Shows
Retirement Answer ManYear-End Planning: The Basics of Charitable GivingIn this Christmas Eve episode, Roger Whitney explores the basics of charitable giving as part of an intentional retirement plan, with a timely focus on year-end decisions. He explains how charitable deductions work, common planning mistakes to avoid, and why generosity is most effective when paired with a resilient financial plan. Roger also shares a Rocking Retirement in the Wild story from a listener who is actively living a purpose-filled retirement, reflects on the corporate language we can leave behind when we retire, and answers listener questions on retirement readiness, gifting inheritance early, and the risks of relying on...
2025-12-2446 min
Retirement Answer ManYear End Planning: RMD Rules for IRAs & Inherited IRAsIn this episode, Roger Whitney walks listeners through the complexities of inherited IRAs, highlighting the impact of the SECURE Act of 2019 and clarifying the distinctions between eligible and non-eligible designated beneficiaries. He explains how these classifications affect withdrawals and tax planning, making the rules easy to understand. Roger also answers listener questions on topics like retirement team selection and funding health insurance with HSA accounts. Beyond the numbers, he shares practical strategies for creating more meaningful holiday conversations, drawing on real-life examples to show how curiosity and intentionality can help you connect more deeply with the people you care...
2025-12-1740 min
Retirement Answer ManYear-End Planning: Annual Gifting RulesIn this episode, Roger Whitney, a retirement planner with 30 years of experience, breaks down annual gifting limits and year-end planning. He shares practical strategies for giving that make a real impact and create meaningful experiences for loved ones. Roger also answers listener questions, providing clear guidance to help you navigate your retirement with confidence.OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN(00:00) This podcast is dedicated to helping you rock retirement.(00:57) Today Roger talks about annual gifting limits.RETIREMENT TOOLKIT(01:45) In today’s Retirement Toolkit, Roger explores year-end planning by breaking down th...
2025-12-1041 min
Retirement Answer ManYear-End Planning: Tax-Loss Harvesting💬 Show NotesIn this episode, Roger Whitney kicks off a month-long series on year-end planning for retirement. He shares insights on tax loss harvesting, a technique that can help you minimize capital gains tax. Listen in as Roger explains the basics of capital gains, the importance of proactive planning, and the potential benefits of offsetting gains with losses. Plus, he introduces a smart sprint action item to help you optimize your tax strategy before the year's end!OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN(00:00) This podcast is...
2025-12-0336 min
Retirement Answer ManShould I Use My Traditional IRA to Fund My Life or Do Roth Conversions?💬 Show NotesIn this Thanksgiving Eve episode, Roger Whitney encourages listeners to carry gratitude into everyday life, emphasizing the value of recognizing specific moments and taking “mental snapshots” of what matters. He also addresses common retirement questions, including how to think about traditional versus Roth IRAs and whether to use IRA withdrawals or pursue Roth conversions. It’s a clear, practical discussion to help you reflect and make informed planning decisions.OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN(00:00) This show is dedicated to helping you rock retiremen...
2025-11-2638 min
Retirement Answer ManHow Do I Build My Initial Cash Cushion for Retirement?💬 Show NotesIn this episode, Roger Whitney explores the psychology of loss aversion and how it affects financial decision-making. He introduces the new Retirement Toolbox segment, offering practical, actionable tools to help you strengthen your retirement plan. We also cover the benefits of Qualified Charitable Distributions and answer listener questions on retirement planning and asset allocation. Don’t miss this insightful discussion designed to help you confidently navigate and optimize your retirement!OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN(00:00) This show is dedicated to helping you not j...
2025-11-1238 min
Retirement Answer ManThe 10 R's for a Joyful Retirement with Cesar Aguirre💬 SHOW NOTESIn this episode, Roger Whitney explores the art of retirement goal setting with his signature blend of practical advice and thoughtful reflection. He sits down with Cesar Aguirre, who shares how leaving a corporate career led to a purposeful and fulfilling retirement, the evolution of his book, and the importance of aligning goals with personal values rather than just chasing big achievements. Roger also addresses listener questions on planning, discretionary spending, and shifting mindsets around money, offering actionable insights to help create a retirement that’s intentional, joyful, and aligned with personal values.
2025-11-0546 min
Retirement Answer ManRetirement Goal Case Study💬 Show Notes In this episode, Roger Whitney wraps up our four-week series on smarter retirement goal setting. He dives into the ideas of buoyancy and Maslow’s hierarchy of needs, showing how they play a role in planning a retirement that actually works for you. Using two relatable avatars – the Grinder and the Dreamer – Roger shares practical, real-world strategies to help navigate the twists and turns of retirement planning. Tune in for insights that will help you make your retirement not just secure, but truly rock! OUTLINE OF THIS EPISODE OF...
2025-10-2951 min
Retirement Answer ManHow to Navigate Goals as Life Unfolds💬 Show NotesIn this episode, we continue our four-week series on better retirement goal setting with Roger Whitney. This week, we delve into the dynamics of navigating retirement goals as life unfolds and the concept of opportunity cost. In the second half, Roger has enlightening discussion with Dr. Bobby, where he explores the pros and cons of organic food and its relevance to our health and finances. Discover how to align your retirement goals with your evolving self and make informed choices about your lifestyle. Tune in for practical insights that can help you roc...
