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Retirement Answer Man podcast

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Retirement Answer Man

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  Roger Whitney, CFP®, CIMA®, RMA, CPWA®  

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

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

 

All

Progress

Duration

Release Date

#627

Year-End Planning: Annual Gifting Rules

In this episode, Roger Whitney, a retirement planner with 30 years of experience, breaks d... more

10 Dec 2025

41 MINS

41:10

10 Dec 2025

#626

Year-End Planning: Tax-Loss Harvesting

💬 Show Notes In this episode, Roger Whitney kicks off a month-long series on year-end pla... more

03 Dec 2025

36 MINS

36:36

03 Dec 2025

#625

Should I Use My Traditional IRA to Fund My Life or Do Roth Conversions?

💬 Show Notes In this Thanksgiving Eve episode, Roger Whitney encourages listeners to carr... more

26 Nov 2025

38 MINS

38:07

26 Nov 2025

#624

My Advisor Recommended an Annuity. Should I Buy It?

💬 Show Notes In this episode, Roger Whitney dives into the essentials of required minimum... more

19 Nov 2025

35 MINS

35:50

19 Nov 2025

#623

How Do I Build My Initial Cash Cushion for Retirement?

💬 Show Notes In this episode, Roger Whitney explores the psychology of loss aversion and ... more

12 Nov 2025

38 MINS

38:35

12 Nov 2025

#622

The 10 R's for a Joyful Retirement with Cesar Aguirre

💬 SHOW NOTES In this episode, Roger Whitney explores the art of retirement goal setting w... more

05 Nov 2025

46 MINS

46:05

05 Nov 2025

#621

Retirement Goal Case Study

💬 Show Notes  In this episode, Roger Whitney wraps up our four-week series on smarter ret... more

29 Oct 2025

51 MINS

51:36

29 Oct 2025

#620

How to Navigate Goals as Life Unfolds

💬 Show Notes In this episode, we continue our four-week series on better retirement goal ... more

22 Oct 2025

55 MINS

55:36

22 Oct 2025

#619

Building Agile Retirement Goals

In this episode, Roger Whitney continues his four-week series on retirement goal setting, ... more

15 Oct 2025

45 MINS

45:42

15 Oct 2025

#618

Setting Retirement Goals: The Paradox of Knowing What You Want

💬 Show Notes In this episode, Roger Whitney kicks off a four-week series on retirement go... more

08 Oct 2025

32 MINS

32:02

08 Oct 2025

#617

Simple Isn't Easy: Carl Richards on Life and Retirement

SHOW NOTES In this episode, Roger Whitney sits down with Carl Richards, a financial adviso... more

01 Oct 2025

59 MINS

59:26

01 Oct 2025

#616

The Difference Between an IRS Late Payment Penalty and Interest

SHOW NOTES In this episode, we tackle the often-overlooked topic of taxes in retirement wi... more

24 Sep 2025

35 MINS

35:01

24 Sep 2025

#615

How to Read Your Social Security Statement

💬 SHOW NOTES In this episode, we focus on empowering you to navigate retirement with conf... more

17 Sep 2025

38 MINS

38:00

17 Sep 2025

#614

Don't Get Cute with Your Retirement Investments

💬 Show Notes In this episode of the Retirement Answer Man, Roger Whitney sits down with P... more

10 Sep 2025

49 MINS

49:17

10 Sep 2025

#613

Navigating Medicare in 2025

💬 Show Notes In this episode, we explore the intricacies of navigating Medicare in 2025 w... more

03 Sep 2025

41 MINS

41:23

03 Sep 2025

#612

Should I Do a "Free" Retirement Analysis?

💬 SHOW NOTES In this episode, we explore the implications of the saying 'nothing is for f... more

27 Aug 2025

40 MINS

40:18

27 Aug 2025

#611

Direct Indexing vs. Mutual Fund or ETFs

💬 Show Notes In this episode, Roger explores how naming and recognizing the different pha... more

20 Aug 2025

45 MINS

45:47

20 Aug 2025

#610

Elder Care Options for Singles

💬 Show Notes In this episode, Roger Whitney welcomes elder law expert Kathy McNair to dis... more

13 Aug 2025

51 MINS

51:37

13 Aug 2025

#609

How to Choose a Retirement Coach

💬 Show Notes In this episode, Roger Whitney returns after a month off, ready to help you ... more

06 Aug 2025

36 MINS

36:24

06 Aug 2025

#608

Replay: How to Manage Your Scarcity Brain

In this episode, Roger Whitney welcomes Michael Easter, New York Times bestselling author ... more

30 Jul 2025

35 MINS

35:37

30 Jul 2025

#607

Replay: Overcoming Frugality in Retirement with Dr. Dan Crosby

In this enlightening episode, we tackle the often overlooked mental shift required in reti... more

23 Jul 2025

28 MINS

28:36

23 Jul 2025

#606

Replay: My Experience Moving to a Retirement Community

In this episode, we explore the journey of retirement through the eyes of Brad, a member o... more

16 Jul 2025

24 MINS

24:16

16 Jul 2025

#605

Replay: The State of Retirement Planning with Michael Kitces

All of July we will be replaying some of our popular past episodes. In this episode, we en... more

09 Jul 2025

48 MINS

48:45

09 Jul 2025

#604

Replay: How to Retire with Christine Benz

All July long, we’re featuring a special replay series of standout episodes—and this week ... more

02 Jul 2025

1 HR 02 MINS

1:02:46

02 Jul 2025

#603

I Just Lost My Job. Can I Retire Now?

💬 Show Notes This week on the Retirement Answer Man show, we kick things off with a coupl... more

25 Jun 2025

51 MINS

51:10

25 Jun 2025

#602

How to Quality Check Your Retirement Plan

💬 Show Notes In this episode, we tackle the intricacies of retirement planning and the im... more

18 Jun 2025

55 MINS

55:17

18 Jun 2025

#601

How to Rebalance Your Portfolio in Retirement

💬 Show Notes In this episode, Roger Whitney dives into the essential elements of not just... more

11 Jun 2025

50 MINS

50:12

11 Jun 2025