Podcast Episodes
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Summer Reruns: Gabbing with Gretchen Rubin- Your Personality and How it Plays into Your Retirement Planning
Episode 657
This Summer Replay revisits Roger’s 2018 conversation with Gretchen Rubin about the Four Tendencies and how understanding your personality can help y…
2 months, 1 week ago
Summer Reruns: Keep Investments Simple with Peter Lazaroff
Episode 656
As part of Roger’s summer replay series, he revisits a conversation with Peter Lazaroff about the value of elegant simplicity in retirement investing…
2 months, 2 weeks ago
Summer Reruns: Retiring Single with Tanya Nichols
Episode 655
August is encore month on the Retirement Answer Man podcast, giving Roger an opportunity to step back, reflect, and revisit some of the show's most i…
2 months, 3 weeks ago
Retirement Toolkit: Never Worry About Money Again with Jesse Mecham
Episode 654
What if budgeting wasn't about restriction, but about giving every dollar a purpose? This week, Roger sits down with Jesse Mecham, founder of YNAB (Y…
3 months ago
Retirement Toolkit: How do you Balance Optimization with Simplification
Episode 653
How do you know when it's worth optimizing your retirement plan and when it's better to keep things simple? This week, Roger answers a listener quest…
3 months, 1 week ago
Retirement Toolkit: How to Rebalance a Retirement Portfolio
Episode 652
This week Roger explains why rebalancing is one of the most important disciplines in retirement planning. In the Retirement Toolkit, he explores the …
3 months, 2 weeks ago
Retirement Toolkit: How Does Step Up in Cost Basis Work
Episode 651
This week Roger talks about one of the biggest challenges retirees face today: information overload. He explains why more information doesn't always …
3 months, 3 weeks ago
Retirement Toolkit: How Required Minimum Distributions (RMDs) Work
Episode 650
This week Roger explores the idea of "digging where your feet are" and how focusing on what you can do today can reduce anxiety about the future and …
3 months, 4 weeks ago
IRMAA: The Medicare Premium Surprise and How to Avoid It
Episode 649
This week Roger breaks down IRMAA Medicare surcharges and why retirees should understand them without letting them dominate retirement planning decis…
4 months ago
Mutual Funds vs. ETFs- Which is Better for Retirement?
Episode 648
This week, a simple quote about wasting time sparks a deeper conversation about why retirement isn't meant to be endlessly optimized. In the Retireme…
4 months, 1 week ago