If you want to rock retirement, you are in the right place.


Hey there!
I’m Roger Whitney.

I’ve guided hundreds of clients into their dream retirements and helped thousands more through my Retirement Answer Man podcast and Roger That! YouTube series.

I’ve been a Certified Financial Planner for more than 25 years, and I’m using every one of my credentials (CFP®, CIMA®, CPWA®, to name a few) to make sure people aren’t only planning for their strongest retirements, but also living their best lives along the way. 

Live well. Retire better. Start now.

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The best things in life are free.

I talk a lot about rocking retirement (I even wrote an entire book about it), but it manifests itself differently with every person. It’s the feeling of living and planning in a way that is completely in tune with who you are and what you love–with clarity, intention, and purpose.

It starts with the right resources. I offer several of them for free so that you don’t have to wait to start living and saving for your best life.

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The Podcast

Listen to the award-winning Retirement Answer Man podcast from the beginning or start with our most popular series packs.

If you aren't a podcast listener (yet), I invite you to listen to an episode the next time you are sitting in traffic or waiting for an appointment. You never know when you'll learn something that will change your life.


Experience our step-by-step

Retirement Planning Series

Retirement Plan Live 2017
Hear how Bill and Sally prepare for a long life together.
Start with Episode #54

Retirement Plan Live 2018
Follow Sam as she plans for a single retirement.
Start with Episode #219

Or jump right into

Popular Topics....

The Healthcare Before Medicare Series:
What you need to know to plan a healthy retirement.
Start with Episode #211

How to Invest for Retirement:
Our investment-specific series that continues to spark meaningful conversations.
Start with Episode #174


Roger does a phenomenal job of providing a holistic view of how to plan and think about retirement. He does much more than just provide some technical strategies and gets you to consider the different stages of retirement process from our working years to pre-tirement to full retirement. He loves what he does and it shows!
— J. McDowell, iTunes Review


A sight for sore finances.

My RogerThat! YouTube Channel is quickly becoming one of my favorite ways to talk about living with purpose, being healthy, and celebrating the time freedom we all deserve. It's short, sweet, occasionally funny, and always informative.

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Your page-by-page guide to the good life. 

I poured over 25 years of experience, anecdotes, tips and advice onto 231 pages so you can start living your best life and planning your best retirement right now

Join the conversation on social.

We’re all learning from each other, and I happily weigh in from time to time. We can’t wait to hear what you have to say.


Sign up now for our 6-Shot Saturday, and never miss an opportunity to #RockRetirement.

Want more? Read on.