The show, episode by episode

Retirement Answer Man

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

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…

675 episodes tracked

Retirement Answer Man

Should I do a Roth Conversion This Year?

How to Rebalance Before Retirement

How to Interview a Retirement Planner

Medicare Update with Danielle Roberts

Year-End Planning Checklist for Retirees

The Perfect Portfolio with Peter Lazaroff

Your Social Security Playbook: Building Your Strategy- Married Filers

Your Social Security Playbook: Building Your Strategy- Single Filers

Your Social Security Playbook: The Levers You Control

Your Social Security Playbook: How Your Benefit is Calculated

Your Social Security Playbook: How the System Works

Summer Reruns: Learn What to Ignore with Dr. Daniel Crosby

Summer Reruns: Gabbing with Gretchen Rubin- Your Personality and How it Plays into Your Retirement Planning

Summer Reruns: Keep Investments Simple with Peter Lazaroff

Summer Reruns: Retiring Single with Tanya Nichols

Retirement Toolkit: Never Worry About Money Again with Jesse Mecham

Retirement Toolkit: How do you Balance Optimization with Simplification

Retirement Toolkit: How to Rebalance a Retirement Portfolio

Retirement Toolkit: How Does Step Up in Cost Basis Work

Retirement Toolkit: How Required Minimum Distributions (RMDs) Work

IRMAA: The Medicare Premium Surprise and How to Avoid It

Mutual Funds vs. ETFs- Which is Better for Retirement?

Know What You Pay: A Guide to Investment & Advice Costs

Take the Retirement Leap of Faith with Jordan Grumet

Decluttering for Retirement: Your Step-by-Step Plan

Decluttering for Retirement: Why It's So Hard and How to Push Through

Decluttering for Retirement: How a Simpler Life Helps You Rock Retirement

Decluttering for Retirement: It's More Than Cleaning Out Your Closet

How Long Will You Live After Retirement?

Listener Questions: How Do I Create a Diversified Portfolio?

Listener Questions: What Should I Be Doing When I'm Two Years from Retirement?

Listener Questions: Should I Take Social Security Early and Invest It?

Listener Questions: Should I Move My 401K into an IRA When I Retire?

Why Even the Best Retirement Calculator is Wrong

Retirement Talk with Dr. Wade Pfau

Healthcare Before Medicare: Retiree Feedback

How to Feel Loved with Dr. Harry Reis

Healthcare Before Medicare: Creating Your Own Action Plan

Healthcare Before Medicare: How to Lower Your Costs

Healthcare Before Medicare: Your Options

Healthcare Before Medicare: What Happens When You Retire Before 65?

Retire on FIRE: Rocking an Early Retirement- The Challenges of Retiring Early

Retire on FIRE: Rocking an Early Retirement- Henry and Lucy's Resources

Retire on Fire- Rocking an Early Retirement: Henry and Lucy's FIRE Goals

Retire on FIRE- Rocking an Early Retirement: Meet Henry and Lucy

Year-End Planning: Estimated Tax Payments

Year-End Planning: The Basics of Charitable Giving

Year End Planning: RMD Rules for IRAs & Inherited IRAs

Year-End Planning: Annual Gifting Rules

Year-End Planning: Tax-Loss Harvesting

Should I Use My Traditional IRA to Fund My Life or Do Roth Conversions?

My Advisor Recommended an Annuity. Should I Buy It?

How Do I Build My Initial Cash Cushion for Retirement?

The 10 R's for a Joyful Retirement with Cesar Aguirre

Retirement Goal Case Study

How to Navigate Goals as Life Unfolds

Building Agile Retirement Goals

Setting Retirement Goals: The Paradox of Knowing What You Want

Simple Isn't Easy: Carl Richards on Life and Retirement

The Difference Between an IRS Late Payment Penalty and Interest

How to Read Your Social Security Statement

Don't Get Cute with Your Retirement Investments

Navigating Medicare in 2025

Should I Do a "Free" Retirement Analysis?

Direct Indexing vs. Mutual Fund or ETFs

Elder Care Options for Singles

How to Choose a Retirement Coach

Replay: How to Manage Your Scarcity Brain

Replay: Overcoming Frugality in Retirement with Dr. Dan Crosby

Replay: My Experience Moving to a Retirement Community

Replay: The State of Retirement Planning with Michael Kitces

Replay: How to Retire with Christine Benz

I Just Lost My Job. Can I Retire Now?

How to Quality Check Your Retirement Plan

How to Rebalance Your Portfolio in Retirement

How to Improve Your Retirement Travel

Process Over Panic: What You Should Pay Attention To

Process Over Panic: Investing with Charles Ellis

Process Over Panic: Building a Great Life with Dr. Meir Statman