Wed, 24 April 2024
Does a withdrawal strategy in retirement have to be complicated or can you simply do a reverse of dollar cost averaging? In this episode, we’ll take a look at how reverse dollar-cost averaging would work by using an example and discover who it works for. Click play to learn if this withdrawal strategy would work for you. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MANPRACTICAL PLANNING SEGMENT WITH A LISTENER QUESTION
IN THE NEWS
LISTENER QUESTIONS
TODAY’S SMART SPRINT SEGMENT
Resources Mentioned In This EpisodeRoger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center |
Wed, 17 April 2024
We would all love to have that magic number–the exact amount we need to retire. However, since there are so many unknowns it is impossible to attain an exact number. This is why the big question of retirement is a complex one. In this episode, I’ll walk a listener through the process of how she can learn how much she really needs to retire. Make sure to stick around to hear about the books I read in March. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MANLISTENER QUESTIONS
BOOKS I READ IN MARCH
TODAY’S SMART SPRINT SEGMENT
Resources Mentioned In This EpisodeBOOK - Gulag Archipelago by Aleksandr Solzhenitsyn BOOK - Tai Pan James Clavell BOOK - Soul of an Octopus by Sy Montgomery The State Of Retirement Planning With Michael Kitces Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center |
Wed, 10 April 2024
Have you been wondering what retirement is like for real retirees out in the wild? With the success of our Retirement Plan Live series, we decided to try mini-case studies to learn more about what retirees like you are doing to rock retirement. In this episode, you’ll hear some feedback from Sarah who asked a question on the show about a year and a half ago. Listen in to hear how she responded to the advice I gave. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MANA MINI CASE STUDY
LISTENER QUESTIONS
ROCK LIFE WITH DR. BOBBY DUBOIS
TODAY’S SMART SPRINT SEGMENT
Resources Mentioned In This EpisodeRetirement Plan Live: Their Financial Resources - listen to Sarah’s question here BOOK - Die with Zero by Bill Perkins BOOK - The Power of Moments by Chip Heath Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center |
Wed, 3 April 2024
Michael Kitces is one of the innovators in the retirement planning and financial services space. His blog and ecosystem of resources help retirees and financial advisors gain the base knowledge needed to rock retirement. On this episode of Retirement Answer Man, Michael joins me to discuss the state of retirement planning, how it has changed, and how you can live your retirement to its fullest. Listen to this interview with one of the great minds in retirement planning. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MANPRACTICAL PLANNING SEGMENT WITH MICHAEL KITCES
TODAY’S SMART SPRINT SEGMENT
Resources Mentioned In This EpisodeBOOK - Die with Zero by Bill Perkins BOOK - It’s Not Complicated by Rick Nason Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center |
Wed, 27 March 2024
Have you ever wondered why it is so hard for you to spend your money? Even now after all these years of saving you know you have enough, but it’s hard to let go and untie those purse strings. Today, my friend and renowned author, Michael Easter joins me to discuss overcoming frugality from a different perspective. Click play to hear about the evolutionary mismatch that hinders you from spending your money. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MANLISTENER QUESTIONS
PRACTICAL PLANNING SEGMENT WITH MICHAEL EASTER
TODAY’S SMART SPRINT SEGMENT
Resources Mentioned In This EpisodeBOOK - The Comfort Crisis by Michael Easter BOOK - Scarcity Brain by Michael Easter Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center |
Wed, 20 March 2024
For the past ten years, we have been exploring how to do retirement right so that you can get down to the business of living a great life. This is why this month we have had a series of special guests. Today’s guest is behavioral investment expert and author Dan Crosby. Together we explore why it is so hard to overcome your money mindset and how you can learn to let go to enjoy the money you have worked so long and hard to save. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MANPRACTICAL PLANNING SEGMENT WITH DAN CROSBY
LISTENER QUESTIONS
TODAY’S SMART SPRINT SEGMENT
Resources Mentioned In This EpisodeBOOK - The Soul of Wealth by Dan Crosby BOOK - The Top 5 Regrets of the Dying by Bronnie Ware BOOK - Die with Nothing by Bill Perkins Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center |
Wed, 13 March 2024
