Retirement Answer Man Show

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

This is NOT another personal finance 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.

  1. 1.
    Retirement Planning for Non-Planners: Retirement Risk Basics
    1:08:34
  2. 2.
    Retirement Planning for Non-Planners: How to Pay for Retirement
    37:52
  3. 3.
    Retirement Planning for Non-Planners: Setting Goals for Your Retirement
    42:28
  4. 4.
    Special Episode: Retirement Wisdom from Women Planners
    14:50
  5. 5.
    Women, Money, and Retirement: How Do I Put the I in Retirement?
    48:18
  6. 6.
    Women, Money, and Retirement: How Do I Plan for Retiring Alone?
    43:30
  7. 7.
    Women, Money, & Retirement: How Can I Feel Confident Enough in My Plan?
    43:49
  8. 8.
    Women, Money, and Retirement: What’s Different About Us?
    42:32
  1. 9.
    Retirement Withdrawal Strategies: Selecting the Right Strategy for YOU
    1:02:15
  2. 10.
    Retirement Withdrawal Strategies: Matching Your Assets to Your Spending
    37:51
  3. 11.
    Retirement Withdrawal Strategies: The Safety First Approach
    41:34
  4. 12.
    Retirement Withdrawal Strategies: The 4% Rule
    1:02:29
  5. 13.
    Listener Questions: How Should I Incorporate an Inherited IRA into my Retirement Plan?
    18:59
  6. 14.
    Listener Questions: Should I Pay Off the Mortgage or Keep the Cash if I’m About to Retire?
    26:55
  7. 15.
    Listener Questions: How Do I Account for My Pension on a Net Worth Statement?
    34:35
  8. 16.
    Listener Questions: How Do Rental Properties Fit into My Retirement Plan?
    35:46
  9. 17.
    Listener Questions
    34:17
  10. 18.
    Your Non-Financial Retirement Plan: Creating Your New Rhythm of Life
    34:26
  11. 19.
    Your Non-Financial Retirement Plan: People and Play
    46:20
  12. 20.
    Your Non-Financial Retirement Plan: Identity, Purpose, and Growth
    36:48
  13. 21.
    Your Non-Financial Plan: A Great Life Is About More than Money
    26:25
  14. 22.
    Asset Allocation Ingredients: What Are UITs and Structured Notes?
    40:30
  15. 23.
    Asset Allocation Ingredients: What Is a Separately Managed Account (SMA)?
    37:11
  16. 24.
    Asset Allocation Ingredients - What is a Mutual Fund?
    37:18
  17. 25.
    Asset Allocation Ingredients: What is an Exchange Traded Fund (ETF)?
    45:56
  18. 26.
    What to Do in the 5 Years Before Retirement: Wisdom from Current Retirees
    37:41
  19. 27.
    On Your Mark Get Set Go: How to Gracefully Cross the Finish Line into Retirement
    1:00:20
  20. 28.
    What to Do in the 5 Years Before Retirement: On Your Mark, Get Set, Go - Your Non-Financial Pit Strategy
    42:51
  21. 29.
    On Your Mark, Get Set, Go! What to Do in the 5 Years Before Retirement - Your Financial Pit Strategy
    44:16
  22. 30.
    On Your Mark, Get Set, Go! What to Do in the 5 Years Before Retirement - Start Your Engines
    34:13
  23. 31.
    Let’s Get Physical - Creating Your Health Action Plan
    37:18
  24. 32.
    Let’s Get Physical - 5 Tips for Excellent Nutrition
    35:16
  25. 33.
    Let’s Get Physical: Maintaining Your Strength and Mobility
    40:19
  26. 34.
    Let’s Get Physical: The Importance of Healthy Habits
    27:18
  27. 35.
    Retirement Plan Live 2021 - Unexpected Retirement: Discovering a New Identity and Purpose
    39:48
  28. 36.
    Retirement Plan Live 2021 - Unexpected Retirement: Counting It Up - Trish’s Resources
    53:28
  29. 37.
    Retirement Plan Live 2020: Unexpected Retirement - Trish and Lynn’s Retirement Goals
    41:40
  30. 38.
    Retirement Plan Live 2021: Unexpected Retirement - Trish Lost Her Job!
    41:10
  31. 39.
    The Parent Project: 5 Tips for Managing Your Parents’ Finances
    43:56
  32. 40.
    The Parent Project: When, What, and How to Take Over When the Time Comes
    1:17:23
  33. 41.
    The Parent Project: Organizing Your Parents’ Finances and Estate Plan
    54:30
  34. 42.
    The Parent Project: How to Have the Talk with Your Parents (and Siblings)
    33:51
  35. 43.
    The Parent Project: 6 Ways Aging Parents Can Impact Your Retirement
    40:55
  36. 44.
    What Are the Chances We Have a Market Crash, and How Do I Protect Myself?
    33:51
  37. 45.
    How Do I Stop Feeling Guilty About Success So I Can Enjoy Retirement?
    33:01
  38. 46.
    How Do I Use an HSA for Retirement Healthcare Costs?
    32:16
  39. 47.
    Listener Questions: How Can We Enjoy Life Now and Be Okay When We’re Older?
    34:26
  40. 48.
    Unexpected Retirement: How Do I Find Work to Fill the Gap?
    41:36
  41. 49.
    Unexpected Retirement - Do I Take the Retirement Package?
    32:59
  42. 50.
    Unexpected Retirement: Annie Duke on How to Decide
    50:18

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