#615 - Retirement Goal Case Study PodcastsRoger WhitneyOctober 29, 2025retirement goals, hierarchy of needs
#614 - How to Navigate Goals as Life Unfolds PodcastsRoger WhitneyOctober 22, 2025retirement goals, Dr. Bobby DuBois
#613 - Setting Retirement Goals: Building Agile Retirement Goals PodcastsRoger WhitneyOctober 15, 2025retirement goals, rollover, COLA, social security, medicare
#612 - Setting Retirement Goals: The Paradox of Knowing What You Want PodcastsRoger WhitneyOctober 8, 2025retirement goals
#611 - Simple Isn't Easy - Carl Richards on Life and Retirement PodcastsRoger WhitneyOctober 1, 2025Carl Richards, elegant simplicity, decision making
#610 - The Difference Between an IRS Late Payment Penalty and Interest PodcastsRoger WhitneySeptember 24, 2025taxes, Erin Coe, Roth conversion, IRA distribution
#609 - How to Read Your Social Security Statement PodcastsRoger WhitneySeptember 17, 2025social security
#608 - Don't Get Cute with Your Retirement Investments PodcastsRoger WhitneySeptember 10, 2025Peter Lazaroff, investing
#607 - Navigating Medicare in 2025 PodcastsRoger WhitneySeptember 3, 2025Medicare, Boomer Benefits, Danielle K. Roberts, medicare part d
#606 - Should I Do a "Free" Retirement Analysis PodcastsRoger WhitneyAugust 27, 2025retirement analysis, free offers
#605 - Direct Indexing vs. Mutual Fund or ETFs PodcastsRoger WhitneyAugust 20, 2025direct indexing, mutual funds, ETFs
#603 - How to Choose a Retirement Coach PodcastsRoger WhitneyAugust 6, 2025retirement coach, moving assets, rule of 55, inherited IRA, Kevin Lyles
#602 - Replay: How to Manage Your Scarcity Brain PodcastsRoger WhitneyJuly 30, 2025Retirement spending, overcoming frugality, Michael Easter, scarcity, comfort crisis
#601 - Replay: Overcoming Frugality in Retirement with Dr. Dan Crosby PodcastsRoger WhitneyJuly 23, 2025Daniel Crosby, Retirement spending, overcoming frugality
#600 - Replay: My Experience Moving to a Retirement Community PodcastsRoger WhitneyJuly 16, 2025The Villages, retirement community, relocating, where to live
#599 - Replay: The State of Retirement Planning with Michael Kitces PodcastsRoger WhitneyJuly 9, 2025Michael Kitces, risk tolerance, retirement planner, decision making
#598 - Replay: How To Retire With Christine Benz PodcastsRoger WhitneyJuly 2, 2025Christine Benz, tips, Fritz Gilbert
#597 - I Just Lost My Job - Can I Retire Now PodcastsRoger WhitneyJune 25, 2025travel, losing your job, job loss, case study
#596 - How to Quality Check Your Retirement Plan PodcastsRoger WhitneyJune 18, 2025retirement plan, quality check, travel, RV, plan of record
