Summer Reruns: Retiring Single with Tanya Nichols
August is encore month on the Retirement Answer Man podcast, giving Roger an opportunity to step back, reflect, and revisit some of the show...
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Retirement Answer Man
This is NOT your typical retirement show focused only on saving and investing. It’s about making the most of your life today and in retirement. Retirement isn’t an age OR a financial number....
Episodes
20 of 661 episodes
Retirement Toolkit: Never Worry About Money Again with Jesse Mecham
What if budgeting wasn't about restriction, but about giving every dollar a purpose? This week, Roger sits down with Jesse Mecham, founder o...
Retirement Toolkit: How do you Balance Optimization with Simplification
How do you know when it's worth optimizing your retirement plan and when it's better to keep things simple? This week, Roger answers a liste...
Retirement Toolkit: How to Rebalance a Retirement Portfolio
This week Roger explains why rebalancing is one of the most important disciplines in retirement planning. In the Retirement Toolkit, he expl...
Retirement Toolkit: How Does Step Up in Cost Basis Work
This week Roger talks about one of the biggest challenges retirees face today: information overload. He explains why more information doesn'...
Retirement Toolkit: How Required Minimum Distributions (RMDs) Work
This week Roger explores the idea of "digging where your feet are" and how focusing on what you can do today can reduce anxiety about the fu...
IRMAA: The Medicare Premium Surprise and How to Avoid It
This week Roger breaks down IRMAA Medicare surcharges and why retirees should understand them without letting them dominate retirement plann...
Mutual Funds vs. ETFs- Which is Better for Retirement?
This week, a simple quote about wasting time sparks a deeper conversation about why retirement isn't meant to be endlessly optimized. In the...
Know What You Pay: A Guide to Investment & Advice Costs
Roger Whitney explores the relationship between cost and value in retirement planning, focusing on how to better understand the fees associa...
Take the Retirement Leap of Faith with Jordan Grumet
Roger Whitney explores the idea that retirement always involves both excitement and uncertainty. While people spend years gathering informat...
Decluttering for Retirement: Your Step-by-Step Plan
In this episode, retirement expert Roger Whitney and Marie Kondo consultant Dr. Lindsey Hardegree explore the transformative power of declut...
Decluttering for Retirement: Why It's So Hard and How to Push Through
Roger Whitney continues the decluttering series by focusing on the hidden challenges that keep people stuck. Rather than treating declutteri...
Decluttering for Retirement: How a Simpler Life Helps You Rock Retirement
Roger Whitney continues the decluttering series by exploring the opportunities that come from simplifying your life, finances, and relations...
Decluttering for Retirement: It's More Than Cleaning Out Your Closet
Roger Whitney kicks off a new series on decluttering for retirement, explaining how the accumulation of “stuff”—from physical belongings to...
How Long Will You Live After Retirement?
Roger Whitney explores one of the most overlooked variables in retirement planning: longevity, and how assuming you’ll live too long can qui...
Listener Questions: How Do I Create a Diversified Portfolio?
Roger Whitney breaks down how to create a diversified portfolio by explaining the core principles of diversification and asset allocation, t...
Listener Questions: What Should I Be Doing When I'm Two Years from Retirement?
In this episode, Roger Whitney breaks down essential elements you need to consider before and during retirement. From understanding inflatio...
Listener Questions: Should I Take Social Security Early and Invest It?
In this episode of the Retirement Answer Man, Roger Whitney explores the critical decision of when to claim Social Security benefits, weighi...
Listener Questions: Should I Move My 401K into an IRA When I Retire?
Explore how meaningful travel experiences, storytelling, and thoughtful planning can enhance your retirement journey. In this episode, Roger...
Why Even the Best Retirement Calculator is Wrong
Roger Whitney explores why retirement planning software—especially Monte Carlo simulations—can give a false sense of confidence if misunders...