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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.
    How Does Medicare Work? Medigap and Medicare Advantage09/17/2020
    49:39
  2. 2.
    How Does Medicare Work? Part D and What Medicare Doesn’t Cover09/09/2020
    40:44
  3. 3.
    How Does Medicare Work? - Part A and Part B with Danielle K. Roberts09/02/2020
    47:01
  4. 4.
    A Framework for Better Decision Making08/26/2020
    38:08
  5. 5.
    Process, Strategy, Tactics: A Formula for Better Decisions08/19/2020
    36:59
  6. 6.
    48 Days to the Work and Life You Love with Dan Miller08/12/2020
    1:12:07
  7. 7.
    Better Retirement Decision Making - The Retirement Choices You Have to Make08/05/2020
    45:06
  8. 8.
    Estate Planning in Retirement: Lessons from Handling My Parents’ Estate07/29/2020
    35:11
  1. 9.
    Estate Planning in Retirement: Organization and Communication07/22/2020
    42:08
  2. 10.
    Estate Planning in Retirement: Giving to Charity07/15/2020
    55:46
  3. 11.
    Estate Planning in Retirement: Giving to Family07/08/2020
    1:02:29
  4. 12.
    Estate Planning in Retirement: The Basics07/01/2020
    54:35
  5. 13.
    Oh, Behave! Behavioral Finance and Retirement: Investment Management06/24/2020
    37:11
  6. 14.
    Oh, Behave! Behavioral Finance and Retirement: Retirement Planning06/17/2020
    38:43
  7. 15.
    Oh, Behave! Behavioral Finance and Retirement: Life Planning06/10/2020
    34:04
  8. 16.
    Oh, Behave! Behavioral Finance and Retirement: Are You Rational?06/03/2020
    34:50
  9. 17.
    Setting Your Retirement Assumptions: 5 Rules to Follow05/27/2020
    30:19
  10. 18.
    Setting Your Retirement Assumptions: Markets05/20/2020
    34:30
  11. 19.
    Setting Your Retirement Assumptions: Costs05/13/2020
    55:30
  12. 20.
    Setting Your Retirement Assumptions: Life Assumptions05/06/2020
    32:57
  13. 21.
    Beachwalker (The Retirement Coach) is in the House04/29/2020
    22:22
  14. 22.
    5 Ways Retirement Planning Will Never Be the Same04/22/2020
    37:44
  15. 23.
    How to Navigate a Recession in Retirement04/15/2020
    42:26
  16. 24.
    Retirement Planning Overload: Don’t Think too Much!04/08/2020
    32:00
  17. 25.
    6 Retirement Lessons from 6 Years of The Retirement Answer Man04/01/2020
    30:57
  18. 26.
    Fritz Gilbert's Keys to a Successful Retirement03/27/2020
    36:39
  19. 27.
    Where to Live in Retirement: Steps to Navigate the Transition03/25/2020
    31:20
  20. 28.
    Retirement Planning in the Midst of the Coronavirus Disruption03/20/2020
    1:06:59
  21. 29.
    Where to Live in Retirement: Experiment and Decide03/18/2020
    41:00
  22. 30.
    Special Commentary on This Week's Markets03/13/2020
    21:32
  23. 31.
    Where to Live in Retirement: Creating the Ideal Living Profile03/11/2020
    39:15
  24. 32.
    Where to Live in Retirement: Avoid a Common Mistake - Getting Trapped by What Is03/04/2020
    34:06
  25. 33.
    Hybrid Long-Term Care Insurance Explained02/26/2020
    1:03:05
  26. 34.
    Traditional Long-Term Care Insurance Key Facts02/19/2020
    53:22
  27. 35.
    Mitigating Your Long-Term Care Risk with Dr. Marc Milstein02/12/2020
    35:18
  28. 36.
    Will I Need Long-Term Care? Reviewing the Statistics with Christine Benz from Morningstar02/05/2020
    37:26
  29. 37.
