Retirement Answer Man

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

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Category: Investing

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Subscribers: 455
Reviews: 1
Episodes: 561

Chris C
 Nov 16, 2019

Description

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 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 management in retirement as well as retirement travel and other non-financial issues you'll need to address to rock retirement. Retirement isn’t an age OR a financial number. It’s finding that balance between living well today and feeling confident about your retirement. It’s about gaining more freedom to pursue the life you want. Join the rock retirement community at www.rogerwhitney.com

Episode Date
Can I Do a Reverse Dollar-Cost Averaging for Withdrawals in Retirement?
Apr 24, 2024
How Much Money Do I Really Need to Retire?
Apr 17, 2024
Ask Better Retirement Questions
Apr 10, 2024
The State of Retirement Planning with Michael Kitces
Apr 03, 2024
How to Manage Your Scarcity Brain with Michael Easter
Mar 27, 2024
Overcoming Frugality in Retirement with Dan Crosby
Mar 20, 2024
What is True Retirement Planning? With Christine Benz
Mar 13, 2024
How Systems Thinking Can Improve Your Retirement with Rick Nason
Mar 06, 2024
What Can I Learn from the FIRE Movement?
Feb 28, 2024
The Challenges of FIRE
Feb 21, 2024
The Benefits of FIRE
Feb 14, 2024
What Is the FIRE Movement?
Feb 07, 2024
Retirement Plan Live: Mature Marriage - Managing Joint Cash Flow with Separate Assets 
Jan 31, 2024
Retirement Plan Live - Mature Marriage: Shared Resources
Jan 24, 2024
Retirement Plan Live: Mature Marriage - Shared Goals
Jan 17, 2024
Retirement Plan Live: Mature Marriage - Mary’s Story
Jan 10, 2024
Retirement Plan Live: Mature Marriage - Mark’s Story
Jan 03, 2024
Should I Withdraw from My IRA to Pay Off My Mortgage?
Dec 27, 2023
How Can I Reduce the Chances of Running Out of Money in Retirement?
Dec 20, 2023
The Ins and Outs of Donor-Advised Funds
Dec 13, 2023
Important Retirement Numbers for 2024
Dec 06, 2023
How Do I Refill My Retirement Income Floor?
Nov 29, 2023
My Retirement Planner Said No to a Report Request. What Should I Do? 
Nov 22, 2023
Should I Consolidate My Accounts in Retirement? 
Nov 15, 2023
How Should I Pay Taxes on My Roth Conversions?
Nov 08, 2023
Should I Continue to Own Bond Funds? 
Nov 01, 2023
Wisdom for Our Children - Spending, Saving, and Investing
Oct 25, 2023
Wisdom for Our Children - Family and Friends
Oct 18, 2023
Wisdom for Our Children - Career and Retirement 
Oct 11, 2023
Wisdom for Our Children - Energy and Mindset 
Oct 05, 2023
Should I Stop Contributing to My Pre-Tax Accounts?
Sep 27, 2023
What Is the Ideal Mix Between Before and After Tax Retirement Accounts?
Sep 20, 2023
What Should I Consider When Transferring Investment Accounts? 
Sep 13, 2023
Should I Borrow Against My Investments to Buy a House? 
Sep 06, 2023
Should I Realign My 401K Now That I’m Retired?
Aug 30, 2023
Historical vs. Projected Returns? 
Aug 24, 2023
500 Episodes and Still Rocking 
Aug 16, 2023
#499 - Should I Do a Roth Conversion?
Aug 09, 2023
The Impact of Alcohol on Rocking Retirement
Aug 02, 2023
The Rules for Roth Withdrawals
Jul 26, 2023
The Rules for Roth Conversions
Jul 19, 2023
The Rules for Roth Contributions
Jul 12, 2023
The Roth Opportunity
Jul 05, 2023
How Can I Reverse Taking Social Security?
Jun 28, 2023
The KISS Concept for Investing
Jun 21, 2023
How Listener Mike is Finding His Purpose in Retirement
Jun 14, 2023
How Does the 5-Year Rule Work for Roth Conversions?
Jun 07, 2023
The 8 Pillars of Rocking Retirement: Non-Financial - Passion and Relationships
Jun 01, 2023
The 8 Pillars of Rocking Retirement: Non-Financial - Energy and Mindset
May 24, 2023
The 8 Pillars of Rocking Retirement: Financial - Resilience and Optimization
May 17, 2023
The 8 Pillars of Rocking Retirement: Financial - Vision and Feasibility
May 10, 2023
The 8 Pillars of Rocking Retirement: How to Build a Retirement You Can Rock
May 03, 2023
How Should Spouses Claim Their Social Security Benefits?
Apr 26, 2023
What Retirement Planning Software Should I Use?
Apr 19, 2023
How Do I Report a QCD on My Income Tax Return?
Apr 12, 2023
I’m in My Fifties and Got Laid Off. What Should I Do?
Apr 05, 2023
Widowed in Retirement: Wisdom from Those on the Journey
Mar 29, 2023
Widowed in Retirement: Creating a New You
Mar 22, 2023
Widowed in Retirement: Navigating Financial Changes
Mar 15, 2023
Widowed in Retirement: Navigating Life Changes
Mar 08, 2023
How to Rock Retirement on Your Own
Mar 01, 2023
Should I Rebalance My Portfolio Now?
Feb 22, 2023
What are Brokered CDs and How Do They Work?
Feb 15, 2023
How Is Deferred Compensation Taxed When I Receive It?
Feb 08, 2023
How Do I Calculate the Decreased Social Security Benefit If I Retire Early?
Feb 01, 2023
Retirement Plan Live: The Impact of the Bear Market
Jan 25, 2023
Retirement Plan Live: Their Financial Resources
Jan 18, 2023
Retirement Plan Live 2023: Their Goals for Rocking Retirement
Jan 11, 2023
Retirement Plan Live: Meet Rosie and Dwayne
Jan 04, 2023
Should I Take My Pension Lump Sum Now or Wait?
Dec 28, 2022
Should I Have a Mortgage on My Rental Property?
Dec 21, 2022
Should I File for Social Security If I’m Still Working?
Dec 14, 2022
Should I Invest in Individual Stocks or ETFs in Retirement?
