A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do r
What is the difference between a passion and an interest? Why is it important to have a passion in r
Is there an ideal mix of before and after-tax retirement accounts? If so, what is it? In this episod
What are you doing to make friends in retirement? Mark Ross and I explore this challenge in our Brin
Did you know that there is another way to borrow money to purchase a home that is not a mortgage? La
To really rock retirement you have to have the right mindset. On this episode of Retirement Answer M
Should you use historical or projected returns in your retirement model? One of our listeners asks t
Thank you for hanging in with me for 500 episodes! Today’s episode will veer a bit from the norm as
Do you think the Roth conversion question is an essential part of retirement planning? If you do, yo
Are you much of a drinker? Studies show that 60% of Americans are, and an even greater percentage of
After listening to the past two episodes you now know how to make Roth contributions and conversions
Many of us have missed the boat on Roth contributions, but we have another tool to get into Roths: R
So many economic predictions for the year have proved incorrect. Since even the brightest economists
If you’ve been wondering how Roth IRAs work in retirement you’ve come to the right place. All this m
There are so many questions that come with retirement which is why I focus on answering questions fr
This podcast was created for you–not me. I’m here to help you think differently about retirement and
The oldest person is 120 years old, but they probably didn’t have a plan to live that long. Many peo
“If you are looking for someone to believe in, believe in yourself. The only authentic authority is
It’s time to wrap up the eight retirement pillars with the final two non-financial pillars: passion
Rocking retirement requires focusing on both the financial and non-financial aspects of retirement.
Rocking retirement requires getting your financial and nonfinancial ducks in a row. As we work throu