    Crashes, Retirement, and Bears, Oh My! Investing in Retirement: The Pie Cake01/29/2020
    26:27
  30. 38.
    Crashes, Retirement, and Bears, Oh My! How to Protect Your Retirement Lifestyle01/22/2020
    31:35
  31. 39.
    Crashes, Retirement, and Bears, Oh My! Market Crashes, What They Are and How They Work01/15/2020
    25:31
  32. 40.
    Crashes, Retirement, and Bears, Oh My! Bear Markets: What They Are and How They Work01/08/2020
    35:13
  33. 41.
    Crashes, Retirement, and Bears, Oh My! How Investing Changes in Retirement01/01/2020
    38:49
  34. 42.
    Travel in Retirement: Hacks to Save Money12/25/2019
    38:01
  35. 43.
    Travel in Retirement: Mapping Out Your Journeys12/18/2019
    40:59
  36. 44.
    Travel in Retirement: Creating a Budget12/11/2019
    38:58
  37. 45.
    Travel in Retirement: Dreaming Up Your Vacation Vision12/04/2019
    28:22
  38. 46.
    Retirement Tax Management: Withdrawal Strategies11/27/2019
    43:50
  39. 47.
    Retirement Tax Management: Medicare and IRMAA11/20/2019
    26:41
  40. 48.
    Retirement Tax Management: Social Security and Taxes11/13/2019
    29:50
  41. 49.
    Retirement Tax Management: The Opportunity to Manage Tax Brackets11/06/2019
    23:47
  42. 50.
    Classic Episodes: What’s Wrong with Index-Based Investments?10/30/2019
    38:01
  43. 51.
    Work and Retirement, A Match Made in Heaven?10/23/2019
    43:20
  44. 52.
    Classic Episodes: How Personal Values can Affect Your Happiness in Retirement10/16/2019
    36:10
  45. 53.
    Classic Episodes: Michael Kitces and the Rising Equity Glidepath10/09/2019
    31:41
  46. 54.
    Retirement Answer Man Classic Episodes - Your Net Worth Statement: The MVP of Managing Your Finances10/02/2019
    50:52
  47. 55.
    Retirement Plan Live 2019 - How to Navigate Uncertainty09/25/2019
    55:16
  48. 56.
    Retirement Plan Live 2019 - Counting What You Have09/18/2019
    41:04
  49. 57.
    Retirement Plan Live 2019 - How to Move Forward09/11/2019
    35:26
  50. 58.
    Retirement Plan Live 2019 - When Life Disrupts Retirement09/04/2019
    32:38
  51. 59.
    Whooooo Are You? (In Retirement) Who? Who? 5 Steps to Creating Your Retirement Identity08/28/2019
    41:00
  52. 60.
    Whooooo Are You? (In Retirement) Who? Who? How to Determine What’s Next with Skip Prichard08/21/2019
    43:58
  53. 61.
    Whooooo Are You? (In Retirement) Who? Who? Rediscovering Your Authentic Self Using the Enneagram with Teresa McCloy08/14/2019
    36:47
  54. 62.
    Are You Ready to Redefine Yourself in Retirement? with Dr. Joe Coughlin from the MIT Age Lab08/07/2019
    39:00
  55. 63.
    Is an Annuity Right for Retirement? Your Annuity Questions Answered07/31/2019
    22:49
  56. 64.
    Is an Annuity Right for Retirement? The Pros and Cons of Variable Annuities07/24/2019
    26:19
  57. 65.
    Is an Annuity Right for Retirement? The Pros and Cons of Fixed Annuities07/17/2019
    43:22
  58. 66.
    Is an Annuity Right for Retirement? The Role an Annuity Can Play in Your Portfolio07/10/2019
    44:51
  59. 67.
    Is an Annuity Right for Retirement? Annuity Basics07/03/2019
    34:08
  60. 68.
    Longevity and Retirement: Working to Make Your Money Last as Long as You Do in Retirement06/26/2019
    33:58
  61. 69.