Dec 07, 2022
Should I Pay Off My Mortgage or Invest?
Nov 30, 2022
How Do I Know if an Annuity Is Right for Me in Retirement?
Nov 23, 2022
How to Rebalance a Bond Ladder
Nov 15, 2022
What Should I Know Before Using 72T to Fund Retirement?
Nov 09, 2022
What Should I Know Before Using 72T to Fund Retirement?
Nov 09, 2022
Should I Invest in Commodity ETFs to Fight Inflation?
Nov 02, 2022
When Can I Make a Backdoor Roth Contribution?
Oct 26, 2022
RRC Anniversary Special Episode
Oct 21, 2022
Will I Still Get Inflation Adjustments If I Wait to File Social Security?
Oct 19, 2022
Should I Switch My Bond Portfolio to CDs?
Oct 12, 2022
Which Account Should I Begin Drawing from First in Retirement?
Oct 05, 2022
What Is the Best Way to Save Money for Our Grandchildren?
Sep 28, 2022
Should I Switch My 401K Contribution to the Roth Option Near Retirement? 
Sep 21, 2022
Should We Consider a Mortgage for Building Our Retirement House?
Sep 14, 2022
How Should I Pay for Big Ticket Expenses Near Retirement?
Sep 07, 2022
Living a Heroic Retirement: How to Walk the Hero’s Journey
Aug 31, 2022
How to Live a Heroic Retirement Today
Aug 24, 2022
#448 - Living a Heroic Retirement: The 3 Identities a Hero Should Have
Aug 17, 2022
Living a Heroic Retirement: The Virtues of a Hero
Aug 10, 2022
Living a Heroic Retirement: What Is a Hero?
Aug 03, 2022
Dealing with Post-Pandemic Burnout
Jul 27, 2022
Will My Social Security Benefit Be Impacted by My Divorce?
Jul 20, 2022
Should I Prepay the Mortgage on My Rental Property Before I Retire?
Jul 13, 2022
Can I Count on Average Returns and Inflation for Retirement?
Jul 06, 2022
When Is It Time to Switch Advisors and More of Your Questions
Jun 29, 2022
Leave a Lasting Legacy: How to Create Your Legacy Strategy
Jun 22, 2022
Leave a Lasting Legacy: How to Leave a Nonfinancial Legacy
Jun 15, 2022
Leave a Lasting Legacy: How to Leave a Financial Legacy
Jun 09, 2022
Leave a Lasting Legacy: What Is a Legacy?
Jun 01, 2022
Functional Health to Rock Retirement: How to Be a Better Advocate for Your Health
May 25, 2022
Functional Health to Rock Retirement: Finding the Right Nutrition Plan
May 18, 2022
Functional Health to Rock Retirement - Creating the Right Exercise Plan
May 11, 2022
Functional Health in Retirement: What Is Functional Health?
May 04, 2022
How Do I Inflation Proof My Retirement?
Apr 27, 2022
Are Interest Rate-Hedged ETFs a Good Investment Right Now?
Apr 20, 2022
How Do RMDs Work for Married Couples?
Apr 13, 2022
Should I Retire Earlier if I Have Health Issues? And More Listener Questions
Apr 06, 2022
How to Plan Your Agile Retirement: Stage 4 - Optimize & Establish Your Plan of Record
Mar 30, 2022
How to Plan Your Agile Retirement: Stage 3 - Make Your Strategy Resilient
Mar 24, 2022
How to Plan Your Agile Retirement: Stage 2 - A Feasible Retirement Strategy
Mar 16, 2022
How to Plan Your Agile Retirement: Stage 1 - Your Vision
Mar 10, 2022
How to Plan Your Agile Retirement: Why You Need to Be Agile
Mar 02, 2022
What Investments Help Protect Me from Inflation?
Feb 23, 2022
How Do I Manage Inflation Risk?
Feb 16, 2022
How Will Inflation Impact My Retirement?
Feb 09, 2022
How to Manage Inflation in Retirement: What Is Inflation and How Is It Measured?
Feb 03, 2022
Retirement Plan Live: Establishing a New Life
Jan 26, 2022
Retirement Plan Live: Creating Our Retirement Paycheck
Jan 19, 2022
Retirement Plan Live: Dreams for Our New Home
Jan 12, 2022
Relocation for Retirement: Why We Moved
Jan 05, 2022
Is Cryptocurrency a Good Investment for My Retirement?
Dec 29, 2021
How Will I Estimate What My RMD Will Be at Age 72?
Dec 22, 2021
Are I-Bonds a Smart Investment for My Retirement Portfolio?
Dec 15, 2021
What Is a Retirement Plan of Record?
Dec 08, 2021
Overcoming Frugality
Dec 01, 2021
The Mechanics of Decumulation
Nov 24, 2021
Reflections on the Retirement Scene
Nov 17, 2021
Listener Questions: Which Account Should I Withdraw from to Fill Up My Tax Bracket?
Nov 09, 2021
Retirement Planning Guidebook with Wade Pfau
Nov 05, 2021
What the Happiest Retirees Know with Wes Moss
Nov 02, 2021
Listener Questions: Don’t Let Perfect Be the Enemy of Good
Oct 29, 2021
Retirement Tax Management: How to Incorporate into Your Retirement Plan
Oct 26, 2021
Listener Questions: I have Roth Conversion Questions!
Oct 22, 2021
Retirement Tax Management: The Tax Toolbox
Oct 20, 2021
Listener Questions: Is an Immediate Annuity a Good Option for Me?
Oct 15, 2021
Retirement Tax Management: Hidden Tax Bombs
Oct 12, 2021
Listener Questions: How Do I Go from Zero to Retired?
Oct 08, 2021
 Retirement Tax Management: Why It’s Important
Oct 05, 2021
Retirement Planning for Non-Planners: 5 Things to Track During Retirement
Sep 29, 2021
Retirement Planning for Non-Planners: Investment Basics
Sep 22, 2021
Retirement Planning for Non-Planners: Retirement Risk Basics
Sep 16, 2021
Retirement Planning for Non-Planners: How to Pay for Retirement
Sep 08, 2021
Retirement Planning for Non-Planners: Setting Goals for Your Retirement
Sep 01, 2021
Special Episode: Retirement Wisdom from Women Planners
Aug 30, 2021
Women, Money, and Retirement: How Do I Put the I in Retirement?
