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Retirement Answer Man

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Retirement Answer Man

Roger Whitney, CFP®, CIMA®, RMA, CPWA®, AIF®

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A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, AIF® 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 best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax manage ...
 
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show series
 
We learned in the first episode of Retirement Plan Live that Joelle and her husband Mike had moved to a new area to pursue their retirement dreams. Joelle and Mike are now learning how to build community and purpose in their new home. Listen in to learn how Joelle plans to make social connections and find purpose in retirement as she creates her ne…
 
As you embark on your retirement journey, life’s question changes from what can you do to what will you do? You have so many choices that are available to you that the question of what to do next can be daunting. I explore these questions with Michael Bungay, author of the new book, How to Begin. Michael’s interview isn’t the only thing that’s in s…
 
Welcome to the second installment of Retirement Plan Live. This is the episode where we run the initial numbers for Joelle’s retirement. We’ll walk through the 3 categories to define Joelle’s base needs, wants, and wishes and put number values to each of these areas. In addition to the interview with Joelle, you’ll hear listener questions about how…
 
A new year means a new Retirement Plan Live! Over the course of the next 4 episodes, you’ll hear about Joelle and Mike and their plans for their recent retirement. Then, at the end of the month on January 27, we’ll wrap RPL up with a live webinar that you can participate in. Head on over to LiveWithRoger.com to register. On this episode, you’ll lea…
 
Do you own any cryptocurrency? First introduced in 2009, Bitcoin and other cryptocurrencies have exploded in popularity over the past few years. On this episode of Retirement Answer Man, we’ll discuss what cryptocurrency is, how it is revolutionizing the banking system and the drawbacks of this new type of currency. Listen in to learn whether you s…
 
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 i…
 
Do you have a net worth statement that you update regularly? Whether or not you do, you’ll want to learn about the psychological benefits that this exercise can create. In this episode of The Retirement Answer Man show, we’ll discuss what a net worth statement is and how you can gain from creating one regularly. You’ll also hear several listener qu…
 
Warm up by the fire with another edition of No More Mondays Winter Warmers. Today's episode finds Angie and Jane Durkee exploring the origins of the popular Outdoor Life Lessons video series. A special bonus: this episode drops on 12/10/2021 which is Angie's birthday. We hope this episode inspires you to get outside and re-charge!…
 
You have probably heard me refer to a retirement plan of record in the past few episodes, but you may be wondering what exactly this is. I have had several listeners reach out and ask me to define this term, so in addition to hearing listener questions, today you’ll learn exactly what a retirement plan of record is and how it can help you plan your…
 
Rocking retirement doesn’t mean getting your Roth conversions right, it means minimizing your regrets. At the end of your life, you don’t want to think “yay, I paid fewer taxes!” you want to think “wow, my life was awesome!” Overcoming the frugality that stems from a lifetime of saving is one way to live a life free of regret in retirement. To ensu…
 
Bogdan Zlatkov won’t disappoint. This multi-faceted personality has become a friend, trusted advisor, and colleague. The most recognizable thing in Bogdan’s history is his time as a content marketing manager with LinkedIn Learning. He’s since moved to a Green tech company serving the solar industry, but that’s not all. One of the reasons I wanted t…
 
Just in time for holidays: Give the gift of reading this year. Join Angie Callen and Executive Producer, Jane Durkee, review their compilation of top books recommended in Season Two of No More Mondays. There's a book on the list for all the growth-minded, action oriented readers in your life. Enjoy!By Angie Callen, Jane Durkee
 
You’re about to meet Vicki Moore. Vicki has taken risks and made big changes in her life – she’s re-created and rebranded herself multiple times. After getting her MBA, Vicki spent eight years in the corporate world where she managed large-scale training and marketing projects, at which point she took a leap of faith and started her own business. T…
 
How do you pivot from a moderately aggressive portfolio in the accumulation stage of retirement planning to the decumulation stage? In today’s episode, we tackle two listener questions about the mechanics of decumulation in retirement planning. You’ll also hear a question about using QLACs to reduce RMDs. If you are wondering about the details on h…
 
We often have monthly themes to guide the topics of this show, but this month on Retirement Answer Man we are doing a bit of a mishmash. Today I want to share some thoughts I had on retirement in general and answer a few retirement questions. As you listen, think about which topics apply to you and your situation and see if you can come up with act…
 
Tim Gidado currently serves as a territory sales manager for 3M. Yes, that 3M – who makes everything from no-damage hook you hang on the wall to the industrial solutions Tim represents and sells into a variety of other big channels, like the aerospace industry. Finding your niche in this world isn’t always easy, let alone when your career has progr…
 
As one of Denver’s prominent real estate agents, Meg Pitkin has made a name for herself smack-dab in the middle of Colorado’s booming housing market. Her entrepreneurial approach to real estate is impressive. Meg has earned herself a top 5% ranking among real estate agents in Denver by leading with a “client-first” mindset. She’s a fellow small-tow…
 
Ever since listeners enjoyed our Retirement Tax Management series with Andy Panko we have received an influx of questions surrounding taxes. I’ll answer several questions today about filling up your tax buckets. I’ll also respond to queries about planning when to take Social Security when you will have excess RMDs and how to incorporate balanced fu…
 
Welcome to a special re-release of a great NMM episode from Season 1. We love celebrating people, and that’s exactly why we’re relaunching Kelli Jones’s Original episode, Big Stories Make Headlines. Well, Kelli is doing just that! Kelli was recently named one of the 2021 Women of Influence by the Indianapolis Business Journal! We figured there’s no…
 
Do you wish you could find a comprehensive guidebook to help you plan your retirement? If so, you won’t want to miss this interview with Dr. Wade Pfau. Wade is the founder of the Retirement Researcher website and a retirement income professor at the American College. He is also the author of several books and his newest, the Retirement Planning Gui…
 
After moving from publishing to marketing leadership in nonprofit associations, Anna stepped out on her own and founded Three Story Strategies, LLC where she focuses on two things: organizing information and telling great stories. Anna started her career in textbook publishing before moving into the nonprofit industry where she evolved alongside th…
 
Do you understand what you need to do to build a happy retirement? My guest today has studied the data to tell the story of happy retirees in his new book, What the Happiest Retirees Know. Wes Moss is not only an author of multiple books, he is the host of the live radio show, Money Matters, and the Retire Sooner podcast. Learn the habits to develo…
 
Do you let perfection get in the way of progress? Trying to reach perfection could prevent you from reaching your goals. Retirement coach, BW joins me to discuss forward movement and setting realistic goals. In this episode, you’ll also hear listener questions about claiming spousal Social Security, preparing for retirement after divorce, and annoy…
 
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