Retirement Answer Man By cover art

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
  • My Experience Moving to a Retirement Community

    My Experience Moving to a Retirement Community
    May 1 2024

    Have you ever considered moving to a retirement community? With the freedom that retirement brings, many people begin to rethink their living arrangements.

    On this episode, you’ll hear how Brad and his wife decided to move to a retirement community. Listen in to hear how they approached their decision, the research they put in on where to retire, and how they enjoy their new locale.

    OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN A MINI CASE STUDY
    • [2:40] How Brad discovered The Villages
    • [10:55] What led them to explore 55+ communities
    • [13:10] How The Villages are organized
    • [20:35] How to explore places to move in retirement
    LISTENER QUESTIONS
    • [23:50] Should we consider getting I-bonds in 2024
    • [29:50] Clarifying new catch-up rules in 2026
    • [32:27] Charlie’s comment on systems thinking
    • [36:18] Where to put taxes in your planning software
    • [38:41] A suggestion for the podcast
    TODAY’S SMART SPRINT SEGMENT
    • [40:06] Think about where you are going to live in retirement
    Resources Mentioned In This Episode

    YouTube video - What You Should Know if You Inherited an IRA After January 1st, 2020

    I Bonds

    Rock Retirement Club

    Roger’s YouTube Channel - Roger That

    BOOK - Rock Retirement by Roger Whitney

    Roger’s Retirement Learning Center
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    42 mins
  • Can I Do a Reverse Dollar-Cost Averaging for Withdrawals in Retirement?

    Can I Do a Reverse Dollar-Cost Averaging for Withdrawals in Retirement?
    Apr 24 2024

    Does a withdrawal strategy in retirement have to be complicated or can you simply do a reverse of dollar cost averaging?

    In this episode, we’ll take a look at how reverse dollar-cost averaging would work by using an example and discover who it works for. Click play to learn if this withdrawal strategy would work for you.

    OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT WITH A LISTENER QUESTION
    • [1:44] Is it okay to do a reverse dollar-cost average for withdrawals in retirement?
    IN THE NEWS
    • [14:30] The rules have changed for Inherited IRAs
    LISTENER QUESTIONS
    • [18:55] What should Vicky do with the proceeds from the sale of her home?
    • [24:09] What to do with a 10-year inherited IRA
    • [27:55] What is the best way to fund bucket #1 to prep for retirement?
    • [35:10] A topic suggestion
    TODAY’S SMART SPRINT SEGMENT
    • [36:11] Evaluate the resilience of your plan
    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
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    38 mins
  • How Much Money Do I Really Need to Retire?

    How Much Money Do I Really Need to Retire?
    Apr 17 2024

    We would all love to have that magic number–the exact amount we need to retire. However, since there are so many unknowns it is impossible to attain an exact number. This is why the big question of retirement is a complex one.

    In this episode, I’ll walk a listener through the process of how she can learn how much she really needs to retire. Make sure to stick around to hear about the books I read in March.

    OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS
    • [1:46] How much do I really need to retire?
    • [20:30] A comment on the FIRE movement
    • [22:09] How to change advisors
    • [27:28] How to get into the decumulation state of mind
    • [32:37] Feedback on the Michael Kitces interview
    BOOKS I READ IN MARCH
    • [34:00] Books I read this past month
    TODAY’S SMART SPRINT SEGMENT
    • [36:22] Revisit your feasible plan of record to see how resilient it is
    Resources Mentioned In This Episode

    BOOK - Gulag Archipelago by Aleksandr Solzhenitsyn

    BOOK - Tai Pan James Clavell

    BOOK - Soul of an Octopus by Sy Montgomery

    The State Of Retirement Planning With Michael Kitces

    What is the FIRE Movement?

    NewRetirement.com

    Rock Retirement Club

    Roger’s YouTube Channel - Roger That

    BOOK - Rock Retirement by Roger Whitney

    Roger’s Retirement Learning Center
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    38 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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