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Retirement Answer Man Retirement Answer Man Roger Whitney, CFP®, CIMA®, RMA, CPWA® The College Investor Audio Show The College Investor Audio Show The College Investor Tax Rep Network with Eric Green Tax Rep Network with Eric Green Eric L. Green, Esq. - National Speaker and Author Proof to Product Proof to Product Katie Hunt Wealthy Woman Lawyer Podcast, Helping you create a profitable, sustainable law firm you love Wealthy Woman Lawyer Podcast, Helping you create a profitable, sustainable law firm you love Davina Frederick Global Market Insights - Forex, Futures, Stocks Global Market Insights - Forex, Futures, Stocks XM.com Book More Photography Clients Podcast | Photography Business, Photography Leads, Marketing Book More Photography Clients Podcast | Photography Business, Photography Leads, Marketing Brooke Jefferson - Oklahoma Family Photographer, Photography Business Coach Investor Connect Podcast Investor Connect Podcast Hall T Martin Massive Agent Podcast Massive Agent Podcast Dustin Brohm Freightvine Freightvine DAT Freight and Analytics, Chris Caplice De VTW Podcast - volkshuisvesting en toezicht De VTW Podcast - volkshuisvesting en toezicht VTW The Ramsey Show The Ramsey Show Ramsey Network The Digital Project Manager The Digital Project Manager Galen Low iWork4Him PowerThought iWork4Him PowerThought Jim & Martha Brangenberg The Trevor Rose Podcast The Trevor Rose Podcast Mr. Rose Energy Transition Today Energy Transition Today inspiratia Everything is Logistics Everything is Logistics Blythe (Brumleve) Milligan Strategy Meets Finance Strategy Meets Finance Steve Coughran Course Record Show Course Record Show Roberto Castro The People Side of Business | Team Management Strategies, How to Manage Employees, Leadership for Business Owners The People Side of Business | Team Management Strategies, How to Manage Employees, Leadership for Business Owners Lindsay White | Fractional HR Expert, Team Leadership Strategist, Leadership Coach for Female Founders Front Office Sports Today Front Office Sports Today Front Office Sports I Hate Soccer with Jason Collinsworth I Hate Soccer with Jason Collinsworth Jason Collinsworth The Insurance Buzz The Insurance Buzz Michael and Courtney Weaver Smart Money Happy Hour with Rachel Cruze and George Kamel Smart Money Happy Hour with Rachel Cruze and George Kamel Ramsey Network Hope Unlocked 🔑 | Christian Testimonies, Hope & Healing, Faith-Based Inspiration, Purpose & Calling, Kingdom Business & Ministry Hope Unlocked 🔑 | Christian Testimonies, Hope & Healing, Faith-Based Inspiration, Purpose & Calling, Kingdom Business & Ministry Kristin Kurtz - Prophetic Life Coach, Spiritual Midwife, Author, Speaker The Dirty Side of Leadership The Dirty Side of Leadership Ron Ward & Kristin Sokoloff The Unforget Yourself Show The Unforget Yourself Show Mark and Katie The DOC Podcast The DOC Podcast DeLuke Orthodontic Coaching, LLC Cash Confident with Brie Sodano Cash Confident with Brie Sodano Brie Sodano It's Time for Success: The Business Insights Podcast It's Time for Success: The Business Insights Podcast Sharon DeKoning Business, Bourbon & Cigars Business, Bourbon & Cigars Scott Joseph Sidecar Sync Sidecar Sync Amith Nagarajan and Mallory Mejias Climbing Mount CMMC Climbing Mount CMMC Bobby Guerra Data Center Go-to-Market Podcast Data Center Go-to-Market Podcast Data Center Sales & Marketing Institute (DCSMI) The Higher Alignment Podcast The Higher Alignment Podcast Minh-Thu Lam Buy the Numbers Buy the Numbers Mike Payne Insights & Innovators Podcast from MRII Insights & Innovators Podcast from MRII The Greenbook Podcast Network
Retirement Answer Man

Negocios

Retirement Answer Man

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

Retirement Toolkit: How Does Step Up in Cost Basis Work

July 08, 2026 3:00am 49 min

This week Roger talks about one of the biggest challenges retirees face today: information overload. He explains why more information doesn't always lead to better decisions and why building a great retirement starts wit...

Retirement Toolkit: How Required Minimum Distributions (RMDs) Work

July 01, 2026 3:00am 45 min

This week Roger explores the idea of "digging where your feet are" and how focusing on what you can do today can reduce anxiety about the future and regret about the past. In the Retirement Toolkit, he explains the basic...

IRMAA: The Medicare Premium Surprise and How to Avoid It

June 24, 2026 7:43am 49 min

This week Roger breaks down IRMAA Medicare surcharges and why retirees should understand them without letting them dominate retirement planning decisions. He explains how the income thresholds work, common planning mista...

