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The Retirement Answer Man

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Location:

United States

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Podcasts

Language:

English

Contact:

682-429-9122


Episodes

#188 – Worried about the Equifax Data Breach? Here’s Your Protect Your Credit Action Plan

9/20/2017
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Have you ever had your identity stolen? I have. It’s not fun. It can leave you feeling helpless and frustrated as you try to prove who you are and undo the false financial claims against you. In this modern era data is everything. Your life is wrapped up in one 9 digit code, your Social […] The post #188 – Worried about the Equifax Data Breach? Here’s Your Protect Your Credit Action Plan appeared first on Roger Whitney.

Duration: 00:27:55


#187 – Should My Advisor Have Access to My 401(k)? And Other Listener Questions

9/13/2017
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My listeners have been asking great retirement questions, and this podcast episode is focused on giving answers to some of those. I’m excited today to bring on my awesome sidekick, Nichole, to play the part of the listener and ask the questions. One really important question is whether your financial advisor should have access to […] The post #187 – Should My Advisor Have Access to My 401(k)? And Other Listener Questions appeared first on Roger Whitney.

Duration: 00:26:12


#186 – Retirement Travel – One Way to Fund Your Dreams

9/6/2017
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Do you have dreams for traveling in retirement? Everyone’s dreams are different, but every dream is going to cost some money. On today’s episode of The Retirement Answer Man, my friend Jamie joins me to talk about one creative way to fund your travel dreams. Discover how you can use your home to produce income when you’re […] The post #186 – Retirement Travel – One Way to Fund Your Dreams appeared first on Roger Whitney.

Duration: 00:34:43


#185 – Don’t Be Like Wimpy! How Spending Can Ruin Your Retirement

8/30/2017
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In the news today, credit card debt has reached over 1 Trillion dollars. In addition, we have 1.2 Trillion dollars in auto debt, 13% above the previous record. Impulse shopping is easier than ever, and this can be bad news for your retirement! On this episode of The Retirement Answer Man Podcast, I talk about […] The post #185 – Don’t Be Like Wimpy! How Spending Can Ruin Your Retirement appeared first on Roger Whitney.

Duration: 00:41:00


#184 – Passive Investing: What You Should Understand

8/23/2017
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Passive investment management has taken over the world. Nine of the top ten mutual funds are based on passive investing. On this episode, I explain what passive investing is and how it works, the top two indexes that most funds are based on, and the advantages and disadvantages of investing based on those indexes. I […] The post #184 – Passive Investing: What You Should Understand appeared first on Roger Whitney.

Duration: 00:35:09


#183 – How Pre-tirement Could Save Your Retirement

8/16/2017
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Pre-tirement is that phase between full-time work and what we think of as traditional retirement, and it could be the key to you having a great retirement. Traditional retirement planning that focuses only on investing just doesn’t work. It doesn’t inspire much confidence or clarity about what your future could be. On this episode, I […] The post #183 – How Pre-tirement Could Save Your Retirement appeared first on Roger Whitney.

Duration: 00:39:45


#182 – Want a Great Retirement?

8/9/2017
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If you want a great retirement, you don’t need better answers, you need better questions. Pretty much everyone in financial advice and the media want us to stay with tactical questions like “How should I allocate my investment account?” “Are interest rates going to go up soon?” and “Am I saving enough?” These tactical questions […] The post #182 – Want a Great Retirement? appeared first on Roger Whitney.

Duration: 00:25:46


#181 – Stop Financial Stress Now!

8/2/2017
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The top financial stress in America, according to a Gallup poll, is not having enough money for retirement. Some people choose to ignore it to avoid the stress, but for others, the worry is a motivator to be proactive and get moving in the right direction. In this podcast interview with Emily Guy Berkin, we will discuss […] The post #181 – Stop Financial Stress Now! appeared first on Roger Whitney.

Duration: 00:30:08


#180 – Should You Retire Overseas?

7/26/2017
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Have you ever considered that it might be advantageous to retire overseas? Where your home will be when you retire can dramatically change what the landscape might look like financially. There is a growing trend of Americans retiring outside of the country. Should you be one of them? That’s the topic of today’s episode and […] The post #180 – Should You Retire Overseas? appeared first on Roger Whitney.

