The Retirement Answer Man® Show

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#369 - What to Do in the 5 Years Before Retirement: On Your Mark, Get Set, Go - Your Non-Financial Pit Strategy

#369 - What to Do in the 5 Years Before Retirement: On Your Mark, Get Set, Go - Your Non-Financial Pit Strategy

Are you trying to gain the confidence you need to rock retirement? If so, you’re in the right place. Welcome to the Retirement Answer Man show, you’ve joined the second episode in a 5-week series geared toward those who are within 5 years of retirement. If you’d like to listen to the first episode of this series head on over to episode 367.

The purpose of this series is to get you to start thinking about the things in the financial realm to prepare yourself for this monumental life transition. Most blogs, podcasts, and other retirement resources focus on the retirement sizzle -- this series will serve you the steak. Press play if you are ready to build a strong foundation to rock retirement.

PodcastsRoger WhitneyMarch 17, 20215 years before retirement, personal values, life purpose, annuities, HSA

#368 - On Your Mark, Get Set, Go! What to Do in the 5 Years Before Retirement - Your Financial Pit Strategy;

#368 - On Your Mark, Get Set, Go! What to Do in the 5 Years Before Retirement - Your Financial Pit Strategy;

Are you trying to gain the confidence you need to rock retirement? If so, you’re in the right place. Welcome to the Retirement Answer Man show, you’ve joined the second episode in a 5-week series geared toward those who are within 5 years of retirement. If you’d like to listen to the first episode of this series head on over to episode 367.

The purpose of this series is to get you to start thinking about the things in the financial realm to prepare yourself for this monumental life transition. Most blogs, podcasts, and other retirement resources focus on the retirement sizzle -- this series will serve you the steak. Press play if you are ready to build a strong foundation to rock retirement.

PodcastsRoger WhitneyMarch 10, 20215 years before retirement, Retirement plan of record

#367 - On Your Mark, Get Set, Go! What to Do in the 5 Years Before Retirement - Start Your Engines

#367 - On Your Mark, Get Set, Go! What to Do in the 5 Years Before Retirement - Start Your Engines

Do you want to have the confidence to truly rock retirement? Are you within 5 years of retirement? If so, this is the series for you. Over the next 5 episodes, we’ll explore what you should be focused on in the years leading up to retirement. Are you ready to get started? Press play now!

PodcastsRoger WhitneyMarch 3, 20215 years before retirement, Roth, Rock Retirement Club

#366 - Let’s Get Physical - Creating Your Health Action Plan

#366 - Let’s Get Physical - Creating Your Health Action Plan

Over the past 3 episodes, we have been talking about different ways that you can improve your health in retirement. Today you’ll take action. Choose the habits you want to build and learn how to actually build these habits and set yourself up for success. Learning about health and nutrition is one thing, but taking action is something else entirely. Press play so you don’t miss out on these tips to learn how to create and stick with healthy habits.

PodcastsRoger WhitneyFebruary 24, 2021let's get physical, healthy habits, Kevin Lyles

#365 - Let’s Get Physical - 5 Tips for Excellent Nutrition

#365 - Let’s Get Physical - 5 Tips for Excellent Nutrition

If you are interested in living a healthy life you have to consider the food that you put into your body. The food you consume fuels your body and shapes your life. On this episode of Retirement Answer Man, you’ll learn 5 tips for ensuring excellent nutrition. You’ll also discover a few resources that can help you improve your thinking around nutrition. Grab your headphones and dive into this episode so that you can rock retirement by living a healthy life.

PodcastsRoger WhitneyFebruary 17, 2021nutrition, let's get physical, Tanya Nichols, diet

#364 - Let’s Get Physical: Maintaining Your Strength and Mobility

#364 - Let’s Get Physical: Maintaining Your Strength and Mobility

To rock retirement, you have to have the right tools, and the most important tool you have is your body. To keep up your strength and mobility your body needs to be fine-tuned. On this episode of Retirement Answer Man, we continue discussing your physical health. You’ll learn what you can do to maintain your strength and mobility so that you can rock retirement.

