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How to Plan Your Walt Disney World Vacation with Lou Mangello


Episode 10


Walt Disney World is the classic family vacation. If you’re planning on visiting Walt Disney World, you’re going to love this week’s  PLAN WELL INVEST WISELY podcast. I speak with Lou Mangello, an in…


Published on 11 years, 7 months ago

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How to Pay for College with Celest Horton


Episode 9


How to pay for college is one of the most frequent questions I get from parents. This week I interviewed Celest Horton from How to Pay For College HQ to learn about the great resources to help parent…


Published on 11 years, 7 months ago

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Lauren Gaggioli Discusses Preparing for the SAT and the Selecting the Right College


Episode 8


In this Plan Well Invest Wisely podcast, Roger Whitney interviews Lauren Gaggioli, founder of Higher Test Prep Scores. They discuss the importance of the SAT and how to help your child select the rig…


Published on 11 years, 7 months ago

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10 Things to Consider Before You Purchase an RV


Episode 7


It's spring and the desire to spend time outside with the family is blooming. Before you allow that budding desire to lead you to buy an RV, boat or other recreational item make sure you closely look…


Published on 11 years, 8 months ago

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15 Questions to Ask When Choosing a Financial Advisor


Episode 6


How do you find the right financial advisor for you and your family?

In this special mid-week edition, host Roger Whitney gives you a framework for how to interview a financial advisor candidate and 1…


Published on 11 years, 8 months ago

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Do I Have Enough Money to Maintain My Lifestyle in Retirement?


Episode 5


This Week, Roger Whitney introduces a new service YOU ASK I ANSWER, where you can ask your retirement planning questions and receive a response.

Then he begins to answer the question, will I have enou…


Published on 11 years, 8 months ago

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INVEST in Your Health


Episode 4


This episode is based on Roger Whitney's new report INVEST in Your Health: 72 Tips to Living a Healthier Retirement. You can download the report for free at rogerwhitney.com

Investing in your healh ma…


Published on 11 years, 8 months ago

Episode #3 Amazon Prime & Your Emergency Fund

Episode #3 Amazon Prime & Your Emergency Fund


Episode 3


In this week's PLAN WELL INVEST WISELY podcast, we talk about Amazon Prime's recent price increase and how having a funded emergency fund helps you make smarter financial decisions.

Rethinking Amazon …


Published on 11 years, 8 months ago

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Episode 2 The Importance of Tracking Your Net Worth


Episode 2


In episode 2 Roger Whitney talks about the importance tracking your net worth, how you can use it to make smarter financial decisions  and  rethinking your perspective about the purpose of investing.…


Published on 11 years, 8 months ago

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Creating An ICE Plan And 4 Reasons Why You Should Ignore Market Predictions


Episode 1


Welcome to PLAN WELL INVEST WISELY, the podcast dedicated to helping you make smarter financial decisions so you can live well today without sacrificing tomorrow.

Each of these 30-minute weekly podcas…


Published on 11 years, 9 months ago





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