Duration: 00:36:28


#179 – A Simple Tool to Estimate Retirement Spending

7/19/2017
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Do you want to have a great retirement? Make sure you value the right things. It is possible to make a million dollars and feel poor, or to make $60K and live a rich and full life. On today’s episode, Jason Parker joins me to talk about how to calculate your retirement spending and make wise choices […] The post #179 – A Simple Tool to Estimate Retirement Spending appeared first on Roger Whitney.

Duration: 00:34:34


#178 – The Science of Index-Based Asset Allocation

7/12/2017
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There is a lot of weird science out there when it comes to investment management. But if we’re going to be successful in investing for retirement, we need sound science. Last time we talked about asset allocation for the flexible portion of your portfolio. Today we’re going to talk about the science behind the fixed […] The post #178 – The Science of Index-Based Asset Allocation appeared first on Roger Whitney.

Duration: 00:26:32


#177 – The 5 Ps of a Good Investment Philosophy

7/5/2017
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David Booth once said, ““The important thing about an investment philosophy is that you have one.” But how many people who are actively planning for their retirement actually DO have one? You’d probably be surprised to know that much of the planning side of “retirement planning” is pretty haphazard. Even among investment advisors. But I’ve […]

Duration: 00:44:19


#176 – The Role of Asset Allocation in Retirement Planning

6/28/2017
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“Learn the rules like a pro so you can break them like an artist” (Pablo Picasso). When I was taking a math refresher course for my certification, I had to memorize and practice calculating investment specific formulas. I have never had to use that skill again. But it did serve a purpose in giving me […]

Duration: 00:36:55


#175 – Market Forecasting: Who Can You Trust To Tell You What to Expect During Retirement?

6/21/2017
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What you base your assumptions on when it comes to market forecasting and retirement planning will determine the course of action you take. Forecasting typically comes from respected “experts” who we all look to for advice, but here’s the problem: None of them are 100% accurate. In fact, even with all their knowledge and experience, […]

Duration: 00:27:11


#174 – Does the Institutional Approach to Asset Allocation For Retirement Work These Days?

6/14/2017
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Part of my job as the Retirement Answer Man is to help you face the current issues that impact your retirement planning decisions. Part of that is the non-glamorous task of assessing the traditional approaches to retirement planning to see if they still work. So on this episode, I’m going to take a fairly deep […]

Duration: 00:29:30


#173 – Investment Risk Management for Regular People

6/7/2017
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Get ready for part three of our Retirement Investing series. On this week’s episode of the Retirement Answer Man, we’ll talk about risk management, types of risk to watch out for, and why the common approach to managing risk might not be a good fit for you. This one will be a lot more […]

Duration: 00:37:09


#172 – Building A Strong Foundation For Your Retirement Investments

5/31/2017
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Hello everyone and welcome once again to the Retirement Answer Man Show, I am your host Roger Whitney and I am the Retirement Answer Man. This show is part 2 in our series on investing. Today we will look at why maintaining a strong investment foundation is so important as you enter retirement and what […]

Duration: 00:37:30


#171 – J. David Stein on How Not To Gamble Your Retirement Away

5/24/2017
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Welcome back to the Retirement Answer Man show. Today begins a new series on Investing. I am very excited about being able to offer you this series and I hope you will find some value that fits your situation. In this week’s episode, we are chatting with a great guy, David Stein. He has many […]

Duration: 00:39:55


#170-Learn From Your Mistakes To Create A Great Retirement

5/17/2017
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Welcome back to the Retirement Answer Man Podcast. My name is Roger Whitney and I am the Retirement Answer Man. On this week’s episode, I will be answering several listener questions about dementia, HSA’s, and next level investing. I’ll also outline the road to “brokesville” so that you can steer clear of catastrophe in your... Read More The post #170-Learn From Your Mistakes To Create A Great Retirement appeared first on Retirement Answer Man.

Duration: 00:38:08


#169 – A Business Exit Strategy That Creates Family Legacy With Randy Long

5/10/2017
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I love being an entrepreneur! Not only does it give me an avenue to exercise my creativity it gives me the flexibility to live the life I desire, work the way I want to work, and build a legacy for my family. The value of your business can be put into three categories: Cash flow,... Read More The post #169 – A Business Exit Strategy That Creates Family Legacy With Randy Long appeared first on Retirement Answer Man.

Duration: 00:35:13

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