Mutual Funds vs. ETFs- Which is Better for Retirement?

June 17, 2026 3:00am 1:04

This week, a simple quote about wasting time sparks a deeper conversation about why retirement isn't meant to be endlessly optimized. In the Retirement Toolbox, we compare mutual funds and ETFs, exploring their differenc...

Know What You Pay: A Guide to Investment & Advice Costs

June 10, 2026 3:00am 41 min

Roger Whitney explores the relationship between cost and value in retirement planning, focusing on how to better understand the fees associated with financial advice, investments, and insurance products. Using a listener...

Take the Retirement Leap of Faith with Jordan Grumet

June 03, 2026 3:00am 58 min

Roger Whitney explores the idea that retirement always involves both excitement and uncertainty. While people spend years gathering information, running projections, and refining plans, there comes a point when no amount...

Decluttering for Retirement: Your Step-by-Step Plan

May 27, 2026 5:00am 1:01

In this episode, retirement expert Roger Whitney and Marie Kondo consultant Dr. Lindsey Hardegree explore the transformative power of decluttering. They discuss how clearing physical and emotional clutter can pave the wa...

Decluttering for Retirement: Why It's So Hard and How to Push Through

May 20, 2026 4:00am 44 min

Roger Whitney continues the decluttering series by focusing on the hidden challenges that keep people stuck. Rather than treating decluttering as a massive life overhaul, he explains how perfectionism, emotional attachme...

Decluttering for Retirement: How a Simpler Life Helps You Rock Retirement

May 13, 2026 3:00am 39 min

Roger Whitney continues the decluttering series by exploring the opportunities that come from simplifying your life, finances, and relationships. He explains how reducing complexity can create more mental space, clarity,...

Decluttering for Retirement: It's More Than Cleaning Out Your Closet

May 06, 2026 3:00am 50 min

Roger Whitney kicks off a new series on decluttering for retirement, explaining how the accumulation of “stuff”—from physical belongings to financial accounts to relationships—can unconsciously shape our decisions and li...

How Long Will You Live After Retirement?

April 29, 2026 3:00am 57 min

Roger Whitney explores one of the most overlooked variables in retirement planning: longevity, and how assuming you’ll live too long can quietly force you to save more, spend less, and potentially miss out on life. Throu...

Listener Questions: How Do I Create a Diversified Portfolio?

April 22, 2026 3:00am 48 min

Roger Whitney breaks down how to create a diversified portfolio by explaining the core principles of diversification and asset allocation, then answers listener questions on topics like using allocation funds, shifting f...

Listener Questions: What Should I Be Doing When I'm Two Years from Retirement?

April 15, 2026 3:00am 47 min

In this episode, Roger Whitney breaks down essential elements you need to consider before and during retirement. From understanding inflation risks to strategic asset reallocation, this episode offers practical advice to...

Listener Questions: Should I Take Social Security Early and Invest It?

April 08, 2026 3:00am 41 min

In this episode of the Retirement Answer Man, Roger Whitney explores the critical decision of when to claim Social Security benefits, weighing the pros and cons of taking them early versus delaying. Through listener ques...

Listener Questions: Should I Move My 401K into an IRA When I Retire?

April 01, 2026 3:00am 42 min

Explore how meaningful travel experiences, storytelling, and thoughtful planning can enhance your retirement journey. In this episode, Roger answers listener questions on managing retirement accounts, health insurance, f...

Why Even the Best Retirement Calculator is Wrong

March 25, 2026 3:00am 59 min

Roger Whitney explores why retirement planning software—especially Monte Carlo simulations—can give a false sense of confidence if misunderstood. He explains what these tools actually measure, the hidden assumptions behi...

Retirement Talk with Dr. Wade Pfau

March 18, 2026 4:48am 1:01

💬 Show NotesWade Pfau, author of The Retirement Planning Guidebook and creator of the Retirement Income Style Awareness (RISA®) assessment joins Roger for a wide-ranging conversation on the big questions of retirement in...

Healthcare Before Medicare: Retiree Feedback

March 11, 2026 3:00am 50 min

Roger Whitney dives into practical strategies for navigating health care before Medicare, sharing insights from retirees, survey results, and listener questions. Together they explore real-world solutions for coverage ga...

How to Feel Loved with Dr. Harry Reis

March 04, 2026 3:00am 1:07

Roger Whitney shifts from financial planning to the non-financial pillar of relationships, sharing a live conversation with Harry Reis about how to feel more loved and connected in retirement. Together they explore the s...

Healthcare Before Medicare: Creating Your Own Action Plan

February 25, 2026 3:00am 45 min

Roger Whitney wraps up the four-part series on navigating health care before Medicare by introducing a practical decision-making framework using the OODA Loop—observe, orient, decide, act—to help you avoid unforced error...

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