Aug 25, 2021
Women, Money, and Retirement: How Do I Plan for Retiring Alone?
Aug 18, 2021
Women, Money, & Retirement: How Can I Feel Confident Enough in My Plan?
Aug 11, 2021
Women, Money, and Retirement: What’s Different About Us?
Aug 04, 2021
Retirement Withdrawal Strategies: Selecting the Right Strategy for YOU
Jul 28, 2021
Retirement Withdrawal Strategies: Matching Your Assets to Your Spending
Jul 21, 2021
Retirement Withdrawal Strategies: The Safety First Approach
Jul 14, 2021
Retirement Withdrawal Strategies: The 4% Rule
Jul 07, 2021
Listener Questions: How Should I Incorporate an Inherited IRA into my Retirement Plan?
Jul 01, 2021
Listener Questions: Should I Pay Off the Mortgage or Keep the Cash if I’m About to Retire?
Jun 23, 2021
Listener Questions: How Do I Account for My Pension on a Net Worth Statement?
Jun 16, 2021
Listener Questions: How Do Rental Properties Fit into My Retirement Plan?
Jun 09, 2021
Listener Questions
Jun 02, 2021
Your Non-Financial Retirement Plan: Creating Your New Rhythm of Life
May 26, 2021
Your Non-Financial Retirement Plan: People and Play
May 19, 2021
Your Non-Financial Retirement Plan: Identity, Purpose, and Growth
May 12, 2021
Your Non-Financial Plan: A Great Life Is About More than Money
May 05, 2021
Asset Allocation Ingredients: What Are UITs and Structured Notes?
Apr 28, 2021
Asset Allocation Ingredients: What Is a Separately Managed Account (SMA)?
Apr 22, 2021
Asset Allocation Ingredients - What is a Mutual Fund?
Apr 14, 2021
Asset Allocation Ingredients: What is an Exchange Traded Fund (ETF)?
Apr 07, 2021
What to Do in the 5 Years Before Retirement: Wisdom from Current Retirees
Mar 31, 2021
On Your Mark Get Set Go: How to Gracefully Cross the Finish Line into Retirement
Mar 24, 2021
What to Do in the 5 Years Before Retirement: On Your Mark, Get Set, Go - Your Non-Financial Pit Strategy
Mar 17, 2021
On Your Mark, Get Set, Go! What to Do in the 5 Years Before Retirement - Your Financial Pit Strategy
Mar 10, 2021
On Your Mark, Get Set, Go! What to Do in the 5 Years Before Retirement - Start Your Engines
Mar 03, 2021
Let’s Get Physical - Creating Your Health Action Plan
Feb 24, 2021
Let’s Get Physical - 5 Tips for Excellent Nutrition
Feb 17, 2021
Let’s Get Physical: Maintaining Your Strength and Mobility
Feb 10, 2021
Let’s Get Physical: The Importance of Healthy Habits
Feb 03, 2021
Retirement Plan Live 2021 - Unexpected Retirement: Discovering a New Identity and Purpose
Jan 27, 2021
Retirement Plan Live 2021 - Unexpected Retirement: Counting It Up - Trish’s Resources
Jan 20, 2021
Retirement Plan Live 2020: Unexpected Retirement - Trish and Lynn’s Retirement Goals
Jan 13, 2021
Retirement Plan Live 2021: Unexpected Retirement - Trish Lost Her Job!
Jan 06, 2021
The Parent Project: 5 Tips for Managing Your Parents’ Finances
Dec 30, 2020
The Parent Project: When, What, and How to Take Over When the Time Comes
Dec 23, 2020
The Parent Project: Organizing Your Parents’ Finances and Estate Plan
Dec 16, 2020
The Parent Project: How to Have the Talk with Your Parents (and Siblings)
Dec 09, 2020
The Parent Project: 6 Ways Aging Parents Can Impact Your Retirement
Dec 02, 2020
What Are the Chances We Have a Market Crash, and How Do I Protect Myself?
Nov 25, 2020
How Do I Stop Feeling Guilty About Success So I Can Enjoy Retirement?
Nov 18, 2020
How Do I Use an HSA for Retirement Healthcare Costs?
Nov 11, 2020
Listener Questions: How Can We Enjoy Life Now and Be Okay When We’re Older?
Nov 04, 2020
Unexpected Retirement: How Do I Find Work to Fill the Gap?
Oct 28, 2020
Unexpected Retirement - Do I Take the Retirement Package?
Oct 21, 2020
Unexpected Retirement: Annie Duke on How to Decide
Oct 14, 2020
Unexpected Retirement: 5 Things to Do When You’re Suddenly Retired
Oct 07, 2020
How Does Medicare Work? Making Your Medicare Decision
Sep 30, 2020
How Does Medicare Work? Common Medicare Mistakes
Sep 23, 2020
How Does Medicare Work? Medigap and Medicare Advantage
Sep 17, 2020
How Does Medicare Work? Part D and What Medicare Doesn’t Cover
Sep 09, 2020
How Does Medicare Work? - Part A and Part B with Danielle K. Roberts
Sep 02, 2020
A Framework for Better Decision Making
Aug 26, 2020
Process, Strategy, Tactics: A Formula for Better Decisions
Aug 19, 2020
48 Days to the Work and Life You Love with Dan Miller
Aug 12, 2020
Better Retirement Decision Making - The Retirement Choices You Have to Make
Aug 05, 2020
Estate Planning in Retirement: Lessons from Handling My Parents’ Estate
Jul 29, 2020
Estate Planning in Retirement: Organization and Communication
Jul 22, 2020
Estate Planning in Retirement: Giving to Charity
Jul 15, 2020
Estate Planning in Retirement: Giving to Family
Jul 08, 2020
Estate Planning in Retirement: The Basics
Jul 01, 2020
Oh, Behave! Behavioral Finance and Retirement: Investment Management
Jun 24, 2020
Oh, Behave! Behavioral Finance and Retirement: Retirement Planning
Jun 17, 2020
Oh, Behave! Behavioral Finance and Retirement: Life Planning
Jun 10, 2020
Oh, Behave! Behavioral Finance and Retirement: Are You Rational?
