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Retirement Answer Man Show

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

This is NOT your typical retirement show focused only on saving and investing. It’s about making the most of your life today and in 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. In each episode of this award-winning show, Roger unpacks topics like investing, insurance, IRAs, pensions, healthcare expenses, building wealth, creating income, being happy, and much more. Roger Whitney shares practical wisdom on retirement planning learned over 27 years as a financial planner walking life with clients into retirement. Head over to rogerwhitney.com/about to learn more and sign up for the free Retirement Learning Center. An online resource full of checklists you can use to work towards your ideal retirement.

  1. 1.
    #264 - Living with RV Virus: How to Live the Retirement RV Life Without ‘Braking’ the Bank03/13/2019
    47:29
  2. 2.
    The RRC: Walk with the Wise and Become Wise03/08/2019
    25:52
  3. 3.
    #263 - The Retirement RV Virus: Symptoms and Prognosis03/06/2019
    34:40
  4. 4.
    #262 - How to Live Without a Paycheck: The Upside of Building an Income Floor02/27/2019
    32:15
  5. 5.
    #260 - How to Live Without a Paycheck: Building a Bucket System02/20/2019
    30:09
  6. 6.
    #261 - How to Live Without a Paycheck: Keeping Your Buckets Full02/13/2019
    30:45
  7. 7.
    #259 - How to Live Without a Paycheck: Making Sure You Have Enough Money in Retirement02/06/2019
    24:07
  8. 8.
    #258 - Tips from the Rock Retirement Club01/30/2019
    31:31
  1. 9.
    #257 - The Bare Necessities: Tallying the Cost of Your Needs in Retirement01/24/2019
    28:50
  2. 10.
    #256 - Wants and Wishes: How to Make Room for Important Extras01/16/2019
    47:31
  3. 11.
    #255 - Wishin' and Hopin': Dreaming Up Your Big Retirement01/09/2019
    28:33
  4. 12.
    #254 - Know Your Numbers: Will You Have Enough Money in Retirement?01/02/2019
    24:18
  5. 13.
    #253 - Are You Using the Wrong Age to Plan Retirement?12/26/2018
    23:00
  6. 14.
    #252 - What’s Your Word? Whittling Your Resolutions to a One-Word Goal12/19/2018
    25:59
  7. 15.
    #251 - Behave Yourself: An Interview with Dan Crosby, Author of The Behavioral Investor12/12/2018
    32:54
  8. 16.
    #250 - Is Global Diversification Worth It?12/05/2018
    30:36
  9. 17.
    #249 - How to Prepare for the End of Days in 201811/28/2018
    19:05
  10. 18.
    #248 - How a Spirit of Gratitude Creates Your Best Life & Retirement11/21/2018
    20:55
  11. 19.
    #247 - 10+ Gifts That Keep On Giving11/14/2018
    34:51
  12. 20.
    #246 - Gabbing with Gretchen Rubin: Your Personality and How it Plays into Your Retirement Planning11/07/2018
    31:39
  13. 21.
    #245 - 4 Scary Retirement Stories10/31/2018
    28:36
  14. 22.
    #244 - Listeners Weigh in on Retirement Hopes and Fears10/24/2018
    26:19
  15. 23.
    #243 - Real Conversations with Listeners About Retirement Hopes and Fears10/17/2018
    25:47
  16. 24.
    #242 - You Asked: Should I Pay Off My House Before I Retire?10/10/2018
    23:27
  17. 25.
    #241 - You Asked: Is Meaningful Work After 50 a Possibility or a Pipe Dream?10/03/2018
    32:39
  18. 26.
    #240 - Relocation in Retirement: Making the Most of Your New Locale09/26/2018
    30:23
  19. 27.
    #239 - Relocation in Retirement: Finding the Perfect Place to Retire09/19/2018
    23:26
  20. 28.
    #238 - Relocation in Retirement: Getting the Most Out of Your Home Sale09/12/2018
    57:56
  21. 29.
