A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do r
Are you much of a drinker? Studies show that 60% of Americans are, and an even greater percentage of
After listening to the past two episodes you now know how to make Roth contributions and conversions
Many of us have missed the boat on Roth contributions, but we have another tool to get into Roths: R
So many economic predictions for the year have proved incorrect. Since even the brightest economists
If you’ve been wondering how Roth IRAs work in retirement you’ve come to the right place. All this m
There are so many questions that come with retirement which is why I focus on answering questions fr
This podcast was created for you–not me. I’m here to help you think differently about retirement and
The oldest person is 120 years old, but they probably didn’t have a plan to live that long. Many peo
“If you are looking for someone to believe in, believe in yourself. The only authentic authority is
It’s time to wrap up the eight retirement pillars with the final two non-financial pillars: passion
Rocking retirement requires focusing on both the financial and non-financial aspects of retirement.
Rocking retirement requires getting your financial and nonfinancial ducks in a row. As we work throu
If you don't know where you are going any path will get you there. This is why it is so important to
This month we’re heading back to basics. All month long we’ll be building your foundational understa
How will Social Security benefits fit into your retirement equation? If you have a spouse, there is
If you are thinking about retiring in the next few years you’re probably wondering what the best too
We continue our focus on you this month as we dive deeper into listener questions. Today we have a r
All month long, I’ll be answering fantastic questions from listeners like you. Today, we’ll explore
Reimagining life after widowhood can be challenging. In the beginning, it may seem like something th
Nobody wants to face life as a widow or widower. However, it is an unfortunate reality that many mus
