Retirement Answer Man

959

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.com

Retirement Basics: Fixed Annuities (aka MYGAs)
Apr 23, 2025 – 27:06
Retirement Basics: Building Energy
Apr 16, 2025 – 50:10
Retirement Basics: Asset Allocation
Apr 9, 2025 – 52:54
Retirement Basics: What Every Spouse Should Know
Apr 2, 2025 – 36:23
Is My Retirement Safe? Navigating Financial Security in Uncertain Times
Mar 26, 2025 – 46:13
Curiosity: The Key to a Happy Retirement
Mar 19, 2025 – 45:26
How to Set Up Your Paycheck in Retirement
Mar 12, 2025 – 43:06
What Life Expectancy Should I Use in My Retirement Plan?
Mar 5, 2025 – 32:47
Should I Have Private Equity in My Portfolio?
Feb 26, 2025 – 44:31
Retirement Plan Live Debrief with Tanya Nichols
Feb 19, 2025 – 40:48
Take Action Now for a Resilient Retirement
Feb 12, 2025 – 48:00
Don't Fly by Feeling in Retirement
Feb 5, 2025 – 36:38
Rocking a Solo Retirement: Nick's Views/Laura's Views
Jan 29, 2025 – 58:58
Rocking a Solo Retirement: Nick's Resources/Laura's Resources
Jan 22, 2025 – 57:37
Rocking a Solo Retirement: Nick's Goals/ Laura's Goals
Jan 15, 2025 – 53:15
Rocking a Solo Retirement: Meet Nick/Meet Laura
Jan 8, 2025 – 56:25
Retiring Single with Tanya Nichols, CFP
Jan 1, 2025 – 36:48
Close Out the Year with Intention
Dec 25, 2024 – 30:26
Learn What to Ignore with Dr. Daniel Crosby
Dec 18, 2024 – 01:07:57
Gear vs. Stuff with Michael Easter
Dec 11, 2024 – 39:11
How to Retire with Christine Benz
Dec 4, 2024 – 01:02:14
Year-End Planning: Charitable and Family Giving
Nov 27, 2024 – 40:19
Retirement Year End Planning: Withdrawing from Assets
Nov 20, 2024 – 43:27
Retirement Year End Planning: Contributing to Assets
Nov 13, 2024 – 38:40
Retirement Year End Planning: Tax-Loss Harvesting
Nov 6, 2024 – 48:56
Think Smart, Retire Smarter: Razor Sharp- Occam and Hanlon
Oct 30, 2024 – 34:49
Think Smart, Retire Smarter: Circle of Competence
Oct 23, 2024 – 46:08
Think Smart, Retire Smarter: The Map vs The Territory
Oct 16, 2024 – 50:30
Think Smart, Retire Smarter: Second Order Thinking
Oct 9, 2024 – 01:31:29
Think Smart, Retire Smarter: Inversion
Oct 2, 2024 – 54:26
CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Passion and Relationships
Sep 25, 2024 – 39:03
CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Energy and Mindset
Sep 18, 2024 – 41:21
CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Resilience and Optimization
Sep 11, 2024 – 46:04
CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Vision and Feasibility
Sep 3, 2024 – 50:47
Stories from Unique Retirements
Aug 28, 2024 – 01:11:41
Retire Without Borders: An Expat Primer
Aug 21, 2024 – 01:02:38
Securing Their Future - Retiring with Special Needs Children
Aug 14, 2024 – 50:43
Service, Sacrifice, and Second Acts: Military Retirees
Aug 7, 2024 – 49:48
Roth 401K or Not? When Should I Switch?
Jul 31, 2024 – 38:10
What Income Sources are Included for the IRMAA Calculation?
Jul 24, 2024 – 01:00:41
Financial Advisor Certifications - What They Mean for You
Jul 17, 2024 – 01:03:06
Steps to Secure Your Personal Information
Jul 10, 2024 – 01:04:17
Be a Super Communicator with Charles Duhigg
Jul 3, 2024 – 55:15
Lessons from Mike and Judy’s Investment Experience
Jun 26, 2024 – 38:20
Legal Tender: Tallying Their Resources
Jun 19, 2024 – 58:29
The Lifestyle We Want in Retirement
Jun 12, 2024 – 01:07:50
The Educator and the Esquire - Meet Mike and Judy
Jun 5, 2024 – 50:41
How Can I Get an IRMAA Exception?
May 29, 2024 – 52:03
I’m Afraid to Buy Stocks in Retirement! What Should I Do?
May 22, 2024 – 39:18
Should I Get a Mortgage for My Retirement Home?
May 15, 2024 – 36:15

Recent Reviews

Paulrit

Meh!

