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Healthcare Before Medicare: How to Lower Your Costs
Episode 631
Roger Whitney continues the four-part series on navigating health care before Medicare, focusing this week on controlling costs—both through everyday…
2 months, 1 week ago
Healthcare Before Medicare: Your Options
Episode 630
OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN
(00:00) This show is dedicated to helping you not just survive retirement, but have the clarity, …2 months, 2 weeks ago
Healthcare Before Medicare: What Happens When You Retire Before 65?
Episode 629
Roger Whitney kicks off a month-long series on navigating health care before Medicare, introducing Cerberus—the three-headed dog of Greek mythology—a…
2 months, 3 weeks ago
Retire on FIRE: Rocking an Early Retirement- The Challenges of Retiring Early
Episode 628
As the Retirement Plan Live series wraps up, Roger Whitney shares wisdom from retirees further along the path to help Henry and Lucy think beyond the…
3 months ago
Retire on FIRE: Rocking an Early Retirement- Henry and Lucy's Resources
Episode 627
As the Retirement Plan Live case study continues, Roger Whitney helps Henry and Lucy move from dreaming to feasibility, organizing the real financial…
3 months, 1 week ago
Retire on Fire- Rocking an Early Retirement: Henry and Lucy's FIRE Goals
Episode 626
As the Retirement Plan Live case study continues, Roger Whitney helps Henry and Lucy articulate what they want their FIRE retirement to actually look…
3 months, 2 weeks ago
Retire on FIRE- Rocking an Early Retirement: Meet Henry and Lucy
Episode 625
As the new year begins, Roger Whitney launches a new Retirement Plan Live case study, introducing Henry and Lucy, a couple in their mid-40s pursuing …
3 months, 3 weeks ago
Year-End Planning: Estimated Tax Payments
Episode 624
As the year comes to a close, Roger Whitney reflects on the power of words, walks through an important year-end tax planning reminder for retirees, s…
3 months, 4 weeks ago
Year-End Planning: The Basics of Charitable Giving
Episode 623
In this Christmas Eve episode, Roger Whitney explores the basics of charitable giving as part of an intentional retirement plan, with a timely focus …
4 months ago
Year End Planning: RMD Rules for IRAs & Inherited IRAs
Episode 622
In this episode, Roger Whitney walks listeners through the complexities of inherited IRAs, highlighting the impact of the SECURE Act of 2019 and clar…
4 months, 1 week ago