The Retirement Answer Man® Show

Hitting the hot topics of life and retirement, right between the ears.

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#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

Should Older Baby Boomers Be Called Elderly???

Each day, for the next 19 years, approximately 10,000 baby boomers will turn age 65. Still, it just doesn't seem right that the Baby Boomer generation should be called elderly.

blog postRoger WhitneyMay 21, 2014

#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 #8 Lauren Gaggioli Discusses Preparing for the SAT and Selecting the Right College [Podcast]

In this Plan Well Invest Wisely podcast, I interview Lauren Gaggioli, founder of Higher Scores Test Prep. We discuss the importance of the SAT and how to help your child select the right school for them.

Roger WhitneyApril 13, 2014ACT, college, SAT, Lauren Gaggioli

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

Planning for Retirement? Don't Forget to Invest in Your Health

At 47, I am taking my health seriously. Some would say too seriously. I use a stand up desk at work. I use small weights when I'm on conference calls. When I sit, I sit on a stability ball. I eat (mostly) healthy. I exercise my mind.

blog postRoger WhitneyMarch 29, 2014diet, wellness, PreDiabetes Centers

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

4 Reasons I'm Rethinking Amazon Prime

Today’s announcement that Amazon Prime will now cost $99.00 annually has me considering not renewing the service. Oh, it’s not the cost of the service. Amazon Prime is a great bargain, even at $99.00 a year. My issues with Amazon Prime are more about me. Amazon Prime helps me overspend.

blog postRoger WhitneyMarch 13, 2014spending

#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

How Do You Navigate the Puzzle of Your Financial Life?

Most of us make decisions based on each opportunity or need as it presents itself. To make smart financial decisions, you need a clear understanding of the “opportunity cost” of other possible choices.

blog postRoger WhitneyMarch 10, 2014priorities

#1 Creating an ICE Plan and 4 Reasons Why You Should Ignore Market Predictions [Podcast]

Welcome to PLAN WELL INVEST WISELY, the podcast dedicated to helping you make smarter financial decisions so you can live well today without sacrificing tomorrow.

PodcastsRoger WhitneyMarch 4, 2014#1, episode 1, episode one, first show, ICE

1Password: How I Use a Password Manager to Simplify My Digital Life

In the beginning, remembering a couple of passwords to online accounts seemed easy. As my online presence grew, so did my list of usernames and passwords. Soon, easy became difficult. Even before difficult turned to unmanageable, I had a security problem.

blog postRoger WhitneyMarch 2, 2014password manager