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Roger Whitney, CFP®, CIMA®, RMA, CPWA®, AIF®
Retirement Answer Man
A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, AIF® 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...
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Ratings & Reviews
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4.6 stars from 1,146 ratings
A great help and engaging listen
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“I stumbled across Roger and his podcast over two years ago and have been so thankful to have found it. I learn every week I listen. Roger does not hock investments or annuities, he believes in sharing his expertise in retirement planning.
Roger is a great and engaging guy who is easy and real...”Read full review »
Coptercrew1 via Apple Podcasts ·
United States of America ·
10/21/24
Meh!
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“Have been listening from the beginning Good not great.”
Paulrit via Apple Podcasts ·
United States of America ·
10/18/24
Excellent!
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“I have listened to several financial podcasts, but I always listen to Roger! He is helping me Rock my Retirement.”
SmH0127 via Apple Podcasts ·
United States of America ·
10/15/24
Recent Episodes
Join us in this insightful episode as we continue our series on year-end action items, focusing on optimizing your retirement planning. Today, we delve into the intricacies of withdrawing assets, discussing everything from flexible spending accounts to inherited IRAs. We also explore the concept...
Published 11/20/24
Published 11/20/24
Join us as we dive into year-end financial planning strategies to optimize your retirement plan. This episode unpacks the essentials of contributing to various accounts like 401(k)s, IRAs, Roth IRAs, HSAs, and donor-advised funds before the year ends. We also discuss Roth conversions and answer...
Published 11/13/24
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