2025-10-2255 min
Retirement Answer ManBuilding Agile Retirement GoalsIn this episode, Roger Whitney continues his four-week series on retirement goal setting, focusing on the importance of building agile retirement goals. He emphasizes creating the right conditions for discovering what you truly want in retirement, rather than fixating on specific desires. Roger shares insights on self-discovery, the anatomy of goals, and the significance of establishing a solid foundation for a fulfilling retirement. Tune in to learn how to navigate your retirement journey with confidence and purpose!OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN(00:00) This week Roger talks about building agile...
2025-10-1545 min
Retirement Answer ManSimple Isn't Easy: Carl Richards on Life and RetirementSHOW NOTESIn this episode, Roger Whitney sits down with Carl Richards, a financial advisor-turned-artist, to talk about keeping retirement planning simple and meaningful. They dive into the idea of “elegant simplicity,” the importance of knowing your goals, and making decisions that actually work for you. Plus, hear inspiring stories from club members to help you rock your retirement!OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN(00:00) The ultimate goal in building a retirement plan of record is elegant simplicityCHAT WITH CARL RICH...
2025-10-0159 min
Retirement Answer ManShould I Do a "Free" Retirement Analysis?💬 SHOW NOTESIn this episode, we explore the implications of the saying 'nothing is for free' in the context of retirement planning. Join Roger Whitney, a seasoned retirement planner, as he shares a heartfelt story from a listener, David, who exemplifies the spirit of 'rocking retirement.' Additionally, Roger tackles the critical question of whether to accept a free retirement analysis from brokers, discussing the potential costs and consequences involved. Tune in for insightful advice on navigating your retirement journey with confidence!OUTLINE OF THIS EPISODE OF THE RETIREMENT ANS...
2025-08-2740 min
Retirement Answer ManElder Care Options for Singles💬 Show NotesIn this episode, Roger Whitney welcomes elder law expert Kathy McNair to discuss the often-overlooked but crucial topic of elder care, especially for those retiring solo. They explore what elder law really means, how it differs from traditional estate planning, and why having the right legal documents—like healthcare proxies and powers of attorney—is vital for protecting your future and legacy. Alongside practical insights on guardianships and conservatorships, Roger shares a fresh perspective on gratitude and contentment as essential mindsets for a meaningful retirement. Plus, he answers listener questions and wraps up with...
2025-08-1351 min
Retirement Answer ManHow to Choose a Retirement Coach💬 Show NotesIn this episode, Roger Whitney returns after a month off, ready to help you rock your retirement! He answers listener questions on a range of topics, including the benefits of choosing between Fidelity and Vanguard, the Rule of 55 for 401(k) withdrawals, and inherited IRA distributions. Roger also chats with discusses the importance of finding the right retirement coach. Join us for practical advice and insights to help you navigate your retirement journey!OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN(00:00) Roger Whitney answers your retirement ques...
2025-08-0636 min
Retirement Answer ManHow to Rebalance Your Portfolio in Retirement💬 Show NotesIn this episode, Roger Whitney dives into the essential elements of not just surviving, but thriving in retirement. We kick off with a listener's story about the challenges of early retirement and the important questions that arise during this transition. Then, we shift gears to a practical planning segment on how to rebalance your retirement portfolio as life and market conditions change. Lastly, we hear from Karen and Shannon, two adventurous retired women, as they share their inspiring experiences traveling internationally and building confidence in their new lifestyles. Tune in for insights tha...
2025-06-1150 min
Retirement Answer ManRetirement Basics: Building Energy💬 Show NotesIn this episode, Roger Whitney takes on one of the biggest challenges facing retirees today: how to plan confidently when the markets are anything but steady. He’s joined by Dr. Bobby Dubois for a thoughtful conversation about building the energy and vitality needed for a meaningful retirement. Together, they share simple, practical steps to help listeners take charge of their physical well-being—so they can show up strong, not just today, but for years to come. Plus, listeners will hear an inspiring story of someone making real progress on their retirement journey...
2025-04-1650 min
Retirement Answer ManWhat Life Expectancy Should I Use in My Retirement Plan? 💬 Show NotesIn this episode, Roger Whitney tackles the critical question of life expectancy in retirement planning. With statistics from the CDC, he guides listeners through the complexities of determining how long they should plan for their retirement. Roger addresses the cognitive bias known as the "curse of knowledge," providing clarity on how to approach life expectancy assumptions. He also shares insights on the importance of using personalized data rather than general averages, and discusses practical tools for assessing longevity. Tune in for valuable advice that can help you plan confidently for your...
2025-03-0532 min
Retirement Answer ManRetirement Plan Live Debrief with Tanya Nichols💬 Show NotesIn this episode, we explore the essential questions of retirement planning with financial expert Roger Whitney and guest Tanya Nichols from Align Financial. They dissect the case studies of Laura and Nick, highlighting their unique approaches to retirement and how their lifestyles influence their financial decisions. Tune in for insights on spending, confidence in planning, and the importance of resilience in your retirement strategy!OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN(00:00) Stage one of retirement planning involves answering the central questions(00:54) Today, Roger chats wit...