Jun 03, 2020
Setting Your Retirement Assumptions: 5 Rules to Follow
May 27, 2020
Setting Your Retirement Assumptions: Markets
May 20, 2020
Setting Your Retirement Assumptions: Costs
May 13, 2020
Setting Your Retirement Assumptions: Life Assumptions
May 06, 2020
Beachwalker (The Retirement Coach) is in the House
Apr 29, 2020
5 Ways Retirement Planning Will Never Be the Same
Apr 22, 2020
How to Navigate a Recession in Retirement
Apr 15, 2020
Retirement Planning Overload: Don’t Think too Much!
Apr 08, 2020
6 Retirement Lessons from 6 Years of The Retirement Answer Man
Apr 01, 2020
Fritz Gilbert's Keys to a Successful Retirement
Mar 27, 2020
Where to Live in Retirement: Steps to Navigate the Transition
Mar 25, 2020
Retirement Planning in the Midst of the Coronavirus Disruption
Mar 20, 2020
Where to Live in Retirement: Experiment and Decide
Mar 18, 2020
Special Commentary on This Week's Markets
Mar 13, 2020
Where to Live in Retirement: Creating the Ideal Living Profile
Mar 11, 2020
Where to Live in Retirement: Avoid a Common Mistake - Getting Trapped by What Is
Mar 04, 2020
Hybrid Long-Term Care Insurance Explained
Feb 26, 2020
Traditional Long-Term Care Insurance Key Facts
Feb 19, 2020
Mitigating Your Long-Term Care Risk with Dr. Marc Milstein
Feb 12, 2020
Will I Need Long-Term Care? Reviewing the Statistics with Christine Benz from Morningstar
Feb 05, 2020
Crashes, Retirement, and Bears, Oh My! Investing in Retirement: The Pie Cake
Jan 29, 2020
Crashes, Retirement, and Bears, Oh My! How to Protect Your Retirement Lifestyle
Jan 22, 2020
Crashes, Retirement, and Bears, Oh My! Market Crashes, What They Are and How They Work
Jan 15, 2020
Crashes, Retirement, and Bears, Oh My! Bear Markets: What They Are and How They Work
Jan 08, 2020
Crashes, Retirement, and Bears, Oh My! How Investing Changes in Retirement
Jan 01, 2020
Travel in Retirement: Hacks to Save Money
Dec 25, 2019
Travel in Retirement: Mapping Out Your Journeys
Dec 18, 2019
Travel in Retirement: Creating a Budget
Dec 11, 2019
Travel in Retirement: Dreaming Up Your Vacation Vision
Dec 04, 2019
Retirement Tax Management: Withdrawal Strategies
Nov 27, 2019
Retirement Tax Management: Medicare and IRMAA
Nov 20, 2019
Retirement Tax Management: Social Security and Taxes
Nov 13, 2019
Retirement Tax Management: The Opportunity to Manage Tax Brackets
Nov 06, 2019
Classic Episodes: What’s Wrong with Index-Based Investments?
Oct 30, 2019
Work and Retirement, A Match Made in Heaven?
Oct 23, 2019
Classic Episodes: How Personal Values can Affect Your Happiness in Retirement
Oct 16, 2019
Classic Episodes: Michael Kitces and the Rising Equity Glidepath
Oct 09, 2019
Retirement Answer Man Classic Episodes - Your Net Worth Statement: The MVP of Managing Your Finances
Oct 02, 2019
Retirement Plan Live 2019 - How to Navigate Uncertainty
Sep 25, 2019
Retirement Plan Live 2019 - Counting What You Have
Sep 18, 2019
Retirement Plan Live 2019 - How to Move Forward
Sep 11, 2019
Retirement Plan Live 2019 - When Life Disrupts Retirement
Sep 04, 2019
Whooooo Are You? (In Retirement) Who? Who? 5 Steps to Creating Your Retirement Identity
Aug 28, 2019
Whooooo Are You? (In Retirement) Who? Who? How to Determine What’s Next with Skip Prichard
Aug 21, 2019
Whooooo Are You? (In Retirement) Who? Who? Rediscovering Your Authentic Self Using the Enneagram with Teresa McCloy
Aug 14, 2019
Are You Ready to Redefine Yourself in Retirement? with Dr. Joe Coughlin from the MIT Age Lab
Aug 07, 2019
Is an Annuity Right for Retirement? Your Annuity Questions Answered
Jul 31, 2019
Is an Annuity Right for Retirement? The Pros and Cons of Variable Annuities
Jul 24, 2019
Is an Annuity Right for Retirement? The Pros and Cons of Fixed Annuities
Jul 17, 2019
Is an Annuity Right for Retirement? The Role an Annuity Can Play in Your Portfolio
Jul 10, 2019
Is an Annuity Right for Retirement? Annuity Basics
Jul 03, 2019
Longevity and Retirement: Working to Make Your Money Last as Long as You Do in Retirement
Jun 26, 2019
Longevity and Retirement: Professor Andrew Scott on the Positive Impact of Longevity
Jun 19, 2019
Longevity and Retirement: 8 Great Habits to Age Well
Jun 12, 2019
Longevity in Retirement: How Long Will You Live in Retirement?
