have done their job well over time, but some investors want to add alternative investments for potentially higher returns and diversification. Alternative investments come with additional risks, but they may be the answer. Join Zacc Call, Laura Hadley, and Tyson Long, CFP® as they delve into the often misunderstood world of alternative investments and explain how these options can potentially enhance the diversity and performance of your portfolio. Whether you're a seasoned investor or just starting out, this episode will provide valuable insights and information on the various types of a...
2023-01-2333 min
In the Suite56. Mastering the Art of Succession and Stewardship while Fine-Tuning a Family Business with Lee DeLorenzo, CFP®, CPWA®, AIF®, Co-Founder of United Asset StrategiesSend us a textIn today's episode of In the Suite, we are thrilled, excited, and honored to welcome Lee DeLorenzo, CFP®, CPWA®, AIF®, the co-founder of United Asset Strategies, a prestigious broker-dealer.The name Lee DeLorenzo,CFP®, CPWA®, AIF® is synonymous with top female advisors in the wealth management industry. She's been ranked and included annually as one of America's Top 100 Women Financial Advisors by Barron's for ten consecutive years! In addition to being inducted into Barron's Advisor Hall of Fame, she's also been a Top 50 Advisor on Forbes Best-In-State Wealth Advisors in New York a...
2021-09-2150 min
War Room HuddleEp. 5 Faith and Professional Life, Together ft. Mark Dutram, CPWA®, CFP®, AEP®, President of BayView Private Wealth"Wealth Management is not about the assets. It's about what we can empower people to do with their assets."This week on the War Room Huddle podcast, Mark Dutram, CPWA®, CFP®, AEP®, President and Wealth Advisor of BayView Private Wealth, will be joining us. Mark has over 25 years of experience helping meet the financial, retirement and investment planning needs of families, business owners, and professionals. Mark's diverse background in finance has given him a broad view of the financial service industryBayView is a boutique financial planning office that has the distinct ability to leverage inn...
2021-08-0330 min
Grow Your Business and Grow Your WealthEric Brotman: CFP™, AEP, CPWA & CEO at BFG Financial AdvisorsEric D. Brotman, CFP™, AEP, CPWA is a financial advisor, wealth manager, mentor, and host of the podcast Don't Retire...Graduate! As CEO of BFG Financial Advisors, he has been advising his clients on investing, risk management, retirement, and financial planning for over 25 years. Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Eric Brotman about helping people understand their finances.Here are some of the beneficial topics covered on this week’s show:● How taking care of finances is not something people learn in school.● Why it’s impossib...
2021-03-0334 min
The Exceptional Advisor PodcastAdvising Retirement Clients Amid a Pandemic w/Moe Allain, RMA®, CPWA®, AAMS®, MBA Robert Powell, the editor of Retirement Daily at The Street, interviews Moe Allain, RMA®, CPWA®, AAMS®, MBA, Vice President, Financial Advisor, Baird - Private Wealth Management, Evans-Allain-Crumley Group. Allain discusses client's retirement concerns, how to address them, controlling risk and the need for pivoting goals.
2021-02-1921 min
The Exceptional Advisor PodcastEpisode 50–Working Efficiently in Adverse Situations w/Kevin M. Sánchez, CIMA®, CPWA®, CFP®Today we celebrate our 50th episode of the podcast with our host Robert Powell, editor of Retirement Daily at The Street, as he interviews Kevin M. Sánchez, CIMA®, CPWA®, CFP®
2020-09-0338 min
The Double Dropkick ShowThe 2018 CPWA WinnersHeath Mullikin sat down with Robert Truesdale, the moderator of the Carolinas Professional Wrestling Awards, along with Joe Brown and Nate Prichard, panelists and hosts of Suplexes and Mics, to reveal the winners of the 2018 CPWA’s.
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2018-12-141h 10
The Double Dropkick ShowThe 2018 CPWA WinnersHeath Mullikin sat down with Robert Truesdale, the moderator of the Carolinas Professional Wrestling Awards, along with Joe Brown and Nate Prichard, panelists and hosts of Suplexes and Mics, to reveal the winners of the 2018 CPWA’s.
The post The 2018 CPWA Winners appeared first on The Double Dropkick Show.
