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.
Inflation will affect your retirement one way or another. It’s up to you to create a strategy to manage that risk. On this episode of Retirement Answe...
Inflation is on everyone’s mind these days. If you have been wondering how inflation will affect your retirement, you’ve come to the right place. This...
Inflation is quite the buzzword lately. Every news network reports that inflation is on the rise which is apparent at the grocery store, the car deale...
We learned in the first episode of Retirement Plan Live that Joelle and her husband Mike had moved to a new area to pursue their retirement dreams. Jo...
As you embark on your retirement journey, life’s question changes from what can you do to what will you do? You have so many choices that are availabl...
Welcome to the second installment of Retirement Plan Live. This is the episode where we run the initial numbers for Joelle’s retirement. We’ll walk th...
A new year means a new Retirement Plan Live! Over the course of the next 4 episodes, you’ll hear about Joelle and Mike and their plans for their recen...
Do you own any cryptocurrency? First introduced in 2009, Bitcoin and other cryptocurrencies have exploded in popularity over the past few years. On t...
Do you have a system for estimating what your future RMDs will be? Should you keep a mortgage or pay off the balance of your house in retirement? What...
Do you have a net worth statement that you update regularly? Whether or not you do, you’ll want to learn about the psychological benefits that this ex...