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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 ...
 
In the Agile Financial Planner podcast, Roger Whitney, CFP®, CIMA®, CPWA®, RMA®, AIF® helps financial advisors build and grow the practices of their dreams. Whether you are trying to grow, scale, or even start a financial planning practice, you can build a practice that serves you and your family, with a team of motivated employees or contractors, and that serves only ideal clients. You’ll learn how to build a financial planning business plan as well as best practices with branding, marketin ...
 
Our goal at NewRetirement is to help anyone plan and manage their retirement so that they can make the most of their money and time. Our podcast spans money, purpose, meaning, lifestyle, and health. We interview guests with the goal of helping you make the most of your life. If you’d like to discover more, we offer “the best” free retirement planning tool and tons of useful content around this topic that you can access at NewRetirement.com.
 
World leading performance authority and Nutrabolics co-founder Jayson Wyner, taps into the performance secrets of some of the most elite athletes and influential business leaders. These people aren’t just in the game – they’re setting the trends, and we want to share all of their techniques, philosophies, and secrets with you.
 
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have in ...
 
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show series
 
Welcome to the What's Next! podcast with Tiffani Bova. This week I am bringing back another classic episode of the What’s Next! Podcast with Guy Kawasaki. This was a special episode because I was able to capture a frank conversation with my friend and fellow Hawaiian. He’s the Chief Evangelist at Canva, a brand ambassador for Mercedes-Benz, and an …
 
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 What's Next! podcast with Tiffani Bova. This week I am thrilled to bring you this episode of the What’s Next! Podcast, an encore of my LinkedIn Live chat with my friend, Dorie Clark! Dorie has been named one of the Top 50 business thinkers in the world by Thinkers50 and was recognized as the #1 Communication Coach in the world by the…
 
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…
 
This week; Tony Lefebvre, COO, Signature Flight Support: Since Christmas-30,000 flights canceled? Allegiant's big Boeing Max order; Listener takes issue with Ben's choice for person of the year; A listener is having airline job-finding challenges; Plus: New year's travel resolutions.By Ben Baldanza & Chris Chiames
 
Welcome to the What's Next! podcast with Tiffani Bova. This week I am bringing back another classic episode of the What’s Next! Podcast with Josh Linkner. Josh is a five-time tech entrepreneur and hyper-growth CEO, two-time New York Times Bestselling author, top-rated keynote speaker, and founding partner of Detroit Venture Partners. Josh lives at …
 
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…
 
Welcome to the What's Next! podcast with Tiffani Bova. This week I am thrilled to bring back the wonderful, Ron Carucci. Ron is a co-founder and managing partner at Navalent, where he works with CEOs and executives pursuing transformational change for their organizations, leaders, and industries. He has a thirty-year track record helping some of th…
 
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…
 
Welcome to the What's Next! podcast with Tiffani Bova. This week I am bringing back another classic episode of the What’s Next! Podcast with the incomparable Arianna Huffington. Arianna is an author, mother, and businesswoman, most notably known as the co-founder and former Editor-in-Chief of The Huffington Post. Arianna has been named one of the M…
 
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…
 
Welcome to the What's Next! podcast with Tiffani Bova. This week I am thrilled to bring you this episode of the What’s Next! Podcast with Ben Bensaou. Ben is a Professor of Technology Management and Professor of Asian Business and Comparative Management at INSEAD, Fontainebleau, France. He served as the former Dean of Executive Education at INSEAD,…
 
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…
 
This week: Jordan Kayloe, Dir. Air Service Development, BWI/Marshall Airport; Reflections on Doug Parker's retirement as CEO of American; Delta reduces loyalty benefits for Basic Economy fares; Boeing names Elizabeth Lund new Production Chief; A Fine or Whine complaint about a Spirit seating issue on which Ben & Chris agree is Fine!…
 
The 63rd NewRetirement podcast. This time, Steve Chen is joined by guest David Blanchett — Managing Director and Head of Retirement Research for PGIM DC Solutions — and discusses retirement income and goes over some listener questions. Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signup Produced by Davorin Robis…
 
Welcome to the What's Next! Podcast with Tiffani Bova for this What’s Next! Reload. This week I am bringing back a classic episode of the What’s Next! Podcast with the awesome Dan Pink. Dan is the author of six books, including When: The Scientific Secrets of Perfect Timing. Thinkers50 named Dan one of the Top 15 Business Thinkers in the World, and…
 
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…
 
Welcome to the What's Next! podcast with Tiffani Bova. This week I am thrilled to bring you this episode of the What’s Next! Podcast with Simon Mainwaring. Simon is the founder and CEO of We First, a strategic consultancy accelerating growth and impact for purpose-driven brands. He’s a member of the Steering Committee of Sustainable Brands, the For…
 
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…
 
This week: Rick Deurloo, Chief Commercial Officer, Pratt & Whitney unveils GTF Advantage engine; Thanksgiving travel recap; The Omicron variant - now what? A crackdown on unruly passengers; Listener Q on our David Neeleman interview re: start-up routes; Complaint: Southwest sale fares only available on web - Fine or Whine? An IATA shout-out.…
 
This episode of PERFORM PODCAST is straight FIRE! We are EXCITED to announce that Nutrabolics chief formulator and Co-Founder Rodney Dupont has returned to PERFORM PODCAST for episode 51. In this super informative podcast, Rodney breaks down some of the company’s latest product releases and what makes them so innovative. We also talk about what’s i…
 
Welcome to the What's Next! Podcast with Tiffani Bova for this What’s Next! Reload. This week I am bringing back an episode with my wonderful friend Seth Godin on the human side of business. Seth is the author of over 18 books that have been bestsellers around the world and been translated into more than 35 languages. He writes about the post-indus…
 
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…
 
This week: David Neeleman, Founder, Breeze Airways, JetBlue, & More; Dubai Air Show new aircraft orders; AA & United talk holiday staffing at Skift; Listener Q's: Should the EAS program be terminated? From Australia: Is Qantas & it's LCC successful? Complaint: Alaska Airlines Charged $125 to seat my grandson next to me - Fine or Whine? Plus a tribu…
 
Welcome to the What's Next! podcast with Tiffani Bova. This week I am thrilled to bring you this episode of the What’s Next! Podcast with Mike Zani. Mike is the CEO of The Predictive Index, a talent optimization platform that uses over 60 years of proven science and software to help businesses, design high-performing teams and cultures, make object…
 
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…
 
Welcome to the What's Next! Podcast with Tiffani Bova for this What’s Next! Reload. This week I am bringing back an episode with the wonderful Ginger Hardage on Servant Leadership. Ginger recently retired as Senior Vice President of Culture and Communications at Southwest Airlines after an illustrious 25 years. She is recognized by many as a foremo…
 
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…
 
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