In our most popular series, Roger walks step-by-step through the retirement planning process with listeners who have volunteered to share their stories. Some face unexpected hardships, while others are in a unique position to retire early.

Scroll down to choose a podcast series to listen to. Then watch the results webinar replays by clicking on the button below the episode listings.

Please note that these are recordings of past live events. Services or offers mentioned may no longer be available. Thanks for your understanding.

✈️ Can We Afford Our Lifestyle in Retirement?

Judy, an attorney, and Mike, a public school teacher, would retire today if they could. Judy just isn’t sure - can they really afford the lifestyle they want in retirement? With concerns like caring for Judy’s aging father, visiting family regularly in South Korea, and Mike’s lack of eligibility for Social Security, Judy is worried she’ll never be brave enough to retire. Listen to Roger’s month-long series in which he talks to Mike and Judy about their goals, dreams and finances, then find out if they can afford their lifestyle in retirement in the webinar replay.

Episode 542: The Educator and the Esquire - Meet Mike and Judy

Episode 543: The Lifestyle We Want in Retirement

Episode 544: Legal Tender: Tallying Their Resources

Episode 545: Lessons from Mike and Judy’s Investment Experience

💍 Mature Marriage

Mark and Mary are a year and a half into their new marriage and are trying to figure out how to plan the rest of their lives. This mature newlywed couple join Roger as they work on ironing out the details of their finances, goals and resources. Below are the podcast episodes that featured Mark and Mary, followed by the webinar replay.

Episode 520: Mark’s Story

Episode 521: Mary’s Story

Episode 522: Shared Goals

Episode 523: Shared Resources

📉 Retiring Into a Bear Market

Rosie happily retired in the summer of 2021. In 2022, the bear market hit. Will Rosie still be okay?

Our Retirement Plan Live series takes a real life listener through our Agile Retirement Planning process, and you get a front row view. After seeing losses of a quarter of their assets, will Rosie and her husband Dwayne still be able to live out the retirement they were looking forward to? Listen to Roger’s month-long series where he talks with Rosie about their goals, dreams and finances, then find out how Rosie is faring in the webinar.

#468 - Retirement Plan Live: Meet Rosie and Dwayne

#469 - Retirement Plan Live 2023: Their Goals for Rocking Retirement

#470- Retirement Plan Live: Their Financial Resources

#471 - Retirement Plan Live: The Impact of the Bear Market

🚚 Relocation for Retirement

Joelle and Mike retired six months ago and simultaneously moved from Los Angeles to a small town in Washington. Not only did they leave behind a very busy lifestyle, but also their friends, comfortable routines, and the activities and conveniences that a large city provides. How will this major upheaval work for them? And how has it impacted their retirement?

Episode 416: Why We Moved

Episode 417: Dreams for Our New Home

Episode 418: Creating Our Retirement Paycheck

Episode 419: Establishing a New Life

Episode 518: How Can I Reduce the Chances of Running Out of Money in Retirement? (featuring an update from Joelle)

😬 Unexpected Retirement

Trish planned on retiring… in a few years. But the company she worked for threw a wrench in those plans when they let her go, and she found herself without employment. Can she go ahead and retire now or does she need to start her job hunt?

Episode 359: Trish lost her job!

Episode 360: Trish and Lynn’s retirement goals

Episode 361: Counting it up - Trish’s resources

Episode 362: Discovering a new identity and purpose

🤕 When Life Disrupts Retirement

Life has thrown Emma and Luca a curveball with an unexpected health diagnosis. Can they still have their ideal retirement?

Episode 289: When life disrupts retirement

Episode 290: How to move forward

Episode 291: Counting what you have

Episode 292: How to navigate uncertainty

😎 Flying Solo

Sam will be retiring on her own. Roger talks her through some of the unique challenges of retirement planning for an individual, and they discuss how retiring single differs from retiring as part of a couple.

Episode 219: Five ways to retire solo

Episode 220: How to make multiple goals for a single retirement

Episode 221: 5 must-have resources for single retirees

Episode 222: Is retiring single risky?

Episode 223: Your most stressful retirement questions answered

Episode 524: Managing Joint Cash Flow with Separate Assets (featuring an update from Sam)

📋 How Much Planning is Enough?

Lori and Bruce are about two years from retirement. They’ve saved and invested, but they’re just beginning to realize that they may need to do a little more when it come to planning a great life in retirement.

Episode 193: Meet Lori and Bruce

Episode 194: Dream up your ideal retirement

Episode 195: Organizing your financial resources for retirement

Episode 196: How to manage retirement risks

Episode 522: Retirement Plan Live - Mature Marriage (featuring an update from Lori)

⏳ Planning for a Very Long Retirement

Kim and Joe have some great genes - they both have family members who lived to very old age. How will it affect their retirement plan if their money needs to last them over four decades?

Episode 154: Meet Kim and Joe

Episode 155: Retirement wishes start with good planning

Episode 156: How your Personal Net Worth Statement can inform your retirement decisions

Episode 157: Mitigating retirement risks as you plan for your future

Episode 158: How binary thinking can ruin your retirement goals (plus listener questions)

🤩 Ideal Retirement

Linda and James are planning the retirement of their dreams. Is it within reach or will they have to settle for an adequate retirement instead?

Episode 101: How to dream up your ideal retirement

Episode 102: Stop watching the markets

Episode 103: How will you manage the risks?

⏰ A Late Start

Bill and Sally are worried. They started saving for their retirement late - in their 40s - and neither of them has a pension. Will they be able to retire?

Episode 55: How to dream big about your retirement

Episode 56: Bill and Sally create a net worth statement. Have you?

Episode 57: No ideal retirement for you, Bill and Sally

Episode 58: Solving your retirement puzzle webinar preview

🥳 Early Retirement

This is where it all began - the first of our popular Retirement Plan Live shows! In this series, Carl is 51 and beginning to feel burned out. Can he retire now or should he wait a while longer?

Episode 45: Can Carl retire? Preview show. See the retirement planning process in action

Episode 47: Step 1 - Dream up your ideal retirement

Listener Questions

Episode 48: Step 2 - Identify and organize your financial resources

Episode 49: Step 3 - I want to retire, but what about …

Episode 50: Step 4 - Organizing your estate

Episode 51: Questions from the Webinar

Episode 52: A Kitchen Table Talk with Carl and Jane