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

Retirement Answer Man

Business EN ↓ 657 episodes

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...

Author

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

Episodes

10 Things to Consider Before You Purchase an RV 07.04.2014 24:54

It's spring and the desire to spend time outside with the family is blooming. Before you allow that budding desire to lead you to buy an RV, boat or other recreational item make sure you closely look at the potential pitfalls of ownership. In this episode, host Roger Whitney tells his story of how he did everything wrong when he purchased an RV. He also outlines 10 things you should consider befor...

15 Questions to Ask When Choosing a Financial Advisor 02.04.2014 35:26

How do you find the right financial advisor for you and your family? In this special mid-week edition, host Roger Whitney gives you a framework for how to interview a financial advisor candidate and 15 questions you should ask to help choose the right financial advisor for you. In this episode he covers: Why it is important to interview multiple financial advisors What to look for in a financial a...

Do I Have Enough Money to Maintain My Lifestyle in Retirement? 31.03.2014 34:47

This Week, Roger Whitney introduces a new service YOU ASK I ANSWER , where you can ask your retirement planning questions and receive a response. Then he begins to answer the question, will I have enough money to maintain my lifestyle during retirement? The first step to answering this question is to determine what your retirement lifestyle will be. You do this by breaking your retirement lifestyl...

INVEST in Your Health 24.03.2014 29:27

This episode is based on Roger Whitney's new report INVEST in Your Health: 72 Tips to Living a Healthier Retirement. You can download the report for free at rogerwhitney.com Investing in your healh may be the best investment you can make to living well in retirement. The quality of your health has major financial implications to your financial wellbeing in retirement. In this episode we outline th...

Episode #3 Amazon Prime & Your Emergency Fund 17.03.2014 33:08

In this week's PLAN WELL INVEST WISELY podcast, we talk about Amazon Prime's recent price increase and how having a funded emergency fund helps you make smarter financial decisions. Rethinking Amazon Prime For those who don’t know, Amazon Prime is a membership program which gives members unlimited free two-day shipping on millions of items on Amazon.com and instant access to over 40,000 hit movies...

Episode 2 The Importance of Tracking Your Net Worth 10.03.2014 30:08

In episode 2 Roger Whitney talks about the importance tracking your net worth, how you can use it to make smarter financial decisions and rethinking your perspective about the purpose of investing. PLAN WELL Segment Your net worth statement is an essential tool for making smarter decisions. Your net worth statement: gives you your entire financial picture in one place equals the sum of all of yo...

Creating An ICE Plan And 4 Reasons Why You Should Ignore Market Predictions 04.03.2014 30:07

Welcome to PLAN WELL INVEST WISELY , the podcast dedicated to helping you make smarter financial decisions so you can live well today without sacrificing tomorrow. Each of these 30-minute weekly podcasts will be posted on Tuesdays. All the episodes will have two separate segments: PLAN WELL - This segment will include basic financial planning concepts to help you make smart financial decisions tha...