Retirement Answer Man

Retirement Answer Man
"Get ready to chuckle while charting your financial future with the Retirement Answer Man, hosted by the exuberantly nerdy Roger Whitney. He forever traded his financial planner desk for a mic to educate the 50+ crowd about rocking their retirement years. Forget bingo and bird-watching, this podcast is determined to help mature folks invest wisely and live abundantly. With episodes like 'Is a Robo-Advisor Right for You?', this podcast spins the world of finance into entertaining audio gold. Coupled with the witty commentary, timely advice, and insider investment gossip, your golden years are bound to shine even brighter. Tune in, get savvy and have a hoot with the Retirement Answer Man!"

Latest Retirement Answer Man Episodes

How to Quality Check Your Retirement Plan

Wed, 18 Jun 2025 03:00:00 -0500
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How to Rebalance Your Portfolio in Retirement

Wed, 11 Jun 2025 03:00:00 -0500
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How to Improve Your Retirement Travel

Wed, 04 Jun 2025 03:00:00 -0500
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Process Over Panic: What You Should Pay Attention To

Wed, 28 May 2025 03:00:00 -0500
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Process Over Panic: Investing with Charles Ellis

Wed, 21 May 2025 03:00:00 -0500
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Process Over Panic: Building a Great Life with Dr. Meir Statman

Wed, 14 May 2025 03:00:00 -0500
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Process Over Panic: Social Security

Wed, 07 May 2025 04:00:00 -0500
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Process Over Panic: Why to Resist the Urge to Think It's Different This Time

Wed, 30 Apr 2025 02:00:00 -0500
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Retirement Basics: Fixed Annuities (aka MYGAs)

Wed, 23 Apr 2025 03:00:00 -0500
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Retirement Basics: Building Energy

Wed, 16 Apr 2025 03:00:00 -0500
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Retirement Basics: Asset Allocation

Wed, 09 Apr 2025 03:00:00 -0500
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Retirement Basics: What Every Spouse Should Know

Wed, 02 Apr 2025 03:00:00 -0500
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Is My Retirement Safe? Navigating Financial Security in Uncertain Times

Wed, 26 Mar 2025 03:00:00 -0500
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Curiosity: The Key to a Happy Retirement

Wed, 19 Mar 2025 03:00:00 -0500
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How to Set Up Your Paycheck in Retirement

Wed, 12 Mar 2025 03:00:00 -0500
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What Life Expectancy Should I Use in My Retirement Plan?

Wed, 05 Mar 2025 04:00:00 -0600
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Should I Have Private Equity in My Portfolio?

Wed, 26 Feb 2025 03:00:00 -0600
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Retirement Plan Live Debrief with Tanya Nichols

Wed, 19 Feb 2025 03:00:00 -0600
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Take Action Now for a Resilient Retirement

Wed, 12 Feb 2025 03:00:00 -0600
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Don't Fly by Feeling in Retirement

Wed, 05 Feb 2025 03:00:00 -0600
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Rocking a Solo Retirement: Nick's Views/Laura's Views

Wed, 29 Jan 2025 03:00:00 -0600
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Rocking a Solo Retirement: Nick's Resources/Laura's Resources

Wed, 22 Jan 2025 03:00:00 -0600
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Rocking a Solo Retirement: Nick's Goals/ Laura's Goals

Wed, 15 Jan 2025 03:00:00 -0600
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Rocking a Solo Retirement: Meet Nick/Meet Laura

Wed, 08 Jan 2025 05:08:00 -0600
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Retiring Single with Tanya Nichols, CFP

Wed, 01 Jan 2025 03:00:00 -0600
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Close Out the Year with Intention

Wed, 25 Dec 2024 03:00:00 -0600
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Learn What to Ignore with Dr. Daniel Crosby

Wed, 18 Dec 2024 02:00:00 -0600
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Gear vs. Stuff with Michael Easter

Wed, 11 Dec 2024 08:56:15 -0600
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How to Retire with Christine Benz

Wed, 04 Dec 2024 03:00:00 -0600
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Year-End Planning: Charitable and Family Giving

Wed, 27 Nov 2024 03:00:00 -0600
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Retirement Year End Planning: Withdrawing from Assets

Wed, 20 Nov 2024 03:00:00 -0600
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Retirement Year End Planning: Contributing to Assets

Wed, 13 Nov 2024 15:00:00 -0600
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Retirement Year End Planning: Tax-Loss Harvesting

Wed, 06 Nov 2024 03:00:00 -0600
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Think Smart, Retire Smarter: Razor Sharp- Occam and Hanlon

Wed, 30 Oct 2024 03:00:00 -0500
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Think Smart, Retire Smarter: Circle of Competence

Wed, 23 Oct 2024 03:00:00 -0500
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Think Smart, Retire Smarter: The Map vs The Territory

Wed, 16 Oct 2024 03:00:00 -0500
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Think Smart, Retire Smarter: Second Order Thinking

Wed, 09 Oct 2024 03:00:00 -0500
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Think Smart, Retire Smarter: Inversion

Wed, 02 Oct 2024 03:00:00 -0500
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CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Passion and Relationships

