Podcast Episodes

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Listener Questions: Should I Move My 401K into an IRA When I Retire?
Listener Questions: Should I Move My 401K into an IRA When I Retire?

Episode 637

Explore how meaningful travel experiences, storytelling, and thoughtful planning can enhance your retirement journey. In this episode, Roger answers …

6 months, 4 weeks ago

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Why Even the Best Retirement Calculator is Wrong
Why Even the Best Retirement Calculator is Wrong

Episode 636

Roger Whitney explores why retirement planning software—especially Monte Carlo simulations—can give a false sense of confidence if misunderstood. He …

7 months ago

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Retirement Talk with Dr. Wade Pfau
Retirement Talk with Dr. Wade Pfau

Episode 635

💬 Show Notes

Wade Pfau, author of The Retirement Planning Guidebook and creator of the Retirement Income Style Awareness (RISA®) assessment joins Roge…

7 months, 1 week ago

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Healthcare Before Medicare: Retiree Feedback
Healthcare Before Medicare: Retiree Feedback

Episode 634

Roger Whitney dives into practical strategies for navigating health care before Medicare, sharing insights from retirees, survey results, and listene…

7 months, 2 weeks ago

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How to Feel Loved with Dr. Harry Reis
How to Feel Loved with Dr. Harry Reis

Episode 633

Roger Whitney shifts from financial planning to the non-financial pillar of relationships, sharing a live conversation with Harry Reis about how to f…

7 months, 3 weeks ago

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Healthcare Before Medicare: Creating Your Own Action Plan
Healthcare Before Medicare: Creating Your Own Action Plan

Episode 632

Roger Whitney wraps up the four-part series on navigating health care before Medicare by introducing a practical decision-making framework using the …

8 months ago

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Healthcare Before Medicare: How to Lower Your Costs
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…

8 months, 1 week ago

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Healthcare Before Medicare: Your Options
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, …

8 months, 2 weeks ago

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Healthcare Before Medicare: What Happens When You Retire Before 65?
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…

8 months, 3 weeks ago

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Retire on FIRE: Rocking an Early Retirement- The Challenges of Retiring Early
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…

9 months ago

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