A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do r
Do you wish you could find a comprehensive guidebook to help you plan your retirement? If so, you wo
Do you understand what you need to do to build a happy retirement? My guest today has studied the da
Do you let perfection get in the way of progress? Trying to reach perfection could prevent you from
Over the past several episodes you have learned so much about tax planning in retirement. You learne
Roth conversions, HSAs, pension choices, risk management: these are the topics of today’s listener q
Are you worried that you won’t be able to live the life of your dreams in retirement? This is one of
Do you feel like you are late to the ball game in saving for retirement? Have you ever wondered if a
Have you been incorporating tax management into your retirement plan? If you have, you won’t want to
Are you a bit behind on your retirement savings and wondering how you’ll ever be able to retire? One
Tax planning in retirement isn’t the same as in your working years. This is why we are dedicating an
If you are the non-planning type, it can be easy to worry about whether your retirement plan is on t
As the non-planner of your family, you may not be interested in all the nitty-gritty details of reti
Are you the person in your family that stays away from financial planning? Do numbers and financial
When you hear financial lingo do you immediately begin to tune out? Does retirement planning make yo
Do your eyes glaze over when your significant other starts talking about money? Or maybe you are sin
You may notice that this is an extra episode this month. I wanted to make sure that we mark a specia
We have given the entire month of August to the ladies! Since this is the last Wednesday in August,
Women ask many types of questions that men don't, which is why we’re dedicating this entire month to
Welcome back to the 2nd episode of the Women, Money, and Retirement series. All month long we will b
With the financial industry being dominated by men, it makes sense to dedicate time to focus solely