2025-02-1940 min
Retirement Answer ManTake Action Now for a Resilient Retirement💬 Show NotesIn this episode, we tackle the essentials of retirement planning with an engaging discussion led by Roger Whitney. We explore the importance of prioritizing what truly matters in your retirement journey and how to create a resilient plan that secures your desired outcomes. Roger emphasizes that retirement planning is merely a tool to achieve a fulfilling life, not the end goal itself. Joining him is Nicole Mills, who shares insights and updates on Six Shot Saturday and reads listener questions about retirement. Don’t miss this enlightening episode!OUT...
2025-02-1248 min
Retirement Answer ManThe Lifestyle We Want in RetirementWe all have our own dreams for retirement and today, Mike and Judy share theirs. On this episode of Retirement Answer Man, you’ll hear Mike and Judy describe their ideal retirement, then in the Rock Life segment, Kevin Lyles will lay out the 4 pillars for a balanced life. As a bonus, you’ll hear Mark Ross interview me about my imperfect journey and the purchases we’ve made in Colorado. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN WHAT MIKE AND JUDY WANT IN RETIREMENT [2:42] Their values[7:27] Their base great life[15:56] Their wantsR...
2024-06-121h 07
Retirement Answer ManWidowed in Retirement: Navigating Life ChangesEven though it is difficult to think about it, at some point, those of us who are married will have to think about one of you transitioning from two to one. This week we’re exploring the nonfinancial impacts of this transition with someone who has walked this journey. Rock Retirement Club member, Mark Trautman shares his personal journey through his life-changing experience. Mark shares the challenges and the tools that have helped him get through this heartbreaking part of his life so that he can move forward and rock retirement on his own. Aft...
2023-03-081h 17
Retirement Answer ManHow to Rock Retirement on Your OwnIf you have been listening to this show for a while, chances are you already know how to rock your retirement. However, this can all change with the loss of a spouse. All of your best-laid plans change in an instant. That’s why this month we are focusing on going from two to one. Learn how to navigate your mindset–transition from this sucks, to how I will work through this, to having a great life. Press play to listen. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT [5:47] Announcements[6:44] Books I read i...
2023-03-0143 min
Retirement Answer ManShould I Rebalance My Portfolio Now?Life is what happens to us when we are busy making other plans. This is especially true during transitions. As I transition to adding a new segment to this show, it’s gotten a bit messy. It’s been a bumpy road and not everything has gone according to plan.Listen in to hear how this applies to retirement planning. While you’re at it you’ll hear how to decide whether to rebalance a portfolio and how to nurture relationships. Press play so that you can start rocking retirement. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER M...
2023-02-2234 min
Retirement Answer ManWhat are Brokered CDs and How Do They Work?Do you ever feel like a curmudgeon when you hear about new technology? Listen in to find out what has me putting on my sourpuss hat this week.We have a variety of interesting listener questions this week. Listen in to learn about purchasing brokerage CDs and CDs on the secondary market, how to decide whether to take the pension or the lump sum, and how to determine whether to become a 1099 contractor rather than a W2 employee.In the Bring It On segment you’ll hear about what work looks like in retirement from Ma...
2023-02-1535 min
Retirement Answer ManRetirement Plan Live 2023: Their Goals for Rocking RetirementSetting big goals is great, but they have to be the right goals or else they could become a trap. Rosie joins us again today to set her retirement goals. In this episode, you’ll hear her financial goals for her needs, wants, and wishes. We’ll discuss her financial expectations for each of these categories and how her goals fit into her values. Don’t miss out on this second episode of Retirement Plan Live. When you finish listening, head on over to LiveWithRoger.com to register for the live meet-up on February 2 where we will break d...
2023-01-1142 min
Retirement Answer ManHow to Rebalance a Bond LadderThe good life is a direction, not a destination. This is why we are so focused on the process of retirement planning. Rocking retirement is all about having an adaptable process to work through. On this episode of Retirement Answer Man, I answer a few process-based questions. You’ll learn how to work through the steps to rebalance a bond ladder and how to analyze whether you have enough to create a sound retirement. How retirement planning is like meditation Retirement planning has a lot in common with meditation. With meditation, the idea is to sit...
2022-11-1524 min
Retirement Answer ManWhen Can I Make a Backdoor Roth Contribution?If you don’t qualify for a Roth IRA you may be interested in using a backdoor Roth to utilize the advantages of a Roth IRA. One listener wonders about the rules for contributing to a backdoor Roth. Today, I’ll clear up his question and answer many more. Other listener questions in this episode cover using RMDs as QCDs, dealing with capital gains, and target date funds. Don’t miss out on discovering the answers to questions from listeners like you. Press play now to listen. Should we be optimists or pessimists right now? Optimism...
2022-10-2639 min
Retirement Answer ManHow Will I Estimate What My RMD Will Be at Age 72?Do you have a system for estimating what your future RMDs will be? Should you keep a mortgage or pay off the balance of your house in retirement? What should you do with the money that you withdraw to fill up your tax bracket? These are just a few of the questions that will be answered on this episode of Retirement Answer Man. Press play to check it out! My word of the year The end of the year is always a good time to think about beginning anew in the next year. I’m not big on...
2021-12-2238 min
Retirement Answer ManListener Questions: Is an Immediate Annuity a Good Option for Me?Do you feel like you are late to the ball game in saving for retirement? Have you ever wondered if an annuity could take some of the stress out of writing your own retirement paycheck? Are you trying to figure out the best way to self-fund long-term care for you or your spouse? All of these questions come directly from listeners like you. If you have questions about retirement, Fridays are a great time to tune in. We are now releasing 2 episodes a week: one focused on the monthly theme and the other focused on listener questions. ...
