Retirement Answer Man

Retirement Answer Man

Por: 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 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
630 episodios disponibles

Latest episodes of the podcast Retirement Answer Man

Year-End Planning: Estimated Tax Payments 31/12/2025
Year-End Planning: The Basics of Charitable Giving 24/12/2025
Year End Planning: RMD Rules for IRAs & Inherited IRAs 17/12/2025
Year-End Planning: Annual Gifting Rules 10/12/2025
Year-End Planning: Tax-Loss Harvesting 03/12/2025
Should I Use My Traditional IRA to Fund My Life or Do Roth Conversions? 26/11/2025
My Advisor Recommended an Annuity. Should I Buy It? 19/11/2025
How Do I Build My Initial Cash Cushion for Retirement? 12/11/2025
The 10 R's for a Joyful Retirement with Cesar Aguirre 05/11/2025
Retirement Goal Case Study 29/10/2025
How to Navigate Goals as Life Unfolds 22/10/2025
Building Agile Retirement Goals 15/10/2025
Setting Retirement Goals: The Paradox of Knowing What You Want 08/10/2025
Simple Isn't Easy: Carl Richards on Life and Retirement 01/10/2025
The Difference Between an IRS Late Payment Penalty and Interest 24/09/2025
How to Read Your Social Security Statement 17/09/2025
Don't Get Cute with Your Retirement Investments 10/09/2025
Navigating Medicare in 2025 03/09/2025
Should I Do a "Free" Retirement Analysis? 27/08/2025
Direct Indexing vs. Mutual Fund or ETFs 20/08/2025
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