    #237 - An Interview with Mike Michalowicz: How to Walk Into Retirement with a Business that Runs Itself09/05/2018
    27:08
  22. 30.
    #236 - You Asked: Tips for Renting a Vacation Home08/29/2018
    33:04
  23. 31.
    #235 - You Asked: My Wisdom For Adulting08/22/2018
    30:30
  24. 32.
    #234 - You Asked: The Sobering Stats of Alcohol Abuse in Retirement08/15/2018
    33:54
  25. 33.
    #233 - You Asked: Investing for Retirement “Given This Market”08/08/2018
    30:49
  26. 34.
    #232 - You Asked: Social Security Facts08/01/2018
    28:59
  27. 35.
    #231 - Maximizing Social Security: When to File, When to Relax, and When to Worry07/25/2018
    35:40
  28. 36.
    #230 - Maximizing Social Security: How Earning Income Impacts Your Benefit Amount07/18/2018
    23:28
  29. 37.
    #229 - Maximizing Social Security: The Best Social Security Benefits Calculators07/11/2018
    31:55
  30. 38.
    #228 - Maximizing Social Security: How it Works and Will It Be There When You Need It?07/04/2018
    22:04
  31. 39.
    #227 - Entrepreneurship in Retirement: Lessons From Those Who Launched and Lived the Dream06/27/2018
    1:03:42
  32. 40.
    #226 - Entrepreneurship in Retirement: The Pros and Cons of Buying a Franchise06/20/2018
    35:28
  33. 41.
    #225 - Entrepreneurship in Retirement: Harness the Mindset and Retire Like a Boss06/13/2018
    32:56
  34. 42.
    #224 - Entrepreneurship in Retirement: The How, When, and What The Heck Am I Doing?06/06/2018
    27:33
  35. 43.
    #223 - Retirement Plan Live: Flying Solo Edition, Your Most Stressful Retirement Questions Answered05/30/2018
    39:23
  36. 44.
    #222 - Retirement Plan Live: Flying Solo Edition, Is Retiring Single Risky?05/23/2018
    45:05
  37. 45.
    #221 - Retirement Plan Live: Flying Solo Edition, 5 Must-Have Resources for Single Retirees05/16/2018
    35:29
  38. 46.
    #220 - Retirement Plan Live, Flying Solo Edition: How to Make Multiple Goals for a Single Retirement05/09/2018
    42:42
  39. 47.
    #219 - Retirement Plan Live, Flying Solo Edition: 5 Ways to Retire Solo05/02/2018
    49:54
  40. 48.
    #217 - Rising Interest Rates: The Ultimate Bond Villain?04/18/2018
    37:03
  41. 49.
    #216 - Shaken, Not Stirred: What Bonds Add to the Investment Cocktail04/11/2018
    28:30
  42. 50.
    #215 - The 007 Effect: Why Everyone Loves a Good Bond04/04/2018
    24:36
  43. 51.
    #214 - Healthcare Before Medicare: Part-time Work With Benefits03/28/2018
    42:52
  44. 52.
    #213 - Healthcare Before Medicare: Getting Creative03/21/2018
    56:23
  45. 53.
    Chat with John Leland, Author of Happiness is a Choice You Make: Lessons From a Year Among the Oldest Old03/16/2018
    23:17
  46. 54.
    #212 - Healthcare Before Medicare: ACA and COBRA03/14/2018
    44:16
  47. 55.
    #211 - Healthcare Before Medicare: My Wife Quit Her Job!03/07/2018
    23:32
  48. 56.
    #210 - How to be Single, Retired, and Happy02/28/2018
    31:47
  49. 57.
    #209 - Making Friends in Retirement02/21/2018
    29:40
  50. 58.
    #208 - Happy Spouse, Happy Retirement02/14/2018
    42:58
  51. 59.
    #207 - Loneliness Can Be a Retirement Killer: Here’s How to Combat It02/07/2018
    28:15
  52. 60.