2021-10-1527 min
Retirement Answer ManRetirement Plan Live 2021: Unexpected Retirement - Trish Lost Her Job!Welcome to the Retirement Answer Man show, this month we’ll be doing a Retirement Plan Live! The Retirement Plan Live series allows you to take an in-depth look at a person’s goals, resources, and net worth to determine whether they are ready to retire. At the end of the month, on Thursday, January 28th, we will wrap it all up with a live webinar that you can join to see how their retirement plan works out. Make sure you are signed up for the 6-Shot Saturday newsletter which will have a summary of my conversation with...
2021-01-0640 min
Retirement Answer ManUnexpected Retirement - Do I Take the Retirement Package?A result of the infamous year 2020 is that companies are looking left and right for ways to cut costs. One way many companies are trimming the fat is by offering early retirement packages to their most experienced team members. There are many questions you should ask yourself if you have received the offer of an early retirement package. Listen in to discover what you need to be thinking about in this situation. Even if you have been planning to retire you may not be ready just yet You may have been considering and planning your retirement for a...
2020-10-2130 min
Retirement Answer ManHow Does Medicare Work? Making Your Medicare DecisionThe retirement decisions that you make today will impact you for years to come. This can be a scary thought since we don’t know what the future holds. The Medicare decisions that you make now can affect your future self so you don’t want to take these decisions lightly.For the past 4 episodes, we have discussed the inner workings of the Medicare system which has given us a good basis of knowledge to work from. Danielle Roberts from Boomer Benefits joins us one last time to help us understand how to make Medicare decisions. The reti...
2020-09-3042 min
Retirement Answer ManBetter Retirement Decision Making - The Retirement Choices You Have to MakeI’m excited to share with you this next series of episodes. Over the next 4 episodes, we will explore how to make better decisions for yourself in retirement. Today we’ll examine what a decision is and think about all the different choices you have to make in retirement. Learn how to evaluate your decision-making process and discover how to make better retirement choices on this episode of Retirement Answer Man. Decision fatigue can wear you down Every day we are faced with so many choices. Have you ever looked at the number of different kinds of toot...
2020-08-0545 min
Retirement Answer ManSetting Your Retirement Assumptions: 5 Rules to FollowIt’s easy to say don’t live your life based on assumptions. But how can we do that in retirement when assumptions are our way of managing uncertainties? Assumptions are basically just guesses at things we don’t know. And we need to make some assumptions to create a retirement plan. So today we’ll finish off the setting your retirement assumptions series by exploring 5 rules for setting and managing retirement assumptions. Join me to learn how you can make good assumptions so that you can rock retirement. 5 Rules for making and managing assumptions Recognize the assumptions you need...
2020-05-2730 min
Retirement Answer ManSetting Your Retirement Assumptions: MarketsOnce again we are tackling your retirement assumptions on Retirement Answer Man. This week we’ll discuss market assumptions. You are modeling 30 years out, so the market assumptions that you make can easily overestimate or underestimate the amount of money you will need. What kind of market assumptions have you been making with your models? What are capital market assumptions? Capital market assumptions are the assumptions that investment managers or asset allocation software use to design your pie chart. It will include what the expected returns are for the asset class. The factors include what the return ass...
2020-05-2034 min
Retirement Answer ManBeachwalker (The Retirement Coach) is in the HouseBeachwalker, the rockin’ retirement coach is in the house today. He joins us once a month on the show to give some helpful tips on how to create an awesome retirement. Today we’re talking about attitude. Attitude makes a huge impact on your retirement, your health, and even your longevity. Listen in to hear how a positive attitude can affect your life and stick around for the Q & A segment to hear the answers to questions you didn’t even know you had. Attitude isn’t everything, but... It’s a huge component of rocking retirement. Attitude is...
2020-04-2922 min
Roger & Dan's Retirement LabHow fpPathfinder Can Allow You Help Clients Make Better DecisionsRoger Whitney chats with Michael Lecours, co-founder of fpPathfinder about the importance of checklists and decisions trees in financial planning. www.fppathfinder.com Connect with Roger on Twitter @roger_whitney
2020-04-0932 min
The Agile Financial PlannerHow fpPathfinder Can Allow You Help Clients Make Better DecisionsRoger Whitney chats with Michael Lecours, co-founder of fpPathfinder about the importance of checklists and decisions trees in financial planning. www.fppathfinder.com Connect with Roger on Twitter @roger_whitney
2020-04-0932 min
Retirement Answer ManRetirement Planning Overload: Don’t Think too Much!If you are nearing retirement you may be hyper-aware of the corona disruption. With all this extra time on your hands, you may want to spend more time planning your retirement. But don’t overthink this. Listen to this episode to hear my take on 6 years of Retirement Answer Man plus hear the answers to several listener questions. 6 lessons from 6 years of Retirement Answer Man Thanks for 6 years of Retirement Answer Man! Last week I entitled the episode 6 Retirement Lessons from 6 Years of Retirement Answer Man and then I forgot to mention the lessons or the fact tha...
