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Retirement Answer Man

Retirement Answer Man

著者： Roger Whitney CFP® CIMA® RMA CPWA®
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 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.comRoger Whitney, 2024 個人ファイナンス 個人的成功 経済学 自己啓発
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  • Replay: My Experience Moving to a Retirement Community

    Replay: My Experience Moving to a Retirement Community
    2025/07/16

    In this episode, we explore the journey of retirement through the eyes of Brad, a member of the Rock Retirement Club. Brad shares his experience of moving to The Villages in Florida, detailing his decision-making process, the community's offerings, and how it has transformed his retirement lifestyle. Join us as we uncover valuable insights and tips for anyone considering retirement living, all while enjoying the vibrant atmosphere of this unique community.

    OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN

    A MINI CASE STUDY

    • [01:30] Roger introduces Brad and asks how he discovered The Villages Retirement Community in Florida.
    • [09:30] Roger asks Brad what led them to explore 55+ communities.
    • [11:35] Brad explains how The Villages community is organized.
    • [19:14] Roger asks Brad what advice he would give to someone exploring places to retire.

    TODAY’S SMART SPRINT SEGMENT

    • [22:09] In the next seven days, think about where you are going to live in retirement.

    RESOURCES

    • The Villages Community
    • Rock Retirement Club

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    24 分
  • Replay: The State of Retirement Planning with Michael Kitces

    Replay: The State of Retirement Planning with Michael Kitces
    2025/07/09


    All of July we will be replaying some of our popular past episodes. In this episode, we engage with retirement planning expert Michael Kitces as we explore the evolving landscape of retirement planning. Discover the importance of flexibility in retirement spending and how to select the right retirement planner for your needs. We also discuss the implications of dying with too much money and the critical questions you should ask when interviewing potential advisors. Tune in for insights that will empower you to not just survive, but truly rock your retirement!

    OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN

    • (0:00) The key to finding a retirement planner is to find someone that puts YOU and not your money in the center of everything.
    • (00:45) Today we have a replay of last year's interview with Michael Kitces.


    INTERVIEW WITH MICHAEL KITCES

    • (02:11) Roger introduces Michael Kitces and chats about flexibility.
    • (13:30) Michael says as a professional, he does not want to have a client fail on his watch.
    • (19:21) Roger says the quote that comes to mind when he thinks about retirement planning is: “You’re never going to be exonerated from uncertainty, pain, or the need to do work” Stutz
    • (24:00) Most people understand that change is to be expected.
    • (29:05) Michael talks about risk tolerance.
    • (32:55) Michael reflects on the question “How do we help clients actually make better decisions?”
    • (33:51) Tips on how to choose a retirement planner.


    SMART SPRINT

    • (45:55) In the next seven days, evaluate the quality of your process for making decisions in retirement.


    RESOURCES

    • BOOK - Die with Zero by Bill Perkins
    • BOOK - It’s Not Complicated by Rick Nason
    • Kitces.com
    • BOOK - Rock Retirement by Roger Whitney
    • Roger’s Retirement Learning Center

    FOLLOW US ON SOCIALS

    • Follow Us on Facebook!
    • Follow Us on Instagram
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    49 分
  • Replay: How to Retire with Christine Benz

    Replay: How to Retire with Christine Benz
    2025/07/02
    All July long, we’re featuring a special replay series of standout episodes—and this week is no exception.Join us for a special episode as we welcome Christine Benz to discuss her book, "How to Retire." In a captivating conversation in the Rock Retirement Club, we dive into topics like long-term care, the 4% rule, investing strategies, and simplification. Featuring insights from Fritz Gilbert, a member of the club and contributor to Christine's book, this episode offers a holistic view of retirement planning. Discover how to balance financial and non-financial aspects for a fulfilling retirement journey.*Episode Originally Aired December 4, 2024*OUTLINE OF THIS EPISODE OF RETIREMENT ANSWER MAN(00:55) We are going to play some past impactful episodes for the whole month of July INTERVIEW WITH CHRISTINE BENZ(01:28) Today we start off the month with a replay of our interview with Christine Benz.(03:17) Roger asks about the goal for the readers of this book.(04:48) Christine: The goal was to cover retirement in a really holistic way and include as much non-financial as financial information on retirement planning.(06:10) Roger thinks the interview style of the book helped make it more approachable.(08:13) Roger asks Christine about any big, unexpected insights that came up when she was writing her book.(11:12) Fritz Gilbert says I give Christine serious kudos for the approach she took and the amount of homework she did.(12:35) Christine tells Fritz that she loves his methodical approach to dealing with the years leading up to retirement.(14:16) Marla asks Christine if she would change anything if she was writing this book today to accommodate the 2024 election results and also asks about managing portfolios on Morningstar.(18:15) Roger says when it comes to portfolio construction, it's easy to overcomplicate things(21:14) Larry asks Christine what challenges her or confounds her most about her own retirement planning.(23:35) Larry asks “Are you concerned that we may not find people to provide long term care?”(31:08) Kevin Lyles asks Christine about asset allocation in retirement.(37:55) Laura asks: When talking about high quality bond portfolios, do bond funds work?(42:00) Roger asks about indexes and broad diversification. (44:37) Roger says someone had a comment related to some of the research on small cap value and asks Christine her view on having a more diversified small cap value tilt?(48:19) Eric asks “what is the argument for using TIPS (Treasury Inflation-Protected Securities) for retirees?” (51:28) Roger asks Fritz if he has been simplifying his portfolio or working more on optimization since retiring in 2018.(53:52) Roger says the optimization part of retirement sometimes dominates the conversation.(54:44) Roger asks Christine: Have you found in your own life a balance between making sure you don’t get too complicated in investments?(57:55) Brianna asks Christine what question she has been reflecting on after the 20 interviews?(58:45) Christine she’s been thinking more about whether the concept of retirement is flawed.BONUS(01:01:26) Roger reads an excerpt from his grandfather's WWII journalResources Mentioned In This EpisodeWade PfauMorningstar The Retirement Manifest- Fritz GilbertDaughterhood.orgChristine BenzSix Shot SaturdayBOOKSHow to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement - Christine BenzBeing Mortal: Medicine and What Matters in the End - Atul GawandeKeys to a Successful Retirement: Staying Happy, Active, and Productive in Your Retired Years - Fritz GilbertRock Retirement: A Simple Guide to Help You Take Control and Be More Optimistic About the Future - Roger Whitney
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    1 時間 3 分

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