Retirement planning has changed over the years, but has the industry evolved to keep up? Your retirement needs are much different from those of your parents' generation. This is why it is important to focus on retirement planning in a holistic way rather than from solely a financial perspective. Morningstar’s Christine Benz joins me today on this episode of Retirement Answer Man. This seasoned retirement journalist shares her thoughts on the state of retirement planning, long-term care, investing in retirement, and what encompasses true retirement planning. Listen in to gain more perspective as you navigate your retirement journey. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MANPRACTICAL PLANNING SEGMENT WITH CHRISTINE BENZ
LISTENER QUESTIONS
TODAY’S SMART SPRINT SEGMENT
Resources Mentioned In This EpisodeBOOK - More than Enough by Mike Piper BOOK - Die with Zero by Bill Perkins Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center |
Wed, 6 March 2024
This month we celebrate the Retirement Answer Man’s 10th anniversary milestone with several guests throughout the month. Today we welcome Professor Rick Nason, author of It’s Not Complicated, to discuss complicated vs complex thinking. If that discussion didn’t Stick around for the listener questions with Tanya Nichols and Bring It On with Dr. Bobby Dubois OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MANCOMPLICATED VS COMPLEX THINKING WITH PROFESSOR RICK NASON
LISTENER QUESTIONS
BOOKS I READ THIS MONTH
BRING IT ON WITH DR. BOBBY DUBOIS
TODAY’S SMART SPRINT SEGMENT
Resources Mentioned In This EpisodeBOOK - Horse by Geraldine Brooks BOOK - Lessons in Chemistry by Bonnie Garmus BOOK - Life of Pi by Yann Martel BOOK - Die with Zero by Bill Perkins BOOK - When Genius Failed by Roger Lowenstein BOOK - It’s Not Complicated by Rick Nason BOOK - The Comfort Crisis by Michael Easter BOOK - The Scarcity Brain by Michael Easter BOOK - From Strength to Strength by Arthur Brooks Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center |
Wed, 28 February 2024
Those who have FIREd like Keven Sebesta are choosing to rock life each day. In this final episode on the FIRE movement, we’ll explore what we can learn from them. Join Kevin and me to discover how you can do what FIRE is doing right. What can you learn from FIRE?Traditional retirement planning is all about achieving the end goal. Climbing the mountain and reaching the summit. However, FIRE embraces life today. Those in the FIRE movement see life as an endless journey to explore. Don’t wait to explore your passions and interests. Do them now. If that isn’t possible, examine how your life is structured and begin to build a life filled with intentionality. Build connections and community based on your interests. Listen in to learn how you can create a rich life now without waiting until retirement. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MANPRACTICAL PLANNING SEGMENT
LISTENER QUESTIONS
TODAY’S SMART SPRINT SEGMENT
Resources Mentioned In This EpisodeDesigning Your Dream Life with Arthur Brooks Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center |
Wed, 21 February 2024
Over these past few weeks, we have been discussing the FIRE movement with Kevin Sebesta, a coach in the RRC who achieved FIRE some time ago and has been rocking retirement ever since. This week Kevin helps me explore the challenges that retiring early can bring. Listen in to hear if these are similar to the issues you face in retirement. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MANPRACTICAL PLANNING SEGMENT
LISTENER QUESTIONS WITH ANDY PANKO
TODAY’S SMART SPRINT SEGMENT
Resources Mentioned In This EpisodeRetirement Planning Education podcast Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center |
Wed, 14 February 2024
Now that we know what FIRE is, let’s learn the benefits. In this episode of Retirement Answer Man, Kevin Sebesta joins me to discuss the benefits of FIRE. Afterward, Mark Ross comes aboard to noodle on why creativity is important in retirement. And finally, Taylor Schulte from the Stay Wealthy podcast helps me answer some listener questions. Don’t miss out on this informative episode! OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MANPRACTICAL PLANNING SEGMENT
BRING IT ON WITH MARK ROSS
LISTENER QUESTIONS WITH TAYLOR SCHULTE
TODAY’S SMART SPRINT SEGMENT
Resources Mentioned In This EpisodeThe Retirement Podcast Network BOOK - Coaching Beyond Words by Anna Sheather BOOK - How to Think Like Leonardo DaVinci by Michael Gelb BOOK - Atomic Habits by James Clear PODCAST - Choose FI PODCAST - Catching Up to FI BOOK - The 100-Year Life by Andrew Scott and Lynda Gratton BOOK - The Second Mountain by David Brooks Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center |
Wed, 7 February 2024
Have you heard of the FIRE movement? It’s become increasingly popular in the past few years. Even if you are technically too old to retire early, there is something we can all learn from FIRE seekers. In this episode, Kevin Sebesta, a real live FIREer joins me to discuss what FIRE is, how he achieved it, and what people who retire early do with their time. Make sure to stick around for the Bring It On segment with Dr. Bobby Dubois to learn whether supplements are worth the time and money we spend on them. Dr. Bobby helps us develop a framework for deciding whether supplements are right for us. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MANWHAT I READ IN JANUARY