2020-04-0832 min
Retirement Answer Man6 Retirement Lessons from 6 Years of The Retirement Answer ManMaking the choice to retire and actually stepping away from the comfort of your long-time career can be so difficult. It takes a lot of courage to make that leap. On this episode of Retirement Answer Man, we’ll be analyzing how you can create a strategy to step off that train and get started on your retirement. Listen in to hear how to start planning for the retirement that you know you want. But first, let’s talk about this stimulus package. What does the CARES Act mean for you? In a landmark piece of legislation, the C...
2020-04-0130 min
Retirement Answer ManWhere to Live in Retirement: Steps to Navigate the TransitionChoosing where to live in retirement can seem daunting to some and exhilarating to others. On this final episode of the Where to Live in Retirement series, we hope to teach you how to take steps to navigate a transition to create the retirement and the life that you really want. If you listen to this show that means that you are preparing to rock retirement. Listen in to this episode to hear how to take intentional action to plan where you really want to be in retirement. Let’s acknowledge the crazy things going on We can...
2020-03-2531 min
Retirement Answer ManWhere to Live in Retirement: Experiment and DecideOver the past several episodes we have been discussing how to decide where to live in retirement. After listening to the previous episodes in this series, you have been able to acknowledge your own status quo and build a framework to decide the kind of place that you want to live in retirement. Now is the time to experiment and decide what makes the most sense for you and your situation. Listen in to hear different ways you can experiment and choose the right place to retire. Is the grass really greener somewhere else? All this talk o...
2020-03-1841 min
The Agile Financial PlannerWhat is the True Role of a Financial Advisor? Ep # 17Have you ever considered what the role of a financial advisor really is? I read a Tweet recently in which a financial advisor said if you aren’t calling your clients when the markets take a downturn you aren’t earning your money. What do you think? Did you call your clients last week to explain what happened in the markets? The Agile Financial Planner is a podcast created to consider how to thrive as financial planners in the 21st century. Listen in to hear what I think our true role is as financial advisors. Outline of This Episo...
2020-03-0217 minRoger & Dan's Retirement LabWhat is the True Role of a Financial Advisor? Ep # 17Have you ever considered what the role of a financial advisor really is? I read a Tweet recently in which a financial advisor said if you aren’t calling your clients when the markets take a downturn you aren’t earning your money. What do you think? Did you call your clients last week to explain what happened in the markets? The Agile Financial Planner is a podcast created to consider how to thrive as financial planners in the 21st century. Listen in to hear what I think our true role is as financial advisors. Outline of This Episo...
2020-03-0217 min
The Agile Financial PlannerWhat is the True Role of a Financial Advisor? Ep #12What is your true role as a financial advisor? On this episode of The Agile Financial Planner we’ll examine the decision making process so you can learn how to help your clients make better decisions in the future. You’ll learn how to create a framework to lead your clients to make informed financial decisions. We’ll also examine whether you are more of a financial advisor or a commissioned sales person. Learn what you can do to best serve your clients and help them make informed financial decisions by listening to this episode of The Agile Financial Planne...
2019-12-1615 minRoger & Dan's Retirement LabWhat is the True Role of a Financial Advisor? Ep #12What is your true role as a financial advisor? On this episode of The Agile Financial Planner we’ll examine the decision making process so you can learn how to help your clients make better decisions in the future. You’ll learn how to create a framework to lead your clients to make informed financial decisions. We’ll also examine whether you are more of a financial advisor or a commissioned sales person. Learn what you can do to best serve your clients and help them make informed financial decisions by listening to this episode of The Agile Financial Planne...
2019-12-1615 min
Roger & Dan's Retirement LabWhat do Free Trading Fees Mean for Financial Advisors? Ep # 9Are you worried about the trend toward free trading fees among custodians? It seems that custodians are in a race to the bottom. Many have now cust the costs of their transactions to zero. That’s great from the clients’ perspective, but what does that mean for you and me? How will the custodians make their money? And what’s next for financial advisors? These are the questions we will explore on this episode of Financial Planner Freedom. If this race to the bottom is beginning to concern you, you’ll want to listen in as we explore what zero tra...
2019-11-1110 minThe Agile Financial PlannerWhat do Free Trading Fees Mean for Financial Advisors? Ep # 9Are you worried about the trend toward free trading fees among custodians? It seems that custodians are in a race to the bottom. Many have now cust the costs of their transactions to zero. That’s great from the clients’ perspective, but what does that mean for you and me? How will the custodians make their money? And what’s next for financial advisors? These are the questions we will explore on this episode of Financial Planner Freedom. If this race to the bottom is beginning to concern you, you’ll want to listen in as we explore what zero tra...
2019-11-1110 min
Roger & Dan's Retirement LabSMART Sprints: A Tool for Client AccountabilityKeeping up with client accountability can be tricky. Sometimes they just don’t follow through. Have you ever left a client meeting and wondered if they were going to bother to follow up with your recommendations? Part of the agile planning process is to hold the client accountable. I use SMART Sprints as a tool to help hold my clients accountable. Find out what Smart Sprints are and how they help me further my clients’ goals and hold them accountable on this episode of Financial Planner Freedom. Outline of This Episode [1:22] Pierre asks if I have found a good...
