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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 ...
 
The Physician Philosopher Podcast was created to help empower doctors to create a life they love. Join in as we dive into all things physician coaching in mindset, money, and life. Start before you're ready; Start By Starting; Start Now. To book a coaching consult with Jimmy for the Alpha Coaching Experience, click here-- thephysicianphilosopher.com/consult To sign up for the Medical Degree Financial University visit: https://thephysicianphilosopher.com/mdfu
 
The Heart of What we are about We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations. Life is not a rehearsal. We help you to ensure that you have the correct life balance and that your money is there to help you lead the life that you deserve. Unlike many financial advisers who focus only on your money, we put your life first and your money second. We work together with our clients to build their personalised fi ...
 
Work Pants Finance is the show for MBAs, entrepreneurs, and other professionals who want their financial plan to work as hard as they do. Work Pants Finance's theme is learning through experience - the good, the bad, and the ugly! Work Pants Finance sits at the center of life, business, career, and money and brings it all together with humanity, wit, and wisdom.
 
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Wealth by Design

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Wealth by Design

Danielle G. Nava, CFP® and Dustin R. Granger, CFP®

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*Formally known at Worth It Podcast* Welcome to Wealth by Design, a financial planning podcast for successful, modern-day biz owners + creative entrepreneurs. Here, you'll get the tools you need to dream, design, and do what it takes to live life on your terms. Danielle & Dustin, a brother & sister CFP®️ duo, are devoted to educating modern-day entrepreneurs about life, biz, and financial planning so they can create a blueprint to real wealth. Together, they cover topics about the unique cha ...
 
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RMD tables, bond classes, international exposure, and 1099s–we’ve got answers to your questions. First up is which account is best to begin drawing from in retirement. Listen to these answers to listener questions and take some time to reflect with me about how too much data can inhibit our ability to make good decisions. Press play to listen. Too …
 
My good friend, Peter Kim, from Passive Income MD is a serial entrepreneur, physician in anesthesiology, and a great friend and family man. Sharing my enthusiasm for physician finance strategies that prioritize freedom, Peter is also a bit of a side-gig guru. Conversations with Peter are always fun, especially when we get to talk about different ap…
 
Many people choose to save money for their kids and grandkids in a 529 account, but one listener wonders if there is a better way to give. Learn the answer to this question and more on this episode of the Retirement Answer Man show. Make sure to stick around until the end to hear the Coach’s Corner segment with Kevin Lyles. Kevin and I discuss grow…
 
Today we're doing a little introspection and talking about what's possible when it comes to "mental clarity." In order to have a calm mind, we need a safe place where all our thoughts, ideas, concerns, goals, etc. can GO. That's where the STEP Command Central comes in--and we'll show you how you can get started STEPping for free! For Show Notes, pl…
 
Dr. Ubell is a master certified life and weight loss coach who struggled with her own weight for decades before finding a permanent solution. In 2016, she founded a weight loss program that has helped over 1,300 physicians achieve the same peace and freedom surrounding food. Her podcast, Weight Loss for Busy Physicians, has been downloaded over 6 m…
 
Life is about events, the challenges we overcome or not, our successes and failures, but, even more, it’s about how we touch and are touched by the people we meet. Nicole is back! She is here this week to help me answer your listener questions. In this episode, we discuss the challenges of making friends in retirement, the value of international di…
 
I drew some pictures recently to explain what I want each of our community members to experience as a result of building a STEP Command Central. In today's podcast, I'm walking through each image, explaining what they represent, and hoping that these ideas will inspire you to build your OWN Command Central! :) Show notes (and the little illustratio…
 
Physicians that have carved out a life they love through entrepreneurship have one major thing in common: they work on their mindset. I once had massive skepticism about mindset work and coaching. But there's a reason why people say that when it comes to personal finance, it's 20% math, 80% mindset. If you’ve been around here for a while, you’ve co…
 
We’re back again answering your retirement questions! On the docket for today are questions like whether should you consider taking on a mortgage in retirement, whether it’s feasible to hold only ESG investments in retirement, and if you need life insurance in retirement. In addition to answering these listener questions, I’ll also share several bo…
 
There isn't ONE perfect morning routine, but I do believe there are a few principles that can help the majority of us to start the day off feeling great! Join the conversation here: https://LearnDoBecome.com/Episode160 Ready to become a STEPper? Our signature program, Steps to Everyday Productivity, will help you calm your mind and organize your li…
 
Why are so many intelligent, educated, and hard-working physicians struggling? Why don’t they just take themselves out of their current situation and find something better? The answer is fear. So, in this episode, I wanted to discuss some of the common fears that I see among our physician clients in ACE and others who reach out to me through email …
 
Are you nearing retirement and wondering how you should pay for large out-of-pocket expenses? Should you dip into your emergency fund, take from your retirement savings, or is there another way? We’ll consider this question, hear how Larry is living intentionally, learn how visual aids can help when trying to discuss finances with elderly parents, …
 
It's easy to feel discouraged when we can't see any progress, but today we're looking at our inconsistent, imperfect efforts in a new light! Show Notes are here: https://LearnDoBecome.com/episode159 Ready to become a STEPper? Our signature program, Steps to Everyday Productivity, will help you calm your mind and organize your life with the help of …
 
