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PODCAST

Retirement Answer Man

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

business investing

All Episodes

24:16

Replay: My Experience Moving to a Retirement Community

Retirement Answer Man ·

2025/07/16

In this episode, we explore the journey of retirement through the eyes of Brad, a member of the Rock Retirement Club. Brad shares his experience of moving to The Villages in Florida, detailing his decision-making process, the community's offerings, and how it has transformed his retirement lifestyle. Join us as we uncover valuable insights and tips for anyone considering retirement living, all while enjoying the vibrant atmosphere of this unique community.OUTLINE OF THIS EPISODE OF THE

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48:45

Replay: The State of Retirement Planning with Michael...

Retirement Answer Man ·

2025/07/09

All of July we will be replaying some of our popular past episodes. In this episode, we engage with retirement planning expert Michael Kitces as we explore the evolving landscape of retirement planning. Discover the importance of flexibility in retirement spending and how to select the right retirement planner for your needs. We also discuss the implications of dying with too much money and the critical questions you should ask when interviewing potential advisors. Tune in for insights that

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62:46

Replay: How to Retire with Christine Benz

Retirement Answer Man ·

2025/07/02

All July long, we’re featuring a special replay series of standout episodes—and this week is no exception.Join us for a special episode as we welcome Christine Benz to discuss her book, "How to Retire." In a captivating conversation in the Rock Retirement Club, we dive into topics like long-term care, the 4% rule, investing strategies, and simplification. Featuring insights from Fritz Gilbert, a member of the club and contributor to Christine's book, this episode offers a holistic view of

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51:10

I Just Lost My Job. Can I Retire Now?

Retirement Answer Man ·

2025/06/25

💬 Show NotesThis week on the Retirement Answer Man show, we kick things off with a couple of Rockin’ Retirement in the Wild stories from listeners living out their retirement dreams. Then we dive into a mini case study from a listener recently laid off who’s wondering if early retirement is on the table, we’ll walk through the numbers and stress test his plan. We wrap up our month of travel talk with a fun chat with Chris and Cathy about their retirement adventures and how they’re making

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55:17

How to Quality Check Your Retirement Plan

Retirement Answer Man ·

2025/06/18

💬 Show NotesIn this episode, we tackle the intricacies of retirement planning and the importance of trusting your financial projections. Join us as we explore the concept of 'productive paranoia' and how it can help you avoid costly errors in your retirement strategy. We'll also hear a heartfelt travel story from Scott, who shares how he embraced international travel after a significant life change. Don't miss this enlightening discussion that will empower you to take charge of your

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50:12

How to Rebalance Your Portfolio in Retirement

Retirement Answer Man ·

2025/06/11

💬 Show NotesIn this episode, Roger Whitney dives into the essential elements of not just surviving, but thriving in retirement. We kick off with a listener's story about the challenges of early retirement and the important questions that arise during this transition. Then, we shift gears to a practical planning segment on how to rebalance your retirement portfolio as life and market conditions change. Lastly, we hear from Karen and Shannon, two adventurous retired women, as they share

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35:12

How to Improve Your Retirement Travel

Retirement Answer Man ·

2025/06/04

💬 Show NotesIn this episode, we explore the joys and motivations behind traveling in retirement. Join us as we discuss why travel is a common goal for retirees, featuring insights from Andrew Motiwala, founder of A Good Life Abroad. Discover how to enhance your retirement travel experiences and learn about the various obstacles retirees face when planning their adventures. Tune in for inspiring stories and practical tips to help you feel 'awake' and engaged in your retirement

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39:52

Process Over Panic: What You Should Pay Attention To

Retirement Answer Man ·

2025/05/28

💬 Show NotesIn this episode, we wrap up our series on Process Over Panic by focusing on what truly deserves your attention in retirement planning. Plans change, life surprises us, and retirement is unpredictable. But a solid planning process — one you revisit and refine — will help you rock retirement. Join us for an insightful discussion that includes practical advice, personal anecdotes, and answers to listener questions. SUMMARY OF THIS EPISODE OF THE RETIREMENT ANSWER MAN(00:00) In

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75:43

Process Over Panic: Investing with Charles Ellis

Retirement Answer Man ·

2025/05/21

💬 Show NotesIn this episode, Roger sits down with renowned investment expert Charles Ellis to explore what truly matters in retirement investing. Together, they focus on the key elements investors can actually control, the importance of maintaining cash reserves in retirement, and practical strategies to manage inflation risk.Roger and Charles also revisit timeless lessons from Ellis’s classic book, Winning the Loser’s Game, drawing on his decades of experience in investment management

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83:29

Process Over Panic: Building a Great Life with Dr....