2018-12-141h 10The Double Dropkick ShowCGWS #3-Chester APW Results, Wrestlecade Review, and Analysis of the CPWA FinalistsOn this edition of the Carolinas Georgia Wrestling Spotlight: Chester APW Results Wrestlecade Review My analysis of the CPWA Finalists A voicemail from Jer Polk with his thoughts on the Finalists Join the CPWA FAcebook Group and vote! Quick results from Action Packed Wrestling’s November 23, 2018 event in Chester, SC: 1) Andre Guhn def. […]
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2018-11-301h 07The Double Dropkick ShowCGWS #3-Chester APW Results, Wrestlecade Review, and Analysis of the CPWA FinalistsOn this edition of the Carolinas Georgia Wrestling Spotlight: Chester APW Results Wrestlecade Review My analysis of the CPWA Finalists A voicemail from Jer Polk with his thoughts on the Finalists Join the CPWA FAcebook Group and vote! Quick results from Action Packed Wrestling’s November 23, 2018 event in Chester, SC: 1) Andre Guhn def. […]
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2018-11-301h 07
Retirement Answer Man Show#200 – Market Correction Fire Drill – Step 1
Talking about a market correction can either seem scary or far-fetched in this economic climate. But it is important to understand that a market correction will happen. And it is important is to know what to do when the market correction does happen. On this episode, we will go over how to prepare for when the market correction happens. This episode explains step one of a multi-step process. You will want to make sure to listen to this episode and all the episodes in this series to help you prepare for the impending market correction. Don’t let the ma...
2017-12-1331 minRetirement Answer Man Show#199 – Market Correction Fire Drill Starts Here
What can we control in life? How can we identify factors beyond our control? The trouble with retirement planning is that so much of it relies on factors beyond our control. Join me today as I discuss the impending force of a market correction and answer some listener questions from our Retirement Plan Live Webinar. We must learn to accept that there are things beyond our control. Once we do that and we learn to only worry about the things that are within our power to change we begin to feel much freer. So listen in to today’s ep...
2017-12-0531 minRetirement Answer Man Show#198 – What a 34 Year-Old Can Teach You About Retirement
This may surprise you, but there are youngins out there that we can learn from! My guest today is only 34 years old, but he knows quite a bit about retirement. Deacon Hayes is the author of a new book called You Can Retire Early and he has a fantastic website full of resources that can help you start planning your early retirement. Don’t let his age fool you, Deacon is full of great retirement advice. Listen to today’s show to hear about some innovative ways to prepare for your retirement.
What a 34 year old can...
2017-11-2926 minRetirement Answer Man Show#197 – How to Take Your Retirement Travel to the Next Level
Many people love to travel, as a matter of fact, it is at the top of just about everyone’s list of things to do when they retire. Usually, when we think of travel we think of stays in 4 or 5-star resorts and all-inclusive hotels. But what if you could find a deeper meaning to travel? Chris Niemeyer joins me today as we discuss meaningful travel. On this show, Chris and I discuss how you can create more meaningful experiences through travel. When you travel with focus and meaning you can incorporate my favorite acronym — FOR, family, occu...
2017-11-2230 minRetirement Answer Man Show#196 – How to Manage Retirement Risks
This is my third episode of the Retirement Plan Live case study. Over the past few weeks, we have gotten to know Lori as she has shared many details of her finances, lifestyle, and how she and Bruce have begun to prepare for retirement. Today we continue our journey by delving deeper into their finances and learning how they have prepared for the unexpected. Listen to hear how Lori and Bruce have prepared for some major retirement risks and to see if you have considered these risks when planning your own retirement.
Learn how to manage #retirement...
2017-11-1538 minRetirement Answer Man Show#195 – Organizing Your Financial Resources for Retirement
No matter how much money you may have, worrying about money is part of human nature. We all worry that we may not have enough no matter what our tax bracket is. Even though that is the case, I still say money does not come first when planning retirement. When planning out your financial resources to prepare for retirement, first think about the life you want, then think about the money. This is the second episode in a four-part series where I use Lori and Bruce as a case study to help you to discover how to plan your...
2017-11-0835 minRetirement Answer Man Show#194 – Dream Up Your Ideal Retirement
On today’s show, I interview Lori and we begin to plan her ideal retirement. There is no one size fits all retirement plan out there. Everyone’s ideal retirement will look different since we all have different priorities and financial goals. Listen in on this show to find some excellent resources to plan your own retirement. You’d be surprised to hear where the challenges are in planning this important stage of your life. Planning is the first step in ensuring that you are not left in the dark for what may be a thirty to forty year period...
2017-11-0144 minRetirement Answer Man Show#193 – How to Avoid This HUGE Threat to Your Retirement
Planning for the future has many challenges and you may not know what could be a threat to your retirement. There’s something you may not have thought about when planning your retirement. Over the next four weeks, we’ll be learning about Lori and Bruce in my Retirement Plan Live case study. By studying them you will gain great insight into how to prepare for your own retirement. Listen today as I introduce Lori and we discuss marriage and how a healthy marriage can lead to a healthy retirement.