2019-10-2819 minThe Agile Financial PlannerSMART Sprints: A Tool for Client AccountabilityKeeping up with client accountability can be tricky. Sometimes they just don’t follow through. Have you ever left a client meeting and wondered if they were going to bother to follow up with your recommendations? Part of the agile planning process is to hold the client accountable. I use SMART Sprints as a tool to help hold my clients accountable. Find out what Smart Sprints are and how they help me further my clients’ goals and hold them accountable on this episode of Financial Planner Freedom. Outline of This Episode [1:22] Pierre asks if I have found a good...
2019-10-2819 min
The Agile Financial PlannerThe 5 Principles of Agile Financial PlanningDo you use an agile financial planning process? If you’re listening to this show you are probably interested in creating the practice of your dreams that serves both your clients and your family. In doing so, you need to understand how to best help your clients while being able to achieve your own financial goals. In this episode of Financial Planner Freedom, you’ll learn why agile financial planning is the best way to serve your clients and yourself. Outline of This Episode [3:22] How financial planning is like project management [5:58] Collaborating with clients helps both clients and plan...
2019-10-0717 minRoger & Dan's Retirement LabThe 5 Principles of Agile Financial PlanningDo you use an agile financial planning process? If you’re listening to this show you are probably interested in creating the practice of your dreams that serves both your clients and your family. In doing so, you need to understand how to best help your clients while being able to achieve your own financial goals. In this episode of Financial Planner Freedom, you’ll learn why agile financial planning is the best way to serve your clients and yourself. Outline of This Episode [3:22] How financial planning is like project management [5:58] Collaborating with clients helps both clients and plan...
2019-10-0717 min
Retirement Answer ManRetirement Answer Man Classic Episodes - Your Net Worth Statement: The MVP of Managing Your FinancesYour net worth statement is the first building block for creating a great life in retirement. On this episode of Retirement Answer Man, we revisit a classic episode to reiterate the importance of net worth statements. You’ll learn the importance of having a net worth statement, how to create a net worth statement and how to determine your own net worth. Listen to this episode to find out why having a net worth statement is the foundation for creating your ideal retirement. Have you joined the Rock Retirement Club yet? If you have been thinking of jo...
2019-10-0250 min
Retirement Answer ManRetirement Plan Live 2019 - Counting What You HaveWelcome back to Retirement Plan Live 2019. During this Retirement Plan Live, we look at Emma and Luca who have recently been thrown a curveball and need to adjust their retirement plans. In this episode, we will be counting what they have to see if they will be able to make their retirement dreams a reality. While they are counting what they have, take the opportunity to sit down and consider what you have. We’ll include worksheets you can use in the 6-Shot Saturday email so be sure to sign up for it at RogerWhitney.com. Counting what you...
2019-09-1841 min
Retirement Answer Man#259 - How to Live Without a Paycheck: Making Sure You Have Enough Money in RetirementEveryone’s biggest worry is if they will have enough money in retirement. Are you prepared to live life without a paycheck? Over the next month, we will explore how to get you ready to live your life without a paycheck. A paycheck can be like a security blanket and learning to live life without it can be scary. That’s why it’s important to prepare for life without a paycheck now. Learn how to make sure you have enough money in retirement by listening to this episode of Retirement Answer Man. Is your paycheck your superpower? Do y...
2019-02-0624 min
Retirement Answer Man#248 - How a Spirit of Gratitude Creates Your Best Life & RetirementIs thankfulness the key to a happy life and retirement? It seems like everything I read about happiness contains the common theme of gratitude. Being a thankful person can greatly increase your happiness and the Thanksgiving holiday is a wonderful opportunity to give thankfulness a try. So this Thanksgiving edition of Retirement Answer Man focuses on being thankful to help you create your best life and retirement. If you are trying to maintain a thankful perspective in this harsh world, this is the episode to listen to because I’ll give tips on how to be more thankful. So li...
2018-11-2120 min
Retirement Answer ManChat with John Leland, Author of Happiness is a Choice You Make: Lessons From a Year Among the Oldest OldJohn Leland is a New York Times columnist and best-selling author of Happiness is a Choice You Make. He spent a life-changing year talking to six really old people. John thought that the year would be somewhat depressing, but it turned out to be quite different than he expected. He gained a lot of insight from his interactions with his subjects. Each person was quite different and they came from all walks of life. But even though they were such different people they shared the knowledge that they defined themselves by the choices they made. He learned so much...
2018-03-1623 min
Retirement 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#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#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#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#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#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 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#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#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#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#117 – How to Break Free and Live a Life True to YOURetirement Planning is what this show is about, and I’m glad you’re here to be a part of the conversation. I’m Roger Whitney, The Retirement Answer Man and this is the show where I seek to guide you through my years of experience as a retirement planner into not only planning for the retirement of […]
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2016-05-0430 minRetirement Answer Man Show#116 – 6 Mistakes You Need to Avoid in RetirementAre you ready to make the most of the life you have? I’m Roger Whitney and I’m here to help you do exactly that – not just for your retirement years, but for your entire life. On today’s show you’ll have the opportunity to dive into all kinds of good stuff, including my weekly happy […]
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2016-04-2737 min
Retirement Answer Man#114 What You Need to Know About the World EconomyIf you're investing for a great retirement, the state of the world economy can have a big impact on your success. This week, we go around the world updating you on Asia, Europe and the Americas. Listen to the Audio In This Episode We Cover Happy Lab “I wish I had stayed in touch with my friends” is #4 on the top 5 list of regrets people have at their death. Make sure you invest in your relationships. Close friends will make your retirement more fulfilling. Don't lose touch with them. [bctt tweet="Let's fac...
