A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do r
Is the stock market correction here? In the last week of July the S&P 500 index lost 2.7%. The
The cost of a financial misstep in retirement can be devastating. During retirement it is hard to "e
This week I speak with Burt White, Chief Investment Officer of LPL Financial. Burt and I discuss LPL
In this episode, I'll show you how to come to terms with your worry and the uncertainty about retire
“How do I understand Social Security and Medicare?” This is a question I hear most often from peopl
I Hate Keeping a Monthly Budget. Yes, I know that keeping a monthly budget is personal finance 101.
Deal with Death By Celebrating Life Last week, I wrote about my sister's passing and her wish that h
This week we discuss:Why you should ask your advisor about their succession planHow to manage cash f
Working during retirement could be the best thing you do to find meaning, stay healthy and earn mone
Jeff Goins doesn't want to miss his life. And he doesn't want you to either. His latest book, "The I
Want a great gift for a graduating high school or college senior? Jon Chevreau’s book, Findependence
Johns Hopkins University's Center for Innovative Care and Legg Mason recently issued a study titled
"He who asks a question is a fool for five minutes; he who does not ask a question remains a fool fo
Over the last 20 years studies show that the average investor greatly under performances the stock a
Walt Disney World is the classic family vacation. If you’re planning on visiting Walt Disney World,
How to pay for college is one of the most frequent questions I get from parents. This week I intervi
In this Plan Well Invest Wisely podcast, Roger Whitney interviews Lauren Gaggioli, founder of Higher
It's spring and the desire to spend time outside with the family is blooming. Before you allow that
How do you find the right financial advisor for you and your family?In this special mid-week edition
This Week, Roger Whitney introduces a new service YOU ASK I ANSWER, where you can ask your retiremen