Jun 05, 2019
Retirement of the Future: How to Harness Technology as You Age
May 29, 2019
Retirement of the Future: How Technology Will Keep You Healthier
May 22, 2019
Retirement of the Future: How Technology Will Help Keep You Independent
May 15, 2019
Retirement of the Future: How Technology Will Keep You Connected
May 08, 2019
Retirement of the Future: How Technology Will Keep You Mobile
May 01, 2019
You’re Retired! How to Use Your Accounts: Listener Questions, IRA, Roth, and 401K Management
Apr 24, 2019
You’re Retired! How to Use Your Accounts: Should I Convert My IRA to a Roth? And Other Conversion Questions
Apr 17, 2019
You’re Retired! How to Use Your Accounts: Creating a Withdrawal Strategy to Fund Your Retirement
Apr 10, 2019
You’re Retired! How to Use Your Accounts: The Basics of IRAs, Roth IRAs, and 401Ks
Apr 03, 2019
#266 - The RV Virus Road Trip Edition: Real Stories from the Rock Retirement Club
Mar 27, 2019
#265 - The RV Antivirus: How to See America Without Adding a Motor to Your Home
Mar 21, 2019
#264 - Living with RV Virus: How to Live the Retirement RV Life Without ‘Braking’ the Bank
Mar 13, 2019
The RRC: Walk with the Wise and Become Wise
Mar 08, 2019
#263 - The Retirement RV Virus: Symptoms and Prognosis
Mar 06, 2019
#262 - How to Live Without a Paycheck: The Upside of Building an Income Floor
Feb 27, 2019
#260 - How to Live Without a Paycheck: Building a Bucket System
Feb 20, 2019
#261 - How to Live Without a Paycheck: Keeping Your Buckets Full
Feb 13, 2019
#259 - How to Live Without a Paycheck: Making Sure You Have Enough Money in Retirement
Feb 06, 2019
#258 - Tips from the Rock Retirement Club
Jan 30, 2019
#257 - The Bare Necessities: Tallying the Cost of Your Needs in Retirement
Jan 24, 2019
#256 - Wants and Wishes: How to Make Room for Important Extras
Jan 16, 2019
#255 - Wishin' and Hopin': Dreaming Up Your Big Retirement
Jan 09, 2019
#254 - Know Your Numbers: Will You Have Enough Money in Retirement?
Jan 02, 2019
#253 - Are You Using the Wrong Age to Plan Retirement?
Dec 26, 2018
#252 - What’s Your Word? Whittling Your Resolutions to a One-Word Goal
Dec 19, 2018
#251 - Behave Yourself: An Interview with Dan Crosby, Author of The Behavioral Investor
Dec 12, 2018
#250 - Is Global Diversification Worth It?
Dec 05, 2018
#249 - How to Prepare for the End of Days in 2018
Nov 28, 2018
#248 - How a Spirit of Gratitude Creates Your Best Life & Retirement
Nov 21, 2018
#247 - 10+ Gifts That Keep On Giving
Nov 14, 2018
#246 - Gabbing with Gretchen Rubin: Your Personality and How it Plays into Your Retirement Planning
Nov 07, 2018
#245 - 4 Scary Retirement Stories
Oct 31, 2018
#244 - Listeners Weigh in on Retirement Hopes and Fears
Oct 24, 2018
#243 - Real Conversations with Listeners About Retirement Hopes and Fears
Oct 17, 2018
#242 - You Asked: Should I Pay Off My House Before I Retire?
Oct 10, 2018
#241 - You Asked: Is Meaningful Work After 50 a Possibility or a Pipe Dream?
Oct 03, 2018
#240 - Relocation in Retirement: Making the Most of Your New Locale
Sep 26, 2018
#239 - Relocation in Retirement: Finding the Perfect Place to Retire
Sep 19, 2018
#238 - Relocation in Retirement: Getting the Most Out of Your Home Sale
Sep 12, 2018
#237 - An Interview with Mike Michalowicz: How to Walk Into Retirement with a Business that Runs Itself
Sep 05, 2018
#236 - You Asked: Tips for Renting a Vacation Home
Aug 29, 2018
#235 - You Asked: My Wisdom For Adulting
Aug 22, 2018
#234 - You Asked: The Sobering Stats of Alcohol Abuse in Retirement
Aug 15, 2018
#233 - You Asked: Investing for Retirement “Given This Market”
Aug 08, 2018
#232 - You Asked: Social Security Facts
Aug 01, 2018
#231 - Maximizing Social Security: When to File, When to Relax, and When to Worry
Jul 25, 2018
#230 - Maximizing Social Security: How Earning Income Impacts Your Benefit Amount
Jul 18, 2018
#229 - Maximizing Social Security: The Best Social Security Benefits Calculators
Jul 11, 2018
#228 - Maximizing Social Security: How it Works and Will It Be There When You Need It?
Jul 04, 2018
#227 - Entrepreneurship in Retirement: Lessons From Those Who Launched and Lived the Dream
Jun 27, 2018
#226 - Entrepreneurship in Retirement: The Pros and Cons of Buying a Franchise
Jun 20, 2018
#225 - Entrepreneurship in Retirement: Harness the Mindset and Retire Like a Boss
Jun 13, 2018
#224 - Entrepreneurship in Retirement: The How, When, and What The Heck Am I Doing?
Jun 06, 2018
#223 - Retirement Plan Live: Flying Solo Edition, Your Most Stressful Retirement Questions Answered
May 30, 2018
#222 - Retirement Plan Live: Flying Solo Edition, Is Retiring Single Risky?
May 23, 2018
#221 - Retirement Plan Live: Flying Solo Edition, 5 Must-Have Resources for Single Retirees
May 16, 2018
#220 - Retirement Plan Live, Flying Solo Edition: How to Make Multiple Goals for a Single Retirement
May 09, 2018
#219 - Retirement Plan Live, Flying Solo Edition: 5 Ways to Retire Solo
May 02, 2018
#217 - Rising Interest Rates: The Ultimate Bond Villain?
Apr 18, 2018
#216 - Shaken, Not Stirred: What Bonds Add to the Investment Cocktail
Apr 11, 2018
#215 - The 007 Effect: Why Everyone Loves a Good Bond
Apr 04, 2018
#214 - Healthcare Before Medicare: Part-time Work With Benefits
Mar 28, 2018
#213 - Healthcare Before Medicare: Getting Creative
Mar 21, 2018
Chat with John Leland, Author of Happiness is a Choice You Make: Lessons From a Year Among the Oldest Old
Mar 16, 2018
#212 - Healthcare Before Medicare: ACA and COBRA
Mar 14, 2018
#211 - Healthcare Before Medicare: My Wife Quit Her Job!
Mar 07, 2018
#210 - How to be Single, Retired, and Happy
Feb 28, 2018
#209 - Making Friends in Retirement
Feb 21, 2018
#208 - Happy Spouse, Happy Retirement
Feb 14, 2018
#207 - Loneliness Can Be a Retirement Killer: Here’s How to Combat It
Feb 07, 2018
#206 - My Reading List 2018
Jan 31, 2018
#205 - How to Make 2018 Your Best Year Yet
Jan 24, 2018
#204 - Is Your Financial Advisor Worth the Cost?
