Your Social Security Playbook: How Your Benefit is Calculated
How is your Social Security benefit actually calculated? In this episode, Roger explains how you qualify for retirement benefits, how your earnings history determines your benefit, and why the age you claim matters. Understanding these basics will help you recognize the areas where you have agency …
Your Social Security Playbook: The Levers You Control
Roger Whitney explains six levers that can influence Social Security benefits: reviewing your earnings record, choosing when to claim, managing retirement income, reconsidering an early claim, considering where you live, and coordinating spousal or survivor benefits. The episode emphasizes that the…
Your Social Security Playbook: Building Your Strategy- Single Filers
Roger Whitney explains how solo filers can make a confident Social Security claiming decision without getting overwhelmed by complexity. He covers the biggest mistakes to avoid, introduces a practical decision-making framework, answers listener questions about survivor benefits, and closes with a s…
Your Social Security Playbook: Building Your Strategy- Married Filers
Roger Whitney closes out his five-week Social Security series with a practical framework for married couples deciding when to claim. He explains how to coordinate benefits, avoid common mistakes, and make a decision that fits the household rather than relying on a single calculator or searching for…
The Perfect Portfolio with Peter Lazaroff
Peter Lazaroff, Chief Investment Officer of PlanCorp and author of The Perfect Portfolio, joins Roger to explore what makes a portfolio “perfect.” The answer isn’t a mathematically optimized portfolio—it’s one that serves your life. They discuss how to align investments with your goals and purpose,…
Year-End Planning Checklist for Retirees
Episode Overview
Year-end planning doesn't have to become a giant project. Roger walks through the key items every retiree should put eyes on before December 31st -- not to do everything, but to avoid the unforced errors that sneak up on you. He also takes listener questions on coordinating Social …
Pretirement | Roger Whitney
Your life probably wouldn't change as much as you think with unlimited money and time. That simple question cuts to the heart of financial independence — figuring out what you actually want before you assume you need more resources to get it. Jonathan and Brad recap their Philadelphia meetup and ex…
Ask Paula - I'm Retiring at 53. How Will Early Retirement Impact My Social Security?
#120: Roger Whitney, age 51, calls himself The Retirement Answer Man. As a financial planner, investment analyst and podcast host, he focuses on helping Baby Boomers craft a traditional (past-age-60) retirement. Today, he joins me to answer two questions that come in from our community. Our first…
Can I Retire Yet? - with Roger Whitney, the Retirement Answerman
#71: Roger Whitney is known as the "retirement answer man." "All I think about, all day long, is how to make that [retirement] transition successfully," he says. But he holds a dirty little secret. "I don't believe in retirement. And the most successful clients that I work with ... technically t…
Medicare Update with Danielle Roberts
Roger welcomes Danielle Roberts, co-founder of Boomer Benefits, to discuss Medicare in 2026, including rising Part D premiums, Medicare Advantage versus Medigap, and what to review during open enrollment. Then, Roger shares a Rock Retirement Club case study about building an income reserve before r…
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