A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do r
If you don’t qualify for a Roth IRA you may be interested in using a backdoor Roth to utilize the ad
The latest news in retirement is that Social Security recipients are getting a raise in 2023. While
If you are getting close to retirement you have probably been watching the financial news to help yo
RMD tables, bond classes, international exposure, and 1099s–we’ve got answers to your questions. Fir
Many people choose to save money for their kids and grandkids in a 529 account, but one listener won
Life is about events, the challenges we overcome or not, our successes and failures, but, even more,
We’re back again answering your retirement questions! On the docket for today are questions like whe
Are you nearing retirement and wondering how you should pay for large out-of-pocket expenses? Should
Michael Balchan from Heroic and I have been discussing how to live a heroic retirement for the last
“You are who you are here and now” – Bruce LeeWe all live life with the best intentions, yet rocking
“What one can be, one must be.”--Abraham MaslowDo you know who you want to be in retirement? Here at
This month on the Retirement Answer Man we are learning how to live a heroic retirement. Michael Bal
You may be planning a peaceful retirement, an active retirement, or an engaged retirement, but have
Dealing with a bear market after the trials and tribulations of the past 3 years may have you feelin
Does navigating this bear market in retirement terrify you? If so, you are not alone. No one can (or
This month we are answering your listener questions. If you have a question that you would like answ
Many people are concerned about markets and inflation right now, but rather than focusing on this in
If the market outlook has you feeling uncomfortable, you are not alone. This discomfort may cause yo
We all want to leave a legacy to those we love, but leaving a legacy doesn’t mean simply making a wi
