#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

Are You Sick of Being Told You Better Plan for Retirement?

Today someone said to me, "There's no way I can save enough to retire. How should I manage my finances to so I can live well today and still plan for tomorrow?" Awesome question!!!

blog postRoger WhitneyDecember 8, 2014Planning, retirement goals, Saving

#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

The Gift I'm Giving for Christmas This Year: Fractureme.com

I hope you all had an enjoyable Thanksgiving with your loved ones. Christmas giving has always been hard for me. Don't get me wrong, I love to give gifts. I think it's the pressure of Christmas giving nowadays. It has become a simple exchange of goods; a transaction forced upon us by the constant avalanche of Christmas as consumerism advertising.

blog postRoger WhitneyNovember 26, 2014

Have You Taken Your Required Minimum Distribution Yet?

It seems each year people (including advisors) forget to take Required Minimum Distributions. That's bad. If you are required and forget, the IRS penalty is HUGE. By HUGE, I mean 50% of the amount you should have taken out. Ouch.

blog postRoger WhitneyNovember 21, 2014inherited IRA, IRA, Required Minimum Distribution

#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

The Retiree Next Door Twitter Jam: November 18th, 1 pm CST

This Tuesday the folks at Money Tips will be hosting a Twitter Jam to discuss retirement and answer your questions. This should be a blast so bring your retirement saving, planning and investment questions.

blog postRoger WhitneyNovember 17, 2014retiree next door

#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

Retirement Planning Scary Stories

Prepare to learn from these very frightening retirement planning stories.

blog postRoger WhitneyOctober 31, 2014Joe Saul-Sehy

#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

4 Myths That Could Ruin Your Retirement and How to Avoid Them

If you’re in your 40s or 50s you’ve probably started to wonder when you can retire and what your retirement lifestyle might look like. You’re ready to be free from the set schedule of work and have more control over how you send your days. You’re ready to spend more time with your family and travel more. Maybe you’ve even played around with online calculators to see what your retirement might look like.

blog postRoger WhitneyOctober 12, 2014can I retire, retirement myths

Retiring to a Different State [Worksheet]

If your family is considering retiring to a different state, there are some important planning items to consider. To help you, I've added a new worksheet to the Retirement Answer Library titled Retiring to a Different State.

blog postRoger WhitneyOctober 8, 2014