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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 9 hours ago
Simple Isn't Easy: Carl Richards on Life and Retirement
Episode 611
SHOW NOTES
In this episode, Roger Whitney sits down with Carl Richards, a financial advisor-turned-artist, to talk about keeping retirement planning simple and meaningful. They dive into the idea of “…
Published on 1 week ago
The Difference Between an IRS Late Payment Penalty and Interest
Episode 610
SHOW NOTES
In this episode, we tackle the often-overlooked topic of taxes in retirement with expert Erin Coe, an enrolled agent. Discover how to avoid unexpected penalties and interest on your IRA dis…
Published on 2 weeks ago
How to Read Your Social Security Statement
Episode 609
💬 SHOW NOTES
In this episode, we focus on empowering you to navigate retirement with confidence. We break down the process of reading a Social Security statement, examining each section and its signif…
Published on 3 weeks ago
Don't Get Cute with Your Retirement Investments
Episode 608
💬 Show Notes
In this episode of the Retirement Answer Man, Roger Whitney sits down with Peter Lazaroff, Chief Investment Officer at Plancorp, for a thoughtful conversation on the power of simplicity i…
Published on 4 weeks ago
Navigating Medicare in 2025
Episode 607
💬 Show Notes
In this episode, we explore the intricacies of navigating Medicare in 2025 with Medicare expert Danielle Roberts from Boomer Benefits. Discover the recent changes in Medicare Advantage an…
Published on 1 month ago
Should I Do a "Free" Retirement Analysis?
Episode 606
💬 SHOW NOTES
In this episode, we explore the implications of the saying 'nothing is for free' in the context of retirement planning. Join Roger Whitney, a seasoned retirement planner, as he shares a h…
Published on 1 month, 1 week ago
Direct Indexing vs. Mutual Fund or ETFs
Episode 605
💬 Show Notes
In this episode, Roger explores how naming and recognizing the different phases of life can bring clarity to the retirement journey. A listener’s question about inherited money sparks a c…
Published on 1 month, 2 weeks ago
Elder Care Options for Singles
Episode 604
💬 Show Notes
In this episode, Roger Whitney welcomes elder law expert Kathy McNair to discuss the often-overlooked but crucial topic of elder care, especially for those retiring solo. They explore wha…
Published on 1 month, 3 weeks ago
How to Choose a Retirement Coach
Episode 603
💬 Show Notes
In this episode, Roger Whitney returns after a month off, ready to help you rock your retirement! He answers listener questions on a range of topics, including the benefits of choosing be…
Published on 2 months ago