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Retirement Answer Man

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Retirement Answer Man

Roger Whitney, CFP®, CIMA®, RMA, CPWA®, AIF®

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A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, AIF® 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 manage ...
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No More Mondays

1
No More Mondays

Angie Callen and Jane Durkee

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Take charge of your career and ditch the Sunday blues with Host, Angie Callen. Are you at a career crossroads? Level up your career with the wisdom of professionals who have figured out that special sauce. Whether it's a job search, career change, or going out on your own, we'll break down barriers and provide actionable takeaways to help you take charge of your Mondays. Welcome to the No More Mondays movement!
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show series
 
“If you are looking for someone to believe in, believe in yourself. The only authentic authority is your own original nature.” Vernon Howard Are you ready to start believing in yourself enough to rock retirement? If you have been following this show, hopefully, you are doing the work so that you can build the confidence to lean in and really rock r…
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In today’s digital world, connection is something we're all searching for and striving to create. However, despite these efforts, studies show that we're more disconnected than we've ever been. What Gives? Today’s episode is all about connection. Matthew Gray started his career cooking for bands like the Eagles and Fleetwood Mac, and after the pand…
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It’s time to wrap up the eight retirement pillars with the final two non-financial pillars: passion and relationships. In this episode, you’ll learn why happy people always have projects and what you can do to get started building your own passion projects. You’ll also learn why it is so important to develop intentional relationships. Discover thes…
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This is one of our favorite episodes from last year! With the labor market being what it is, workplace satisfaction has never been more important, which is why we're re-releasing this all-too-pertinent episode. We've all heard it before: "This call may be monitored for training purposes." It's been said to us so many times now that we don't even bl…
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Life is full of negotiations. Some of the most consequential decisions in our life are negotiations, like buying a car/home or navigating a job offer. Likewise, some of life's daily mundanities are negotiations as well: "What are we having for dinner?" or "What can I spend on X?" Dr. Richard Kaye is an international speaker and business strategist …
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Rocking retirement requires focusing on both the financial and non-financial aspects of retirement. In the previous two episodes we explored the four financial areas that help build a rocking retirement, and today, we begin to examine the non-financial areas starting with energy and mindset. After listening you’ll understand why rocking the non-fin…
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Rocking retirement requires getting your financial and nonfinancial ducks in a row. As we work through the 8 pillars of rocking retirement this month, we’ll explore both the financial and non-financial elements of retirement. This week, we’re reviewing the resilience and optimization stages of the financial side of retirement. If you didn’t listen …
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One big theme we keep coming back to here at NMM is the so-called “rules” imposed on us by society at large and how many of them make very little sense for most of us. Often our roles in society and how we view ourselves are shaped and dictated by unseen but acutely felt norms that can be harmful to both our physical and mental health. That was whe…
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If you don't know where you are going any path will get you there. This is why it is so important to have a vision of where you want to go–you don’t want to end up anywhere! This series is dedicated to teaching you the 8 pillars to rock retirement. In this episode, we focus on creating a vision so that you can create a feasible pathway to get you t…
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Financial planning shouldn't be difficult. Yet it seems like today everyone is chasing the next big thing, or spewing (or listening to) BS about things they know nothing about. Joe Woodhouse is here to bring a dose of sanity to the conversation. Joe is the Director at AHR Private Wealth and the founder of Family Wealth 101 where he shares his thoug…
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This month we’re heading back to basics. All month long we’ll be building your foundational understanding of how to create a rocking retirement. If you’re new to the show, this is a fantastic starting point. If you are a long-time listener you’ll appreciate this review. In this episode, you’ll learn how to solve the essential problems of retirement…
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Developing as a leader is a never-ending process. The key word in that previous statement is ‘process’, because growing in leadership takes time, effort, and introspection. Or as Antonio Garrido often says “Wisdom comes from evaluated experience.” Antonio Garrido is the author of My Daily Leadership, a book and program designed to help all leaders …
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How will Social Security benefits fit into your retirement equation? If you have a spouse, there is an added level of complexity when considering your Social Security claiming strategy. We explore this topic and more through listener questions on today’s episode of Retirement Answer Man. Learn what to consider and how to approach the Social Securit…
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For those of you not in the know, Joel Gratz is the CEO and founder at OpenSnow, a company well known in the mountains for their spot-on weather forecasting for both snow in the winter and hiking in the summer. He is the Prognosticator of Powder, if you will. Joel’s forecasting is an integral part of our weekly planning, especially in the winter, w…
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If you are thinking about retiring in the next few years you’re probably wondering what the best tools are to help you plan. Finding the right retirement planning software can not only help you plan retirement but help put your mind at ease so that you can Rock Retirement! One listener asks my opinion on the best retirement software to use. If you …
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Rebecca Leppard is the definition of a success story. She is a successful entrepreneur, a mother of three, an immigrant, and a leading consultant for women in the tech space. All of these achievements didn’t come easily, though, and it was her personal journey from Indonesia to the UK that inspired her to found Upgrading Women, a communication trai…
