The Retirement Answer Man® Show

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

Find your favorite episode or topic by using the search box below!

#179 - A Simple Tool to Estimate Retirement Spending

Do you want to have a great retirement? Make sure you value the right things. It is possible to make a million dollars and feel poor, or to make $60K and live a rich and full life. On today’s episode, Jason Parker joins me to talk about how to calculate your retirement spending and make wise choices that will benefit you long-term in your retirement years. Listen in to learn about the new software tool that Jason has developed that helps with this process and to find out how you can get started on counting the cost of retirement.

PodcastsRoger WhitneyJuly 19, 2017budget, Jason Parker

Empty nest? Reimagine, rightsize and simplify your life

Retirement often comes with two of the most liberating words some people ever experience: “empty nest.” Those same two words turn other people’s formerly busy, fulfilling life into a personal dungeon of loneliness.

We’ll look at both sides of the coin on today’s podcast.

blog postRoger WhitneyJuly 17, 2017empty nest, reimagine retirement, rightsizing

#178 - The Science of Index-Based Asset Allocation

Today we’re going to talk about the science behind the fixed portion of your portfolio. Index-based investing is currently the popular way to manage this side of your investments. But remember, you want to “know what you own and know why you own it” (Peter Lynch). Listen to this episode and follow through with the 7-day goal to gain a better understanding of what you own and why!

PodcastsRoger WhitneyJuly 12, 2017asset allocation

How much insurance is too much before you retire?

In today’s podcast I’ll take you through a three a 3 step framework to determine how much insurance you need.

blog postRoger WhitneyJuly 10, 2017insurance

#177 - The 5 Ps of a Good Investment Philosophy

On this episode of The Retirement Answer Man, I’m going to walk you through “5 Ps” of a good investment philosophy that you need to consider in order to make the best choice for reaching your goals.

PodcastsRoger WhitneyJuly 5, 2017investing

Building your influence for good before retirement

Building your influence for good before retirement

In this week’s podcast, I share with you three secrets of influence that I’ve discovered that could help you if you’re trying to build your own influence before you retire.

blog postRoger WhitneyJuly 3, 2017building influence, building your influence, influence, investopedia, top 100 financial advisors, top financial advisors

#176 - The Role of Asset Allocation in Retirement Planning

In this episode on the role of asset allocation in retirement, I’ll talk about how we also need to break some of the rules to serve us in creating a great life.

PodcastsRoger WhitneyJune 28, 2017asset allocation

We’ve created a monster! What unchecked GDP growth could do to your retirement

In today’s podcast, what unchecked GDP growth could do to your retirement.

blog postRoger WhitneyJune 26, 2017gdp, gross domestic product

#175 - Market Forecasting: Who Can You Trust To Tell You What to Expect During Retirement?

How can you plan for retirement when you don’t know which market forecast to rely on? That’s the topic of this episode of The Retirement Answer Man.

PodcastsRoger WhitneyJune 21, 2017forecasting, stock market

The book that helped me save one couple from financial suicide

Today we discuss The Rational Optimist by Matt Ridley.

blog postRoger WhitneyJune 19, 2017rational optimism, Matt Ridley

#174 - Does the Institutional Approach to Asset Allocation For Retirement Work These Days?

On this episode, I’m going to take a fairly deep dive into the institutional approach to asset allocation that has been the basis for retirement planning for many years - and I think once you understand the premise behind it, you’ll see that it’s a bit antiquated for modern retirement planning purposes.

PodcastsRoger WhitneyJune 14, 2017asset allocation

Do this if you want to travel more in retirement

Global insurer Aegon recently released the results of a survey that revealed the top retirement aspiration worldwide was to travel. But something I’ve seen many times is that many retirees aren’t healthy enough to travel. Or worse, unexpected health care costs rob them of the funds to travel.

blog postRoger WhitneyJune 12, 2017health, travel

#173 - Investment Risk Management for Regular People

On this week’s episode of the Retirement Answer Man, we’ll talk about risk management, types of risk to watch out for, and why the common approach to managing risk might not be a good fit for you.

PodcastsRoger WhitneyJune 7, 2017investing, risk management

Why you don’t want a ‘smart’ retirement advisor

I work in a profession filled with smart people. But agility is more important than smarts when it comes to choosing a retirement advisor.

blog postRoger WhitneyJune 5, 2017agile retirement management

#172 - Building A Strong Foundation For Your Retirement Investments

Today we will look at why maintaining a strong investment foundation is so important as you enter retirement and what steps you can take to build it.

PodcastsRoger WhitneyMay 31, 2017401(k), can I retire

What millennials are doing right for retirement

Millennials see things differently. They save. But they do it with different goals in mind, on the whole.

blog postRoger WhitneyMay 29, 2017millenials, money management, YOLO, you only live once

#171 - J. David Stein on How Not To Gamble Your Retirement Away

PodcastsRoger WhitneyMay 24, 2017David Stein, investing

Compound interest for good decisions in retirement

If you want a retirement you can proudly call your golden years, that means making some choices earlier in life that lead you there. And they’re not all big decisions.

blog postRoger WhitneyMay 22, 2017compound interest

#170 - Learn From Your Mistakes To Create A Great Retirement

On this week’s episode, I will be answering several listener questions about dementia, HSA’s, and next level investing.

PodcastsRoger WhitneyMay 17, 2017assets, HSA, listener questions

Prioritizing to rock retirement (and avoid the top 5 end-of-life regrets)

Putting important, non-urgent things on the backburner too long will burn you in retirement. See, retirement isn’t just about finding some magic number that will sustain you through your golden years. It’s about intentionally creating a better life.

blog postRoger WhitneyMay 15, 2017priorities, regrets