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Retirement Answer Man

De: Roger Whitney CFP® CIMA® RMA CPWA®
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  • 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
    Roger Whitney, 2024
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Episodios
  • I’m Afraid to Buy Stocks in Retirement! What Should I Do?

    I’m Afraid to Buy Stocks in Retirement! What Should I Do?
    May 22 2024

    What is your risk tolerance? What does risk tolerance even mean? Why does it matter?

    We’ll explore these questions as I answer one of our listener’s questions on getting back into the stock market with a low risk tolerance.

    Listen in to learn why he may not need to follow the traditional way of doing things.

    OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT
    • [2:00] How much risk to take in retirement
    IN THE NEWS
    • [19:10] The AT&T data breach
    • [23:03] What I’m going to do about it
    • [26:00] How are password managers safer options for keeping passwords?
    LISTENER QUESTIONS
    • [30:53] How does moving a 529 to a Roth IRA work?
    • [33:32] How to know if Johnny should be looking for another financial planner
    TODAY’S SMART SPRINT SEGMENT
    • [37:35] Rethink your password protection
    Resources Mentioned In This Episode

    1Password

    Rock Retirement Club

    Roger’s YouTube Channel - Roger That

    BOOK - Rock Retirement by Roger Whitney

    Roger’s Retirement Learning Center
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    39 m
  • Should I Get a Mortgage for My Retirement Home?

    Should I Get a Mortgage for My Retirement Home?
    May 15 2024

    Have you thought about getting a mortgage for your home in retirement? If so, have you strategized how you would pay it off?

    In this episode, we explore Scott’s question about pursuing a mortgage and paying it off early. Listen in to learn some different strategies you could use if you plan to get a mortgage on your home in retirement.

    OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT
    • [2:08] Should Scott get a mortgage to build his retirement home?
    LISTENER QUESTIONS
    • [12:13] HSA fees can be more expensive than the interest
    • [15:14] What should John think about when deciding on whether to get a mortgage?
    • [19:12] On using reverse dollar cost averaging
    • [22:07] Can we use Roth conversions to do RMDs?
    • [25:29] Understanding investment advisory fees
    • [29:28] Tom’s perspective on his retirement
    ROCK LIFE
    • [33:41] On cultivating a growth mindset
    TODAY’S SMART SPRINT SEGMENT
    • [35:00] Take your thought and do it in the moment
    Resources Mentioned In This Episode

    Rock Retirement Club

    Roger’s YouTube Channel - Roger That

    BOOK - Rock Retirement by Roger Whitney

    Roger’s Retirement Learning Center
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    36 m
  • Stop Doing These Things in Retirement

    Stop Doing These Things in Retirement
    May 8 2024

    Let’s get back to basics—addition and subtraction two ways to get to the same answer. However, we have a tendency to stick with addition. Today we’ll learn how subtraction can help you come out ahead.

    Why am I talking about elementary math on a retirement podcast? Listen in to find out.

    OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT
    • [2:12] Is scarcity really a negative thing?
    • [6:04] Stop trying to aim for precision
    • [11:17] Stop making retirement planning your new job
    • [14:03] Stop optimizing for returns
    • [17:42] Stop thinking you have to retire to something rather than from something
    • [21:25] Stop thinking you can wait
    • [24:16] Stop thinking you need to resign yourself to what is
    LISTENER QUESTIONS
    • [27:10] Turn off dividend reinvestment in your decumulation phase
    • [30:00] A rucking comment
    • [31:03] On Social Security survivor benefits
    • [33:26] On inherited IRAs
    ROCK LIFE WITH DR. BOBBY DUBOIS
    • [35:15] Movement studies
    • [45:05] Why does movement matter?
    • [48:51] Why the Hadza’s sedentary lifestyle is different from ours
    • [50:55] Why vitamin D is or isn’t helpful
    TODAY’S SMART SPRINT SEGMENT
    • [1:00:34] Find an opportunity to move
    Resources Mentioned In This Episode

    YouTube video - What You Should Know if You Inherited an IRA

    Episode 532 - How To Manage Your Scarcity Brain With Michael Easter

    Episode 530 - What Is True Retirement Planning? With Christine Benz

    Rock Retirement Club

    Roger’s YouTube Channel - Roger That

    BOOK - Rock Retirement by Roger Whitney

    Roger’s Retirement Learning Center
    Más Menos
    1 h y 2 m
Economía Finanzas Personales Éxito Personal
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Imagen de perfil para Brad Rickard

Great information

I really like the format of the show and how questions are thoroughly answered. I’ve listened to at least two dozen of the podcasts, picking out a variety of topics. This is great information for me, heading into my retirement years. I intend on listening to all of the past podcasts and not missing any of the upcoming ones.

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