PodcastsRoger WhitneyFebruary 10, 2021exercise in retirement, let's get physical, mobility, Tanya Nichols, functional health

#363 - Let’s Get Physical: The Importance of Healthy Habits

#363 - Let’s Get Physical: The Importance of Healthy Habits

Good health is not something you can buy, but it can be an important savings account for your future. Over the course of the next 4 episodes, we will focus on how to stay healthy and fit in retirement. We’ll discuss exercise, mobility, and nutrition. In the final episode of the Let’s Get Physical series, you’ll learn how to create an action plan to build and maintain healthy habits throughout retirement. Press play to get started on creating a healthy life.

PodcastsRoger WhitneyFebruary 3, 2021healthy habits, let's get physical, HSA, ETFs, mutual funds

#362 - Retirement Plan Live 2021 - Unexpected Retirement: Discovering a New Identity and Purpose

#362 - Retirement Plan Live 2021 - Unexpected Retirement: Discovering a New Identity and Purpose

This is it -- the last episode of Retirement Plan Live 2021! We have walked Trish through her unexpected retirement to see if she has what it takes to build the retirement of her dreams. Over the past 4 episodes, we have gotten to know Trish and her situation. We have taken an in-depth look at her goals, resources, and net worth to help her assess whether she is ready to retire. If you would like to start this series from the beginning, head back over to episode 359, if you’ve already listened then press play now.

PodcastsRoger WhitneyJanuary 27, 2021retirement plan live, RPL, Trish, unexpected retirement, laid off

#361 - Retirement Plan Live 2021 - Unexpected Retirement: Counting It Up - Trish’s Resources

#361 - Retirement Plan Live 2021 - Unexpected Retirement: Counting It Up - Trish’s Resources

Last week in Retirement Plan Live, Trish dreamed up big dreams for her retirement. In this episode, we are going to outline her resources to see if she has the ability to fund those dreams. Organizing your resources is an important step in retirement planning. Listen in to learn how important it is to plan what you want to use your resources for, and let’s see if Trish has what it takes to build her retirement dreams.

PodcastsRoger WhitneyJanuary 20, 2021retirement plan live, RPL, Trish, unexpected retirement, social capital, human capital, financial capital, laid off

#360 - Retirement Plan Live 2020: Unexpected Retirement - Trish and Lynn’s Retirement Goals

#360 - Retirement Plan Live 2020: Unexpected Retirement - Trish and Lynn’s Retirement Goals

Welcome to week 2 of Retirement Plan Live 2021! Last week, in episode 359, you got to meet Trish who was unexpectedly laid off last year. She had been hoping to retire within 5 years, but with this layoff, she is exploring the idea that maybe she can retire now. Over the next few episodes, we will walk her through the steps I take with clients to create and test a retirement plan.

PodcastsRoger WhitneyJanuary 13, 2021retirement plan live, RPL, Trish, unexpected retirement, laid off, pie cake

#359 - Retirement Plan Live 2021: Unexpected Retirement - Trish Lost Her Job!

#359 - Retirement Plan Live 2021: Unexpected Retirement - Trish Lost Her Job!

Welcome to the Retirement Answer Man show, this month we’ll be doing a Retirement Plan Live! The Retirement Plan Live series allows you to take an in-depth look at a person’s goals, resources, and net worth to determine whether they are ready to retire. At the end of the month, on Thursday, January 28th, we will wrap it all up with a live webinar that you can join to see how their retirement plan works out.

PodcastsRoger WhitneyJanuary 6, 2021retirement plan live, unexpected retirement, RPL, Trish, Sam, laid off

#358 - The Parent Project: 5 Tips for Managing Your Parents’ Finances

#358 - The Parent Project: 5 Tips for Managing Your Parents’ Finances

Today we finish up The Parent Project. This has been an important theme to tackle and fortunately, we had 5 weeks to spend learning how we can help our parents age gracefully.

To wrap up The Parent Project, Christine Benz from Morning Star joins me to discuss how you can help manage your parents’ finances. Not only is Christine a financial expert, but she has had firsthand experience taking the reins of her parents’ finances.

PodcastsRoger WhitneyDecember 30, 2020parent project, Christine Benz, Carl, Fritz Gilbert

#357 - The Parent Project: When, What, and How to Take Over When the Time Comes

#357 - The Parent Project: When, What, and How to Take Over When the Time Comes

There may come a time in your parents’ life (and in your own) when they begin to lose their agency. They may no longer have the ability to act upon their own path. Do you know what steps to take if that happens?

In this episode of Retirement Answer Man, we’ll investigate when, what, and how to take over when the time comes. Today, I have 2 guests joining me who will share their firsthand experience with the process of caring for a parent.

