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Year-End Planning: Annual Gifting Rules
Episode 621
In this episode, Roger Whitney, a retirement planner with 30 years of experience, breaks down annual gifting limits and year-end planning. He shares …
4 months, 2 weeks ago
Year-End Planning: Tax-Loss Harvesting
Episode 620
💬 Show Notes
In this episode, Roger Whitney kicks off a month-long series on year-end planning for retirement. He shares insights on tax loss harvesti…
4 months, 3 weeks ago
Should I Use My Traditional IRA to Fund My Life or Do Roth Conversions?
Episode 619
💬 Show Notes
In this Thanksgiving Eve episode, Roger Whitney encourages listeners to carry gratitude into everyday life, emphasizing the value of reco…
5 months ago
My Advisor Recommended an Annuity. Should I Buy It?
Episode 618
💬 Show Notes
In this episode, Roger Whitney dives into the essentials of required minimum distributions, explaining the age thresholds, how the amount…
5 months, 1 week ago
How Do I Build My Initial Cash Cushion for Retirement?
Episode 617
💬 Show Notes
In this episode, Roger Whitney explores the psychology of loss aversion and how it affects financial decision-making. He introduces the n…
5 months, 2 weeks ago
The 10 R's for a Joyful Retirement with Cesar Aguirre
Episode 616
💬 SHOW NOTES
In this episode, Roger Whitney explores the art of retirement goal setting with his signature blend of practical advice and thoughtful re…
5 months, 3 weeks ago
Retirement Goal Case Study
Episode 615
💬 Show Notes
In this episode, Roger Whitney wraps up our four-week series on smarter retirement goal setting. He dives into the ideas of buoyancy and…
6 months ago
How to Navigate Goals as Life Unfolds
Episode 614
💬 Show Notes
In this episode, we continue our four-week series on better retirement goal setting with Roger Whitney. This week, we delve into the dyna…
6 months, 1 week ago
Building Agile Retirement Goals
Episode 613
In this episode, Roger Whitney continues his four-week series on retirement goal setting, focusing on the importance of building agile retirement goa…
6 months, 2 weeks ago
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 …
6 months, 3 weeks ago