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Retirement Answer Man

Retirement Answer Man

575 Episodes • By Roger Whitney, CFP®, CIMA®, RMA, CPWA® • www.rogerwhitney.com
A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for ...more
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Retirement Answer Man
Retirement Answer Man
@retirementanswerman
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How to Retire with Christine Benz
Join us for a special episode as we welcome Christin... more
Dec 4 2024 1h 2m
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Year-End Planning: Charitable and Family Giving
Welcome to another episode dedicated to enhancing yo... more
Nov 27 2024 40m
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Retirement Year End Planning: Withdrawing from Assets
Join us in this insightful episode as we continue ou... more
Nov 20 2024 43m
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Retirement Year End Planning: Contributing to Assets
Join us as we dive into year-end financial planning ... more
Nov 13 2024 38m
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Retirement Year End Planning: Tax-Loss Harvesting
Welcome to a transformative episode where we delve i... more
Nov 6 2024 48m
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Think Smart, Retire Smarter: Razor Sharp- Occam and Hanlon
Welcome to our latest episode, where we focus on emp... more
Oct 30 2024 34m
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Think Smart, Retire Smarter: Circle of Competence
In this episode, we delve into the concept of the Ci... more
Oct 23 2024 46m
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Think Smart, Retire Smarter: The Map vs The Territory
Join us in this insightful episode as we explore the... more
Oct 16 2024 50m
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Think Smart, Retire Smarter: Second Order Thinking
Welcome to the second week of our series on improvin... more
Oct 9 2024 1h 31m
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Think Smart, Retire Smarter: Inversion
Welcome to another insightful episode where we kick ... more
Oct 2 2024 54m
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CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Passion and Relationships
In this episode of the Retirement Answer Man, Roger ... more
Sep 25 2024 39m
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CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Energy and Mindset
This week, we continue our journey through the eight... more
Sep 18 2024 41m
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CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Resilience and Optimization
This month, we're revisiting the eight pillars of ro... more
Sep 11 2024 46m
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CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Vision and Feasibility
This September, we're doing something a bit differen... more
Sep 4 2024 50m
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Stories from Unique Retirements
If you are exploring a unique retirement, it is impo... more
Aug 28 2024 1h 11m
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Retire Without Borders: An Expat Primer
Have you ever thought about retiring abroad? It seem... more
Aug 21 2024 1h 2m
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Securing Their Future - Retiring with Special Needs Children
If you have a special needs child, you know that you... more
Aug 14 2024 50m
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Service, Sacrifice, and Second Acts: Military Retirees
Military retirees have a unique set of circumstances... more
Aug 7 2024 49m
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Roth 401K or Not? When Should I Switch?
So many retirement questions have no right answers. ... more
Jul 31 2024 38m
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What Income Sources are Included for the IRMAA Calculation?
You’ve got questions and we’ve got answers. On this ... more
Jul 24 2024 1h
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Financial Advisor Certifications - What They Mean for You
If you’ve ever searched for a financial professional... more
Jul 17 2024 1h 3m
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Steps to Secure Your Personal Information
The moment you’ve been waiting for is here! The Rock... more
Jul 10 2024 1h 4m
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Be a Super Communicator with Charles Duhigg
The best predictor of happiness and health at age 65... more
Jul 3 2024 55m
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Lessons from Mike and Judy’s Investment Experience
Every one of us has a different tolerance for risk. ... more
Jun 26 2024 38m
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Legal Tender: Tallying Their Resources
#544 - Legal Tender: Tallying Their Resources  Plann... more
Jun 19 2024 58m
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