#25 How to Organize Your Financial Records [Podcast]

Last week, it took me 3 days to find a car title. My records are a mess. It's embarrassing. I work so hard to help keep my clients' financial lives in order and neglect my own record keeping.

PodcastsRoger WhitneyAugust 12, 2014financial records

How Much Do I Need to Retire?

"How Much Do I Need to Retire?" is the question a lot of us are afraid to ask. We're afraid because we think the "number" we'll be told to save will be impossible to achieve.

PodcastsRoger WhitneyAugust 7, 2014Money Mastermind

Want to Talk About How Much You Need to Retire?

Tonight I'll be joining the folks over at the Money Mastermind Show to discuss How much you need to retire.

blog postRoger WhitneyAugust 6, 2014Money Mastermind

#24 Strategies for Handling Market Corrections [Podcast]

Is the stock market correction here? In the last week of July, the S&P 500 index lost 2.7%. The worst weekly loss in over two years. It didn't take long for the sensationalist headlines to pop up.

PodcastsRoger WhitneyAugust 5, 2014stock market

#23 7 Ways to Screw Up Your Retirement [Podcast]

Poor planning or a big loss during retirement can ruin your financial security. In this episode, I discuss the most common retirement "screw ups" I've seen and how you work to avoid them.

PodcastsRoger WhitneyJuly 29, 2014estate plan, retirement mistakes

#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

Help Me Create Retirement 2.0

Over the next 18 years, every day 8,000 baby boomers will turn age 65. That's almost 3 million baby boomers per year. Just as baby boomers redefined politics, parenting and work, they are beginning to redefine retirement.

blog postRoger WhitneyJuly 1, 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

How Summer Camp Can Be a Great Investment for Your Retirement

A key part of my retirement plan is to raise our children to be INDEPENDENT.

blog postRoger WhitneyJune 27, 2014summer camp, parenting

#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

How My Sister's Death Became a Celebration of Her Life

Rather than a traditional funeral or remembrance event, my sister Barbara insisted on having a “Celebration of Life” picnic. Barbara's choice reflected how she chose to live her life. Upbeat, proactive, intentional, loving, connected. It was a wonderful gift to all of us.

blog postRoger WhitneyJune 20, 2014celebration of life

How to Plan Early to Care for Elderly Parents

Are you a baby boomer getting ready to enter the go-go years of retirement? If so, what is your plan to help care for your elderly parents?

blog postRoger WhitneyJune 19, 2014elder care, parents

#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

When Should I Take Social Security? [Reader Question]

"If my pension from work is enough to live on and still save some, should I take social security at age 62 or 66? Can’t decide whether taking the a 25% cut on my social security benefits to receive it now or wait till age 66 and get the full benefit".

blog postRoger WhitneyMay 29, 2014social 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

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

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