How to Avoid This HUGE Threat to Your...
2017-10-2543 minRetirement Answer Man Show#192 – Should You Worry About a Market Crash?
My grandmother lived through the great depression. She was 10 years old when it started and remembers the struggle. What she went through during those years has shaped her decision-making process. She is very frugal. I can remember her saving small bits of wrapping paper when I would have thrown them out. For many of us, we have been affected similarly by the Great Recession and make decisions based on that experience. Many of you might be asking the question, “Is another crash just around the corner?” Tune in to this episode of the Retirement Answer Man to find out.
2017-10-1843 minRetirement Answer Man Show#191 – What Your Financial Advisor Should Be Doing
I’ve been married to my wife for 27 years. That’s a long time! I have noticed that there has been a rhythm within our relationship over the years where, as we have become more comfortable with each other, we begin to become disengaged. Not disengaged in a spiteful way but simply not as focused as a team. This happens in any relationship whether it be a parent and a child, the relationship between spouses, or even between you and your advisor. Listen to this episode of Retirement Answer Man to hear my tips for staying on track...
2017-10-1134 minRetirement Answer Man Show#190 – How much you should have saved for retirement by nowSeveral years ago I participated in an Ironman Triathlon. I didn’t win, not even close. I finished in the 77th percentile. Turns out, the winner could have started 6 ¼ hours after me and still beat me. So was this experience a failure? It depends on how you look at it. I enjoyed the experience, […]
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2017-10-0441 minRetirement Answer Man Show#189 – How Indexes and Bear Markets Can Make a Bad MixIndexes are comprised of many companies. Yet only the top few companies drive the index. What happens if we hit a rocky patch in the markets and those companies falter? On this episode of the Retirement Answer Man, I dive into the pros and Cons of investing passively v.s actively and what might happen if […]
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2017-09-2735 minRetirement Answer Man Show#188 – Worried about the Equifax Data Breach? Here’s Your Protect Your Credit Action PlanHave you ever had your identity stolen? I have. It’s not fun. It can leave you feeling helpless and frustrated as you try to prove who you are and undo the false financial claims against you. In this modern era data is everything. Your life is wrapped up in one 9 digit code, your Social […]
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2017-09-2027 minRetirement Answer Man Show#187 – Should My Advisor Have Access to My 401(k)? And Other Listener QuestionsMy listeners have been asking great retirement questions, and this podcast episode is focused on giving answers to some of those. I’m excited today to bring on my awesome sidekick, Nichole, to play the part of the listener and ask the questions. One really important question is whether your financial advisor should have access to […]
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2017-09-1326 minRetirement Answer Man Show#186 – Retirement Travel – One Way to Fund Your DreamsDo you have dreams for traveling in retirement? Everyone’s dreams are different, but every dream is going to cost some money. On today’s episode of The Retirement Answer Man, my friend Jamie joins me to talk about one creative way to fund your travel dreams. Discover how you can use your home to produce income when you’re […]
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2017-09-0634 minRetirement Answer Man Show#185 – Don’t Be Like Wimpy! How Spending Can Ruin Your RetirementIn the news today, credit card debt has reached over 1 Trillion dollars. In addition, we have 1.2 Trillion dollars in auto debt, 13% above the previous record. Impulse shopping is easier than ever, and this can be bad news for your retirement! On this episode of The Retirement Answer Man Podcast, I talk about […]
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2017-08-3041 minRetirement Answer Man Show#184 – Passive Investing: What You Should UnderstandPassive investment management has taken over the world. Nine of the top ten mutual funds are based on passive investing. On this episode, I explain what passive investing is and how it works, the top two indices that most funds are based on, and the advantages and disadvantages of investing based on those indices. I […]
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2017-08-2335 minRetirement Answer Man Show#183 – How Pre-tirement Could Save Your RetirementPre-tirement is that phase between full-time work and what we think of as traditional retirement, and it could be the key to you having a great retirement. Traditional retirement planning that focuses only on investing just doesn’t work. It doesn’t inspire much confidence or clarity about what your future could be. On this episode, I […]
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2017-08-1639 minRetirement Answer Man Show#182 – Want a Great Retirement?If you want a great retirement, you don’t need better answers, you need better questions. Pretty much everyone in financial advice and the media want us to stay with tactical questions like “How should I allocate my investment account?” “Are interest rates going to go up soon?” and “Am I saving enough?” These tactical questions […]
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2017-08-0925 minRetirement Answer Man Show#181 – Stop Financial Stress Now!The top financial stress in America, according to a Gallup poll, is not having enough money for retirement. Some people choose to ignore it to avoid the stress, but for others, the worry is a motivator to be proactive and get moving in the right direction. In this podcast interview with Emily Guy Berkin, we will discuss […]