PRACTICAL PLANNING SEGMENT
BRING IT ON WITH DR. BOBBY DUBOIS
TODAY’S SMART SPRINT SEGMENT
Resources Mentioned In This EpisodeBOOK - Scarcity Brain by Michael Easter BOOK - Moby Dick by Herman Melville BOOK - The Eye of the World by Robert Jordan Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center |
Wed, 31 January 2024
How do you manage a joint cash flow with separate assets? In addition to discussing Mark and Mary’s situation, today I chat with Kay about how she and her husband handled finances with their late in life marriage. Kay gives us some insight on how to manage finances in a financially unbalanced relationship. You’ll appreciate her perspective on how to manage the household cash flow when you haven’t always been married. Make sure to stick around to hear an update from Sam, our single Retirement Plan Live case study from 2018. She’ll let us know how she’s been doing, what has surprised her about retirement, and whether her retirement plan has changed. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MANRETIREMENT PLAN LIVE
CATCHING UP WITH SAM FROM THE 2018 RETIREMENT PLAN LIVE
TODAY’S SMART SPRINT SEGMENT
Resources Mentioned In This Episode2018 Retirement Plan Live with Sam 219, 220, 221, 222, 223 Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center |
Wed, 24 January 2024
We’re back with Retirement Plan Live to explore how two adults who married later in life can share their resources as they age. Last week we looked at their goals both individually and together and today we’ll do the same with their resources. Listen in to hear the different ways that older adults who come together later in life can pool their resources so they can rock retirement. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MANRETIREMENT PLAN LIVE
BRING IT ON WITH MARK ROSS
TODAY’S SMART SPRINT SEGMENT
Resources Mentioned In This EpisodeBOOK - Who Do You Want to Be When You Grow Old? by Richard Leider and David Shapiro BOOK - The Comfort Crisis by Michael Easter Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center |
Wed, 17 January 2024
Do you like lemonade? If so, you won’t want to miss out on the lemonade I make on today’s episode. We’re discussing goals on this episode of the Retirement Plan Live series and we get to catch up with Lori from the 2017 Retirement Plan Live. Find out what she is up to and how to work through shared and separate goals in retirement. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MANRETIREMENT PLAN LIVE
CATCHING UP WITH LORI FROM THE 2017 RETIREMENT PLAN LIVE
TODAY’S SMART SPRINT SEGMENT
Resources Mentioned In This Episode2017 Retirement Plan Live with Lori and Bruce 193, 194, 195, 196 Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center |
Wed, 10 January 2024
If you’re married, do you have retirement planning meetings? If you’re single do you plan a time to meet with yourself to plan your retirement? What or whom do you use as a sounding board? In this Retirement Plan Live, we’re getting to know Mark and Mary–two lovely people who have found each other later in life. This mature newlywed couple is trying to iron out the details of their finances. Sit back and enjoy this episode where we meet Mary and learn about her story and the financial challenges she and Mark are facing in their new marriage. As you listen to Mark and Mary’s story maybe you can use it to frame your own retirement planning conversation. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MANA BIT OF HOUSEKEEPING
MEET MARY
BRING IT ON WITH KEVIN LYLES
TODAY’S SMART SPRINT SEGMENT
Resources Mentioned In This EpisodeBOOK - One Flew Over the Cuckoo’s Nest by Ken Kesey BOOK - Name of the Wind by Patrick Rothfuss BOOK - The Wise Man’s Fear by Patrick Rothfuss Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center |
Wed, 3 January 2024
Today you’ll meet Mark–half of our newest case study for Retirement Plan Live. Mark and Mary are a year and a half into their new marriage and are trying to figure out how to plan the rest of their lives. On this episode, you’ll learn about Mark and his aspirations and concerns for their life together. In the next episode, you’ll meet Mary, in week three we’ll discuss their goals, the following week we’ll look at their resources, and finally, we’ll see how they manage their cash flow and learn who pays for what. Make sure that you’re signed up for the live webinar on February 1 at 7 pm CST. In this webinar, you’ll get to see how everything panned out for Mark and Mary. To sign up, head on over to LiveWithRoger.com and mark it on your calendar. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MANMEETING MARK
BRING IT ON WITH DR. BOBBY DUBOIS
TODAY’S SMART SPRINT SEGMENT
Resources Mentioned In This EpisodeBOOK - Outlive by Peter Attia Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center |
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