Jan 17, 2018
#203 - Why the Great and Powerful Oz Won’t Save Your Retirement
Jan 10, 2018
#202 - Market Correction Fire Drill Step 3—Having Enough Cash Reserves
Jan 03, 2018
#201 - Market Correction Fire Drill Step 2
Dec 20, 2017
#200 - Market Correction Fire Drill - Step 1
Dec 13, 2017
#199 - Market Correction Fire Drill Starts Here
Dec 06, 2017
What a 34 Year Old Can Teach You About Retirement
Nov 29, 2017
#197 - How to Take Your Retirement Travel to the Next Level
Nov 22, 2017
#196 - How to Manage Retirement Risks
Nov 15, 2017
#195 - Organizing Your Financial Resources for Retirement
Nov 08, 2017
#194 Dream Up Your Ideal Retirement
Nov 01, 2017
How to Avoid This HUGE Threat to Your Retirement #193
Oct 25, 2017
#192 - Should You Worry About a Market Crash?
Oct 18, 2017
191 - What Your Financial Advisor Should Be Doing
Oct 11, 2017
#190 -  How much you should have saved for retirement by now
Oct 04, 2017
#189 - How Indexes and Bear Markets Can Make a Bad Mix
Sep 27, 2017
#188 -  Worried about the Equifax Data Breach? Here’s Your Protect Your Credit Action Plan
Sep 20, 2017
#185 - Should My Advisor Have Access to My 401(k)? And Other Listener Questions
Sep 13, 2017
Retirement Travel - One Way to Fund Your Dreams
Sep 06, 2017
#185 - Don’t Be Like Wimpy! How Spending Can Ruin Your Retirement
Aug 30, 2017
#184 - Passive Investing: What You Should Understand
Aug 23, 2017
#183 - How Pre-tirement Could Save Your Retirement
Aug 16, 2017
#182 - Want a Great Retirement?
Aug 09, 2017
#181 - Stop Financial Stress Now!
Aug 02, 2017
#180 - Should You Retire Overseas?
Jul 26, 2017
#179 - A Simple Tool to Estimate Retirement Spending
Jul 19, 2017
#178 - The Science of Index-Based Asset Allocation
Jul 12, 2017
#177 - The 5 Ps of a Good Investment Philosophy
Jul 05, 2017
#176 - The Role of Asset Allocation in Retirement Planning
Jun 28, 2017
#175 - Market Forecasting: Who Can You Trust To Tell You What to Expect During Retirement?
Jun 21, 2017
#174 - Does the Institutional Approach to Asset Allocation For Retirement Work These Days?
Jun 14, 2017
#173 - Investment Risk Management for Regular People
Jun 07, 2017
#172 - Building A Strong Foundation For Your Retirement Investments
May 31, 2017
#171 - J. David Stein on How Not To Gamble Your Retirement Away
May 24, 2017
#170-Learn From Your Mistakes To Create A Great Retirement
May 17, 2017
#169 - A Business Exit Strategy That Creates Family Legacy With Randy Long
May 10, 2017
#168 - Using Your HSA To Slay The Health care Dragon
May 03, 2017
#167 - Should I use Social Security Income To Fuel My Retirement Investments?
Apr 26, 2017
#166 Holistic Retirement Planning
Apr 19, 2017
#165 - Retirement Crisis: Why Work You Love Might Be The Answer
Apr 12, 2017
#164 - My adviser stole my money! A simple way to avoid investment fraud.
Apr 11, 2017
#163 Will The Trump Bump Continue?
Mar 29, 2017
#162 - The Problem with Retirement Planning and How to Fix It
Mar 22, 2017
#161 - Simple Living In Retirement
Mar 15, 2017
#160 - Certainty Is Absurd: How To Deal With Uncertainty.
Mar 08, 2017
#159 - Make your net worth work for your retirement not against it!
Mar 01, 2017
#158 - How Binary Thinking Can Ruin Your Retirement Goals
Feb 22, 2017
#157 - Mitigating Retirement Risks as You Plan For Your Future (Retirement Plan Live Session 3)
Feb 15, 2017
#156 - How Your Personal Net Worth Statement Can Inform Your Retirement Decisions - Retirement Plan LIVE Ep. 2
Feb 08, 2017
#155 - Retirement Wishes Start With Good Planning (Retirement Plan LIVE 2017)
Feb 01, 2017
#154 - Introducing Kim and Joe, the Couple Planning For Retirement via Retirement Plan LIVE.
Jan 26, 2017
#153 - Real Life Personal Growth And Finance Stories with P.T. Money
Jan 18, 2017
#152 - Financial Forecasting: 2017 Predictions And The Impact They Have On YOU
Jan 11, 2017
#151 - Setting Retirement Goals and Working Toward Them: How One Couple Is Doing It
Jan 04, 2017
#150 - Dealing With Failure By Seeing It As Feedback
Dec 21, 2016
#149 - How The Temptation of Hyperbolic Discounting Can Bite You In the End.
Dec 14, 2016
#148 - Maximizing Social Security For Your Best Retirement Ever!
Dec 07, 2016
#147 - Avoid The Retirement Crisis By Building Retirement Dreams
Nov 30, 2016
#146 - The Strength of the Dollar, The Forex Market, and Listener Questions About Asset Allocation
Nov 23, 2016
#145 - Year End Financial Issues You Should Consider
Nov 16, 2016
#144 - The Power of Reading For Life, Success, and A Better Retirement.
Nov 09, 2016
#143 - Sunk Cost Bias and How It Makes YOU Your Biggest Retirement Obstacle
Nov 02, 2016
#142 - How Do Financial Markets React To Presidential Election Cycles?
Oct 26, 2016
#141 - Why Longevity Makes Retirement a Whole New Game
Oct 19, 2016
#140 - Do You Have The Courage To Color Outside the Lines?
Oct 12, 2016
#139 - The #1 Fear About Retirement: Losing My Mind
Oct 05, 2016
#138- 10 Powerful Book Recommendations For Investing And Personal Growth
Sep 28, 2016
#137 -How To Become A Better Decision Maker, Even In The Small Things
Sep 21, 2016
#136 - Decision Making: Getting It Right For Retirement (and the rest of life)
Sep 14, 2016
#135 - Why People In The Financial Services Industry Are Freaking Out!