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2017-08-0230 minRetirement Answer Man Show#180 – Should You Retire Overseas?Have you ever considered that it might be advantageous to retire overseas? Where your home will be when you retire can dramatically change what the landscape might look like financially. There is a growing trend of Americans retiring outside of the country. Should you be one of them? That’s the topic of today’s episode and […]
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2017-07-2636 minRetirement Answer Man Show#179 – A Simple Tool to Estimate Retirement SpendingDo you want to have a great retirement? Make sure you value the right things. It is possible to make a million dollars and feel poor, or to make $60K and live a rich and full life. On today’s episode, Jason Parker joins me to talk about how to calculate your retirement spending and make wise choices […]
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2017-07-1934 minRetirement Answer Man Show#178 – The Science of Index-Based Asset AllocationThere is a lot of weird science out there when it comes to investment management. But if we’re going to be successful in investing for retirement, we need sound science. Last time we talked about asset allocation for the flexible portion of your portfolio. Today we’re going to talk about the science behind the fixed […]
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2017-07-1226 minRetirement Answer Man Show#177 – The 5 Ps of a Good Investment PhilosophyDavid Booth once said, ““The important thing about an investment philosophy is that you have one.” But how many people who are actively planning for their retirement actually DO have one? You’d probably be surprised to know that much of the planning side of “retirement planning” is pretty haphazard. Even among investment advisors. But I’ve […]
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2017-07-0544 minRetirement Answer Man Show#176 – The Role of Asset Allocation in Retirement Planning“Learn the rules like a pro so you can break them like an artist” (Pablo Picasso). When I was taking a math refresher course for my certification, I had to memorize and practice calculating investment specific formulas. I have never had to use that skill again. But it did serve a purpose in giving me […]
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2017-06-2836 minRetirement Answer Man Show#175 – Market Forecasting: Who Can You Trust To Tell You What to Expect During Retirement?What you base your assumptions on when it comes to market forecasting and retirement planning will determine the course of action you take. Forecasting typically comes from respected “experts” who we all look to for advice, but here’s the problem: None of them are 100% accurate. In fact, even with all their knowledge and experience, […]
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2017-06-2127 minRetirement Answer Man Show#174 – Does the Institutional Approach to Asset Allocation For Retirement Work These Days?Part of my job as the Retirement Answer Man is to help you face the current issues that impact your retirement planning decisions. Part of that is the non-glamorous task of assessing the traditional approaches to retirement planning to see if they still work. So on this episode, I’m going to take a fairly deep […]
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2017-06-1429 minRetirement Answer Man Show#173 – Investment Risk Management for Regular People Get ready for part three of our Retirement Investing series. On this week’s episode of the Retirement Answer Man, we’ll talk about risk management, types of risk to watch out for, and why the common approach to managing risk might not be a good fit for you. This one will be a lot more […]
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2017-06-0737 minRetirement Answer Man Show#172 – Building A Strong Foundation For Your Retirement InvestmentsHello everyone and welcome once again to the Retirement Answer Man Show, I am your host Roger Whitney and I am the Retirement Answer Man. This show is part 2 in our series on investing. Today we will look at why maintaining a strong investment foundation is so important as you enter retirement and what […]
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2017-05-3137 minRetirement Answer Man Show#171 – J. David Stein on How Not To Gamble Your Retirement AwayWelcome back to the Retirement Answer Man show. Today begins a new series on Investing. I am very excited about being able to offer you this series and I hope you will find some value that fits your situation. In this week’s episode, we are chatting with a great guy, David Stein. He has many […]
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2017-05-2439 minRetirement Answer Man Show#170-Learn From Your Mistakes To Create A Great RetirementWelcome back to the Retirement Answer Man Podcast. My name is Roger Whitney and I am the Retirement Answer Man. On this week’s episode, I will be answering several listener questions about dementia, HSA’s, and next level investing. I’ll also outline the road to “brokesville” so that you can steer clear of catastrophe in your […]
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2017-05-1738 minRetirement Answer Man Show#169 – A Business Exit Strategy That Creates Family Legacy With Randy LongI love being an entrepreneur! Not only does it give me an avenue to exercise my creativity it gives me the flexibility to live the life I desire, work the way I want to work, and build a legacy for my family. The value of your business can be put into three categories: Cash flow, […]
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2017-05-1035 minRetirement Answer Man Show#168 – Using Your HSA To Slay The Health care DragonHello everyone and welcome! I am Roger Whitney the Retirement Answer Man and today on the show we are talking about the Healthcare Dragon and the threat that it poses to your retirement as well as the lives of your family. It’s no surprise to hear that health care costs are rising, each year this […]