    Longevity and Retirement: Professor Andrew Scott on the Positive Impact of Longevity06/19/2019
    39:56
  62. 70.
    Longevity and Retirement: 8 Great Habits to Age Well06/12/2019
    39:18
  63. 71.
    Longevity in Retirement: How Long Will You Live in Retirement?06/05/2019
    36:20
  64. 72.
    Retirement of the Future: How to Harness Technology as You Age05/29/2019
    44:44
  65. 73.
    Retirement of the Future: How Technology Will Keep You Healthier05/22/2019
    39:25
  66. 74.
    Retirement of the Future: How Technology Will Help Keep You Independent05/15/2019
    34:14
  67. 75.
    Retirement of the Future: How Technology Will Keep You Connected05/08/2019
    28:27
  68. 76.
    Retirement of the Future: How Technology Will Keep You Mobile05/01/2019
    36:45
  69. 77.
    You’re Retired! How to Use Your Accounts: Listener Questions, IRA, Roth, and 401K Management04/24/2019
    39:47
  70. 78.
    You’re Retired! How to Use Your Accounts: Should I Convert My IRA to a Roth? And Other Conversion Questions04/17/2019
    22:35
  71. 79.
    You’re Retired! How to Use Your Accounts: Creating a Withdrawal Strategy to Fund Your Retirement04/10/2019
    30:34
  72. 80.
    You’re Retired! How to Use Your Accounts: The Basics of IRAs, Roth IRAs, and 401Ks04/03/2019
    30:21
  73. 81.
    #266 - The RV Virus Road Trip Edition: Real Stories from the Rock Retirement Club03/27/2019
    36:00
  74. 82.
    #265 - The RV Antivirus: How to See America Without Adding a Motor to Your Home03/21/2019
    41:49
  75. 83.
    #264 - Living with RV Virus: How to Live the Retirement RV Life Without ‘Braking’ the Bank03/13/2019
    47:29
  76. 84.
    The RRC: Walk with the Wise and Become Wise03/08/2019
    25:52
  77. 85.
    #263 - The Retirement RV Virus: Symptoms and Prognosis03/06/2019
    34:40
  78. 86.
    #262 - How to Live Without a Paycheck: The Upside of Building an Income Floor02/27/2019
    32:15
  79. 87.
    #260 - How to Live Without a Paycheck: Building a Bucket System02/20/2019
    30:09
  80. 88.
    #261 - How to Live Without a Paycheck: Keeping Your Buckets Full02/13/2019
    30:45
  81. 89.
    #259 - How to Live Without a Paycheck: Making Sure You Have Enough Money in Retirement02/06/2019
    24:07
  82. 90.
    #258 - Tips from the Rock Retirement Club01/30/2019
    31:31
  83. 91.
    #257 - The Bare Necessities: Tallying the Cost of Your Needs in Retirement01/24/2019
    28:50
  84. 92.
    #256 - Wants and Wishes: How to Make Room for Important Extras01/16/2019
    47:31
  85. 93.
    #255 - Wishin' and Hopin': Dreaming Up Your Big Retirement01/09/2019
    28:33
  86. 94.
    #254 - Know Your Numbers: Will You Have Enough Money in Retirement?01/02/2019
    24:18
  87. 95.
    #253 - Are You Using the Wrong Age to Plan Retirement?12/26/2018
    23:00
  88. 96.
    #252 - What’s Your Word? Whittling Your Resolutions to a One-Word Goal12/19/2018
    25:59
  89. 97.
    #251 - Behave Yourself: An Interview with Dan Crosby, Author of The Behavioral Investor12/12/2018
    32:54
  90. 98.
    #250 - Is Global Diversification Worth It?12/05/2018
    30:36
  91. 99.
    #249 - How to Prepare for the End of Days in 201811/28/2018
    19:05
  92. 100.
    #248 - How a Spirit of Gratitude Creates Your Best Life & Retirement11/21/2018
    20:55
  93. 101.
