Want to retire a year earlier? Maybe have a bigger lifestyle budget for travel? You might be able to if you change your relationship with your car.

PodcastsRoger WhitneyFebruary 25, 2015Carl, car, James Kinson, Bill and Sally

#53 What Do You See for YOUR Retirement?

Okay, you're planning for retirement, but what exactly are you planning for? I don't think most of us think about this. We work and save and work and save, but spend little time figuring out what we'll actually do when we retire.

PodcastsRoger WhitneyFebruary 18, 2015Tom Schwab, listener questions

#52 A Kitchen Table Talk with Carl & Jane About Retirement

I'm still amazed at the level of engagement and transparency "Carl" has had throughout the process of creating his retirement plan on the show. I'm just as amazed at how much the series has resonated with you, the listener. Your questions, comments, suggestions and thank yous made the series better.

PodcastsRoger WhitneyFebruary 11, 2015retirement plan live, RPL, Carl

#51 Listener Questions From the Can Carl Retire? Webinar

WOW, your response to the Can Carl Retire? series in January and last Friday's results webinar were off the charts. I received so many kind comments and sharp questions from you. In today's episode, I'll answer a portion of your questions and will get to more next week. Please keep them coming.

PodcastsRoger WhitneyFebruary 4, 2015retirement plan live, RPL, Carl, listener questions

#50 Will You Leave a Mess When You Die? Step 4 Organizing Your Estate

One of the most heartbreaking things I've seen over 24 years advising families is a surviving spouse or family member dealing with an unorganized estate. Not having your affairs in order puts a huge burden on your family and compounds the stress of their loss.

PodcastsRoger WhitneyJanuary 27, 2015can I retire, retirement plan live, RPL, Carl, estate planning, ICE

#49 I Want to Retire, But What About...?!?: Step 3 How to Manage Risk in Retirement

Risks can rob you from living a great life. Focus too much on them and you can miss out on a full life. Ignore risks and you can destroy your family's financial security. If you've started planning for retirement, you're probably overwhelmed with all the things you should worry about.

PodcastsRoger WhitneyJanuary 21, 2015retirement plan live, RPL, Carl

#48 Step 2 Identify and Organize Your Financial Resources

Well, were you able to dream up your ideal retirement? It can be hard to think big, right? Hopefully, you've stretched yourself. No worries if you're not finished. Keep at it and if you have questions, I'm here to help.

PodcastsRoger WhitneyJanuary 14, 2015net worth, retirement plan live, RPL, Carl

#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