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2017-05-0335 minRetirement Answer Man Show#167 – Should I Use Social Security Income To Fuel My Retirement Investments?Welcome to another episode of the Retirement Answer man, as always I am Roger Whitney the retirement answer man. This week’s show is a hodgepodge of great actionable content that might give you the edge you need in your retirement plan. We’ll discuss why alcohol abuse is a problem for many people in retirement and […]
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2017-04-2633 minRetirement Answer Man Show#166 We’ve got retirement planning all wrongAfter my last knee surgery, my doctor told me that I should NEVER AGAIN attempt to run like I have previously. That’s when it hit me, my best days physically are behind me. That was a sobering thought and a bit depressing. Thinking like this has a tendency to affect how we live and can […]
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2017-04-1937 minRetirement Answer Man Show#165 – Retirement Crisis: Why Work You Love Might Be The AnswerWelcome to another episode of the Retirement Answer Man podcast. I am Roger Whitney the Retirement Answer Man and this weeks’ topic is all about working during retirement. We all can agree that saving and investing are important but they often prove to be challenging. I believe there is another option a more fulfilling one. […]
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2017-04-1237 minRetirement Answer Man Show#164 – My advisor stole my money! A simple way to avoid investment fraud.Last week I got a call from a good friend. His sister-in-law believes her financial advisor has been stealing from her. I offered to help them get to the bottom of this and figure out what exactly what has been happening. Investment risk is a very real threat in today’s world. Scam artists are everywhere […]
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2017-04-0539 minRetirement Answer Man Show#163 Will The Trump Bump Continue?The election of President Trump was unexpected, and there is no denying that it has affected the markets. But instead of a crash, we are seeing all time highs. Since the election, the market has been accelerating like never before until last week when we saw it slow down. This begs the question, Will the […]
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2017-03-2937 minRetirement Answer Man Show#162 – The Problem with Retirement Planning and How to Fix ItWelcome back to the Retirement Answer Man Show. I’m Roger Whitney and I’m sad to say it, but Retirement Planning is broken! The mainstream retirement planning method that has worked for years is falling short in our modern world. It is frustrating, disappointing, and fails to give you the leverage you need to create a […]
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2017-03-2233 minRetirement Answer Man Show#161 – Simple Living In RetirementWe all have heard the term living simply and possibly associate it with a minimalistic lifestyle. Is there a way we can take the concepts of simple living and apply that to our retirement plan without compromising what is important to us? On this episode of the Retirement Answer Man, we will look at the […]
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2017-03-1524 minRetirement Answer Man Show#160 – Certainty Is Absurd: How To Deal With Uncertainty.Welcome back to the Retirement Answer Man show. I am Roger Whitney and I’m so excited to have you with me. Today we will be talking about certainty in retirement and how it is, in fact, absurd! The only thing that is certain in life is uncertainty. No matter how hard we try to plan […]
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2017-03-0840 minRetirement Answer Man Show#159 – Make your net worth work for your retirement not against it!Hey, there, and welcome back to the Retirement Answer Man show. I’m Roger Whitney and I am THE Retirement Answer Man. This week’s show is all about Net Worth. Today I answer several listener questions regarding net worth statements. I also offer a caution about the dangers of comparisons in your retirement planning and how […]
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2017-03-0131 minRetirement Answer Man Show#158 – How Binary Thinking Can Ruin Your Retirement GoalsHey, hey – it’s great to have you along for another episode of The Retirement Answer Man. I’m Roger Whitney and I am THE Retirement Answer Man. This episode of the show is all about how the habit of binary thinking can derail your retirement planning goals. What is binary thinking? I’m glad you asked! […]
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2017-02-2231 minRetirement Answer Man ShowMitigating Retirement Risks as You Plan For Your Future (Retirement Plan Live Session 3)Well, here we are – at session number three of Kim and Joe’s 2017 Retirement Plan LIVE experience. Today we reach the topic nobody enjoys talking about but that we HAVE to talk about anyway: Retirement Risks. There are many things we need to consider on this episode of the Retirement Answer Man in order […]
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2017-02-1538 minRetirement Answer Man Show#156 – How Your Personal Net Worth Statement Can Inform Your Retirement Decisions – Retirement Plan LIVE Ep. 2Planning for retirement will be next to impossible if you don’t have some sort of barometer of your financial situation – and that’s why I always create a personal net worth statement with my clients to have a starting point for retirement planning. On this episode – the 2nd in the 2017 Retirement Plan LIVE […]
