Podcast Episodes

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How Do I Build My Initial Cash Cushion for Retirement?
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…

11 months, 2 weeks ago

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The 10 R's for a Joyful Retirement with Cesar Aguirre
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…

11 months, 3 weeks ago

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Retirement Goal Case Study
Retirement Goal Case Study

Episode 615

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 In this episode, Roger Whitney wraps up our four-week series on smarter retirement goal setting. He dives into the ideas of buoyancy and…

1 year ago

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How to Navigate Goals as Life Unfolds
How to Navigate Goals as Life Unfolds

Episode 614

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In this episode, we continue our four-week series on better retirement goal setting with Roger Whitney. This week, we delve into the dyna…

1 year ago

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Building Agile Retirement Goals
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…

1 year ago

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Setting Retirement Goals: The Paradox of Knowing What You Want
Setting Retirement Goals: The Paradox of Knowing What You Want

Episode 612

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In this episode, Roger Whitney kicks off a four-week series on retirement goal setting, tackling the paradox of knowing what you want in …

1 year ago

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Simple Isn't Easy: Carl Richards on Life and Retirement
Simple Isn't Easy: Carl Richards on Life and Retirement

Episode 611

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In this episode, Roger Whitney sits down with Carl Richards, a financial advisor-turned-artist, to talk about keeping retirement planning s…

1 year, 1 month ago

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The Difference Between an IRS Late Payment Penalty and Interest
The Difference Between an IRS Late Payment Penalty and Interest

Episode 610

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In this episode, we tackle the often-overlooked topic of taxes in retirement with expert Erin Coe, an enrolled agent. Discover how to avoid…

1 year, 1 month ago

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How to Read Your Social Security Statement
How to Read Your Social Security Statement

Episode 609

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In this episode, we focus on empowering you to navigate retirement with confidence. We break down the process of reading a Social Securit…

1 year, 1 month ago

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Don't Get Cute with Your Retirement Investments
Don't Get Cute with Your Retirement Investments

Episode 608

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In this episode of the Retirement Answer Man, Roger Whitney sits down with Peter Lazaroff, Chief Investment Officer at Plancorp, for a th…

1 year, 1 month ago

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