A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do r
Now that you have come up with a retirement vision and learned to create a retirement plan that refl
“Our mind is dyed with the color of our thoughts”--unknown. If this is true, then how are you thinki
Retirement is a journey into the unknown that can be intimidating. This is why you need to build up
We can be easily distracted by the bright shiny objects of retirement planning which is why it is i
Welcome to the last episode in the 4 part series on inflation in retirement. If you are just now joi
Inflation will affect your retirement one way or another. It’s up to you to create a strategy to man
Inflation is on everyone’s mind these days. If you have been wondering how inflation will affect you
Inflation is quite the buzzword lately. Every news network reports that inflation is on the rise whi
We learned in the first episode of Retirement Plan Live that Joelle and her husband Mike had moved t
As you embark on your retirement journey, life’s question changes from what can you do to what will
Welcome to the second installment of Retirement Plan Live. This is the episode where we run the init
A new year means a new Retirement Plan Live! Over the course of the next 4 episodes, you’ll hear abo
Do you own any cryptocurrency? First introduced in 2009, Bitcoin and other cryptocurrencies have exp
Do you have a system for estimating what your future RMDs will be? Should you keep a mortgage or pay
Do you have a net worth statement that you update regularly? Whether or not you do, you’ll want to l
You have probably heard me refer to a retirement plan of record in the past few episodes, but you ma
Rocking retirement doesn’t mean getting your Roth conversions right, it means minimizing your regret
How do you pivot from a moderately aggressive portfolio in the accumulation stage of retirement plan
We often have monthly themes to guide the topics of this show, but this month on Retirement Answer M
Ever since listeners enjoyed our Retirement Tax Management series with Andy Panko we have received a