Retirement Answer Man ·

2025/05/14

It’s a super-sized episode today—and for good reason. We spend the bulk of the show in a deep, insightful conversation with Dr. Meir Statman, a leading voice in behavioral finance. I also walk you through the four non-financial pillars of retirement: mindset, energy, passions, and relationships. We'll talk about how to manage what you can control—and how to respond when life throws you the stuff you can’t. Plus, we answer a few of your questions. There’s a lot here, but it’s worth every

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42:46

Process Over Panic: Social Security

Retirement Answer Man ·

2025/05/07

This week, we continue our Process Over Panic theme by focusing on how to take back control in uncertain times. Learn how to shift your energy toward what you can control—and let go of what you can’t. Plus, Marcia Mantell joins us to break down the latest updates on Social Security and what they mean for your retirement plan. Tune in and take one more step toward a confident, purposeful retirement.SUMMARY OF THIS EPISODE OF THE RETIREMENT ANSWER MAN(00:00) This show is dedicated to helping

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39:40

Process Over Panic: Why to Resist the Urge to Think...

Retirement Answer Man ·

2025/04/30

💬 Show NotesIn this episode, we tackle the pressing question, "Is this time different?" as we navigate the complexities of today's political and economic landscape. Join us as we explore the importance of perspective in retirement planning and discuss the basics of structured notes. We'll also introduce our upcoming events and share insights from renowned experts in the field. Don't miss this enlightening discussion that aims to help you not just survive retirement, but thrive!SUMMARY OF

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27:06

Retirement Basics: Fixed Annuities (aka MYGAs)

Retirement Answer Man ·

2025/04/23

💬 Show NotesIn this episode, we dig into fixed annuities and U.S. Treasuries—how they can bring stability and income to your retirement. We’ll also discuss Social Security risks and how to stress-test your plan so you can retire with confidence. Let’s get you one step closer to rocking retirement!SUMMARY OF THIS EPISODE OF THE RETIREMENT ANSWER MAN(00:00) Today we talk about the basics of fixed annuities.(00:59) Roger continues the discussion on navigating retirement planning during

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50:10

Retirement Basics: Building Energy

Retirement Answer Man ·

2025/04/16

💬 Show NotesIn this episode, Roger Whitney takes on one of the biggest challenges facing retirees today: how to plan confidently when the markets are anything but steady. He’s joined by Dr. Bobby Dubois for a thoughtful conversation about building the energy and vitality needed for a meaningful retirement. Together, they share simple, practical steps to help listeners take charge of their physical well-being—so they can show up strong, not just today, but for years to come. Plus, listeners

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52:54

Retirement Basics: Asset Allocation

Retirement Answer Man ·

2025/04/09

💬 Show NotesIn this episode, we break down the essentials of asset allocation and time management in retirement planning. Join us as we explore why it's crucial to focus on the basics rather than getting lost in market predictions and investment products. We also share insightful listener questions and another entry from my grandfather's World War II journal. Tune in to learn how to rock your retirement!OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN(00:00) This week we continue

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36:23

Retirement Basics: What Every Spouse Should Know

Retirement Answer Man ·

2025/04/02

💬 Show NotesIn this episode, we kick off a month-long series on retirement basics, emphasizing the crucial role of partnership in planning for retirement. We discuss why it's vital for both spouses to be actively engaged in financial conversations, ensuring that neither partner feels overwhelmed or excluded. Plus, we hear inspiring stories from a couple of listeners who are thriving in their retirement journeys! Don't miss this episode!OUTLINE OF THIS EPISODE OF RETIREMENT ANSWER

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46:13

Is My Retirement Safe? Navigating Financial Security...

Retirement Answer Man ·

2025/03/26

💬 Show NotesIn this episode, we embark on a journey of navigating retirement amidst uncertainty. Join us as we explore the importance of taking action, building confidence, and reframing our approach to financial security. Listen in as we share practical steps to manage risks, reassess spending, and make informed decisions in these unpredictable times. With insights drawn from real-life experiences and the wisdom of past challenges, this episode aims to empower you to build a resilient

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45:26

Curiosity: The Key to a Happy Retirement

Retirement Answer Man ·

2025/03/19

💬 Show NotesIn this episode, we explore the importance of cultivating curiosity as a part of the non-financial pillar of retirement planning- mindset. Join us as we discuss how curiosity can enhance your mindset and well-being in retirement, along with practical tools to foster this trait. We also address listener questions about retirement strategies amidst economic uncertainty. Don't miss this insightful episode packed with actionable advice!OUTLINE OF THIS EPISODE OF THE RETIREMENT

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43:06

How to Set Up Your Paycheck in Retirement

Retirement Answer Man ·

2025/03/12

💬 Show NotesIn this episode, we explore the essential steps to setting up your retirement paycheck to ensure financial stability and confidence in your retirement years. Join us as we discuss the importance of tracking your cash flow, identifying spending trends, and creating a structured paycheck system that mimics the rhythm of a traditional paycheck. We also dive into listener questions about MYGAs, private equity, and inheritance planning, providing valuable insights to help you

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32:47

What Life Expectancy Should I Use in My Retirement Plan?

Retirement Answer Man ·

2025/03/05

💬 Show NotesIn this episode, Roger Whitney tackles the critical question of life expectancy in retirement planning. With statistics from the CDC, he guides listeners through the complexities of determining how long they should plan for their retirement. Roger addresses the cognitive bias known as the "curse of knowledge," providing clarity on how to approach life expectancy assumptions. He also shares insights on the importance of using personalized data rather than general averages, and

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