Join me for the 4th installment of the Parent Project series. If you haven’t listened to the first 3 be sure to check those out when you’re done with this one.

PodcastsRoger WhitneyDecember 23, 2020guardianship, power of attorney, parent project, Naomi Karp

#356 - The Parent Project: Organizing Your Parents’ Finances and Estate Plan

#356 - The Parent Project: Organizing Your Parents’ Finances and Estate Plan

Welcome to the third installment of the Parent Project series. As your parents age, they may need you to pick up the reins and help out a little -- or a lot. Helping your parents get older with grace and dignity can be fulfilling, but at the same time challenging. The more prepared you are for this challenge the easier it will be.

PodcastsRoger WhitneyDecember 16, 2020parent project, preparation

#355 - The Parent Project: How to Have the Talk with Your Parents (and Siblings)

#355 - The Parent Project: How to Have the Talk with Your Parents (and Siblings)

Have you had the talk with your parents or loved ones? You know the one. Maybe it pertains to their driving or their finances, or it could be about their health or living situation. Whatever the conversation is about; it is uncomfortable for everyone involved.

What if there was an easier way that you could address these subjects with your parents? On this episode of Retirement Answer Man, you’ll learn how you can talk to your parents or loved ones about the matters that are so important to discuss as they age.

PodcastsRoger WhitneyDecember 9, 2020parent project, aging, caregiver

#354 - The Parent Project: 6 Ways Aging Parents Can Impact Your Retirement

#354 - The Parent Project: 6 Ways Aging Parents Can Impact Your Retirement

Over the next 5 episodes, we’ll be tackling an important series that I call The Parent Project. No parent wants to be a burden to their children, but as longevity increases with advances in healthcare, your parents may need you to help them out as they age. Are you helping to care for a parent or an aging family member?

My goals for this series are to help you help a parent prepare for this stage of life, to help you prepare for this stage in your own life, and to share bits of wisdom along the way. You won’t want to miss this pertinent series, so press the play button now!

PodcastsRoger WhitneyDecember 2, 2020longevity, aging, parent project

#353 - What Are the Chances We Have a Market Crash, and How Do I Protect Myself?

#353 - What Are the Chances We Have a Market Crash, and How Do I Protect Myself?

This is a time of year when many people give thanks for what they have. On this episode of Retirement Answer Man, I explore the definition of thankfulness and gratitude with our Rock Retirement Club retirement coach, BW. He even brings us 5 tips that can help us to cultivate gratitude on a regular basis.

Tanya Nichols joins me again to help answer listener questions. You’ll learn what you can do if you are worried about a market crash, what to do if you think you are too old for long-term care insurance, and we’ll discuss Roth conversions from a 403B. Press play now to join me to hear the answers to listener questions and more.

PodcastsRoger WhitneyNovember 25, 2020stock market, Tanya Nichols, Kevin Lyles

#352 - How Do I Stop Feeling Guilty About Success So I Can Enjoy Retirement?

#352 - How Do I Stop Feeling Guilty About Success So I Can Enjoy Retirement?

There are so many things to take care of in retirement. It can all feel overwhelming. Many people worry about their jobs, the state of the world, retirement, and their uncertain future. On this episode of Retirement Answer Man, you’ll learn what you can do to ease your worries about the unknown as well as discover the answers to questions from listeners like you. Join Tanya Nicols and me as we answer questions about an early retirement package, what to do when you have a significant portion of your net worth in one stock, and how to use second to die life insurance.

PodcastsRoger WhitneyNovember 18, 2020Tanya Nichols, worry, early retirement package

#351 - How Do I Use an HSA for Retirement Healthcare Costs?

#351 - How Do I Use an HSA for Retirement Healthcare Costs?

Do you use an HSA? If not, you may want to start one after listening to this episode. Find out how you can use an HSA to help lessen healthcare costs in retirement and stick around to hear the answers to listener questions on this episode of Retirement Answer Man.

Are you trying to figure out how to deal with an unexpected retirement? Would you like to come on the show? We are looking for a volunteer for the next Retirement Plan Live coming up in January. If you would like some help in navigating your unexpected retirement head on over to RogerWhitney.com/rpl to put your name in the hat and potentially become our next case study for Retirement Plan Live.

PodcastsRoger WhitneyNovember 11, 2020HSA, listener questions, 1099, Roth