Retirement Answer Man
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Retirement Answer Man
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...
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Decluttering for Retirement: Why It's So Hard and How to Push Through
Roger Whitney continues the decluttering series by focusing on the hidden challenges that keep people stuck. Rather than treating decluttering as a ma...
Decluttering for Retirement: How a Simpler Life Helps You Rock Retirement
Roger Whitney continues the decluttering series by exploring the opportunities that come from simplifying your life, finances, and relationships. He e...
Decluttering for Retirement: It's More Than Cleaning Out Your Closet
Roger Whitney kicks off a new series on decluttering for retirement, explaining how the accumulation of “stuff”—from physical belongings to financial...
How Long Will You Live After Retirement?
Roger Whitney explores one of the most overlooked variables in retirement planning: longevity, and how assuming you’ll live too long can quietly force...
Listener Questions: How Do I Create a Diversified Portfolio?
Roger Whitney breaks down how to create a diversified portfolio by explaining the core principles of diversification and asset allocation, then answer...
Listener Questions: What Should I Be Doing When I'm Two Years from Retirement?
In this episode, Roger Whitney breaks down essential elements you need to consider before and during retirement. From understanding inflation risks to...
Listener Questions: Should I Take Social Security Early and Invest It?
In this episode of the Retirement Answer Man, Roger Whitney explores the critical decision of when to claim Social Security benefits, weighing the pro...
Listener Questions: Should I Move My 401K into an IRA When I Retire?
Explore how meaningful travel experiences, storytelling, and thoughtful planning can enhance your retirement journey. In this episode, Roger answers l...
Why Even the Best Retirement Calculator is Wrong
Roger Whitney explores why retirement planning software—especially Monte Carlo simulations—can give a false sense of confidence if misunderstood. He e...
Retirement Talk with Dr. Wade Pfau
💬 Show Notes
Wade Pfau, author of The Retirement Planning Guidebook and creator of the Retirement Income Style Awareness (RISA®)...
Healthcare Before Medicare: Retiree Feedback
Roger Whitney dives into practical strategies for navigating health care before Medicare, sharing insights from retirees, survey results, and listener...
How to Feel Loved with Dr. Harry Reis
Roger Whitney shifts from financial planning to the non-financial pillar of relationships, sharing a live conversation with Harry Reis about how to fe...
Healthcare Before Medicare: Creating Your Own Action Plan
Roger Whitney wraps up the four-part series on navigating health care before Medicare by introducing a practical decision-making framework using the O...
Healthcare Before Medicare: How to Lower Your Costs
Roger Whitney continues the four-part series on navigating health care before Medicare, focusing this week on controlling costs—both through everyday...
Healthcare Before Medicare: Your Options
OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN
PRACTICAL PLANNING SEGMENT
LISTENER QUESTIONS
SMART SPRINT
REFERENCES
Healthcare Before Medicare: What Happens When You Retire Before 65?
Roger Whitney kicks off a month-long series on navigating health care before Medicare, introducing Cerberus—the three-headed dog of Greek mythology—as...
Retire on FIRE: Rocking an Early Retirement- The Challenges of Retiring Early
As the Retirement Plan Live series wraps up, Roger Whitney shares wisdom from retirees further along the path to help Henry and Lucy think beyond the...
Retire on FIRE: Rocking an Early Retirement- Henry and Lucy's Resources
As the Retirement Plan Live case study continues, Roger Whitney helps Henry and Lucy move from dreaming to feasibility, organizing the real financial...
Retire on Fire- Rocking an Early Retirement: Henry and Lucy's FIRE Goals
As the Retirement Plan Live case study continues, Roger Whitney helps Henry and Lucy articulate what they want their FIRE retirement to actually look...
Retire on FIRE- Rocking an Early Retirement: Meet Henry and Lucy
As the new year begins, Roger Whitney launches a new Retirement Plan Live case study, introducing Henry and Lucy, a couple in their mid-40s pursuing F...
Year-End Planning: Estimated Tax Payments
As the year comes to a close, Roger Whitney reflects on the power of words, walks through an important year-end tax planning reminder for retirees, sh...
Year-End Planning: The Basics of Charitable Giving
In this Christmas Eve episode, Roger Whitney explores the basics of charitable giving as part of an intentional retirement plan, with a timely focus o...
Year End Planning: RMD Rules for IRAs & Inherited IRAs
In this episode, Roger Whitney walks listeners through the complexities of inherited IRAs, highlighting the impact of the SECURE Act of 2019 and clari...
Year-End Planning: Annual Gifting Rules
In this episode, Roger Whitney, a retirement planner with 30 years of experience, breaks down annual gifting limits and year-end planning. He shares p...
Year-End Planning: Tax-Loss Harvesting
💬 Show Notes
In this episode, Roger Whitney kicks off a month-long series on year-end planning for retirement. He shares insights...
Should I Use My Traditional IRA to Fund My Life or Do Roth Conversions?
💬 Show Notes
In this Thanksgiving Eve episode, Roger Whitney encourages listeners to carry gratitude into everyday life, emphasiz...
My Advisor Recommended an Annuity. Should I Buy It?
💬 Show Notes
In this episode, Roger Whitney dives into the essentials of required minimum distributions, explaining the age thres...
How Do I Build My Initial Cash Cushion for Retirement?
💬 Show Notes
In this episode, Roger Whitney explores the psychology of loss aversion and how it affects financial decision-making...
The 10 R's for a Joyful Retirement with Cesar Aguirre
💬 SHOW NOTES
In this episode, Roger Whitney explores the art of retirement goal setting with his signature blend of practical advice and...
Retirement 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...
How to Navigate Goals as Life Unfolds
💬 Show Notes
In this episode, we continue our four-week series on better retirement goal setting with Roger Whitney. This week, w...
Building Agile Retirement Goals
In this episode, Roger Whitney continues his four-week series on retirement goal setting, focusing on the importance of building agile retirement goal...
Setting Retirement Goals: The Paradox of Knowing What You Want
💬 Show Notes
In this episode, Roger Whitney kicks off a four-week series on retirement goal setting, tackling the paradox of know...
Simple Isn't Easy: Carl Richards on Life and Retirement
SHOW NOTES
In this episode, Roger Whitney sits down with Carl Richards, a financial advisor-turned-artist, to talk about keeping r...
The Difference Between an IRS Late Payment Penalty and Interest
SHOW NOTES
In this episode, we tackle the often-overlooked topic of taxes in retirement with expert Erin Coe, an enrolled agent. D...
How to Read Your Social Security Statement
💬 SHOW NOTES
In this episode, we focus on empowering you to navigate retirement with confidence. We break down the process of rea...
Don't Get Cute with Your Retirement Investments
💬 Show Notes
In this episode of the Retirement Answer Man, Roger Whitney sits down with Peter Lazaroff, Chief Investment Officer...
Navigating Medicare in 2025
💬 Show Notes
In this episode, we explore the intricacies of navigating Medicare in 2025 with Medicare expert Danielle Roberts fro...
Should I Do a "Free" Retirement Analysis?
💬 SHOW NOTES
In this episode, we explore the implications of the saying 'nothing is for free' in the context of retirement planni...
Direct Indexing vs. Mutual Fund or ETFs
💬 Show Notes
In this episode, Roger explores how naming and recognizing the different phases of life can bring clarity to the retirement...