Retirement Answer Man show

Retirement Answer Man

Summary: 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

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  • Artist: Roger Whitney, CFP®, CIMA®, RMA, CPWA®
  • Copyright: Roger Whitney, 2024

Podcasts:

 How Do I Refill My Retirement Income Floor? | File Type: audio/mpeg | Duration: 36:40

How Do I Refill My Retirement Income Floor?

 My Retirement Planner Said No to a Report Request. What Should I Do?  | File Type: audio/mpeg | Duration: 35:25

My Retirement Planner Said No to a Report Request. What Should I Do? 

 Should I Consolidate My Accounts in Retirement?  | File Type: audio/mpeg | Duration: 33:35

Should I Consolidate My Accounts in Retirement? 

 How Should I Pay Taxes on My Roth Conversions? | File Type: audio/mpeg | Duration: 34:30

How Should I Pay Taxes on My Roth Conversions?

 Should I Continue to Own Bond Funds?  | File Type: audio/mpeg | Duration: 47:14

Should I Continue to Own Bond Funds? 

 Wisdom for Our Children - Spending, Saving, and Investing | File Type: audio/mpeg | Duration: 51:43

Wisdom for Our Children - Spending, Saving, and Investing

 Wisdom for Our Children - Family and Friends | File Type: audio/mpeg | Duration: 28:12

Wisdom for Our Children - Family and Friends

 Wisdom for Our Children - Career and Retirement  | File Type: audio/mpeg | Duration: 49:22

Wisdom for Our Children - Career and Retirement 

 Wisdom for Our Children - Energy and Mindset  | File Type: audio/mpeg | Duration: 01:11:02

Wisdom for Our Children - Energy and Mindset 

 Should I Stop Contributing to My Pre-Tax Accounts? | File Type: audio/mpeg | Duration: 29:49

Should I Stop Contributing to My Pre-Tax Accounts?

 What Is the Ideal Mix Between Before and After Tax Retirement Accounts? | File Type: audio/mpeg | Duration: 27:46

What Is the Ideal Mix Between Before and After Tax Retirement Accounts?

 What Should I Consider When Transferring Investment Accounts?  | File Type: audio/mpeg | Duration: 39:52

What Should I Consider When Transferring Investment Accounts? 

 Should I Borrow Against My Investments to Buy a House?  | File Type: audio/mpeg | Duration: 01:00:46

Should I Borrow Against My Investments to Buy a House? 

 Should I Realign My 401K Now That I’m Retired? | File Type: audio/mpeg | Duration: 50:59

Should I Realign My 401K Now That I’m Retired?

 Historical vs. Projected Returns?  | File Type: audio/mpeg | Duration: 52:22

Historical vs. Projected Returns? 

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