Decluttering for Retirement: Your Step-by-Step Plan
In this episode, retirement expert Roger Whitney and Marie Kondo consultant Dr. Lindsey Hardegree explore the transformative power of decluttering. They discuss how clearing physical and emotional clutter can pave the way for a joyful and intentional retirement. Lindsey shares practical strategies …
Take the Retirement Leap of Faith with Jordan Grumet
Roger Whitney explores the idea that retirement always involves both excitement and uncertainty. While people spend years gathering information, running projections, and refining plans, there comes a point when no amount of additional analysis can eliminate risk. Through a conversation with Dr. Jor…
744. Are You Holding Your Advisor's Feet to the Fire? W/ Roger Whitney
In this episode of the Earn and Invest podcast, host Doc G interviews Roger Whitney, a certified financial planner (CFP), creator of the Retirement Answer Man podcast, and author of Rock Retirement. The conversation centers on redefining the true value of financial advisors, particularly pushing ba…
Who Should You Trust With Your Money? (Friends, Family, Experts, AI, and Bad Advice) SB1869
A Wall Street Journal story about a 17-year-old helping his family with financial decisions kicks off a much bigger Stacking Benjamins question: who should you actually trust with your money? Joe, Doug, Paula Pant, Jesse Cramer, and special guest Roger Whitney dig into where great advice comes from…
Ep.#120: Retirement Planning in an Uncertain World with Roger Whitney
In this episode of The Hawaiʻi Retirement Show, host Jason Cutitta, CFP® is joined by Roger Whitney, CFP®, founder of the Rock Retirement Club and host of the Retirement Answer Man Podcast, to discuss retirement planning in an uncertain world.
They explore the transition into retirement, the impor…
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,…
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