    #206 - My Reading List 201801/31/2018
    34:59
  53. 61.
    #205 - How to Make 2018 Your Best Year Yet01/24/2018
    31:27
  54. 62.
    #204 - Is Your Financial Advisor Worth the Cost?01/17/2018
    43:36
  55. 63.
    #203 - Why the Great and Powerful Oz Won’t Save Your Retirement01/10/2018
    29:29
  56. 64.
    #202 - Market Correction Fire Drill Step 3—Having Enough Cash Reserves01/03/2018
    26:17
  57. 65.
    #201 - Market Correction Fire Drill Step 212/20/2017
    21:55
  58. 66.
    #200 - Market Correction Fire Drill - Step 112/13/2017
    31:06
  59. 67.
    #199 - Market Correction Fire Drill Starts Here12/06/2017
    31:41
  60. 68.
    What a 34 Year Old Can Teach You About Retirement11/29/2017
    26:11
  61. 69.
    #197 - How to Take Your Retirement Travel to the Next Level11/22/2017
    30:39
  62. 70.
    #196 - How to Manage Retirement Risks11/15/2017
    38:52
  63. 71.
    #195 - Organizing Your Financial Resources for Retirement11/08/2017
    35:18
  64. 72.
    #194 Dream Up Your Ideal Retirement11/01/2017
    44:03
  65. 73.
    How to Avoid This HUGE Threat to Your Retirement #19310/25/2017
    43:43
  66. 74.
    #192 - Should You Worry About a Market Crash?10/18/2017
    43:47
  67. 75.
    191 - What Your Financial Advisor Should Be Doing10/11/2017
    34:33
  68. 76.
    #190 -  How much you should have saved for retirement by now10/04/2017
    41:33
  69. 77.
    #189 - How Indexes and Bear Markets Can Make a Bad Mix09/27/2017
    35:05
  70. 78.
    #188 -  Worried about the Equifax Data Breach? Here’s Your Protect Your Credit Action Plan09/20/2017
    27:55
  71. 79.
    #185 - Should My Advisor Have Access to My 401(k)? And Other Listener Questions09/13/2017
    26:12
  72. 80.
    Retirement Travel - One Way to Fund Your Dreams09/06/2017
    34:43
  73. 81.
    #185 - Don’t Be Like Wimpy! How Spending Can Ruin Your Retirement08/30/2017
    41:00
  74. 82.
    #184 - Passive Investing: What You Should Understand08/23/2017
    35:09
  75. 83.
    #183 - How Pre-tirement Could Save Your Retirement08/16/2017
    39:45
  76. 84.
    #182 - Want a Great Retirement?08/09/2017
    25:46
  77. 85.
    #181 - Stop Financial Stress Now!08/02/2017
    30:08
  78. 86.
    #180 - Should You Retire Overseas?07/26/2017
    36:28
  79. 87.
    #179 - A Simple Tool to Estimate Retirement Spending07/19/2017
    34:34
  80. 88.
    #178 - The Science of Index-Based Asset Allocation07/12/2017
    26:32
  81. 89.
    #177 - The 5 Ps of a Good Investment Philosophy07/05/2017
    44:19
  82. 90.
    #176 - The Role of Asset Allocation in Retirement Planning06/28/2017
    36:54
  83. 91.
    #175 - Market Forecasting: Who Can You Trust To Tell You What to Expect During Retirement?06/21/2017
    27:11
  84. 92.
    #174 - Does the Institutional Approach to Asset Allocation For Retirement Work These Days?06/14/2017
    29:30
  85. 93.
    #173 - Investment Risk Management for Regular People06/07/2017
    37:09
  86. 94.
    #172 - Building A Strong Foundation For Your Retirement Investments05/31/2017
    37:30
  87. 95.
    #171 - J. David Stein on How Not To Gamble Your Retirement Away05/24/2017
    39:55
  88. 96.
    #170-Learn From Your Mistakes To Create A Great Retirement05/17/2017
    38:08
  89. 97.
