The Retirement Answer Man® Show

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

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#33 5 Steps to a Healthier Life [Podcast]

Not living a healthier life can be costly as you age. USA Today recently reported that the top retirement concern for people over age 50 is healthcare costs. In fact growing older and being unhealthy can be financially disastrous. It just makes sense, to take a proactive approach to investing in your health.

PodcastsRoger WhitneySeptember 29, 2014Corbin Links, Healthcare, healthy life, Survivor Benefits

#32 Career Pivot: How to Change Careers When You're in Your 50s

Most of us are in careers that we were trained to do. Not careers that centered on our talents. After college, we start work and our careers generally progress on their own without much intentional direction from us. If you're in your 50s and this fits you, it's not too late to begin to pivot your career towards something you have natural talents for. In this episode, Career Pivot's Marc Miller outlines how to start your pivot.

PodcastsRoger WhitneySeptember 22, 2014baby boomer, Marc Miller

#31 What You Can Learn From the Retiree Next Door [podcast]

Wouldn't it be great to learn about retirement from those that have retired successfully? Here's your chance. Today at FinCon, the National Conference for Money Media, moneytips.com is releasing the book, The Retiree Next Door. The best part is you can get it for free.

PodcastsRoger WhitneySeptember 18, 2014retiree next door, Michael Dubrow

#30 How to Invest in Your Marriage with Jackie Bledsoe [podcast]

In my 23 years of marriage, there were times my wife and I drifted apart. It's easy to do. Work, kids, hobbies, etc. just make life hectic at times. We eventually learned to be intentional about nurturing our marriage. Jackie Bledsoe has had the same experience. In this episode, we discuss how to best invest in your marriage.

PodcastsRoger WhitneySeptember 15, 2014bear market, Jackie Bledsoe, marriage

#29 Should I Convert to a ROTH IRA? A Talk with Ed Slott [Podcast]

Taxes suck. They erode away your income, savings and investments. One strategy to maximize your retirement savings is to convert your IRA to a ROTH IRA. ROTH IRAs are a powerful tool to help you do this but there are lots of tax and planning issues to consider first.

PodcastsRoger WhitneySeptember 8, 2014401(k), dividends, Ed Slott, taxes

#28 4 Strategies for Beating Retirement Planning Stress [Podcast]

Stressed about planning for retirement??? You're not alone. Most of us (including me) freak out when we look at what it could take to provide for our family in retirement. Don't believe all the statistics; you can take control.

PodcastsRoger WhitneySeptember 1, 2014budget, investing, net worth

#27 Screw Retirement Goals, Here's a Better Way [Podcast]

In this episode I'll explore the problems with setting retirement goals and offer a better way to plan.

PodcastsRoger WhitneyAugust 26, 2014house fire

#26 What You Need to Know Before Investing in Real Estate [Podcast]

If you chose to invest in real estate as part of your retirement plan, you better understand what you're signing up for.

PodcastsRoger WhitneyAugust 19, 2014Good to Great, Great By Choice, Jim Collins

#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

#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

#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

#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

#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