Wed, 25 Sep 2024 03:00:00 -0500
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CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Energy and Mindset

Wed, 18 Sep 2024 03:00:00 -0500
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CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Resilience and Optimization

Wed, 11 Sep 2024 03:00:00 -0500
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CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Vision and Feasibility

Tue, 03 Sep 2024 23:00:00 -0500
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Stories from Unique Retirements

Wed, 28 Aug 2024 02:00:00 -0500
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Retire Without Borders: An Expat Primer

Wed, 21 Aug 2024 02:00:00 -0500
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Securing Their Future - Retiring with Special Needs Children

Wed, 14 Aug 2024 02:00:00 -0500
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Service, Sacrifice, and Second Acts: Military Retirees

Wed, 07 Aug 2024 02:00:00 -0500
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Roth 401K or Not? When Should I Switch?

Wed, 31 Jul 2024 02:00:00 -0500
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What Income Sources are Included for the IRMAA Calculation?

Wed, 24 Jul 2024 09:16:00 -0500
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Financial Advisor Certifications - What They Mean for You

Wed, 17 Jul 2024 02:00:00 -0500
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Steps to Secure Your Personal Information

Wed, 10 Jul 2024 02:00:00 -0500
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Be a Super Communicator with Charles Duhigg

Wed, 03 Jul 2024 02:00:00 -0500
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Lessons from Mike and Judy’s Investment Experience

Wed, 26 Jun 2024 02:00:00 -0500
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Legal Tender: Tallying Their Resources

Wed, 19 Jun 2024 02:00:00 -0500
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The Lifestyle We Want in Retirement

Wed, 12 Jun 2024 02:00:00 -0500
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The Educator and the Esquire - Meet Mike and Judy

Wed, 05 Jun 2024 02:00:00 -0500
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How Can I Get an IRMAA Exception?

Wed, 29 May 2024 02:00:00 -0500
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I’m Afraid to Buy Stocks in Retirement! What Should I Do?

Wed, 22 May 2024 02:00:00 -0500
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Should I Get a Mortgage for My Retirement Home?

Wed, 15 May 2024 02:00:00 -0500
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Stop Doing These Things in Retirement

Wed, 08 May 2024 02:00:00 -0500
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My Experience Moving to a Retirement Community

Wed, 01 May 2024 02:00:00 -0500
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Can I Do a Reverse Dollar-Cost Averaging for Withdrawals in Retirement?

Wed, 24 Apr 2024 08:29:00 -0500
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How Much Money Do I Really Need to Retire?

Wed, 17 Apr 2024 02:00:00 -0500
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Ask Better Retirement Questions

Wed, 10 Apr 2024 02:00:00 -0500
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The State of Retirement Planning with Michael Kitces

Wed, 03 Apr 2024 02:00:00 -0500
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How to Manage Your Scarcity Brain with Michael Easter

Wed, 27 Mar 2024 02:00:00 -0500
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Overcoming Frugality in Retirement with Dan Crosby

Wed, 20 Mar 2024 02:00:00 -0500
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What is True Retirement Planning? With Christine Benz

Wed, 13 Mar 2024 02:00:00 -0500
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How Systems Thinking Can Improve Your Retirement with Rick Nason

Wed, 06 Mar 2024 02:00:00 -0600
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What Can I Learn from the FIRE Movement?

Wed, 28 Feb 2024 02:00:00 -0600
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The Challenges of FIRE

Wed, 21 Feb 2024 02:00:00 -0600
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The Benefits of FIRE

Wed, 14 Feb 2024 02:00:00 -0600
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What Is the FIRE Movement?

Wed, 07 Feb 2024 02:00:00 -0600
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Retirement Plan Live: Mature Marriage - Managing Joint Cash Flow with Separate Assets 

Wed, 31 Jan 2024 02:00:00 -0600
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Retirement Plan Live - Mature Marriage: Shared Resources

Wed, 24 Jan 2024 02:00:00 -0600
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Retirement Plan Live: Mature Marriage - Shared Goals

Wed, 17 Jan 2024 02:00:00 -0600
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Retirement Plan Live: Mature Marriage - Mary’s Story

Wed, 10 Jan 2024 02:00:00 -0600
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Retirement Plan Live: Mature Marriage - Mark’s Story

Wed, 03 Jan 2024 02:00:00 -0600
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Should I Withdraw from My IRA to Pay Off My Mortgage?

Wed, 27 Dec 2023 02:00:00 -0600
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How Can I Reduce the Chances of Running Out of Money in Retirement?

Wed, 20 Dec 2023 02:00:00 -0600
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The Ins and Outs of Donor-Advised Funds

Wed, 13 Dec 2023 02:00:00 -0600
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Important Retirement Numbers for 2024

Wed, 06 Dec 2023 02:00:00 -0600
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How Do I Refill My Retirement Income Floor?

Wed, 29 Nov 2023 02:00:00 -0600
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My Retirement Planner Said No to a Report Request. What Should I Do? 

Wed, 22 Nov 2023 02:00:00 -0600
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Should I Consolidate My Accounts in Retirement? 

