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Retirement Answer Man

By: Roger Whitney CFP® CIMA® RMA CPWA®
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  • Summary

  • 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 in retirement as well as retirement travel and other non-financial issues you'll need to address to rock retirement. Retirement isn’t an age OR a financial number. It’s finding that balance between living well today and feeling confident about your retirement. It’s about gaining more freedom to pursue the life you want. Join the rock retirement community at www.rogerwhitney.com
    Roger Whitney, 2024
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Episodes
  • How Can I Get an IRMAA Exception?

    How Can I Get an IRMAA Exception?
    May 29 2024

    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] Structured protection ETF
    • [25:06] What the details show
    LISTENER QUESTIONS
    • [30:23] Should we keep our life insurance policy?
    • [34:42] Will the lack of a bachelor's degree hurt a retirement planning practice?
    • [36:02] Where to get the materials for the Certified Retirement Counselor curriculum
    ROCK LIFE
    • [37:51] Cultivating a growth mindset through curiosity
    • [40:58] How to cultivate curiosity
    TODAY’S SMART SPRINT SEGMENT
    • [50:55] Practice asking a dumb question
    Resources Mentioned In This Episode

    International Foundation for Retirement Education

    Form SSA-44

    Rock Retirement Club

    Roger’s YouTube Channel - Roger That

    BOOK - Rock Retirement by Roger Whitney

    Roger’s Retirement Learning Center
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    52 mins
  • I’m Afraid to Buy Stocks in Retirement! What Should I Do?

    I’m Afraid to Buy Stocks in Retirement! What Should I Do?
    May 22 2024

    What is your risk tolerance? What does risk tolerance even mean? Why does it matter?

    We’ll explore these questions as I answer one of our listener’s questions on getting back into the stock market with a low risk tolerance.

    Listen in to learn why he may not need to follow the traditional way of doing things.

    OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT
    • [2:00] How much risk to take in retirement
    IN THE NEWS
    • [19:10] The AT&T data breach
    • [23:03] What I’m going to do about it
    • [26:00] How are password managers safer options for keeping passwords?
    LISTENER QUESTIONS
    • [30:53] How does moving a 529 to a Roth IRA work?
    • [33:32] How to know if Johnny should be looking for another financial planner
    TODAY’S SMART SPRINT SEGMENT
    • [37:35] Rethink your password protection
    Resources Mentioned In This Episode

    1Password

    Rock Retirement Club

    Roger’s YouTube Channel - Roger That

    BOOK - Rock Retirement by Roger Whitney

    Roger’s Retirement Learning Center
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    39 mins
  • Should I Get a Mortgage for My Retirement Home?

    Should I Get a Mortgage for My Retirement Home?
    May 15 2024

    Have you thought about getting a mortgage for your home in retirement? If so, have you strategized how you would pay it off?

    In this episode, we explore Scott’s question about pursuing a mortgage and paying it off early. Listen in to learn some different strategies you could use if you plan to get a mortgage on your home in retirement.

    OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT
    • [2:08] Should Scott get a mortgage to build his retirement home?
    LISTENER QUESTIONS
    • [12:13] HSA fees can be more expensive than the interest
    • [15:14] What should John think about when deciding on whether to get a mortgage?
    • [19:12] On using reverse dollar cost averaging
    • [22:07] Can we use Roth conversions to do RMDs?
    • [25:29] Understanding investment advisory fees
    • [29:28] Tom’s perspective on his retirement
    ROCK LIFE
    • [33:41] On cultivating a growth mindset
    TODAY’S SMART SPRINT SEGMENT
    • [35:00] Take your thought and do it in the moment
    Resources Mentioned In This Episode

    Rock Retirement Club

    Roger’s YouTube Channel - Roger That

    BOOK - Rock Retirement by Roger Whitney

    Roger’s Retirement Learning Center
    Show more Show less
    36 mins
Economics Personal Finance Personal Success
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Profile Image for Brad Rickard

Great information

I really like the format of the show and how questions are thoroughly answered. I’ve listened to at least two dozen of the podcasts, picking out a variety of topics. This is great information for me, heading into my retirement years. I intend on listening to all of the past podcasts and not missing any of the upcoming ones.

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