    #247 - 10+ Gifts That Keep On Giving11/14/2018
    34:51
  94. 102.
    #246 - Gabbing with Gretchen Rubin: Your Personality and How it Plays into Your Retirement Planning11/07/2018
    31:39
  95. 103.
    #245 - 4 Scary Retirement Stories10/31/2018
    28:36
  96. 104.
    #244 - Listeners Weigh in on Retirement Hopes and Fears10/24/2018
    26:19
  97. 105.
    #243 - Real Conversations with Listeners About Retirement Hopes and Fears10/17/2018
    25:47
  98. 106.
    #242 - You Asked: Should I Pay Off My House Before I Retire?10/10/2018
    23:27
  99. 107.
    #241 - You Asked: Is Meaningful Work After 50 a Possibility or a Pipe Dream?10/03/2018
    32:39
  100. 108.
    #240 - Relocation in Retirement: Making the Most of Your New Locale09/26/2018
    30:23
  101. 109.
    #239 - Relocation in Retirement: Finding the Perfect Place to Retire09/19/2018
    23:26
  102. 110.
    #238 - Relocation in Retirement: Getting the Most Out of Your Home Sale09/12/2018
    57:56
  103. 111.
    #237 - An Interview with Mike Michalowicz: How to Walk Into Retirement with a Business that Runs Itself09/05/2018
    27:08
  104. 112.
    #236 - You Asked: Tips for Renting a Vacation Home08/29/2018
    33:04
  105. 113.
    #235 - You Asked: My Wisdom For Adulting08/22/2018
    30:30
  106. 114.
    #234 - You Asked: The Sobering Stats of Alcohol Abuse in Retirement08/15/2018
    33:54
  107. 115.
    #233 - You Asked: Investing for Retirement “Given This Market”08/08/2018
    30:49
  108. 116.
    #232 - You Asked: Social Security Facts08/01/2018
    28:59
  109. 117.
    #231 - Maximizing Social Security: When to File, When to Relax, and When to Worry07/25/2018
    35:40
  110. 118.
    #230 - Maximizing Social Security: How Earning Income Impacts Your Benefit Amount07/18/2018
    23:28
  111. 119.
    #229 - Maximizing Social Security: The Best Social Security Benefits Calculators07/11/2018
    31:55
  112. 120.
    #228 - Maximizing Social Security: How it Works and Will It Be There When You Need It?07/04/2018
    22:04
  113. 121.
    #227 - Entrepreneurship in Retirement: Lessons From Those Who Launched and Lived the Dream06/27/2018
    1:03:42
  114. 122.
    #226 - Entrepreneurship in Retirement: The Pros and Cons of Buying a Franchise06/20/2018
    35:28
  115. 123.
    #225 - Entrepreneurship in Retirement: Harness the Mindset and Retire Like a Boss06/13/2018
    32:56
  116. 124.
    #224 - Entrepreneurship in Retirement: The How, When, and What The Heck Am I Doing?06/06/2018
    27:33
  117. 125.
    #223 - Retirement Plan Live: Flying Solo Edition, Your Most Stressful Retirement Questions Answered05/30/2018
    39:23
  118. 126.
    #222 - Retirement Plan Live: Flying Solo Edition, Is Retiring Single Risky?05/23/2018
    45:05
  119. 127.
    #221 - Retirement Plan Live: Flying Solo Edition, 5 Must-Have Resources for Single Retirees05/16/2018
    35:29
  120. 128.
    #220 - Retirement Plan Live, Flying Solo Edition: How to Make Multiple Goals for a Single Retirement05/09/2018
    42:42
  121. 129.
    #219 - Retirement Plan Live, Flying Solo Edition: 5 Ways to Retire Solo05/02/2018
    49:54
  122. 130.
    #217 - Rising Interest Rates: The Ultimate Bond Villain?04/18/2018
    37:03
  123. 131.
