A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do r
It seems like no matter how much we save we always have that nagging worry about whether it is truly
Have you ever wondered how the subjects from our Retirement Plan Live series are doing now? Did ever
The way does not exist–there is no one correct way to do things. We are all finding our own ways in
Have you been wondering what you’re supposed to do when it comes to refilling your retirement income
What would you do if your retirement planner said no when you asked them for a report? I’ll address
If you have different retirement accounts at various brokerage firms, you may wonder whether you sho
“You do not rise to the level of your goals; you fall to the level of your systems.” James ClearI’ve
Bonds are a ubiquitous part of a balanced portfolio and in recent years bond funds have become even
We often try to overcomplicate finances, but simplicity is the key. That’s not to say simplistic: si
Your family and friends are the people you walk life with, so it is important to choose wisely. In t
This month, as we meander through the different parts of life we are stopping to reflect on certain
It is commonly said that youth is wasted on the young. Do you ever wish you could share the wisdom a
What is the difference between a passion and an interest? Why is it important to have a passion in r
Is there an ideal mix of before and after-tax retirement accounts? If so, what is it? In this episod
What are you doing to make friends in retirement? Mark Ross and I explore this challenge in our Brin
Did you know that there is another way to borrow money to purchase a home that is not a mortgage? La
To really rock retirement you have to have the right mindset. On this episode of Retirement Answer M
Should you use historical or projected returns in your retirement model? One of our listeners asks t
Thank you for hanging in with me for 500 episodes! Today’s episode will veer a bit from the norm as
Do you think the Roth conversion question is an essential part of retirement planning? If you do, yo