    #169 - A Business Exit Strategy That Creates Family Legacy With Randy Long05/10/2017
    35:13
  90. 98.
    #168 - Using Your HSA To Slay The Health care Dragon05/03/2017
    35:48
  91. 99.
    #167 - Should I use Social Security Income To Fuel My Retirement Investments?04/26/2017
    33:52
  92. 100.
    #166 Holistic Retirement Planning04/19/2017
    37:18
  93. 101.
    #165 - Retirement Crisis: Why Work You Love Might Be The Answer04/12/2017
    37:23
  94. 102.
    #164 - My adviser stole my money! A simple way to avoid investment fraud.04/11/2017
    39:43
  95. 103.
    #163 Will The Trump Bump Continue?03/29/2017
    37:11
  96. 104.
    #162 - The Problem with Retirement Planning and How to Fix It03/22/2017
    33:59
  97. 105.
    #161 - Simple Living In Retirement03/15/2017
    24:19
  98. 106.
    #160 - Certainty Is Absurd: How To Deal With Uncertainty.03/08/2017
    40:51
  99. 107.
    #159 - Make your net worth work for your retirement not against it!03/01/2017
    31:09
  100. 108.
    #158 - How Binary Thinking Can Ruin Your Retirement Goals02/22/2017
    31:36
  101. 109.
    #157 - Mitigating Retirement Risks as You Plan For Your Future (Retirement Plan Live Session 3)02/15/2017
    38:26
  102. 110.
    #156 - How Your Personal Net Worth Statement Can Inform Your Retirement Decisions - Retirement Plan LIVE Ep. 202/08/2017
    46:16
  103. 111.
    #155 - Retirement Wishes Start With Good Planning (Retirement Plan LIVE 2017)02/01/2017
    45:19
  104. 112.
    #154 - Introducing Kim and Joe, the Couple Planning For Retirement via Retirement Plan LIVE.01/26/2017
    34:18
  105. 113.
    #153 - Real Life Personal Growth And Finance Stories with P.T. Money01/18/2017
    36:07
  106. 114.
    #152 - Financial Forecasting: 2017 Predictions And The Impact They Have On YOU01/11/2017
    33:58
  107. 115.
    #151 - Setting Retirement Goals and Working Toward Them: How One Couple Is Doing It01/04/2017
    37:25
  108. 116.
    #150 - Dealing With Failure By Seeing It As Feedback12/21/2016
    34:06
  109. 117.
    #149 - How The Temptation of Hyperbolic Discounting Can Bite You In the End.12/14/2016
    30:12
  110. 118.
    #148 - Maximizing Social Security For Your Best Retirement Ever!12/07/2016
    36:57
  111. 119.
    #147 - Avoid The Retirement Crisis By Building Retirement Dreams11/30/2016
    32:32
  112. 120.
    #146 - The Strength of the Dollar, The Forex Market, and Listener Questions About Asset Allocation11/23/2016
    37:22
  113. 121.
    #145 - Year End Financial Issues You Should Consider11/16/2016
    27:37
  114. 122.
    #144 - The Power of Reading For Life, Success, and A Better Retirement.11/09/2016
    34:16
  115. 123.
    #143 - Sunk Cost Bias and How It Makes YOU Your Biggest Retirement Obstacle11/02/2016
    31:23
  116. 124.
    #142 - How Do Financial Markets React To Presidential Election Cycles?10/26/2016
    31:26
  117. 125.
    #141 - Why Longevity Makes Retirement a Whole New Game10/19/2016
    37:54
  118. 126.
    #140 - Do You Have The Courage To Color Outside the Lines?10/12/2016
    33:37
  119. 127.
    #139 - The #1 Fear About Retirement: Losing My Mind10/05/2016
    30:34
  120. 128.
    #138- 10 Powerful Book Recommendations For Investing And Personal Growth09/28/2016
    29:51
  121. 129.
    #137 -How To Become A Better Decision Maker, Even In The Small Things09/21/2016
    24:40
  122. 130.