    #216 - Shaken, Not Stirred: What Bonds Add to the Investment Cocktail04/11/2018
    28:30
  124. 132.
    #215 - The 007 Effect: Why Everyone Loves a Good Bond04/04/2018
    24:36
  125. 133.
    #214 - Healthcare Before Medicare: Part-time Work With Benefits03/28/2018
    42:52
  126. 134.
    #213 - Healthcare Before Medicare: Getting Creative03/21/2018
    56:23
  127. 135.
    Chat with John Leland, Author of Happiness is a Choice You Make: Lessons From a Year Among the Oldest Old03/16/2018
    23:17
  128. 136.
    #212 - Healthcare Before Medicare: ACA and COBRA03/14/2018
    44:16
  129. 137.
    #211 - Healthcare Before Medicare: My Wife Quit Her Job!03/07/2018
    23:32
  130. 138.
    #210 - How to be Single, Retired, and Happy02/28/2018
    31:47
  131. 139.
    #209 - Making Friends in Retirement02/21/2018
    29:40
  132. 140.
    #208 - Happy Spouse, Happy Retirement02/14/2018
    42:58
  133. 141.
    #207 - Loneliness Can Be a Retirement Killer: Here’s How to Combat It02/07/2018
    28:15
  134. 142.
    #206 - My Reading List 201801/31/2018
    34:59
  135. 143.
    #205 - How to Make 2018 Your Best Year Yet01/24/2018
    31:27
  136. 144.
    #204 - Is Your Financial Advisor Worth the Cost?01/17/2018
    43:35
  137. 145.
    #203 - Why the Great and Powerful Oz Won’t Save Your Retirement01/10/2018
    29:29
  138. 146.
    #202 - Market Correction Fire Drill Step 3—Having Enough Cash Reserves01/03/2018
    26:17
  139. 147.
    #201 - Market Correction Fire Drill Step 212/20/2017
    21:55
  140. 148.
    #200 - Market Correction Fire Drill - Step 112/13/2017
    31:06
  141. 149.
    #199 - Market Correction Fire Drill Starts Here12/06/2017
    31:41
  142. 150.
    What a 34 Year Old Can Teach You About Retirement11/29/2017
    26:11
  143. 151.
    #197 - How to Take Your Retirement Travel to the Next Level11/22/2017
    30:39
  144. 152.
    #196 - How to Manage Retirement Risks11/15/2017
    38:52
  145. 153.
    #195 - Organizing Your Financial Resources for Retirement11/08/2017
    35:18
  146. 154.
    #194 Dream Up Your Ideal Retirement11/01/2017
    44:03
  147. 155.
    How to Avoid This HUGE Threat to Your Retirement #19310/25/2017
    43:43
  148. 156.
    #192 - Should You Worry About a Market Crash?10/18/2017
    43:46
  149. 157.
    191 - What Your Financial Advisor Should Be Doing10/11/2017
    34:33
  150. 158.
    #190 -  How much you should have saved for retirement by now10/04/2017
    41:33
  151. 159.
    #189 - How Indexes and Bear Markets Can Make a Bad Mix09/27/2017
    35:05
  152. 160.
    #188 -  Worried about the Equifax Data Breach? Here’s Your Protect Your Credit Action Plan09/20/2017
    27:55
  153. 161.
    #185 - Should My Advisor Have Access to My 401(k)? And Other Listener Questions09/13/2017
    26:12
  154. 162.
    Retirement Travel - One Way to Fund Your Dreams09/06/2017
    34:43
  155. 163.
    #185 - Don’t Be Like Wimpy! How Spending Can Ruin Your Retirement08/30/2017
    41:00
  156. 164.
    #184 - Passive Investing: What You Should Understand08/23/2017
    35:09
  157. 165.
    #183 - How Pre-tirement Could Save Your Retirement08/16/2017
    39:45
  158. 166.
    #182 - Want a Great Retirement?08/09/2017
    25:46
  159. 167.