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We continue our focus on you this month as we dive deeper into listener questions. Today we have a range of questions from various aspects of the retirement process. If you have a question you want to be answered, head on over to RogerWhitney.com/AskRoger. You can type in a question or leave an audio recording–those are my favorites! Listen in to l…
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A funny thing happened on the way to the water bottle factory. While everyone was freaking out about the 2008 recession, Travis Rosbach had his head down, hustling and innovating the tech that brought you Hydro Flask, the company he founded and the metal water bottle we've all got sitting on our desks and rolling around in our car. His journey has …
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All month long, I’ll be answering fantastic questions from listeners like you. Today, we’ll explore the steps you should take if you’re in your 50s and get laid off. Have you ever thought about what you would do in this situation? Listen in to find out. In the Bring It On segment, Dr. Bobby Dubois helps us understand the effects of stress and what …
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You never know where life is going to take you. It's easy to get caught up in this fast-paced world. Caught up in comparison, caught up in perception, caught up in where we are versus where we want to be. The what-ifs, uncertainty, and pressure to "make something of yourself" can be overwhelming. What if there is a better way to exist? What if you …
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Reimagining life after widowhood can be challenging. In the beginning, it may seem like something that is impossible to imagine. Even if life seems insurmountable at the beginning, it is crucial to remember that someday you will be able to enjoy life again. Just not yet. Yet is an important word. Yet helps you understand that things will not always…
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The path we take through life and career is nowhere close to a straight line. It has starts, stops, re-directs, and construction delays longer than anything PennDOT could throw at us. Take it firsthand from Chef Joe Gatto, personal chef, author, and TV host of From Scratch. He's a filmmaker turned chef to Boston celebs whose passion for all things …
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Nobody wants to face life as a widow or widower. However, it is an unfortunate reality that many must face. Successfully navigating widowhood could be easier if you could prepare yourself in advance. In this Widowed in Retirement series, we aim to do just that. Today you’ll learn how you can start life again on your own. Mark Trautman joins me agai…
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An interesting analogy popped into my head when editing this episode: Dealing with adversity is like taking your vitamins. You may try to avoid it, even if it’s good for you. It builds you up, makes you stronger. And by relying on those strengths, you’ll be better equipped to handle life’s challenges going forward. “It’s never too late to start liv…
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Jennifer Tescher didn't start her career off in the financial sector. In fact, her first taken career path was journalism. But when her journalist's curiosity pushed her beyond just asking and writing about questions, it makes sense that she would want to be part of the solution to answering those questions. Which is why, in 2004, Jennifer founded …
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If you are married, chances are you or your spouse will have to suffer through widowhood. The Widowed in Retirement series aims to help you navigate this difficult transition as best you can. Today, Mark Trautman joins me again to discuss how to work through the huge financial changes that result from losing a spouse. There are myriad financial con…
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We're in an interesting time in history; we have all the technological advances necessary to make our lives easier than at any time before in our species' history, and yet as a whole, we are more unhappy than ever before as well. What gives? In this fast-paced, distraction-filled world, so many of us are struggling to find purpose and meaning amids…
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Even though it is difficult to think about it, at some point, those of us who are married will have to think about one of you transitioning from two to one. This week we’re exploring the nonfinancial impacts of this transition with someone who has walked this journey. Rock Retirement Club member, Mark Trautman shares his personal journey through hi…
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I think we have all wondered at one point or another: "What Now?" When you're at the edge, drowning in stress and burnout, how do you return to a place of being happy again? Well, if you want an answer to those difficult questions, Shannon Arner is here with answers. Shannon is the co-founder of Arner Adventures, a business she founded after her ow…
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If you have been listening to this show for a while, chances are you already know how to rock your retirement. However, this can all change with the loss of a spouse. All of your best-laid plans change in an instant. That’s why this month we are focusing on going from two to one. Learn how to navigate your mindset–transition from this sucks, to how…
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Life is what happens to us when we are busy making other plans. This is especially true during transitions. As I transition to adding a new segment to this show, it’s gotten a bit messy. It’s been a bumpy road and not everything has gone according to plan. Listen in to hear how this applies to retirement planning. While you’re at it you’ll hear how…
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Everyone's heard the saying: "When life hands you lemons, make lemonade," implying that you should make the best of a negative experience, that something bad is happening to you. But what if instead of interpreting it as something external happening to you, it's seen as happening for you? It's something we believe here at No More Mondays, and we're…
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Do you ever feel like a curmudgeon when you hear about new technology? Listen in to find out what has me putting on my sourpuss hat this week. We have a variety of interesting listener questions this week. Listen in to learn about purchasing brokerage CDs and CDs on the secondary market, how to decide whether to take the pension or the lump sum, an…
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After seeing the title of this episode you might be thinking to yourself "Why would I need a personal brand?" The answer is more straightforward than you might think, and thankfully we have Sierra Janisse on today's episode to lay it out for you. Sierra is a marketing and branding guru, and with her easy-to-follow tips, lists, and acronyms even the…
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