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 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
Latest Episode
Previous Episodes
- Year End Planning: RMD Rules for IRAs & Inherited IRAs
- Year-End Planning: Annual Gifting Rules
- Year-End Planning: Tax-Loss Harvesting
- Should I Use My Traditional IRA to Fund My Life or Do Roth Conversions?
- My Advisor Recommended an Annuity. Should I Buy It?
- How Do I Build My Initial Cash Cushion for Retirement?
- The 10 R's for a Joyful Retirement with Cesar Aguirre
- Retirement Goal Case Study
- How to Navigate Goals as Life Unfolds
- Building Agile Retirement Goals
- Setting Retirement Goals: The Paradox of Knowing What You Want
- Simple Isn't Easy: Carl Richards on Life and Retirement
- The Difference Between an IRS Late Payment Penalty and Interest
- How to Read Your Social Security Statement
- Don't Get Cute with Your Retirement Investments
- Navigating Medicare in 2025
- Should I Do a "Free" Retirement Analysis?
- Direct Indexing vs. Mutual Fund or ETFs
- Elder Care Options for Singles
- How to Choose a Retirement Coach
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