Podcast Episodes

Year-End Planning: Annual Gifting Rules

Episode 621

In this episode, Roger Whitney, a retirement planner with 30 years of experience, breaks down annual gifting limits and year-end planning. He shares practical strategies for giving that make a real i…

Published on 2 hours ago

Year-End Planning: Tax-Loss Harvesting

Episode 620

💬 Show Notes

In this episode, Roger Whitney kicks off a month-long series on year-end planning for retirement. He shares insights on tax loss harvesting, a technique that can help you minimize capital…

Published on 1 week ago

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

Episode 619

💬 Show Notes

In this Thanksgiving Eve episode, Roger Whitney encourages listeners to carry gratitude into everyday life, emphasizing the value of recognizing specific moments and taking “mental snapsh…

Published on 2 weeks ago

My Advisor Recommended an Annuity. Should I Buy It?

Episode 618

💬 Show Notes

In this episode, Roger Whitney dives into the essentials of required minimum distributions, explaining the age thresholds, how the amounts are calculated using IRS life expectancy tables,…

Published on 3 weeks ago

How Do I Build My Initial Cash Cushion for Retirement?

Episode 617

💬 Show Notes

In this episode, Roger Whitney explores the psychology of loss aversion and how it affects financial decision-making. He introduces the new Retirement Toolbox segment, offering practical,…

Published on 4 weeks ago

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

Episode 616

💬 SHOW NOTES

In this episode, Roger Whitney explores the art of retirement goal setting with his signature blend of practical advice and thoughtful reflection. He sits down with Cesar Aguirre, who sha…

Published on 1 month ago

Retirement Goal Case Study

Episode 615

💬 Show Notes

 In this episode, Roger Whitney wraps up our four-week series on smarter retirement goal setting. He dives into the ideas of buoyancy and Maslow’s hierarchy of needs, showing how they pla…

Published on 1 month, 1 week ago

How to Navigate Goals as Life Unfolds

Episode 614

💬 Show Notes

In this episode, we continue our four-week series on better retirement goal setting with Roger Whitney. This week, we delve into the dynamics of navigating retirement goals as life unfold…

Published on 1 month, 2 weeks ago

Building Agile Retirement Goals

Episode 613

In this episode, Roger Whitney continues his four-week series on retirement goal setting, focusing on the importance of building agile retirement goals. He emphasizes creating the right conditions fo…

Published on 1 month, 3 weeks ago

Setting Retirement Goals: The Paradox of Knowing What You Want

Episode 612

💬 Show Notes

In this episode, Roger Whitney kicks off a four-week series on retirement goal setting, tackling the paradox of knowing what you want in retirement. He discusses the challenges of articul…

Published on 2 months ago