#46 Lady J Can Help You Get Unstuck in 2015 [Podcast]

It's New Year's Eve and I've got two important items to help you create a great year in 2015. So let's get to it.

PodcastsRoger WhitneyDecember 31, 2014Lady J

#45 Can Carl Retire? See the Retirement Planning Process in Action

One of the most common comments I get from readers is how hard it is to get straight answers to their most important retirement planning questions. "When can I retire?" "What lifestyle can I expect?" "Will I run out of money?" What am I missing???"

PodcastsRoger WhitneyDecember 29, 2014retirement plan live, RPL, Carl

#44 How to Launch Yourself to a Great Retirement [Podcast]

"Why won't someone give me a straight answer?" This is the comment I get most from listeners trying to find answers to their most pressing retirement planning questions. In 2015, I'm stepping up my game to help you find your answers so you can work towards your ideal retirement.

PodcastsRoger WhitneyDecember 24, 2014Stacking Benjamins, Carl, RPL, retirement plan live

#43 Stop Watching the Market and Create a Great Life [Podcast]

Stop watching the market and comparing your investment performance to some benchmark. Everyone does it (even most advisors) but does it really help you create a great life??? Of course it doesn't. So stop. Stop worrying about "keeping up with the market" and get down to the important work of creating a great life.

PodcastsRoger WhitneyDecember 17, 2014stock market

#42 7 Super Simple Tasks to Complete Before You Rock in the New Year [Podcast]

Yeah, there are lots of articles this time of year talking about year-end tasks to complete, but mine are Super Simple ones. Okay...maybe it's just my way of trying to sound different. Still, these ARE 7 relatively simple tasks that could make a big difference in your financial life (so indulge me).

PodcastsRoger WhitneyDecember 10, 2014tax planning, RMD, year-end tasks

#41 3 Habits to Help You Make Smart Money Choices [Podcast]

You'd think that with all the great information and tools available today that making smart money choices would be easy. The fact is, it's harder than ever before. We live in a world designed to get us to "buy now" or "avoid that." These messages are designed by savvy marketers to get us to take action when most of the time doing nothing is the best course to take.

PodcastsRoger WhitneyDecember 3, 2014investing, Planning

#40 How to Ride the Rapids Towards Retirement [Podcast]

Working towards retirement can feel like rafting a river full of dangerous rapids. This week I discuss how to "self rescue" if the rapids of life put you into the water.

PodcastsRoger WhitneyNovember 19, 2014

#39 7 Investing Lies We Tell Ourselves and How to Avoid Them

Many of us tell ourselves lies or believe "trues" that can be dangerous to our financial future. In this episode, I'll discuss 7 lies we tell ourselves about investing and how to avoid them.

PodcastsRoger WhitneyNovember 13, 2014investing, markets, mistakes

#38 My #1 Retirement Planning Tool to Help People Find Balance [Podcast]

I'm convinced that the most stressful part of planning for and living in retirement is that we don't know how to balance living well today while not sacrificing tomorrow. As a result, most of us live out of balance. In this episode, I talk about my #1 retirement planning tool to help find a delicate balance.

PodcastsRoger WhitneyNovember 5, 2014balance, taxes

#37 Kary Oberbrunner Wants You to Ignite Your Soul [Podcast]

Too many of us live in a prison within our mind. We are trapped by our past choices, not realizing that today, right now, we can start a new journey. If you feel stuck, you can create a new life. You can ignite your soul and live your own hero's journey.

PodcastsRoger WhitneyOctober 28, 2014Kary Oberbrunner

#36 7 Steps to Help Fight Through a Market Correction [Podcast]

You don't like to lose money. Nobody does. That's one reason it is so hard to stick to a long-term investment plan when we feel like we're getting punched in the face by the markets. In this episode, I discuss 7 steps to help you fight through a normal market correction.

PodcastsRoger WhitneyOctober 20, 2014bear market, budget, Jim Munchbach, Market Correction

#35 4 Benefits of Forest Fires and Market Corrections [Podcast]

Just as there are benefits to a forest fire, a market correction is an essential element of a strong economy and market.

PodcastsRoger WhitneyOctober 13, 2014Center for Retirement Research, downturn, economy, Kim Blanton

#34 Healthcare Options Before Age 65 [Podcast]

This week I talk with health insurance guru, Misty Kimbrough, about your healthcare options before age 65.

PodcastsRoger WhitneyOctober 6, 2014health insurance, Healthcare, Market Correction

#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