Sep 07, 2016
#134 - Is Economic Growth Always A Good Thing?
Aug 31, 2016
#133 - Economic Growth, the Upcoming Election, Life Satisfaction!
Aug 24, 2016
#132 - How Personal Values Can Impact Your Level Of Happiness In Retirement
Aug 17, 2016
#131 - How To Detect Burnout and Fix The Cause Of It, with Dr. Clark Gaither
Aug 10, 2016
#130 - Retirement Age Is Approaching! Are You Going to Be Secure In Your Older Years?
Aug 03, 2016
#129 - How to Avoid the Trap of Emotional Investing, with Dr. Daniel Crosby
Jul 27, 2016
#128 - Here’s How Technology Will Help You Combat Loneliness in Retirement
Jul 20, 2016
#127 - Here’s How Technology Will Impact Your Mobility During Retirement
Jul 13, 2016
#126: Here’s to the Future: How Technology Will Change Your Retirement
Jul 06, 2016
#125 - 5 Ways BREXIT Could Impact You and Your Retirement
Jun 29, 2016
#124 - Why You Should't Be Afraid of Yes
Jun 22, 2016
#123 - How to Make the Most of Social Security with Emily Guy Birken
Jun 15, 2016
#122 How the Wisdom of Chess Can Make You a Grandmaster of Investing With Doug Goldstein
Jun 08, 2016
#121 - What You Should Know About Risk Management and Insurance
Jun 01, 2016
#120 - How to Use the Sharing Economy in Retirement
May 25, 2016
#119 - What You Need to Know to Invest in Bonds
May 18, 2016
#118 - 3 Action Steps to Maximize Your Social Security Benefits.
May 11, 2016
#117 - How to Break Free and Live a Life True to YOU
May 04, 2016
#116 - 6 Mistakes You Need to Avoid in Retirement
Apr 27, 2016
How to Decide Whether to Rollover your 401(k) to an IRA
Apr 18, 2016
#114 What You Need to Know About the World Economy
Apr 11, 2016
#113 - How a Personality Assessment Can Help You Make Better Money Choices
Apr 05, 2016
#112 - What you Should Know About Investing in Real Estate
Mar 29, 2016
#111- Why You Shouldn’t Fall into the Market Timing Trap
Mar 22, 2016
#110 - What You’d Better Understand About Diversification and Indexes
Mar 15, 2016
How to Make a Successful Career Pivot with Mike Kim
Mar 08, 2016
#108 - This is What the Market Thinks About Presidential Elections
Mar 01, 2016
#107 - Why You Should Stop Worrying So Much
Feb 23, 2016
#106 - This Market SUCKS: What to Expect for the Rest of the Year
Feb 16, 2016
#104 - Why You Should Ignore All Market Predictions
Feb 09, 2016
#104 - Is tax deferral really the best way to save for retirement?
Feb 02, 2016
#103 -How Will You Manage These Risks During Retirement?
Jan 26, 2016
#102 - Want to Retire? Stop Watching the Markets, Watch This
Jan 19, 2016
#101 - How to Dream Up Your Ideal Retirement
Jan 12, 2016
roger@wwkllc.com
Jan 11, 2016
roger@wwkllc.com
Jan 10, 2016
#100 - How to Become a Super Saver in 2016
Jan 05, 2016
#99 - Five Reasons to be Thankful Interest Rates are Going Up
Dec 29, 2015
Is Your Asset Allocation All Wrong During Retirement??
Dec 23, 2015
#97 - How to Build Wealth with Todd Tresidder, The Financial Mentor
Dec 15, 2015
#96 - How to Evaluate When to Take Your Pension
Dec 08, 2015
#95 - Make Sure You Know This About Your Inherited IRA
Dec 01, 2015
#94 - How to Save on Taxes and Pay for Christmas
Nov 24, 2015
#93 - How to Be Happy: It's Easier Than You Think
Nov 17, 2015
#92 - Goodbye File and Suspend: What You Need to Know
Nov 10, 2015
#91 - Chris Hogan Wants You to Know This About Retirement
Nov 03, 2015
#90 - How to answer the question, "When Can I Retire?"
Oct 27, 2015
#89 - 5 Impacts Longevity Could Have on Your Retirement
Oct 20, 2015
#88 - The 6 Biggest Expenses During Retirement
Oct 13, 2015
3-talks-you-should-be-having-now-to-work-toward-a-great-retirement-2.pdf
Oct 12, 2015
#87 - 4 Myths That Could Ruin Your Retirement and How to Avoid Them
Oct 06, 2015
#86 -You Are Enough For Today
Sep 29, 2015
#85 -9 Books to Help You Live a Great Life AND invest Smarter, Plus Listener Questions on Social Security and ROTH IRAs
Sep 22, 2015
#84 Learn How to Career Pivot to a More Independent Life During Retirement
Sep 15, 2015
#83 When You Feel Like Your Plan to Retire is Screwed
Sep 08, 2015
#82 Worried About the Markets? Don’t Change a Good Strategy Now
Sep 01, 2015
#81 How to Find a Good Charity in Your Community
Aug 25, 2015
#80 Why Smart People Can Be Stupid with Money Too
Aug 19, 2015
roger@wwkllc.com
Aug 14, 2015
Want to Start a Business? Learn How to Fail Forward
Aug 11, 2015
See, Retirement Planning Can Be Fun!
