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Retirement Answer Man

Roger Whitney, CFP®, CIMA®, RMA, CPWA®

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A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management ...
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No More Mondays is all about helping you ditch the Sunday Scaries and create a career and life you love. These energetic and impactful conversations will arm you with real stories, practical tools, and the motivation to act. From aligning values and taking risks to defining your life goals, improving leadership skills, and growing your business, we cover it all. This is the go-to podcast for any professional, leader, or entrepreneur ready to live life on your own terms.
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Welcome to a transformative episode where we delve into year-end financial strategies to optimize your retirement planning. Join us as we discuss tax-loss harvesting with Erin Coe, a seasoned planner and tax expert. Learn how to strategically sell capital assets at a loss to reduce your tax burden and explore the nuances of capital gains, wash-sale…
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Alicia Lomas is impressive - she's built an amazing career in the male-dominated world of manufacturing, and she's on a mission to make it more female-friendly. We had a great chat about the challenges she's faced, and the strategies she's used to overcome them and rise up the ranks. If you're a woman in a technical field, or you want to support th…
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Welcome to our latest episode, where we focus on empowering your retirement journey with clarity and energy. Today, we delve into two powerful mental models, Occam's Razor and Hanlon's Razor, to simplify your retirement planning and decision-making processes. We also welcome back Dr. Bobby Dubois in our Rock Life segment, where he shares insights o…
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Have you determined a way to have No More Mondays? My friend Al Vazquez has, and today, you get to learn from his secret. Hint: it has to do with self-discovery, self-leadership, and the very powerful things we can learn about ourselves when we dig deep and take ownership of our stories. As a transformational coach, Al guides people through these k…
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In this episode, we delve into the concept of the Circle of Competence, a key principle in the mental mindset arsenal. We also feature Karen's inspiring story of transitioning from accumulation to decumulation, redefining her retirement journey. Join us as we explore the importance of deep knowledge versus surface understanding, and how you can app…
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Do you have a clear vision of where you're going in life, work, and business? If you just gasped a little, then you need to tune into this conversation with a leadership coach and author of "Breaking the Code," Rusty Gaillard. Like me, Rusty embarked on the unexpected journey from engineering to entrepreneurship, where he learned to embrace discomf…
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Join us in this insightful episode as we explore the concept of 'The Map vs. The Territory' in retirement planning. Discover how mental models can enhance decision-making and lead to a more fulfilling retirement. Our special guest, Dr. Daniel Crosby, discusses his latest book, "The Soul of Wealth," offering profound insights into achieving soulful …
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👍 Do you know who you are as a leader? We all have behaviors or learned beliefs that we acquire throughout life. But how often do we stop and evaluate whether those default beliefs, reactions, and thought processes are actively helping or hurting us in the present? We’ve got a whopper of an episode here where we chat with Carole Stizza, an executiv…
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Have you met this guy 👉 Michael Hirsch? 🤓 If you're a product leader, aspiring product manager, or other product professional looking to grow your career, then you need to! Luckily, I've got an easy introduction coming your way on Monday morning as Michael joins me as the next guest on No More Mondays Podcast. Don't miss it - I can't think of a bet…
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Welcome to the second week of our series on improving decision-making skills with mental models to help you rock retirement! This week, we delve into the concept of second order thinking, also known as the law of unintended consequences. Learn how to think beyond immediate outcomes and explore the long-term impacts of your decisions, whether it's b…
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Welcome to another insightful episode where we kick off a month-long series on improving your decision-making abilities. This week, we delve into the concept of inversion, a powerful mental model that can significantly enhance your retirement planning. Learn how to avoid common unforced errors and make better decisions to ensure a successful retire…
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If you're a business leader working to create a thoughtful, intentional corporate culture, this is an episode you don't want to miss. 🎙️ Culture consultant and progress-maker Dan Dowman and I chat about the impacts culture can have on your people, your brand, and your bottom line - and it's coming at you Live in 60 minutes! #careercoach #profession…
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😱 Do you own your business, or does your business own you? It's a trap many entrepreneurs fall into, and I was one of them for several years! 👉 If you're feeling like burnout is around the corner - whether you're a business owner or a business leader - tune in as Brad Farris and I talk about building a business that can sustain itself...without tak…
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In this episode of the Retirement Answer Man, Roger Whitney wraps up his series on the eight pillars of a great retirement plan by diving into the last two non-financial pillars: passion and relationships. Discover how your hobbies, curiosities, and social connections can significantly impact your retirement happiness. Roger also shares personal st…
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This week, we continue our journey through the eight pillars of rocking retirement, shifting our focus to the non-financial realm. We delve into the first two non-financial pillars: Energy and Mindset. These pillars are crucial for showing up fully in life and maintaining a growth-oriented perspective. We'll explore how to overcome obstacles like s…
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💭 A company, a team, and any relationship are only as healthy as its communications. How are your internal communications? This often-overlooked area of operations can make or break team culture, efficiency, and satisfaction. 👉 If you're ignoring it, you're missing out! Luckily, I'm welcoming one of my favorite IC pros—I mean, she wrote the book on…
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My new friend Susan Barber will be dropping into No More Mondays, and I can promise you it's a conversation you want to be part of! She and I have so many shared perspectives on how to tackle career development, lead with purpose, and stand out in the professional world. We're going to dig into the meat of it all during what will for sure be a jam-…
