show episodes
 
R
Retirement Answer Man

1
Retirement Answer Man

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

Unsubscribe
Unsubscribe
Weekly
 
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 ...
 
If you’re 55 and older and thinking about retirement, then this is the only retirement podcast you need. From tax planning to managing your investment portfolio, we cover the issues you should be thinking about as you develop your financial plan for retirement. Your host, Ryan Morrissey, is a Fee-Only CERTIFIED FINANCIAL PLANNER TM who lives and breathes retirement planning. He’ll be bringing you stories and real life examples of how to set yourself up for a successful retirement.
 
T
Take Back Retirement

1
Take Back Retirement

Stephanie McCullough & Kevin Gaines

Unsubscribe
Unsubscribe
Monthly+
 
You’re a woman on the cusp of “retirement” naturally feeling some anxiety. We are two financial planners who take this subject seriously (but ourselves less so). We will help you feel more confident about your choices by cutting through the myths and mysteries. Through conversations and interviews with both subject-experts and women who have gone through what you are approaching, you will have the correct information and motivation to be in control of your future.
 
Loading …
show series
 
Today’s special guest is Ed Coambs, a firefighter turned certified financial planner turned licensed marriage and family therapist! He is the founder of www.healthyloveandmoney.com. He has become an internationally-recognized thought leader around “financial therapy,” specifically financial couples therapy: He works with couples who might be in fin…
 
The usual focus of this podcast is the financial side of retirement. Equally important is knowing what retirement will actually be like. On this episode, I sit down with retirement coach and podcaster Wendy Green to discuss the logistics of retired life, retiree time management, and finding your purpose outside the workplace. You will want to hear …
 
If the market outlook has you feeling uncomfortable, you are not alone. This discomfort may cause you to want to change course, but consider that moments of extreme discomfort are often reverse indicators. Extreme discomfort can mean that you are on the right track to grow in a new direction. On this episode of Retirement Answer Man, I answer your …
 
This week, I’m continuing my discussion about the probate process with Judge Edward C. Burt Jr. (aka Ned). We’ll dive into what happens if someone dies without a will, the specifics of the full probate process, establishing the authenticity of wills, and Ned’s final tips for making probate as simple as possible. You will want to hear this episode i…
 
We all want to leave a legacy to those we love, but leaving a legacy doesn’t mean simply making a will. To create a lasting financial and nonfinancial legacy you need to have a strategy that you can rely on. Today you’ll learn the steps to take to create a lasting legacy. Leaving a legacy is different from estate planning Often times we read about …
 
When you think about leaving a legacy do you immediately think about passing on your assets? What may be more important than passing on money is leaving behind a nonfinancial legacy to those that you love. Have you considered how you will do this? If you would like to leave more than just a trust fund to your family then you won’t want to miss this…
 
Is Probate a difficult and expensive process? Is there any way to avoid it altogether? If you’re diving into estate planning and have questions about Probate, this episode is for you! I’m joined by special guest Judge Edward C. Burt Jr. (aka Ned) who has served as a Probate Judge for the last 10 years. We’ll discuss common misconceptions about Prob…
 
Today, Stephanie and Kevin dissect stock market downturns. They first warn their audience not to get thrown by points, and to instead evaluate percentages as points are subject to change and can exaggerate the reality of a change. Stephanie emphasizes the importance of timeframes when looking at returns, addressing the human fixation on annual retu…
 
We all want to leave a legacy behind after we pass. The legacy you chose to leave is up to you. This episode is part of a 5 part series on leaving a lasting legacy. Today’s episode focuses on leaving a financial legacy. Make sure to look out for the next episode so that you can learn how to leave a non-financial legacy. Subscribe to 6-Shot Saturday…
 
What is a target date retirement fund? If you are invested in a 401k, you are likely invested in a target date retirement fund as well. On this episode, I’ll dive into the four things you need to know about target date funds, including what they are and how they can help you save for retirement. You will want to hear this episode if you are interes…
 
Do you own disability insurance? If you’ve been thinking about it and need more information, this episode is for you! Join me as I sit down with disability insurance expert Tim Kukieza of Ash Brokerage. We discuss the key questions everyone should be asking about disability coverage and what you need to know to financially protect yourself and your…
 
Have you considered the legacy you will leave to those whose lives you touch? Does leaving a legacy need to be financial or something more? This month we explore how to leave a lasting legacy in an organized way. You’ll learn the ways that you can leave an enduring legacy during your life and beyond. Today we are defining legacy and noodling on wha…
 
Today’s guest is Diane Blumenthal, who has been incredibly generous in sharing her own retirement story. She took the leap into becoming a self-employed consultant after a long and very illustrious career in pharma and biotechnology. Diane has helped build and transition companies from the startup and research and development phase into a fully int…
 
In light of the recent rise in interest rates, I thought it would be a good time to dive into the difference between owning individual bonds and owning bond mutual funds. On this episode, I’ll discuss the key differences between the two and what you should be looking for in your retirement portfolio. You will want to hear this episode if you are in…
 
Navigating the healthcare world in this day and age can make your head spin. It is hard to understand what to believe and what not to believe since there are so many voices telling you their interpretation of the facts. This is why it is important to build a healthcare framework from which to operate. Your healthcare framework will ensure that you …
 
Health insurance is one of the top concerns for retirees today and there seems to be a lot of confusion about when to sign up for Medicare. If you’re still working at age 65 and debating signing up for Medicare, this episode is for you! Listen as I take an in-depth look at the five things you need to know before signing up for Medicare. You will wa…
 
