Podcast Episodes

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 ho…

12 years, 6 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 …

12 years, 6 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 …

12 years, 7 months ago

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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 m…

12 years, 7 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  rethinkin…

12 years, 7 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 sacrific…

12 years, 7 months ago

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