2016-04-1246 minRetirement Answer Man Show#113 – How Your Personality Affects Your Money DecisionsThank you for joining me on The Retirement Answer Man show today. I am Roger Whitney and I am truly blessed to know that you are interested enough in this podcast to track down this show notes page. On this episode of the show, we are going to focus in on happiness, the things that […]
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2016-04-0533 minRetirement Answer Man Show#112 – What you Should Know About Investing in Real EstateWelcome once again to another great episode of The Retirement Answer Man. I’m Roger Whitney, your host. I have been getting a lot of questions about real estate investing and I have to admit that I am not the expert on that subject. So, what I decided to do was to reach out to someone […]
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2016-03-2941 minRetirement Answer Man Show#111- Why You Shouldn’t Fall into the Market Timing TrapI’m so thankful – SO THANKFUL – that you have joined me once again for The Retirement Answer Man show. I’m Roger Whitney, certified financial planner, and your host for the show. If you’re new to the show, I’m glad you dropped by and I encourage you to dig into the many resources I have […]
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2016-03-2230 minRetirement Answer Man Show#109 – How to Make a Successful Career Pivot with Mike KimWelcome to another episode of The Retirement Answer Man, with me, Roger Whitney! My goal is that you’ll walk away inspired and ready for action. On this episode, I am your guide to financial bubbles and the preservation of your long term investments. I will also pick the brain of marketing consultant and communications strategist, […]
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2016-03-0846 minRetirement Answer Man Show#108 – This is What the Market Thinks About Presidential ElectionsWelcome once again to another episode of The Retirement Answer Man with Roger Whitney…me! It’s my goal to help you prepare for your retirement in a way that equips you to be happier, healthier, and more “on purpose” during your retirement years than you ever thought possible. On this episode I’m going to walk you […]
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2016-03-0137 minRetirement Answer Man Show#107 – Why You Should Stop Worrying So MuchWelcome back to The Retirement Answer Man Podcast. I am your host, Roger Whitney. Some people know me as THE Retirement Answer Man and I’m here to help YOU make the most of your retirement years, not only through wise financial planning, but also through maximizing your life to be exactly what you want it […]
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2016-02-2329 minRetirement Answer Man Show#105 – Why You Should Ignore All Market PredictionsWelcome once again to The Retirement Answer Man show. I’m Roger Whitney, AKA the Retirement Answer Man. This episode of the show is one where I really get to live up to that name, because I’m answering two very practical listener questions covering how to figure out your “risk tolerance” in light of the different […]
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2016-02-0938 min
Retirement Answer Man#105 - Why You Should Ignore All Market PredictionsWelcome once again to The Retirement Answer Man show. I’m Roger Whitney, AKA the Retirement Answer Man. This episode of the show is one where I really get to live up to that name, because I’m answering two very practical listener questions covering how to figure out your “risk tolerance” in light of the different types of investment vehicles you have in your portfolio, AND whether or not it’s smart to get your money out of the financial system altogether by investing in real estate. As you can see, there’s some great stuff on this episode, so...
2016-02-0938 minRetirement Answer Man Show#104 – Is tax deferral really the best way to save for retirement?Welcome back to the Retirement Answer Man… my name is Roger Whitney and I am a certified financial planner and your host of every episode of the show. This show is all about you – your retirement, your future, and your life. I want to help you think about your finances and retirement planning in […]
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2016-02-0232 minRetirement Answer Man Show#103 – How Will You Manage These Risks in Retirement?Good day to you again, my friends, and welcome to this edition of The Retirement Answer Man, my name is Roger Whitney, your host! Today we are smack in the middle of our “Retirement Plan Live” event and you’re going to get to hear another conversation I had with Linda (of Linda and James) about […]
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2016-01-2653 minRetirement Answer Man Show#102 – Want to Retire? Stop Watching the Markets, Watch ThisHey there, welcome back to another episode of The Retirement Answer Man. I’m Roger Whitney – THE Retirement Answer Man – and in case this is the first time you’ve ever wandered over to my show, welcome! I’m so glad you’re here. You’ve jumped right into the middle of my “Retirement Plan Live” series, where […]
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2016-01-1950 minRetirement Answer Man Show#100 – How to Become a Super Saver in 2016Happy 2016 to all of you retirement interested folks out there, this is Roger Whitney, and in these parts I’m known as The Retirement Answer Man. I do a podcast each week to help you think about, plan for, and maximize your retirement years so that you can enjoy life, live to the fullest, and […]
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2016-01-0540 minRetirement Answer Man Show#99 – Five Reasons to be Thankful Interest Rates are Going UpWelcome, welcome, welcome – to another episode of The Retirement Answer Man. My name is Roger Whitney and I am your host, companion, and guide to this episode, where we are going to navigate the farthest reaches of retirement theory and financial planning to help YOU create the retirement and future of your dreams. (Wow, […]
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2015-12-2928 minRetirement Answer Man Show#97 – How to Take Your Wealth Building to the Next Level with Todd TresidderGood day to you once again and welcome to this show notes page for the Retirement Answer Man podcast. I’m Roger Whitney, your host… and I’ve once again been blessed to put together a great episode of practical information for you to help you get underway on the retirement journey. On this episode there’s lots […]
