#467 - Should I Take My Pension Lump Sum Now or Wait?

This is our last episode of 2022, so naturally, there will be a bit of reflection alongside the practical planning and your listener questions. Kevin Lyles also joins me in the Coach’s Corner to discuss living your best life in retirement.

Let’s noodle on what it means to live authentically and discover the answers to some fantastic questions that will help guide you on your retirement journey. Stick around until the end of the episode to hear my word for 2023 and how I plan to review my year.

PodcastsRoger WhitneyDecember 28, 2022listener questions, pension, Kevin Lyles, social security, IRA

#431 - Are Interest Rate-Hedged ETFs a Good Investment Right Now?

Today we are continuing our month-long series of listener questions. On this episode, you’ll hear questions about Roth conversions, interest rate-hedged ETFs, pension payments, and the value of dividends as a source of income in retirement. If you are ready to gain the wisdom that you need to rock retirement, press play now.

#403 - Listener Questions: I have Roth Conversion Questions!

Roth conversions, HSAs, pension choices, risk management: these are the topics of today’s listener questions.

Susan, Gina, IM, and Daniel all submitted their questions to me via RogerWhitney.com/AskRoger and you can too! If you have any retirement questions, or even if you simply want to leave a comment about the show, click on the link to present your question.

Whether you are looking to learn more about HSAs, Roth conversions, or evaluate your pension choices, listening to other listeners’ questions can help you learn how to frame your own questions and consider your options by always keeping your goals in mind.

PodcastsRoger WhitneyOctober 22, 2021listener questions, Roth, HSA, pension, risk management

#382 - Listener Questions: How Do I Account for My Pension on a Net Worth Statement?

You’ve got retirement questions; I’ve got answers. This month I’m tackling your listener questions. I’m also taking time to reflect on random thoughts I have about the retirement scene. Join me for this laid-back month with no set theme to learn the answers to questions from listeners like you.

PodcastsRoger WhitneyJune 16, 2021listener questions, pension, financial advisor, timeframe, pie cake

#350 - Listener Questions: How Can We Enjoy Life Now and Be Okay When We’re Older?

November is finally here. That means it’s time for listener questions. This month is my planning month where I take the time to map out the next year so that I’m not just drifting along. I try to be intentional about where the show is going and where my practice and life are going too. Listen in to hear what’s in store for 2021 on the Retirement Answer Man and find out the answers to several listener questions.

PodcastsRoger WhitneyNovember 4, 2020listener questions, balance, retirement planning, social security, pension

#303 - Travel in Retirement: Creating a Budget

If you want to travel in retirement then you’ll have to go about creating a budget first. In this episode of Retirement Answer Man, I’ll walk you through the basics of creating a travel budget. You’ll learn how to categorize the types of travel you envision and then you’ll discover how to break down your expenditures. Check out this episode to get into the traveling mindset so that you can travel without the worry that you’re doing something you can’t afford.

PodcastsRoger WhitneyDecember 11, 2019travel, listener questions, 401(k), pension

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