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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
  • What Income Sources are Included for the IRMAA Calculation?

    What Income Sources are Included for the IRMAA Calculation?
    Jul 24 2024

    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 differing opinions on what this listener should do with his pension.

    OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS
    • [2:11] Which income sources are included in the IRMAA calculation?
    • [10:12] On the retirement podcast network
    • [12:35] How to use home equity as a retirement resource
    • [22:35] Which rules should be used for this inherited IRA?
    • [23:39] Why should I do a Roth conversion if I don’t want to?
    • [30:47] What can I do with my small annuity?
    • [36:01] Are closed-end funds good or bad?
    • [47:10] Pension or the lump sum?
    TODAY’S SMART SPRINT SEGMENT
    • [57:18] What have you been talking about more than doing? Take action.
    Resources Mentioned In This Episode

    Define Financial

    Stay Wealthy Podcast with Taylor Schulte

    Retirement Planning Education Podcast with Andy Panko

    Rock Retirement Club

    Roger’s YouTube Channel - Roger That

    BOOK - Rock Retirement by Roger Whitney

    Roger’s Retirement Learning Center
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    1 hr and 1 min
  • Financial Advisor Certifications - What They Mean for You

    Financial Advisor Certifications - What They Mean for You
    Jul 17 2024

    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 what they mean for you.

    OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS
    • [5:47] Understanding the financial advisor alphabet soup
    • [20:24] Which designations are more important for you
    • [22:58] Does it make sense to pay off the mortgage
    • [31:35] On using a recast to pay off your mortgage
    ROCK LIFE WITH DR. BOBBY
    • [36:08] How weight relates to health
    • [39:40] Intermittent fasting benefits
    • [45:41] Intermittent fasting dangers?
    • [52:00] On understanding science news articles
    TODAY’S SMART SPRINT SEGMENT
    • [1:00:47] Go have fun!
    Resources Mentioned In This Episode

    Live Long and Well with Dr. Bobby

    Mark’s Money Mind Podcast

    Rock Retirement Club

    Roger’s YouTube Channel - Roger That

    BOOK - Rock Retirement by Roger Whitney

    Roger’s Retirement Learning Center
    Show more Show less
    1 hr and 3 mins
  • Steps to Secure Your Personal Information

    Steps to Secure Your Personal Information
    Jul 10 2024

    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 me to discuss ways to secure your personal information. Listen in to hear how you can defend your data.

    OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS
    • [4:51] Are SMA’s the right choice for tax strategies?
    • [10:45] On drawing down an HSA
    • [14:01] How to get unbiased financial information
    • [18:38] How do you define whether someone is overfunded, constrained, or underfunded?
    PRACTICAL PLANNING SEGMENT
    • [23:20] What Pete does
    • [26:50] What you should do first
    • [41:04] Your level two line of defense
    • [53:05] Level 3
    • [1:01:44] Final thoughts
    TODAY’S SMART SPRINT SEGMENT
    • [1:03:12] Take one baby step from the list to protect your data
    Resources Mentioned In This Episode

    1Password

    LastPass

    Align.Financial

    Rock Retirement Club

    Roger’s YouTube Channel - Roger That

    BOOK - Rock Retirement by Roger Whitney

    Roger’s Retirement Learning Center
    Show more Show less
    1 hr and 4 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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