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2015-12-1549 minRetirement Answer Man Show#95 – Make Sure You Know This About Your Inherited IRAWell, hello and welcome to the Retirement Answer Man. I am your host, Roger Whitney, and today’s show is packed full of great retirement information for you to use to educate yourself on your own retirement planning. But make sure you know this: The things I talk about on this show are purely for entertainment […]
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2015-12-0132 minRetirement Answer Man Show#93 – How to Be Happy: It’s Easier Than You ThinkHey there all you retirement-interested listeners out there, welcome to another episode of The Retirement Answer Man with yours truly, Roger Whitney. I’m so thankful you’re taking the time to listen today and want to do everything I can to make that investment of time worth your while. On this episode I have a great […]
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2015-11-1735 minRetirement Answer Man Show#92 – Bye Bye File and Suspend: What You Need to KnowHello there and welcome to this show notes page for episode 92 of the Retirement Answer man. I’m Roger Whitney, THE Retirement Answer Man, and on this episode I’m shaking it up a bit; throwing in some new segments that I believe are going to simplify and energize your retirement planning. I’d love to hear […]
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2015-11-1034 min
Retirement Answer Man#86 -You Are Enough For TodayThis episode of the Retirement Answer man is filled with some debt-crunching, retirement building, volatile market enduring advice to help you put your financial life in order. The feature segment of the show features the story of Jamie and Ruth, a couple who paid off over $83,000 in debt in just over 30 months. 30 MONTHS! It’s a testimony to what a unified goal and lots of hard work can do. You’ll hear Jamie’s account of how that one decision has changed the course of their lives and set them up to have a greater vision for their future! What s...
2015-09-2942 min
Retirement Answer Man#84 Learn How to Career Pivot to a More Independent Life During RetirementIn today’s podcast Roger hosts a terrific conversation with Marc Miller. Marc is a veteran of the corporate world, having worked for IBM for many years. He ‘s made what he calls a “pivot” in his career journey by exiting the corporate world and starting up his own consulting and coaching business to help others pivot their lives into something more satisfying and enjoyable for the later half of their lives. You’ll hear all kinds of great topics in this chat as Roger asks Marc about how he made the transition, whether he truly IS happier now, and what o...
2015-09-1542 min
Retirement Answer ManWant to Start a Business? Learn How to Fail ForwardRetirement planning is as much about additional sources of income as it is about investments. Roger’s guest today, Matt Miller, has built a company that offers savvy retirement planners a legitimate way to add an additional stream of income to their current situation - either on the side or with hopes of it moving toward a full time business. It’s entrepreneurial to the core; becoming a business owner, making your own rules, living the life you want now, instead of waiting for retirement. But it builds toward retirement as well. Matt’s story is inspiring… and you’ll hear it...
2015-08-1134 minRetirement Answer Man Show14: Jon Chevreau: Discusses His Book Findependence Day and Host Roger Whitney Talks About a Recent Cyber Attack on His Practice [podcast]Want a great gift for a graduating high school or college senior? Jon Chevreau’s book, Findependence Day, is a great gift that teaches important financial lessons within an interesting fictional story of a young couple walking through life. In This Podcast We Discuss: The definition of financial independence Retirement vs. financial independence Life energy and […]
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2014-05-2631 minRetirement Answer Man ShowHow to Plan for Housing During Retirement [Podcast]Johns Hopkins University’s Center for Innovative Care and Legg Mason recently issued a study titled “Aging and It’s Financial Implications: Planning for Housing. Kathleen Pritchard, Managing Director with Legg Mason, talks with host Roger Whitney about the importance of planning ahead for housing during retirement. Retiring Baby Boomers Will Have Major Implications to Housing Demand 10,000 […]
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2014-05-1932 minRetirement Answer Man ShowFinding a Financial Advisor: 15 Questions to Ask a Financial Advisor Candidate [Podcast]How do you find the right financial advisor for you and your family? In this special mid-week edition, host Roger Whitney gives you a framework for how to interview financial advisor candidates and 15 questions you should ask to help choose the right one. In this episode he covers: Why it is important to interview […]
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2014-04-0235 minRetirement Answer Man ShowDo I Have Enough Money to Maintain My Lifestyle in Retirement? [Podcast]This Week, Roger Whitney introduces a new service YOU ASK I ANSWER, where you can ask your retirement planning questions and receive a response. Then he begins to answer the question, will I have enough money to maintain my lifestyle during retirement? The first step to answering this question is to determine what your retirement lifestyle […]
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2014-03-3134 minRetirement Answer ManCreating An ICE Plan And 4 Reasons Why You Should Ignore Market PredictionsWelcome to PLAN WELL INVEST WISELY, the podcast dedicated to helping you make smarter financial decisions so you can live well today without sacrificing tomorrow.Each of these 30-minute weekly podcasts will be posted on Tuesdays. All the episodes will have two separate segments:PLAN WELL - This segment will include basic financial planning concepts to help you make smart financial decisions that are aligned with the things you care about most and the flexibility to adjust as your life unfolds. AndINVEST WISELY - This segment will show you how to grow your assets and work...
2014-03-0430 min