    #136 - Decision Making: Getting It Right For Retirement (and the rest of life)09/14/2016
    35:01
  123. 131.
    #135 - Why People In The Financial Services Industry Are Freaking Out!09/07/2016
    31:11
  124. 132.
    #134 - Is Economic Growth Always A Good Thing?08/31/2016
    26:18
  125. 133.
    #133 - Economic Growth, the Upcoming Election, Life Satisfaction!08/24/2016
    30:28
  126. 134.
    #132 - How Personal Values Can Impact Your Level Of Happiness In Retirement08/17/2016
    33:31
  127. 135.
    #131 - How To Detect Burnout and Fix The Cause Of It, with Dr. Clark Gaither08/10/2016
    35:23
  128. 136.
    #130 - Retirement Age Is Approaching! Are You Going to Be Secure In Your Older Years?08/03/2016
    31:22
  129. 137.
    #129 - How to Avoid the Trap of Emotional Investing, with Dr. Daniel Crosby07/27/2016
    40:05
  130. 138.
    #128 - Here’s How Technology Will Help You Combat Loneliness in Retirement07/20/2016
    36:19
  131. 139.
    #127 - Here’s How Technology Will Impact Your Mobility During Retirement07/13/2016
    37:13
  132. 140.
    #126: Here’s to the Future: How Technology Will Change Your Retirement07/06/2016
    41:56
  133. 141.
    #125 - 5 Ways BREXIT Could Impact You and Your Retirement06/29/2016
    55:06
  134. 142.
    #124 - Why You Should't Be Afraid of Yes06/22/2016
    29:30
  135. 143.
    #123 - How to Make the Most of Social Security with Emily Guy Birken06/15/2016
    23:10
  136. 144.
    #122 How the Wisdom of Chess Can Make You a Grandmaster of Investing With Doug Goldstein06/08/2016
    34:05
  137. 145.
    #121 - What You Should Know About Risk Management and Insurance06/01/2016
    35:39
  138. 146.
    #120 - How to Use the Sharing Economy in Retirement05/25/2016
    39:07
  139. 147.
    #119 - What You Need to Know to Invest in Bonds05/18/2016
    43:08
  140. 148.
    #118 - 3 Action Steps to Maximize Your Social Security Benefits.05/11/2016
    35:49
  141. 149.
    #117 - How to Break Free and Live a Life True to YOU05/04/2016
    30:03
  142. 150.
    #116 - 6 Mistakes You Need to Avoid in Retirement04/27/2016
    37:49
  143. 151.
    How to Decide Whether to Rollover your 401(k) to an IRA04/18/2016
    33:03
  144. 152.
    #114 What You Need to Know About the World Economy04/11/2016
    46:08
  145. 153.
    #113 - How a Personality Assessment Can Help You Make Better Money Choices04/05/2016
    33:35
  146. 154.
    #112 - What you Should Know About Investing in Real Estate03/29/2016
    41:02
  147. 155.
    #111- Why You Shouldn’t Fall into the Market Timing Trap03/22/2016
    30:54
  148. 156.
    #110 - What You’d Better Understand About Diversification and Indexes03/15/2016
    28:55
  149. 157.
    How to Make a Successful Career Pivot with Mike Kim03/08/2016
    46:52
  150. 158.
    #108 - This is What the Market Thinks About Presidential Elections03/01/2016
    37:42
  151. 159.
    #107 - Why You Should Stop Worrying So Much02/23/2016
    29:40
  152. 160.
    #106 - This Market SUCKS: What to Expect for the Rest of the Year02/16/2016
    27:28
  153. 161.
    #104 - Why You Should Ignore All Market Predictions02/09/2016
    38:05
  154. 162.
    #104 - Is tax deferral really the best way to save for retirement?02/02/2016
    32:07
  155. 163.
    #103 -How Will You Manage These Risks During Retirement?01/26/2016
    53:01
  156. 164.