Aug 03, 2015
roger@wwkllc.com
Aug 03, 2015
How NOT to Be A Terrible Husband
Jul 23, 2015
The Mid Year Outlook for Investing
Jul 10, 2015
Starting a Family and Planning for Retirement? I Got This
Jul 05, 2015
Starting a Family and Planning for Retirement? I Got This
Jul 05, 2015
roger@wwkllc.com
Jul 05, 2015
From High School Sweethearts to Retirement
Jun 25, 2015
roger@wwkllc.com
Jun 25, 2015
Don't Make This Stupid Retirement Investment
Jun 25, 2015
Dying Ain't Cheap: The Emotional and Financial Costs of End of Life Care
Jun 24, 2015
Don't Miss Your Life While Planning for Retirement
Jun 16, 2015
WARNING: Investment Talk Radio May Be Hazardous to Your Retirement
Jun 10, 2015
Retirement Means the Freedom to What I Want, When I Want
Jun 03, 2015
Intentional Decisions Can Lead to a Great Retirement
May 29, 2015
Intentional Decisions Can Lead to a Great Retirement
May 29, 2015
roger@wwkllc.com
May 28, 2015
Yes, 27 Year Olds Think About Retirement Too
May 17, 2015
Jen's Retirement Journey: Rising From the Ashes
May 12, 2015
Rick's Journey to Retirement: Steady as It Goes
May 03, 2015
Aaron Walker Wants You to Be Extraordinary
May 01, 2015
Tell Your Money & Retirement Story
Apr 22, 2015
Want to Retire? Why Smart isn't Enough
Apr 16, 2015
Should I Take a Company Buyout Package? with Marc Miller
Apr 09, 2015
You Can't Frugal Your Way to Retirement With Paula Pant
Apr 02, 2015
Solving Your Retirement Puzzle
Mar 25, 2015
NO Ideal Retirement for YOU, Bill & Sally
Mar 18, 2015
roger@wwkllc.com
Mar 18, 2015
Bill & Sally Created a Net Worth Statement, Have You?
Mar 11, 2015
How to Dream Big About Your Retirement with Bill and Sally
Mar 04, 2015
Buy Cars Better With James Kinson
Feb 25, 2015
What Do You See for YOUR Retirement?
Feb 18, 2015
A Kitchen Table Talk with Carl and Jane About Retirement
Feb 11, 2015
Listener Questions From the Can Carl Retire? Webinar
Feb 04, 2015
Listener Questions From the Can Carl Retire? Webinar
Feb 04, 2015
Will You Leave a Mess When You Die? Step 4 of Can Carl Retire?
Jan 27, 2015
I Want to Retire, But What About...?!?: How to Manage Risk in Retirement
Jan 20, 2015
roger@wwkllc.com
Jan 14, 2015
Step 2 Identify and Organize Your Financial Resources
Jan 14, 2015
roger@wwkllc.com
Jan 11, 2015
Step 1 Identifying My Ideal Retirement
Jan 04, 2015
Lady J Can Help You Get Unstuck in 2015
Dec 31, 2014
roger@wwkllc.com
Dec 29, 2014
See the Retirement Planning Process in Action
Dec 29, 2014
roger@wwkllc.com
Dec 24, 2014
How to Launch Yourself to a Great Retirement
Dec 24, 2014
Stop Watching the Market and Create a Great Life
Dec 17, 2014
roger@wwkllc.com
Dec 11, 2014
7 Super Simple Tasks to Complete Before You Rock in the New Year
Dec 10, 2014
roger@wwkllc.com
Dec 03, 2014
3 Habits to Help You Make Smarter Money Choices
Dec 03, 2014
How to Ride the Rapids Towards Retirement
Nov 19, 2014
How to Ride the Rapids Towards Retirement
Nov 19, 2014
7 Investing Lies We Tell Ourselves & How to Avoid Them
Nov 13, 2014
roger@wwkllc.com
Nov 05, 2014
My #1 Retirement Planning Tool to Help People Find Balance
Nov 05, 2014
Kary Oberbrunner Wants You to Ignite Your Soul
Oct 28, 2014
7 Steps to Help You Fight Through a Market Correction
Oct 20, 2014
#35 4 Benefits of Forest Fires and Market Corrections [Podcast]
Oct 12, 2014
#34 Healthcare Options Before Age 65
Oct 06, 2014
#33 5 Steps to a Healthier LIfe
Sep 29, 2014
32 Career Pivot: How to Change Careers When You're in Your 50's
Sep 23, 2014
31 What You Can Learn From the Retiree Next Door
Sep 16, 2014
30 How to Invest in Your Marriage with Jackie Bledsoe
Sep 14, 2014
Should I Convert to a ROTH IRA? A Talk with Ed Slott
Sep 07, 2014
#28 4 Strategies for Beating Retirement Planning Stress
Sep 01, 2014
#27 Screw Retirement Goals, Here's a Better Way
Aug 26, 2014
What You Need to Know Before Investing in Rental Properties
Aug 19, 2014
#24 How to Organize Your Financial Records
Aug 13, 2014
#24 Strategies for Handling Market Corrections
Aug 05, 2014
7 Ways You Can Screw Up Your Retirement
Jul 25, 2014
Invest Wisely: LPL's Investor's Almanac: Mid-Year Outlook
Jul 17, 2014
#21 How to Accept the Worry and Start Planning for Retirement
Jul 14, 2014
Unwrapping Medicare: The Basics
Jul 07, 2014
Hate Keeping a Monthly Budget? Here is an Easier Way
Jun 30, 2014
Deal With Death By Celebrating Life
Jun 23, 2014
Managing Cash Flow During Retirement
Jun 16, 2014
Second-Act Careers: The Benefits of Working During Retirement
Jun 08, 2014
Jeff Goins Doesn't Want You to Miss Out on Your Life
Jun 01, 2014
14: Jon Chevreau: Discusses His Book Findependence Day and Host Roger Whitney Talks About a Recent Cyber Attack on His Practice
May 26, 2014
Retirement & Planning for Housing
May 19, 2014
Do You Have a Question About How to Plan for Retirement? [Podcast]
May 12, 2014
Do You Make These Mistakes When You Invest?
May 04, 2014
How to Plan Your Walt Disney World Vacation with Lou Mangello
Apr 22, 2014
How to Pay for College with Celest Horton
Apr 20, 2014
Lauren Gaggioli Discusses Preparing for the SAT and the Selecting the Right College
Apr 10, 2014
10 Things to Consider Before You Purchase an RV
Apr 07, 2014
15 Questions to Ask When Choosing a Financial Advisor
Apr 02, 2014
Do I Have Enough Money to Maintain My Lifestyle in Retirement?
Mar 31, 2014
INVEST in Your Health
Mar 24, 2014
Episode #3 Amazon Prime & Your Emergency Fund
Mar 17, 2014
Episode 2 The Importance of Tracking Your Net Worth
Mar 10, 2014