Podcast Episodes

Process Over Panic: Investing with Charles Ellis

Episode 592

💬 Show Notes

In this episode, Roger sits down with renowned investment expert Charles Ellis to explore what truly matters in retirement investing. Together, they focus on the key elements investors ca…

Published on 4 months, 2 weeks ago

Process Over Panic: Building a Great Life with Dr. Meir Statman

Episode 591

It’s a super-sized episode today—and for good reason. We spend the bulk of the show in a deep, insightful conversation with Dr. Meir Statman, a leading voice in behavioral finance. I also walk you th…

Published on 4 months, 3 weeks ago

Process Over Panic: Social Security

Episode 590

This week, we continue our Process Over Panic theme by focusing on how to take back control in uncertain times. Learn how to shift your energy toward what you can control—and let go of what you can’t…

Published on 5 months ago

Process Over Panic: Why to Resist the Urge to Think It's Different This Time

Episode 589

💬 Show Notes

In this episode, we tackle the pressing question, "Is this time different?" as we navigate the complexities of today's political and economic landscape. Join us as we explore the importan…

Published on 5 months, 1 week ago

Retirement Basics: Fixed Annuities (aka MYGAs)

Episode 588

💬 Show Notes

In this episode, we dig into fixed annuities and U.S. Treasuries—how they can bring stability and income to your retirement. We’ll also discuss Social Security risks and how to stress-tes…

Published on 5 months, 2 weeks ago

Retirement Basics: Building Energy

Episode 587

💬 Show Notes

In this episode, Roger Whitney takes on one of the biggest challenges facing retirees today: how to plan confidently when the markets are anything but steady. He’s joined by Dr. Bobby Dub…

Published on 5 months, 3 weeks ago

Retirement Basics: Asset Allocation

Episode 586

💬 Show Notes

In this episode, we break down the essentials of asset allocation and time management in retirement planning. Join us as we explore why it's crucial to focus on the basics rather than get…

Published on 5 months, 4 weeks ago

Retirement Basics: What Every Spouse Should Know

Episode 585

💬 Show Notes

In this episode, we kick off a month-long series on retirement basics, emphasizing the crucial role of partnership in planning for retirement. We discuss why it's vital for both spouses t…

Published on 6 months ago

Is My Retirement Safe? Navigating Financial Security in Uncertain Times

Episode 584

💬 Show Notes

In this episode, we embark on a journey of navigating retirement amidst uncertainty. Join us as we explore the importance of taking action, building confidence, and reframing our approach…

Published on 6 months, 1 week ago

Curiosity: The Key to a Happy Retirement

Episode 583

💬 Show Notes

In this episode, we explore the importance of cultivating curiosity as a part of the non-financial pillar of retirement planning- mindset. Join us as we discuss how curiosity can enhance …

Published on 6 months, 2 weeks ago