    #102 - Want to Retire? Stop Watching the Markets, Watch This01/19/2016
    50:15
  157. 165.
    #101 - How to Dream Up Your Ideal Retirement01/12/2016
    46:08
  158. 166.
    #100 - How to Become a Super Saver in 201601/05/2016
    40:34
  159. 167.
    #99 - Five Reasons to be Thankful Interest Rates are Going Up12/29/2015
    28:03
  160. 168.
    Is Your Asset Allocation All Wrong During Retirement??12/23/2015
    28:50
  161. 169.
    #97 - How to Build Wealth with Todd Tresidder, The Financial Mentor12/15/2015
    49:28
  162. 170.
    #96 - How to Evaluate When to Take Your Pension12/08/2015
    37:41
  163. 171.
    #95 - Make Sure You Know This About Your Inherited IRA12/01/2015
    32:08
  164. 172.
    #94 - How to Save on Taxes and Pay for Christmas11/24/2015
    38:17
  165. 173.
    #93 - How to Be Happy: It's Easier Than You Think11/17/2015
    35:02
  166. 174.
    #92 - Goodbye File and Suspend: What You Need to Know11/10/2015
    34:02
  167. 175.
    #91 - Chris Hogan Wants You to Know This About Retirement11/03/2015
    28:32
  168. 176.
    #90 - How to answer the question, "When Can I Retire?"10/27/2015
    29:22
  169. 177.
    #89 - 5 Impacts Longevity Could Have on Your Retirement10/20/2015
    36:17
  170. 178.
    #88 - The 6 Biggest Expenses During Retirement10/13/2015
    41:37
  171. 179.
    #87 - 4 Myths That Could Ruin Your Retirement and How to Avoid Them10/06/2015
    28:45
  172. 180.
    #86 -You Are Enough For Today09/29/2015
    42:40
  173. 181.
    #85 -9 Books to Help You Live a Great Life AND invest Smarter, Plus Listener Questions on Social Security and ROTH IRAs09/22/2015
    35:01
  174. 182.
    #84 Learn How to Career Pivot to a More Independent Life During Retirement09/15/2015
    42:23
  175. 183.
    #83 When You Feel Like Your Plan to Retire is Screwed09/08/2015
    43:05
  176. 184.
    #82 Worried About the Markets? Don’t Change a Good Strategy Now09/01/2015
    45:47
  177. 185.
    #81 How to Find a Good Charity in Your Community08/25/2015
    36:41
  178. 186.
    #80 Why Smart People Can Be Stupid with Money Too08/19/2015
    38:56
  179. 187.
    Want to Start a Business? Learn How to Fail Forward08/11/2015
    34:24
  180. 188.
    See, Retirement Planning Can Be Fun!08/03/2015
    34:40
  181. 189.
    How NOT to Be A Terrible Husband07/23/2015
    31:38
  182. 190.
    The Mid Year Outlook for Investing07/10/2015
    42:44
  183. 191.
    Starting a Family and Planning for Retirement? I Got This07/05/2015
    37:53
  184. 192.
    From High School Sweethearts to Retirement06/25/2015
    46:25
  185. 193.
    Don't Make This Stupid Retirement Investment06/25/2015
    29:32
  186. 194.
    Dying Ain't Cheap: The Emotional and Financial Costs of End of Life Care06/24/2015
    42:57
  187. 195.
    Don't Miss Your Life While Planning for Retirement06/16/2015
    41:25
  188. 196.
    WARNING: Investment Talk Radio May Be Hazardous to Your Retirement06/10/2015
    41:27
  189. 197.
    Retirement Means the Freedom to What I Want, When I Want06/03/2015
    45:36
  190. 198.
    Intentional Decisions Can Lead to a Great Retirement05/29/2015
    30:43
  191. 199.
    Yes, 27 Year Olds Think About Retirement Too05/17/2015
    40:04
  192. 200.
    Jen's Retirement Journey: Rising From the Ashes05/12/2015
    51:13

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