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2017-02-0846 minRetirement Answer Man Show#155 – Retirement Wishes Start With Good Planning (Retirement Plan LIVE 2017)What are your retirement wishes? Do you have any? This episode of The Retirement Answer Man is all about retirement wishes – dreaming up the kind of retirement you really want to live (forget about what seems practical for now). I’m walking through an initial retirement planning conversation with Kim and Joe – this year’s […]
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2017-02-0145 minRetirement Answer Man Show#154 – Introducing Kim and Joe, the Couple Planning For Retirement via Retirement Plan LIVE.Every year I conduct a grand experiment in internet broadcasting that features everyday people like you. It’s called Retirement Plan LIVE and it’s my attempt at helping you know the ins and outs of effective retirement planning – and I do it by inviting listeners to take part in a to-be-aired set of conversations that […]
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2017-01-2634 minRetirement Answer Man Show#153 – Real Life Personal Growth And Finance Stories with P.T. MoneyEvery one of us has a Facebook face – right? It’s that face we put on for the Facebook watching world (at least we HOPE they are watching). Here’s what it looks like: We have a great life, great relationships, new car, enviable vacation pictures – you know the drill. It’s the adult way of […]
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2017-01-1836 minRetirement Answer Man Show#152 – Financial Forecasting: 2017 Predictions And The Impact They Have On YOUFinancial forecasting season is upon us! It’s the new year and there’s always a handful of predictions you see regarding politics, markets, social trends, and much more. If you spend much time listening to the talking heads out there you can come away very confused. Why? Because you’ll hear as many opinions and forecasts as […]
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2017-01-1137 minRetirement Answer Man Show#151 – Setting Retirement Goals and Working Toward Them: How One Couple Is Doing ItWelcome, welcome welcome! It’s 2017 and time to address those retirement goals you’ve been putting off. And I’m here to help. I’m Roger Whitney, otherwise known as The Retirement Answer Man. I’m here every week to help you think through, plan for, and take action toward a better retirement than you can conceive! Well, maybe […]
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2017-01-0437 minRetirement Answer Man Show#150 – Dealing With Failure By Seeing It As FeedbackDealing with failure is never an easy thing. We all have things we regret, wish we could do over, or would like to have never done in the first place. This episode of The Retirement Answer Man is filled with YOUR feedback to this show – over 220 responses you sent in at my request, […]
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2016-12-2134 minRetirement Answer Man Show#149 – How The Temptation of Hyperbolic Discounting Can Bite You In the End.You may not even know what “hyperbolic discounting” is. But it’s something we all fall prey to numerous times, at least weekly. It’s the temptation to do something now that you know is not the best long-term. On this episode, I tell the story of how I bought a set of noise canceling headphones even […]
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2016-12-1430 minRetirement Answer Man Show#148 – Maximizing Social Security For Your Best Retirement Ever!You want to get the most out of your Social Security benefits, right? I’m with you, maximize Social Security as much as you can! But there’s a lot of conflicting advice out there about what you should do to make that happen. Some advisors are saying you should take early but reduced benefits in view […]
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2016-12-0736 minRetirement Answer Man Show#147 – Avoid The Retirement Crisis By Building Retirement DreamsI’ve been hearing a lot lately about the so-called retirement crisis that’s happening in the United States. And what I think has happened is this – a long-held belief that rising costs and the decreasing value of the dollar make retirement more and more difficult – has conditioned us to think in terms of survival […]
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2016-11-3032 minRetirement Answer Man Show#146 – The Strength of the Dollar, The Forex Market, and Listener Questions About Asset AllocationIn case you haven’t noticed, the recent election has had a pretty significant impact on the strength of the dollar worldwide. The U.S. dollar is actually gaining strength in the world economy – it’s at a 13 year high – and it’s in large part because of what financial gurus around the world believe is […]
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2016-11-2337 minRetirement Answer Man Show#145 – Year End Financial Issues You Should ConsiderIt’s almost time for that year end tax planning. 2017 is going to be here before you know it! Over the past few weeks, I’ve been talking with quite a few of my clients about their year end financial planning and realized that the things I’ve been talking about week after week these days could […]
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2016-11-1627 minRetirement Answer Man Show#144 – The Power of Reading For Life, Success, and A Better Retirement.The power of reading is something you shouldn’t underestimate. Even if you don’t enjoy reading. That’s because there’s no other resource in the world where you can spend $20 and get a potential return of thousands of dollars, increased happiness, greater success, and a whole lot more. I’ve been thinking about this a lot lately […]
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2016-11-0934 minRetirement Answer Man Show#143 – Sunk Cost Bias and How It Makes YOU Your Biggest Retirement ObstacleDo you understand the concept of sunk cost? It refers to anything you’ve invested time or money in and afterward discover that the thing is not going to play out the way you thought. It could be an investment, a hobby, a project of some kind, a purchase, even a political candidate. The tendency we […]
