#22 Invest Wisely: LPL's Investor's Almanac: Mid-Year Outlook [Podcast]

This week I speak with Burt White, Chief Investment Officer of LPL Financial. Burt and I discuss LPL's mid-year outlook titled The Investor's Almanac.

PodcastsRoger WhitneyJuly 21, 2014Burt White, economy, trust

#21 How to Accept the Worry and Start Planning for Retirement [Podcast]

I talk to a lot of people about retirement. Not only clients but most everyone I meet over age 50. I'll always ask them what their #1 thought is on retirement. I've learned a lot from this exercise. The most important thing I've learned is that people worry about retirement....a lot!

PodcastsRoger WhitneyJuly 14, 2014uncertainty

#20 Unwrapping Medicare: The Basics [Podcast]

This week I talk with Misty Kimbrough, a local insurance expert about the basics of Medicare. She outlines the basic parts of Medicare and the 3 most common missteps people make when planning medicare benefits for retirement.

PodcastsRoger WhitneyJuly 7, 2014

#19 Hate Keeping a Monthly Budget? Here's an Easier Way [Podcast]

Yes, I know that keeping a monthly budget is personal finance 101. Over the years I've tried, repeatedly, to track every expense in a monthly budget. Each time I failed after a few months. It's just too much work. I have better things to do than be a part-time bookkeeper.

PodcastsRoger WhitneyJune 30, 2014budget

#18 Deal with Death By Celebrating Life [Podcast]

In this podcast, I share my thoughts on my sister's choice and one way you can deal with death by celebrating life.

PodcastsRoger WhitneyJune 23, 2014celebration of life

#17 How to Manage Your Cash Flow During Retirement [Podcast]

How to manage cash flow during retirement is probably the question I am asked most often.

PodcastsRoger WhitneyJune 16, 2014cash flow

Episode #16 Second-Act Careers: The Benefits of Working During Retirement [Podcast]

Working during retirement could be the best thing you do to find meaning, stay healthy and earn money while doing what you love.

PodcastsRoger WhitneyJune 9, 2014Nancy Collamer, second-act careers

#15 Jeff Goins Doesn't Want You to Miss Out on Your Life [podcast]

In his latest book, "The In-Between: Embracing the Tension Between Now and the Next Big Thing" Jeff reminds himself and us that most of our lives are spent "in-between" the big things. It is in these moments we can find opportunities to live more fully.

PodcastsRoger WhitneyJune 2, 2014Jeff Goins, social security

#14 Jon Chevreau: Discusses His Book Findependence Day and Host Roger Whitney Talks About a Recent Cyber Attack on His Practice [podcast]

Jon Chevreau’s book, Findependence Day, is a great gift that teaches important financial lessons within an interesting fictional story of a young couple walking through life.

PodcastsRoger WhitneyMay 26, 2014Jon Chevreau

#13 How to Plan for Housing During Retirement [Podcast]

Kathleen Pritchard, Managing Director with Legg Mason, talks with host Roger Whitney about the importance of planning ahead for housing during retirement.

PodcastsRoger WhitneyMay 19, 2014housing, Kathleen Pritchard

#12 Do You Have a Question About How to Plan for Retirement? [Podcast]

PodcastsRoger WhitneyMay 12, 2014listener questions

Episode #11 Do You Make These Mistakes When You Invest? [Podcast]

In this week's episode, I speak with Weston J. Wellington a Vice President with Dimensional Fund Advisors about how you can make smarter investment decisions and possibly improve your investment success. Mr. Wellington is an expert in behavioral finance and investing with over 35 years of experience in the investment industry.

PodcastsRoger WhitneyMay 5, 2014Weston J- Wellington

#10 How to Plan Your Walt Disney World Vacation with Lou Mongello [Podcast]

If you’re planning on visiting Walt Disney World this year, you’re going to love this week’s podcast. I speak with Lou Mongello, an internationally recognized expert on the Walt Disney World Resort.

PodcastsRoger WhitneyApril 28, 2014Lou Mangello, Disney World

Episode #9 How to Pay for College with Celest Horton [Podcast]

This week I interviewed Celest Horton from How to Pay For College HQ to learn about great resources available to help parents pay for college.

PodcastsRoger WhitneyApril 21, 2014college, Fafsa, Student Loan, Celeste Horton

Episode #7 10 Things to Consider BEFORE You Purchase a RV [Podcast]

An RV, boat and other recreational vehicle can be great tool to help create great family experiences. In the dozen or so times we used our RV, our family had a blast. In fact, I was going to post a campfire picture, but it's been so long, I can't find any.

PodcastsRoger WhitneyApril 7, 2014RV

Episode #6 Finding a Financial Advisor: 15 Questions to Ask a Financial Advisor Candidate [Podcast]

In this special mid-week edition, host Roger Whitney gives you a framework for how to interview financial advisor candidates and 15 questions you should ask to help choose the right one.

PodcastsRoger WhitneyApril 2, 2014

Episode #5 Do I Have Enough Money to Maintain My Lifestyle in Retirement? [Podcast]

This Week, Roger Whitney introduces a new service YOU ASK I ANSWER, where you can ask your retirement planning questions and receive a response.

PodcastsRoger WhitneyMarch 31, 2014

Episode #4 Invest in Your Health: The Financial Benefits of Living Healthy in Retirement [Podcast]

Investing in your health may be the best investment you can make to live well in retirement.

PodcastsRoger WhitneyMarch 24, 2014Healthcare

Episode #3 Rethinking Amazon Prime & The Importance of the Emergency Fund [Podcast]

In this week's PLAN WELL INVEST WISELY podcast, we talk about Amazon Prime's recent price increase and how having a funded emergency fund helps you make smarter financial decisions.

PodcastsRoger WhitneyMarch 17, 2014Amazon Prime, spending

#2: How to Use Your Net Worth Statement to Manage Your Financial Life [Podcast]

Do you struggle to make financial decisions because you can't get a handle on all the complexities of your life? In this episode's PLAN WELL segment, I show you how to use a net worth statement to make more informed financial decisions.

PodcastsRoger WhitneyMarch 11, 2014net worth statement

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