A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do r
"He who asks a question is a fool for five minutes; he who does not ask a question remains a fool fo
Over the last 20 years studies show that the average investor greatly under performances the stock a
Walt Disney World is the classic family vacation. If you’re planning on visiting Walt Disney World,
How to pay for college is one of the most frequent questions I get from parents. This week I intervi
In this Plan Well Invest Wisely podcast, Roger Whitney interviews Lauren Gaggioli, founder of Higher
It's spring and the desire to spend time outside with the family is blooming. Before you allow that
How do you find the right financial advisor for you and your family?In this special mid-week edition
This Week, Roger Whitney introduces a new service YOU ASK I ANSWER, where you can ask your retiremen
This episode is based on Roger Whitney's new report INVEST in Your Health: 72 Tips to Living a Healt
In this week's PLAN WELL INVEST WISELY podcast, we talk about Amazon Prime's recent price increase a
In episode 2 Roger Whitney talks about the importance tracking your net worth, how you can use it to
Welcome to PLAN WELL INVEST WISELY, the podcast dedicated to helping you make smarter financial deci