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2016-11-0231 minRetirement Answer Man Show#142 – How Do Financial Markets React To Presidential Election Cycles?The 2016 Election in the United States is being hailed as one of the WORST campaigns in American history. It’s pretty bad but historically it’s actually not the worst that has happened. The election of 1828 between John Quincy Adams and Andrew Jackson was truly vicious and I for one am thankful that we’ve come […]
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2016-10-2631 minRetirement Answer Man Show#141 – Why Longevity Makes Retirement a Whole New GameI love putting out episodes of the Retirement Answer Man podcast because you don’t think about your retirement every day of your life, but I do! I get to experience varied conversations with people from all walks of life about their retirement goals, every day of the work week. That’s a lot of varied experiences […]
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2016-10-1937 minRetirement Answer Man Show#140 – Do You Have The Courage To Color Outside the Lines?When I think about the way the American Dream is typically carried out, it looks like a “Paint By Numbers” exercise. We’re given specific things we’re supposed to do in life – graduate High School, go to college, get a job, work a long time, save up for retirement, retire. But is that really the […]
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2016-10-1233 minRetirement Answer Man Show#139 – The #1 Fear About Retirement: Losing My MindWhen I speak to clients and potential clients it’s amazing that the #1 fear they have about retirement is not how they are going to support themselves financially, where they are going to live, or what their standard of living will be. The #1 fear I hear from clients is the fear of losing their […]
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2016-10-0530 minRetirement Answer Man Show#138- 10 Powerful Book Recommendations For Investing And Personal GrowthAnyone who is a reader would be happy to give you their “top 10” list of book recommendations. But today’s episode is not about my top 10 – it’s simply a list of books that have had a great impact on my life through the years. Your list will by default be different than mine […]
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2016-09-2829 minRetirement Answer Man Show#137 -How To Become A Better Decision Maker, Even In The Small ThingsAll of us can become better decision makers but we often don’t realize that one of the most important realms of life we need to do that in is relating to the small things. Small things add up over time to become really big things. Just ask the alcoholic or an inmate in a penitentiary. […]
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2016-09-2124 minRetirement Answer Man Show#136 – Decision Making: Getting It Right For Retirement (and the rest of life)Decision making: It’s been said that not making a decision is actually making a decision. But we tend not to think of it that way because it doesn’t feel like we’re making a decision. It feels safer to go on the way things have been instead of making a change. But is that true? On […]
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2016-09-1435 minRetirement Answer Man Show#135 – Why People In The Financial Services Industry Are Freaking Out!It’s not a good things when the financial services industry is freaking out. I mean really – these are people who are giving advice to you about your finances and retirement. Does it make YOU feel good when you see them freaking out? You might be wondering what in the world I’m talking about. It […]
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2016-09-0731 minRetirement Answer Man Show#134 – Is Economic Growth Always A Good Thing?Economic growth is always a hot topic when election year rolls around. The candidates make it sound like a lack of growth is the worst thing that could ever happen during any President’s term. But is that true? And furthermore, are there actually benefits to having times of economic slowdown or even recession? On this […]
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2016-08-3126 minRetirement Answer Man Show#133 – Economic Growth, the Upcoming Election, Life Satisfaction!Economic growth is the hot button topic during this election. Have you noticed? When politicians, analysts, and talking heads on the news use that term “economic growth” – what do they really mean by it? It’s easy to make assumptions and easy to get lost in the verbiage because it sounds like something we all […]
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2016-08-2430 minRetirement Answer Man Show#132 – How Personal Values Can Impact Your Level Of Happiness In RetirementPersonal values are really important. Do you know what yours are? It’s easy to respond immediately to the question with a “Sure, I know what my personal values are.” But do you really? I didn’t until I was challenged by my life coaches – Robert Mallon and Bill Watkins – to write down my top […]
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2016-08-1733 minRetirement Answer Man Show#131 – How To Detect Burnout and Fix The Cause Of It, with Dr. Clark GaitherBurnout may not be top of mind for you when you’re thinking about retirement. But maybe it should be. After all, you won’t be as productive in your pre-retirement years if you’re subject to job related burnout all along the way. Toward helping you think about your retirement planning in a healthier and more productive […]
