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Retirement Answer Man

By: Roger Whitney CFP® CIMA® RMA CPWA®
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  • 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
    Roger Whitney, 2024
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Episodes
  • Be a Super Communicator with Charles Duhigg

    Be a Super Communicator with Charles Duhigg
    Jul 3 2024

    The best predictor of happiness and health at age 65 is how many close relationships you have at age 45. To really rock retirement you need to build quality relationships. To do that you need to learn to be a better communicator.

    On this episode of Retirement Answer Man, Super Communicators author, Charles Duhigg, joins me to discuss how to become a super communicator.

    OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN HOW TO BE A BETTER COMMUNICATOR
    • [5:10] Relationships are key to stave off loneliness
    • [10:42] What super communicators do
    • [16:47] How to communicate with anyone
    • [21:14] Understand the type of conversion you’re in
    • [24:55] How to take away conversational anxiety
    • [33:00] AI communication
    LISTENER QUESTIONS
    • [36:31] How to draw money from your portfolio in a down market
    • [47:54] When to switch to decumulation mode in your portfolio
    TODAY’S SMART SPRINT SEGMENT
    • [53:47] Practice identifying the types of conversations you are having
    Resources Mentioned In This Episode

    BOOK - Super Communicators by Charles Duhigg

    Michael Easter

    PODCAST - Deep Questions with Cal Newport

    Rock Retirement Club

    Roger’s YouTube Channel - Roger That

    BOOK - Rock Retirement by Roger Whitney

    Roger’s Retirement Learning Center
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    55 mins
  • Lessons from Mike and Judy’s Investment Experience

    Lessons from Mike and Judy’s Investment Experience
    Jun 26 2024

    Every one of us has a different tolerance for risk. We even have different risk tolerances at different points in our lives. In this episode, we’ll learn about Mike and Judy’s comfort level with their investments. Learn how they’ll develop an investment approach that matches their risk tolerance.

    If you have been enjoying Mike and Judy’s journey crafting their retirement plans, you won’t want to miss their live feasibility test on July 8. Join us on the latest Retirement Plan Live by signing up at LiveWithRoger.com.

    OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN MIKE AND JUDY’S PAST INVESTING EXPERIENCE
    • [2:30] Your investment strategy needs to match your comfort level
    • [5:16] Contemplating Judy’s news
    • [17:19] Their investment philosophy
    • [23:51] What worries them most about retirement
    • [27:59] How will they pay for retirement?
    ROCK LIFE WITH KEVIN LYLES
    • [31:30] Learning from those who have walked this path
    • [35:33] What you can do to improve your competence in an area
    TODAY’S SMART SPRINT SEGMENT
    • [37:04] Review the RISA pdf to learn more about your risk tolerance
    Resources Mentioned In This Episode

    Rock Retirement Club

    Roger’s YouTube Channel - Roger That

    BOOK - Rock Retirement by Roger Whitney

    Roger’s Retirement Learning Center
    Show more Show less
    38 mins
  • Legal Tender: Tallying Their Resources

    Legal Tender: Tallying Their Resources
    Jun 19 2024

    #544 - Legal Tender: Tallying Their Resources

    Planning for retirement isn’t about creating a new job for yourself, it’s about using what you have to create a great life. On this episode of Retirement Answer Man, I’ll help Mike and Judy tally up and organize their resources so they can come up with a feasible plan for retirement.

    Press play to hear how you can follow along and create your own plan of record.

    OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN MIKE AND JUDY’S RESOURCES
    • [3:40] Some corrections from last time
    • [8:41] Their social capital
    • [12:34] Their estimated human capital
    • [18:18] Their assets
    LISTENER QUESTIONS
    • [31:33] On investing to only keep pace with inflation
    • [38:14] Should he take his RMDs monthly or yearly
    • [45:16] Funding later in life healthcare costs
    TODAY’S SMART SPRINT SEGMENT
    • [57:02] Use the worksheet from Six Shot Saturday to organize your resources
    Resources Mentioned In This Episode

    Rock Retirement Club

    Roger’s YouTube Channel - Roger That

    BOOK - Rock Retirement by Roger Whitney

    Roger’s Retirement Learning Center
    Show more Show less
    58 mins
Economics Personal Finance Personal Success
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Profile Image for Brad Rickard

Great information

I really like the format of the show and how questions are thoroughly answered. I’ve listened to at least two dozen of the podcasts, picking out a variety of topics. This is great information for me, heading into my retirement years. I intend on listening to all of the past podcasts and not missing any of the upcoming ones.

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