Podcast Episodes
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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…
9 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…
9 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 …
9 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…
9 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 …
10 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…
10 months, 1 week ago
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 …
10 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…
10 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…
11 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…
11 months, 1 week ago