Have been listening from the beginning Good not great. Says he’s not comfortable talking about himself😂
Apps as I see them

Thoughtful, well-researched, and helpful

It’s great to hear Roger bring his expertise and experience to help guide people near or in retirement. I especially enjoy his focus on tools and techniques instead of simply opinion or selling something to listeners.
On my way to Rock Retirement!

Wonderfully informative podcasts

I’m late to discover this podcast…but better late than never. I spend hours just listening to past podcasts and learning so much. Thank you!
Akamu142

Perfect planning

Love Roger’s perspective and topics - financial and beyond. Rock it Roger. Thank you for your guidance.
BJO758

Great

Great info; good people
Coptercrew1

A great help and engaging listen

I stumbled across Roger and his podcast over two years ago and have been so thankful to have found it. I learn every week I listen. Roger does not hock investments or annuities, he believes in sharing his expertise in retirement planning. Roger is a great and engaging guy who is easy and real to listen to. He has a great retirement model to get you started with his 8 pillars to Rock Retirement. The podcast and Roger earn a 5 star rating from me.
SmH0127

Excellent!

I have listened to several financial podcasts, but I always listen to Roger! He is helping me Rock my Retirement.
Johhny64

Increase in length

Looks like this podcast is going the route of other good podcasts which is increasing the length. Last 2 sessions are over 1 hour with this week 1.5 hours. About 2x longer than it should be. Was a good podcast but simply isn’t worth that investment of time. It’s a shame because I enjoyed it.
Rjg Michigan

Covering all the bases for Retirement

Roger and his staff have created an outstanding podcast. It is filled with intelligent, practical, and witty information useful for preparing for retirement . It emphasizes the financial aspects, but points out other critical non financial elements to build a great retirement.
Wittfan

Like listening to a friend

Love the show. Roger doesn’t come across as a know-it-all, but talks to the audience as if he’s having a beer with them at an outdoor table. Gets his points across in an easily understandable manner. Doesn’t always offer specific answers, but suggests directions you might go.
STL MO Guy

Great Show!!!

I’ve been listening for about 6 months and LOVE this show. Not only great do they provide retirement advice but they sprinkle in all sorts of valuable “life” advice. Thank you, I’ve learned alot!
Animation Slow

Best Retirement Podcast

This is the best all around retirement podcast out there, period.
shelglam

Excellent Information Every Week

I’ve listened to many podcasts on retirement and this one is the best I’ve found. I appreciate that Roger shares so much information without trying to sell you anything. He has a Rock Retirement Club you can join but he doesn’t push it. I feel like you get a ton of information without spending any money but the option is there if you want it. I can tell Roger really cares about people.
House of Ban

Retire in style

Roger, the Retirement Answer has being the podcast for 10 years. It’s packed with fun and practical knowledge. If you think retirement is all about spreadsheets and money then tune in and listen to all the non financial topics that are really your focus. The money part is easy. It’s a great podcast
Rrrrrickk

Great podcast, even better resource

Roger has put an amazing amount of effort into creating a very valuable educational resource for anyone who is, wants to be, or is forced to be retired. Of course, retirement means different things to different people and anyone along that continuum can get something out of this podcast, financial and perhaps more importantly non-financial. There is a really nice team approach - I certainly enjoy some coaches more than others, some episodes more than others, but after listening to all 500+ episodes I always managed to take away something. Despite being free, it’s also largely free of bias, and although I’ve (paid for and) joined the club, the links and recommendations are easily followed for those wanting to dive deeper. Easy to listen to on my commute and my frequent walks. Glad I found it!
eureka residents

