Podcast Episodes
Back to Search
How to Interview a Retirement Planner
Episode 667
In this episode, Roger shares how to find the right retirement planner, what to look for when interviewing advisors, and how to evaluate the value th…
19 hours ago
Medicare Update with Danielle Roberts
Episode 666
Roger welcomes Danielle Roberts, co-founder of Boomer Benefits, to discuss Medicare in 2026, including rising Part D premiums, Medicare Advantage ver…
1 week ago
Year-End Planning Checklist for Retirees
Episode 665
Episode Overview
Year-end planning doesn't have to become a giant project. Roger walks through the key items every retiree should put eyes on before D…
2 weeks ago
The Perfect Portfolio with Peter Lazaroff
Episode 664
Peter Lazaroff, Chief Investment Officer of PlanCorp and author of The Perfect Portfolio, joins Roger to explore what makes a portfolio “perfect.” Th…
3 weeks ago
Your Social Security Playbook: Building Your Strategy- Married Filers
Episode 663
Roger Whitney closes out his five-week Social Security series with a practical framework for married couples deciding when to claim. He explains how …
4 weeks ago
Your Social Security Playbook: Building Your Strategy- Single Filers
Episode 662
Roger Whitney explains how solo filers can make a confident Social Security claiming decision without getting overwhelmed by complexity. He covers th…
1 month ago
Your Social Security Playbook: The Levers You Control
Episode 661
Roger Whitney explains six levers that can influence Social Security benefits: reviewing your earnings record, choosing when to claim, managing retir…
1 month, 1 week ago
Your Social Security Playbook: How Your Benefit is Calculated
Episode 660
How is your Social Security benefit actually calculated? In this episode, Roger explains how you qualify for retirement benefits, how your earnings h…
1 month, 2 weeks ago
Your Social Security Playbook: How the System Works
Episode 659
Social Security is one of the most important pieces of a retirement plan, but how does the system work, and will it remain financially viable for fut…
1 month, 3 weeks ago
Summer Reruns: Learn What to Ignore with Dr. Daniel Crosby
Episode 658
In this summer replay, Roger talks with Dr. Daniel Crosby about learning what to ignore in an age of information overload. They explore how to filter…
2 months ago