    #181 - Stop Financial Stress Now!08/02/2017
    30:08
  160. 168.
    #180 - Should You Retire Overseas?07/26/2017
    36:28
  161. 169.
    #179 - A Simple Tool to Estimate Retirement Spending07/19/2017
    34:34
  162. 170.
    #178 - The Science of Index-Based Asset Allocation07/12/2017
    26:32
  163. 171.
    #177 - The 5 Ps of a Good Investment Philosophy07/05/2017
    44:19
  164. 172.
    #176 - The Role of Asset Allocation in Retirement Planning06/28/2017
    36:54
  165. 173.
    #175 - Market Forecasting: Who Can You Trust To Tell You What to Expect During Retirement?06/21/2017
    27:11
  166. 174.
    #174 - Does the Institutional Approach to Asset Allocation For Retirement Work These Days?06/14/2017
    29:30
  167. 175.
    #173 - Investment Risk Management for Regular People06/07/2017
    37:09
  168. 176.
    #172 - Building A Strong Foundation For Your Retirement Investments05/31/2017
    37:30
  169. 177.
    #171 - J. David Stein on How Not To Gamble Your Retirement Away05/24/2017
    39:55
  170. 178.
    #170-Learn From Your Mistakes To Create A Great Retirement05/17/2017
    38:08
  171. 179.
    #169 - A Business Exit Strategy That Creates Family Legacy With Randy Long05/10/2017
    35:13
  172. 180.
    #168 - Using Your HSA To Slay The Health care Dragon05/03/2017
    35:48
  173. 181.
    #167 - Should I use Social Security Income To Fuel My Retirement Investments?04/26/2017
    33:52
  174. 182.
    #166 Holistic Retirement Planning04/19/2017
    37:18
  175. 183.
    #165 - Retirement Crisis: Why Work You Love Might Be The Answer04/12/2017
    37:23
  176. 184.
    #164 - My adviser stole my money! A simple way to avoid investment fraud.04/11/2017
    39:43
  177. 185.
    #163 Will The Trump Bump Continue?03/29/2017
    37:10
  178. 186.
    #162 - The Problem with Retirement Planning and How to Fix It03/22/2017
    33:59
  179. 187.
    #161 - Simple Living In Retirement03/15/2017
    24:19
  180. 188.
    #160 - Certainty Is Absurd: How To Deal With Uncertainty.03/08/2017
    40:51
  181. 189.
    #159 - Make your net worth work for your retirement not against it!03/01/2017
    31:09
  182. 190.
    #158 - How Binary Thinking Can Ruin Your Retirement Goals02/22/2017
    31:36
  183. 191.
    #157 - Mitigating Retirement Risks as You Plan For Your Future (Retirement Plan Live Session 3)02/15/2017
    38:26
  184. 192.
    #156 - How Your Personal Net Worth Statement Can Inform Your Retirement Decisions - Retirement Plan LIVE Ep. 202/08/2017
    46:16
  185. 193.
    #155 - Retirement Wishes Start With Good Planning (Retirement Plan LIVE 2017)02/01/2017
    45:19
  186. 194.
    #154 - Introducing Kim and Joe, the Couple Planning For Retirement via Retirement Plan LIVE.01/26/2017
    34:18
  187. 195.
    #153 - Real Life Personal Growth And Finance Stories with P.T. Money01/18/2017
    36:07
  188. 196.
    #152 - Financial Forecasting: 2017 Predictions And The Impact They Have On YOU01/11/2017
    33:58
  189. 197.
    #151 - Setting Retirement Goals and Working Toward Them: How One Couple Is Doing It01/04/2017
    37:25
  190. 198.
    #150 - Dealing With Failure By Seeing It As Feedback12/21/2016
    34:06
  191. 199.
    #149 - How The Temptation of Hyperbolic Discounting Can Bite You In the End.12/14/2016
    30:12
  192. 200.
    #148 - Maximizing Social Security For Your Best Retirement Ever!12/07/2016
    36:57

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