Daphne came to Interface Financial Planning for her first meeting just about 15 years ago. She’d had a successful career and a relationship “Down South” but the failing health of her mother had brought her back to her hometown, Birmingham to act as her mother’s carer for her last couple of years. Listen to how Alan helped Daphne on her life journey…
 
I tell my residents that academics is about depth and private practice is about breadth. In a lot of specialist fields, the private practice opportunities can provide some of that breadth. What you choose really depends on your preferences and how you feel you can work best in a given environment when weighed against all the factors that are import…
 
Michael Balchan from Heroic and I have been discussing how to live a heroic retirement for the last several episodes. Today, we wrap up this theme and learn to integrate the subjects we have discussed in the past 4 episodes into rocking retirement. As usual, after the main theme, I’ll answer your listener's questions. If you have a question that yo…
 
Making change in our lives takes courage--and it's WAY easier to just sit back and do nothing. So how do we get up the courage to change? The LearnDoBecome community is sharing their wisdom today! Show Notes can be found at https://LearnDoBecome.com/Episode158 ***Announcements*** Four Weeks to Finished is a powerful group coaching session starting …
 
I'm a big fan of delegating tasks and freeing up my time so that I can focus on what I need to focus on in my business. And finding work-life balance (or life-life balance as some people like to call it) is one of the most common things doctors want. But how do we go about finding that? Enter virtual assistants for doctors. They could be just the s…
 
Do you ever have "stuff" related to projects (like art supplies, home repair items, things that need to be sorted, etc.), and you wonder where you KEEP them when you're waiting to work on them? Today we're answering that question! A written version of this podcast and related links can be found at https://LearnDoBecome.com/Episode157 Announcements:…
 
If your mind is constantly spinning in circles--and you never feel like you're actually "present," I hope you know that there's a way to change that! For a written version of the podcast, visit https://LearnDoBecome.com/Episode156 Four Weeks to Finished is a powerful group coaching session starting September 1st! We’re already welcoming new members…
 
“You are who you are here and now” – Bruce Lee We all live life with the best intentions, yet rocking retirement is all about what we are actually doing–not intending to do. Do the things that you say are important to you now. In this episode of the Living a Heroic Retirement series, you’ll learn how you can begin to live a heroic life today. Micha…
 
Would you like to lighten, improve, and more fully enjoy the work you do? For any job that involves tasks, projects, emails, files, etc., a Command Central can make a huge difference! Show Notes are at https://LearnDoBecome.com/Episode155 ***And Remember! Four Weeks to Finished is a powerful group coaching session starting September 1st! We're alre…
 
Everyone has heard of a backdoor Roth IRA, but what’s the big deal with Roth IRA’s anyway? Today, Dr. Lisha Taylor and I are going to be talking about Roth IRA money for physicians. This is an important topic because doctors often need to use any tax-advantaged space they can get their hands on since we normally have a high savings rate. So join us…
 
Most (if not all) of us are afraid of change, growth, progress, moving forward, etc. There are really good reasons we're holding back, but sometimes our subconscious is protecting us SO WELL that we wonder if we'll ever be able to achieve that awesome life we envision for ourselves. Here's something that is helping to change that for me! Show Notes…
 
For our community members with children…if you’re looking for a way to keep things your children love–but avoid the clutter problem that is super common in most households, this may be your answer! https://LearnDoBecome.com/Episode153 Ready to become a STEPper and build your full Command Central? Our STEP Mastery members have a special bonus class …
 
“What one can be, one must be.”--Abraham Maslow Do you know who you want to be in retirement? Here at the Retirement Answer Man, we want to give you the confidence to not just survive retirement but to rock retirement. To truly rock retirement you need to have both a financial and non-financial plan. Over in the Rock Retirement Club, we have licens…
 
Sometimes getting organized isn’t all about the BIG things–like decluttering the whole house or launching a new business. Sometimes it’s creating a simple “flow” for things like online orders and returns–so we don’t end up wasting time and money, and we can get on to more important things. Let’s dive into some details today. :) Full Show Notes can …
 
Physicians often reach out to me for advice about whether they should quit being a physician. I have a hard time giving advice on that subject because it seems like there are really only two options. The first option is to tough it out and finish what you started. The second option is to follow your dreams, even if they lead you away from medicine.…
 
There's a "moment" that comes up whenever we dive into a big project that we've been procrastinating for a long time. It's when we realize WHY we were procrastinating, and we have to decide to move forward or give up. Today's podcast is designed to help you know what to do when that moment comes up for you! For a written version of this podcast and…
 
Sometimes "open space" might not seem like that big of a deal, but what it does for our minds and hearts REALLY matters! Join us for some encouragement and community inspiration to create and ENJOY the open space that getting organized enables us to have! For Show Notes, please visit https://LearnDoBecome.com/Episode150 Here are a few next steps, i…
 
This month on the Retirement Answer Man we are learning how to live a heroic retirement. Michael Balchan joins me to discuss what it takes to be the hero of your own story. On this episode, we explore the virtues that heroes embody. If you are looking to be an exemplar then you’ll exhibit some core universal virtues plus some that are uniquely your…
 
When we are afraid, there are really good reasons. And if we acknowledge those reasons and talk about them openly, we can take their power away. That's the focus of today's podcast, and for the written version or to view related links, simply click here: https://LearnDoBecome.com/Episode149 Here are a few next steps, if you’re ready! Download your …
 
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