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2016-08-1035 minRetirement Answer Man Show#130 – Retirement Age Is Approaching! Are You Going to Be Secure In Your Older Years?Retirement age is approaching faster than most of us want to admit. It will be here before you know it – and one of the most common things I hear from people who have moved into their retirement years is this: “I don’t feel very secure.” I used to think of retirement age security as […]
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2016-08-0331 minRetirement Answer Man Show#129 – How to Avoid the Trap of Emotional Investing, with Dr. Daniel CrosbyOne of the biggest pitfalls of being an investor is that we tend to make emotional investing decisions. What does that mean? Take a scenario for a moment: the market takes a serious dip and stock prices plummet. The tendency the majority of investors have is to rush to their advisor and try to make […]
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2016-07-2740 minRetirement Answer Man Show#128 – Here’s How Technology Will Help You Combat Loneliness in RetirementOne is the loneliest number, right? It’s hard to think about retirement without honestly assessing the possibility that loneliness could be a very real aspect of it. But does it have to be that way? Not if I can help it! I’m Roger Whitney, the Retirement Answer Man and on today’s episode of the podcast […]
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2016-07-2036 minRetirement Answer Man Show#127 – Here’s How Technology Will Impact Your Mobility During RetirementDo you remember your very first car? Do you remember the feeling of freedom and responsibility it gave you? The kind of mobility that comes from having and driving your own vehicle is something that many of us have been enjoying for 30 to 50 years. Have you taken the time to consider the impact […]
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2016-07-1337 minRetirement Answer Man Show#126: Here’s to the Future: How Technology Will Change Your RetirementIt seems funny to think about but those old Jetsons cartoons from the 1960s and 1970s are actually becoming more and more reality in the present day. More and more opportunity and concern is arising from the advances in technology that we see happening around us. I believe that many of these advances can be […]
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2016-07-0641 minRetirement Answer Man Show#125 – 5 Things You Should Do in a Post-BREXIT World for Your RetirementHey, it’s me, Roger Whitney – the Retirement Answer Man – and I’m here to help you not only plan for a happy and healthy retirement season but also to live a happier and healthier life now as you move toward retirement. On this episode we’re going to tackle the volatility in the markets as […]
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2016-06-2955 minRetirement Answer Man Show#124 – Why You Should Say YES MoreToday is a day to say “Yes” to something. I mean it. There are so many opportunities out there, so many experiences to enrich your life. What could happen if you took the time to say “yes” to one of those opportunities? You’ll only know if you do it. I’m so thankful you’ve joined me […]
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2016-06-2229 minRetirement Answer Man Show#123 – How to Make the Most of Social Security with Emily Guy BirkenFor as long as I’ve been aware of Social Security there’s been concerned that there won’t be enough funds to support future retirees. Well here we are in 2016 and the Social Security system is going along as it always has. Today’s guest is an expert on the topic, which is why I’ve invited her […]
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2016-06-1523 minRetirement Answer Man Show#122 How the Wisdom of Chess Can Make You a Grandmaster of Investing With Doug GoldsteinI invite you to engage with the audio on this page, for the sake of your future, your happy retirement, and your overall happiness in life. That’s because the Retirement Answer Man is not just about numbers and figures, it’s about building a life that you can be proud of and satisfied with once you […]
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2016-06-0834 minRetirement Answer Man Show#121 – What You Should Know About Risk Management and InsuranceRisk Management: It’s a boring topic most of the time, but not this time – I guarantee it! Welcome back to this episode of The Retirement Answer Man. I’m happy you’re here (I’m Roger Whitney, by the way). I hope that you’re ready for an important conversation today. And I mean that, it really is […]
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2016-06-0135 minRetirement Answer Man Show#120 – How to Use the Sharing Economy in RetirementIt’s that time of the week again – time for another episode of The Retirement Answer Man featuring your very own Retirement Answer Man, Roger Whitney (that’s me). On this episode I’m going to introduce you to the concept of what is being called the “sharing economy” (in case you didn’t know what it was […]
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2016-05-2539 minRetirement Answer Man Show#119 – What You Need to Know to Invest in BondsWelcome back to another episode of The Retirement Answer Man podcast, I am Roger Whitney, your host. In a financial climate like the one we are currently living in, when interest rates are low, how should you think about those fixed-income investments in your portfolio such as bonds? On this episode of the show I […]
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2016-05-1843 minRetirement Answer Man Show#118 – 3 Action Steps to Maximize Your Social Security Benefits.If you want to learn how to maximize both your preparation and enjoyment of retirement, you’ve found the best way to do that. It’s here on The Retirement Answer Man podcast. This episode is focused on a very important issue – understanding the Social Security system (which is no small task). I’ve got a great […]
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2016-05-1135 min