May 8th episode - stop doing these things

This was by far one of my favorite and most pragmatic episodes. I think we all intuitively understand theses things but sometimes get caught up in all the planning and organizing and forget the big picture and what is most important. I also really appreciate your honesty and transparency on how your thinking over the years on some of these topics has evolved. Years and experience add perspective that is invaluable for shaping our thoughts and our life. I have been a listener (and a fan) since 2014 and of all your episodes, this one caused me to take stock and action more than any other. Thanks Roger.
NC podcast fan

Advice for both planning and later living your retirement

The show has evolved over the years, and I like that he tries new approaches and keeps what works. Some of his best podcast sections are his when he works with volunteers on their individual retirement plans. There’s much to learn from their experiences and planning.
ssfarle

AT&T Data Breach

Listening to your episode about the AT&T Data breach. You said that you really weren’t mad at AT&T. But have we ever really stopped and asked ourselves why AT&T needed your Social Security number in the first place? They really don’t! We need to be more mindful in asking why a companies selling us a cell phone/plan needs our SSN’s. They don’t need it. If we don’t pay, they shut off our phones. It’s that simple. Companies like AT&T shouldn’t be allowed to collect so much info from us that it can destroy our lives if they don’t protect our info.
2.5 years to go

Great resource

This show is a great resource whether you are years away from retirement or already there. Roger and crew are very entertaining and do a great job of selecting topics and guests that are easy to listen to and understand. Some other retirement podcasts are super dry, this one is like ear candy that is actually good for you. Give it a listen!
Falcon@20

Go to retirement podcast!

I love Roger’s holistic approach towards retirement planning.
PSS-LAS

Very informative

As a person in their early fifties and getting close to FI, this podcast has helped me prepare for the next stage in life, both financially and mentally.
T n T 711

Spot on!

Roger is insightful and helpful without selling anything. I enjoy his fresh approach.
TaosDreams

New listener needing to “catch-up”

I just discovered this podcast and I’m hooked now. I’m 57 and approaching retirement but it still seems so mysterious and elusive to me. I want to start at the beginning and listen to all his podcasts now. This is exactly what I’ve been needing! Thank you!
Yoga be good

My go to retirement podcast!!

I started listening about 3 years ago to help with my retirement flight plan. Couple of years to go and the turbulence has reduced greatly.
Alden Guy

Incredibly Helpful

Stumbled on Roger’s podcast when searching for advice on how to choose a retirement planner. Incredibly relevant and nuanced advice.
Maria N Perry

Digression Experts

I was excited to find your show, but after listening to a few episodes, I noticed the topic really digresses from the title and what I expect you guys to discuss. It’s quite disappointing.
TDubMan

Great, comprehensive advice

One of the best retirement podcasts. Not just financial advice, but also advice on preparing for retirement from a holistic standpoint.
Jmomhall

Thank you Roger

Excellent show with great guests and many ways to think about life and retirement.
Practical Nurse

My favorite retirement podcast

Roger is so intentional about his topics! He addresses not only complex financial questions but also life quality, and encourages decisions that lead us to a fulfilling retirement. He interviews not only experts but also folks walking the journey. Whenever a new episode drops, I listen right away… and then I can hardly wait for the next one.
PivotPointsMD

Catching Up

Roger is a retirement wizard. His show is both entertaining and enlightening. Great for both pre and post retirees. Discusses the soft and hard sides of time freedom.
Philip Heard

Helpful Retirement Show

Interesting show that focuses on quality of life issues in retirment quite a bit.
VB to Richmond

Valuable information And FUN!

I’ve listened to all the Retirement Podcasts- once. This is by far superior to any others, and I never miss an episode. Roger treats Retirement holistically; it’s about planning for the money, yes- but interwoven into every podcast are talks about lifestyle changes, family concerns, mental health, everything one can expect to be dealing with, before, during, and after retirement- it’s a lifestyle, not a one-time event. Roger and his guest speakers are always engaging, thoughtful and kind. Can you say that for any other podcasts you frequent?
Ram@boca

Valuable Retirement Podcast

Roger, thanks for sharing the retirement knowledge you have been providing on your podcast for your listeners. I appreciate the your comments and advice you have continuously provided over the years and look forward to participating in this knowledge and learning. You’re a good listener and teacher. All the best for the holidays to you and your family.
Miller4vets

Genuine and sincere

Roger shares information in a manner that even a beginner can understand. He seems to genuinely care and wants to help those of us who are trying to figure out our options for retirement. He keeps his political views out of the podcast which is something I appreciate. He also discusses the non financial side of retirement which is so crucial as we age. Much appreciate this podcast! Thanks and keep it going
docbrose

Start here then go listen to anyone else.

