#472 - How Do I Calculate the Decreased Social Security Benefit If I Retire Early

I’m excited about our newest segment, Bring It On with Kevin Lyles. The Bring It On segment will discuss mindset and other non-financial aspects of retirement.

In addition to our newest segment, today you’ll hear about the books I read in January and listener questions.

Learn how to calculate a decreased benefit when retiring early, which accounts to draw from to minimize taxes, how to manage 401Ks through a company transition, and what to consider when choosing a financial advisor.

Join me for this episode of Retirement Answer Man to explore the latest issues in retirement and beyond so that you can get ready to rock retirement.

#463 - Should I Pay Off My Mortgage or Invest?

There comes a time when retirement planning becomes retirement doing. Many people get stuck in that gap between knowing vs. doing. While it is important to learn what you can so that you can make educated decisions, you’ll want to build a foundation to give you the confidence to act. My goal is not only to teach you information but also to help you build the structure you need to go out and rock retirement.

On this episode, we’ll discuss how to close the knowing vs. doing gap, answer listener questions, and check out what Kevin has to say in the Coach’s Corner. Listen in to hear a clarification on Social Security and COLA, a new perspective on whether to purchase long-term care insurance and how to find a financial advisor who will simply answer questions. Stick around until the end to hear the Coach’s Corner segment with Kevin Lyles.

#441 - When Is It Time to Switch Advisors and More of Your Questions

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 questions about choosing a financial advisor, how to weather tumultuous financial markets, and using a Roth 401K. Learn what you can do in the midst of an uncertain future by pressing play.

Today we are defining legacy and noodling on what that means both financially and non financially. Next week, we’ll discuss the different strategies that you can use to leave a financial legacy, the following week we’ll explore non-financial legacies, and in the 4th episode of this series, you’ll learn how to create your own legacy strategy.

PodcastsRoger WhitneyJune 29, 2022financial advisor, investing, Kevin Lyles, 401k, market downturns

#382 - Listener Questions: How Do I Account for My Pension on a Net Worth Statement?

You’ve got retirement questions; I’ve got answers. This month I’m tackling your listener questions. I’m also taking time to reflect on random thoughts I have about the retirement scene. Join me for this laid-back month with no set theme to learn the answers to questions from listeners like you.

PodcastsRoger WhitneyJune 16, 2021listener questions, pension, financial advisor, timeframe, pie cake

#204 - Is Your Financial Advisor Worth the Cost?

In this episode, you will learn about an important tool to measure the overall cost of your financial advisor and some ways that your advisor may be helping you. These areas will help you see if he or she is providing the best value for your investment management.

PodcastsAaron GreenJanuary 17, 2018financial advisor

#203 - Why the Great and Powerful Oz Won’t Save Your Retirement

On this episode of Retirement Answer Man, we discuss the important questions. We will find out what you should really be asking yourself, your advisor, and your money! Grab a pencil and listen to this episode to get the answers to the questions that you really should be asking.

PodcastsAaron GreenJanuary 10, 2018financial advisor, shark ratio, sortino ratio

Your retirement planner is stealing from you—really!

Most financial planners tell you how big your nest egg will be while relying on big assumptions that tell you how well the stock market or how less risky investments will perform. Then they chain you to the results, only reacting when the assumptions change in a big way. These faulty assumptions disempower you. I don’t say this to rail on the industry; just to show you there is a better, more complete way.

#164 - My advisor stole my money! A simple way to avoid investment fraud.

Join me in this episode to hear my tips on how you can be confident you are working with a trustworthy advisor or find out if your current advisor is not what he seems.

PodcastsRoger WhitneyApril 5, 2017scam, financial advisor, fraud

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