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
631 episodios disponibles

Latest episodes of the podcast Retirement Answer Man

Mostrando página 7 de 32

What Is the Ideal Mix Between Before and After Tax Retirement Accounts? 20/09/2023
What Should I Consider When Transferring Investment Accounts?  13/09/2023
Should I Borrow Against My Investments to Buy a House?  06/09/2023
Should I Realign My 401K Now That I’m Retired? 30/08/2023
Historical vs. Projected Returns?  24/08/2023
500 Episodes and Still Rocking  16/08/2023
#499 - Should I Do a Roth Conversion? 09/08/2023
The Impact of Alcohol on Rocking Retirement 02/08/2023
The Rules for Roth Withdrawals 26/07/2023
The Rules for Roth Conversions 19/07/2023
The Rules for Roth Contributions 12/07/2023
The Roth Opportunity 05/07/2023
How Can I Reverse Taking Social Security? 28/06/2023
The KISS Concept for Investing 21/06/2023
How Listener Mike is Finding His Purpose in Retirement 14/06/2023
How Does the 5-Year Rule Work for Roth Conversions? 06/06/2023
The 8 Pillars of Rocking Retirement: Non-Financial - Passion and Relationships 01/06/2023
The 8 Pillars of Rocking Retirement: Non-Financial - Energy and Mindset 24/05/2023
The 8 Pillars of Rocking Retirement: Financial - Resilience and Optimization 17/05/2023
The 8 Pillars of Rocking Retirement: Financial - Vision and Feasibility 10/05/2023
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