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This month, we're revisiting the eight pillars of rocking retirement. Today, we focus on the second two financial pillars: having a resilient plan of record and optimizing the plan to enhance the journey. Many people are good at setting goals and determining feasibility, but often overlook the importance of resilience in their retirement plan. We d…
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This September, we're doing something a bit different. We're revisiting the basics with a refresher on the eight pillars of rocking retirement—four financial and four non-financial pillars that form the foundation for a great life. Too often, retirement planning gets bogged down with too many details and the pressure to get everything right. But in…
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If you are exploring a unique retirement, it is important to do your research. The best way to research something is to talk to someone who has walked the walk. That’s why, on this episode of Retirement Answer Man, I chat with people who are living their own unique retirements. Press play to hear these unique stories. OUTLINE OF THIS EPISODE OF THE…
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Have you ever thought about retiring abroad? It seems like a fun adventure, but how do you begin? On this episode of Retirement Answer Man, expat expert, Jane Mepham from Elgon Financial Advisors, joins me to discuss the financial and nonfinancial considerations of moving abroad in retirement. Press play to learn whether retiring abroad would be ri…
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If you have a special needs child, you know that your retirement plan will need to include plans for their future. How do you create a great retirement while honoring and caring for your child with special needs who will most likely live beyond your years? That’s what we’ll be learning today. In this episode, Matt from Haystack Financial Planning j…
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Military retirees have a unique set of circumstances and opportunities. In this episode, military retiree and retirement planner Scott Sanborn joins me to explore the financial and non-financial aspects that come with a military retirement. Over the next month, we’ll be exploring different ways of retiring. If you have special retirement circumstan…
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So many retirement questions have no right answers. They’re simply judgment calls. In this episode, we’ll explore whether it makes sense to switch to a Roth 401K. Don’t listen to find out the answer. Listen to learn the process to use to come up with your own answer. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS [2:03] Doe…
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You’ve got questions and we’ve got answers. On this episode of Retirement Answer Man, Taylor Schulte from the Stay Wealthy Podcast joins me to answer your retirement questions. Grab your earbuds and join us for this episode full of your questions. Make sure to listen to the pension or lump sum question to see how Taylor and I arrived at our differi…
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Michael Gardon and I are kindred spirits when it comes to breaking the tradition of working the corporate ladder to take control of our futures and our finances. He and I met thanks to the fun of LinkedIn, and I'm excited to bring our perspectives to both of our networks. 👉 Join us Monday morning for a fresh start to your week! #careercoach #profes…
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If you’ve ever searched for a financial professional you may have seen an endless string of letters after their names. Trying to figure out the financial advisor alphabet soup is exhausting. One listener threw his hands up and asked me what all those letters mean. On this episode, we’ll explore the meanings behind those designations and discuss wha…
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The moment you’ve been waiting for is here! The Rock Retirement Club has opened its doors once again. Enrollment is open until July 18, so head on over to Rock Retirement Club to sign up today. After you do that, listen to this episode to learn how to protect yourself and your data from scammers. On this episode, Pete, a cybersecurity expert, joins…
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The best predictor of happiness and health at age 65 is how many close relationships you have at age 45. To really rock retirement you need to build quality relationships. To do that you need to learn to be a better communicator. On this episode of Retirement Answer Man, Super Communicators author, Charles Duhigg, joins me to discuss how to become …
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As a reassuringly expensive LinkedIn coach, Andy Foote knows a thing or two about growing your presence and establishing your brand on LinkedIn. That's why I chose him to help me deliver my trusted podcast, No More Mondays, to LinkedIn Live for the first time this week! I've hosted over 140 episodes of the No More Mondays Podcast, and I'm proud of …
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Every one of us has a different tolerance for risk. We even have different risk tolerances at different points in our lives. In this episode, we’ll learn about Mike and Judy’s comfort level with their investments. Learn how they’ll develop an investment approach that matches their risk tolerance. If you have been enjoying Mike and Judy’s journey cr…
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#544 - Legal Tender: Tallying Their Resources Planning for retirement isn’t about creating a new job for yourself, it’s about using what you have to create a great life. On this episode of Retirement Answer Man, I’ll help Mike and Judy tally up and organize their resources so they can come up with a feasible plan for retirement. Press play to hear …
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We all have our own dreams for retirement and today, Mike and Judy share theirs. On this episode of Retirement Answer Man, you’ll hear Mike and Judy describe their ideal retirement, then in the Rock Life segment, Kevin Lyles will lay out the 4 pillars for a balanced life. As a bonus, you’ll hear Mark Ross interview me about my imperfect journey and…
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Would you like to have the confidence to know that it is all going to be okay so that you can walk away from your career? So would Judy! In this episode of Retirement Answer Man, you’ll meet Mike and Judy, an educator and an attorney. They are both facing burnout and ready to throw in the towel, but before they retire, they want to make sure they c…
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Have you heard of IRMAA? IRMAA can be an unwelcome surprise if you aren’t expecting her. On this episode of Retirement Answer Man, you’ll hear what to expect from IRMAA and your Medicare costs. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT [2:14] Recent feedback [6:57] What IRMAA surcharges are IN THE NEWS [14:55] …
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