Hey there! I’m Roger Whitney.

I’ve guided hundreds of clients into their dream retirements and helped thousands more through my Retirement Answer Man podcast and Roger That! YouTube series. I’ve been a Certified Financial Planner for more than 27 years, and I’m using every one of my credentials (CFP®, CIMA®, CPWA®, to name a few) to make sure people aren’t only planning for their strongest retirements, but also living their best lives along the way. 

The journey to your best life and retirement


Define “Rock Retirement”

I talk a lot about rocking retirement (I even wrote an entire book about it), but it manifests itself differently with every person. It’s the feeling of living and retiring in a way that is completely in tune with who you are and what you love–while planning each step with thoughtful clarity and intention.

It starts with a little conversation and the right resources. And I offer several of them free, right here on the website, so that you don’t have to wait to start living and saving for your best life.

Get your personal guide to "3 Retirement Planning Talks You Should Have Each Year"
Click here for our FREE Learning Library

Everyone plans for retirement in their own way. Some people work with a trusted advisor. Others enjoy figuring things out on their own. Some just want to learn as much as possible.

I’ve structured my content so you can maximize every tool and resource at your disposal, whether you work with me directly, or soak up all the information I share with you. 


The Podcast

Listen to the award-winning Retirement Answer Man podcast from the beginning or start with our most popular series packs.

Experience hands-on retirement planning with our popular step-by-step Retirement Plan Live series.

Hear how Bill and Sally prepare for a long life together.

Start with Episode #54

Follow Sam as she plans for a single retirement.

Start with Episode #219

Or jump right into specific topics.

The Healthcare Before Medicare Series: What you need to know to plan a healthy retirement.

Start with Episode #211

How to Invest for Retirement: Our investment-specific series that continues to spark meaningful conversations.

Start with Episode #174

If you aren't a podcast listener (yet), I invite you to listen to an episode (or three) the next time you are sitting in traffic or waiting for an appointment. You never know when you're about to learn something that will change your life.

"The thing that makes Roger so successful is his ability to take concepts and ideas that may be scary or difficult for most of us and makes them approachable and easy to digest. He makes us feel better about the reality of planning and making smart decisions for the future regardless of our situations. Roger provides simple solutions that appeal to a typical investor. I'm encouraged about my own situation after listening and get exciting about working toward living better in retirement by planning well now and making smart decisions. Thanks Roger!"

Reedo67 - iTunes review

Other Ways to Tap Into Roger's Experience and Resources

Watch and Learn on Youtube.
Roger That! Is quickly becoming one of my favorite ways to talk about living with purpose, being healthy, and celebrating the time freedom we all deserve.
Get the book in your hands.
Get your copy of Rock Retirement: A Simple Guide to Help You Take Control and Be More Optimistic About the Future.
Sign up for 6-Shot Saturday.
Our weekly newsletter that gives you 6 actions to take every week to secure a good life and a great retirement.
Join the conversation on social.
We’re all learning from each other, and I happily weigh in from time to time. We can’t wait to hear what you have to say.

Get Roger All To Yourself


If you’ve read the book, watched the YouTube Channel, or listened to the podcast, you have a general sense of how Roger and his team work to change the way people live and retire.


Just imagine what he can do when you work with him one-on-one.