This should be the starting point for anyone thinking about or already in retirement. So much information presented in an easy-to-understand way. I’ve listened to and followed many of the people out there but The Retirement Answer Man is, by far, the best.
DaisiesMakeMeSmile

Super helpful

This podcast has something for everyone. Not the average listener, I’m in the bottom tax bracket. Even so - I learn a lot about retirement finance that is helping me make the most of what I can save. And, the non-financial topics are great for everyone. I love what you’re doing. Keep up the good work!!
Pups2go

Thumbs up for this podcast

Good fact based retirement advice presented in an entertaining an easily understandable way.
Chuckapco

Awesome Podcast

I have been listening to this podcast for several years now and have thoroughly enjoyed it. The podcast strikes a great balance between the financial and non-financial aspects of retirement. I feel much better prepared for when that day comes that I step away from full time work to rocking retirement.
WI Chris

Wholistic Approach to Retirment

Over the past 3 years during my transition to the retirement phase, Roger’s show had remained my go to resource for my own learning and growing within retirement. I believe Roger and his team truly has all of our best interests in mind, and craft a show to help us improve our lives and opportunities in retirement. Thanks for your work!
John9808

Well-Ronded Show

What I like about this show is that it is well-rounded. I listen to a variety of retirement, financial, and investment podcasts, and this is the only one that covers important aspects of retirement beyond the financial, including physical, emotional, and social wellness. Love it!
crouton75

Cake: Retirement expertise; Icing: Life expertise

Great lessons for both preparing and living a great retirement, but also just lessons for life.
MaryLou Caskey

Enjoyable

Roger and his guests make learning about the complexities of retirement enjoyable.
Noram88

Practical and holistic retirement planning advice

Roger and his guests provide practical advice that’s easy to understand and enjoyable to listen to. I highly recommend this podcast to anyone interested in understanding not just the technical financial aspects to plan for retirement, but also the human aspects that are equally important and often not fully considered.
chimalxx

Five Stars!

Very comprehensive podcast that covers many retirement issues. Great for everyone planning for retirement or already traveling the retirement journey. Frequent guests add their expertise to enhance topics covered on the podcast.
Mike KDNV

Super helpful on real life aspects

Roger and team do a great job of covering current and real life issues involved in preparation for and in retirement real life examples of issues encountered. I really appreciate the work they do and give this show 2 thumbs up and recommend you give it a try as it is well worth your time.👍👍
Hartland man

Best Retirement Podcast

I’ve been listening to the show for several years now and went back to listen to the ones I missed. I recently retired and find the show in line for my needs/wants/desires. I sometimes wish for a more detailed answer by Roger voicing the assumptions for the answer (because the assumptions can completely change the answer) so we can understand the full thought for a particular situation. Most of the time the subjects are very pertinent to my life in retirement and I appreciate the well organized and thoughtful, kind, show that is produced.
The.Real.Susan.

Financial Literacy

Great resource for information on retirement planning, with a very comprehensive approach. A must-listen for those approaching retirement.
Katoso33

Love the holistic approach!

Roger and team - thank you for the excellent discussion and content. I especially appreciate the holistic approach to retirement planning and living. I also enjoy the series in which you work directly with individuals walking through the steps of the process.
Jkbman

Roger and his team ROCK Retirement

See what I did there? Seriously though the fine folks at RRC know their stuff and will guide you and yours safely to your goals. Roger’s amazing. Wish he had more time to work on his golf game though!
Golfer856143

Favorite retirement podcast

Roger is an amazing financial planner and hosts one of the best retirement podcasts out there. Check it out if you want to learn how to invest smarter and navigate retirement. You will not be disappointed!