Your Social Security Playbook: The Levers You Control
Roger Whitney explains six levers that can influence Social Security benefits: reviewing your earnings record, choosing when to claim, manag...
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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 667 episodes
Your Social Security Playbook: How Your Benefit is Calculated
How is your Social Security benefit actually calculated? In this episode, Roger explains how you qualify for retirement benefits, how your e...
Your Social Security Playbook: How the System Works
Social Security is one of the most important pieces of a retirement plan, but how does the system work, and will it remain financially viabl...
Summer Reruns: Learn What to Ignore with Dr. Daniel Crosby
In this summer replay, Roger talks with Dr. Daniel Crosby about learning what to ignore in an age of information overload. They explore how...
Summer Reruns: Gabbing with Gretchen Rubin- Your Personality and How it Plays into Your Retirement Planning
This Summer Replay revisits Roger’s 2018 conversation with Gretchen Rubin about the Four Tendencies and how understanding your personality c...
Summer Reruns: Keep Investments Simple with Peter Lazaroff
As part of Roger’s summer replay series, he revisits a conversation with Peter Lazaroff about the value of elegant simplicity in retirement...
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...
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...