All this month we have been discussing functional health so that you can ensure your body works well enough to rock retirement. Last week we learned how finding the right exercise plan can help you stay strong enough to do all the things that you want to do when you retire. Today, we learn about the opposite side of the functional health coin: nutr…
 
What if I don’t want a traditional long-term care plan? Last week, we covered the basics of traditional long-term care options. On this episode, I’ll continue my conversation with Nancy Simms and dive into the logistics of hybrid long-term care coverage and the Connecticut Partnership for Long-Term Care. You will want to hear this episode if you ar…
 
You may think that having saved a nice nest egg and having a purpose will ensure that you are all set to rock retirement. Unfortunately, you need to think again. Without functional health, you may not be able to enjoy your retirement savings and purpose. Creating a specified exercise plan can ensure that you develop the functional health necessary …
 
If you’re concerned about paying for long-term care in retirement or are wondering the best way to pay for it, this episode is for you! This week, I’m joined by Nancy Simm of Highland Capital Brokerage to discuss retirement longevity, the types and costs of long-term care, and the best ways to pay for them. You will want to hear this episode if you…
 
Purpose and finances are two important legs of the retirement stool; however, a stool needs 3 legs. Finances and dreams don’t mean anything if you can’t function well enough to enjoy them. The often-overlooked leg of the retirement stool is functional health–which is why this month we are focusing all 4 episodes on how to improve your functional he…
 
In episode 33, Stephanie and Kevin gave us a broad overview of the estate and gift tax system. Now that we’ve reached the tail-end of tax season, our hosts sit down to do a timely deep dive on what women need to know about income tax—a subject that, unfortunately, isn’t as simple as all of us would love to believe it is. While state taxes are obvio…
 
Southwest Airlines offers what is arguably one of the best perks within the travel industry: the Southwest Companion Pass. If you are someone who likes to travel and would be interested in having your spouse or companion fly with you for FREE, this episode is for you! I’ll give you all the details you need about the Southwest Companion Pass, how to…
 
Does inflation have you worried about retirement? If so, you’re not alone. A couple of listeners are looking for ways to inflation-proof their retirement. Can you inflation-proof your retirement? I’ll answer these questions and many more on this episode of Retirement Answer Man. But before we get to our current listener questions we’ll take a look …
 
Retirees often wonder how they are going to afford health insurance if they retire before the age of 65. Thankfully, many Americans qualify for healthcare subsidies through the Affordable Care Act (ACA). On this episode, I’m going to cover the five things you need to know about these subsidies and how you can become eligible for them. You will want…
 
Today we are continuing our month-long series of listener questions. On this episode, you’ll hear questions about Roth conversions, interest rate-hedged ETFs, pension payments, and the value of dividends as a source of income in retirement. If you are ready to gain the wisdom that you need to rock retirement, press play now. Time to pull out your M…
 
“I’d like to work with a financial advisor, but I just don’t have enough money.” Sound familiar? It’s a common objection when it comes to that all-important decision to get help in managing your money. But to this, Stephanie and Kevin have only this to say: “But you have questions. Therefore, you need answers.” Remember, there are no one-size-fits-…
 
Several accounts allow you to name beneficiaries, some of which are likely familiar. It’s always important to name beneficiaries when given the opportunity. Doing so has some major benefits! On this episode, I’m going to discuss the different types of accounts that allow you to name beneficiaries, who you should and should not name as a beneficiary…
 
This is a fantastic time to enjoy a pretirement tailwind. If you have ever considered using pretirement as a gateway into full retirement, the job market is desperately searching for experienced talent. Listen in to discover how this cultural shift in the workplace could benefit your retirement plans. On this episode, you’ll also hear the answers t…
 
If you’re thinking about enrolling in Medicare or collecting Social Security benefits this year and you still contribute to a Health Savings Account (HSA), there are tax penalties that you need to be aware of! On this episode, I’m going to cover how to avoid triggering those penalties and what to do if you’ve overcontributed to your HSA. You will w…
 
Making retirement decisions brings plenty of questions and over the next month, I’ll be tackling your retirement questions. While I love answering your questions, I also enjoy hearing your thoughts. In today’s episode, there are a couple of questions that I’d love to hear your feedback on. If you have any thoughts to share with other listeners plea…
 
Today, Stephanie and Kevin welcome Joe Saul-Sehy and Emily Guy Birken, the co-authors of Stacked: Your Super-Serious Guide to Modern Money Management. Emily is a former educator, lifelong money nerd, and a Plutus Award-winning freelance writer who specializes in the scientific research behind irrational money behaviors. She has the amazing ability …
 
How do married people make retirement contributions for both spouses if only one is working? Whether you’re dragging your feet to file taxes for 2021 or planning ahead for 2022, this episode is for you! Learn how to keep your significant other’s retirement planning on track while getting them a tax deduction they would otherwise miss. You will want…
 
“In preparing for battle I have always found that plans are useless but planning is indispensable.” Dwight D. Eisenhower Ike is reminding us that the plan is not as important as the process. It is the practice of planning that is critical to success. You’ll never have everything figured out since the perfect retirement plan doesn’t exist, but by pl…
 
Now that you have come up with a retirement vision and learned to create a retirement plan that reflects your vision it’s time to make your plan agile. On this episode, you’ll learn why you need to have an agile retirement plan and how to make your plan resilient to the unexpected forces that could derail your retirement plans. Make sure to stick a…
 
Loading …

Quick Reference Guide

Copyright 2022 | Sitemap | Privacy Policy | Terms of Service
Google login Twitter login Classic login