Wed, 15 Nov 2023 02:00:00 -0600
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How Should I Pay Taxes on My Roth Conversions?

Wed, 08 Nov 2023 06:19:11 -0600
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Should I Continue to Own Bond Funds? 

Wed, 01 Nov 2023 02:00:00 -0500
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Wisdom for Our Children - Spending, Saving, and Investing

Wed, 25 Oct 2023 18:42:39 -0500
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Wisdom for Our Children - Family and Friends

Wed, 18 Oct 2023 09:48:05 -0500
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Wisdom for Our Children - Career and Retirement 

Wed, 11 Oct 2023 02:00:00 -0500
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Wisdom for Our Children - Energy and Mindset 

Thu, 05 Oct 2023 07:53:35 -0500
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Should I Stop Contributing to My Pre-Tax Accounts?

Wed, 27 Sep 2023 02:00:00 -0500
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What Is the Ideal Mix Between Before and After Tax Retirement Accounts?

Wed, 20 Sep 2023 02:00:00 -0500
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What Should I Consider When Transferring Investment Accounts? 

Wed, 13 Sep 2023 02:00:00 -0500
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Should I Borrow Against My Investments to Buy a House? 

Wed, 06 Sep 2023 02:00:00 -0500
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Should I Realign My 401K Now That I’m Retired?

Wed, 30 Aug 2023 02:00:00 -0500
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Historical vs. Projected Returns? 

Thu, 24 Aug 2023 08:02:49 -0500
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500 Episodes and Still Rocking 

Wed, 16 Aug 2023 02:00:00 -0500
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#499 - Should I Do a Roth Conversion?

Wed, 09 Aug 2023 09:58:24 -0500
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The Impact of Alcohol on Rocking Retirement

Wed, 02 Aug 2023 02:00:00 -0500
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The Rules for Roth Withdrawals

Wed, 26 Jul 2023 02:00:00 -0500
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The Rules for Roth Conversions

Wed, 19 Jul 2023 02:00:00 -0500
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The Rules for Roth Contributions

Wed, 12 Jul 2023 03:00:00 -0500
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The Roth Opportunity

Wed, 05 Jul 2023 02:00:00 -0500
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How Can I Reverse Taking Social Security?

Wed, 28 Jun 2023 02:00:00 -0500
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The KISS Concept for Investing

Wed, 21 Jun 2023 02:00:00 -0500
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How Listener Mike is Finding His Purpose in Retirement

Wed, 14 Jun 2023 02:00:00 -0500
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How Does the 5-Year Rule Work for Roth Conversions?

Tue, 06 Jun 2023 20:47:31 -0500
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The 8 Pillars of Rocking Retirement: Non-Financial - Passion and Relationships

Thu, 01 Jun 2023 07:11:59 -0500
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The 8 Pillars of Rocking Retirement: Non-Financial - Energy and Mindset

Wed, 24 May 2023 02:00:00 -0500
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The 8 Pillars of Rocking Retirement: Financial - Resilience and Optimization

Wed, 17 May 2023 02:00:00 -0500
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The 8 Pillars of Rocking Retirement: Financial - Vision and Feasibility

Wed, 10 May 2023 15:22:21 -0500
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The 8 Pillars of Rocking Retirement: How to Build a Retirement You Can Rock

Wed, 03 May 2023 02:00:00 -0500
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How Should Spouses Claim Their Social Security Benefits?

Wed, 26 Apr 2023 02:00:00 -0500
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What Retirement Planning Software Should I Use?

Wed, 19 Apr 2023 02:00:00 -0500
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How Do I Report a QCD on My Income Tax Return?

Tue, 11 Apr 2023 20:45:04 -0500
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I’m in My Fifties and Got Laid Off. What Should I Do?

Wed, 05 Apr 2023 02:00:00 -0500
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Widowed in Retirement: Wisdom from Those on the Journey

Wed, 29 Mar 2023 02:00:00 -0500
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Widowed in Retirement: Creating a New You

Wed, 22 Mar 2023 02:00:00 -0500
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Widowed in Retirement: Navigating Financial Changes

Wed, 15 Mar 2023 02:00:00 -0500
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Widowed in Retirement: Navigating Life Changes

Wed, 08 Mar 2023 02:00:00 -0600
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How to Rock Retirement on Your Own

Wed, 01 Mar 2023 02:00:00 -0600
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Should I Rebalance My Portfolio Now?

Wed, 22 Feb 2023 02:00:00 -0600
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What are Brokered CDs and How Do They Work?

Wed, 15 Feb 2023 08:40:46 -0600
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How Is Deferred Compensation Taxed When I Receive It?

Wed, 08 Feb 2023 02:00:00 -0600
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How Do I Calculate the Decreased Social Security Benefit If I Retire Early?

Wed, 01 Feb 2023 02:00:00 -0600
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Retirement Plan Live: The Impact of the Bear Market

Wed, 25 Jan 2023 02:00:00 -0600
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Retirement Plan Live: Their Financial Resources

Wed, 18 Jan 2023 02:00:00 -0600
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Retirement Plan Live 2023: Their Goals for Rocking Retirement

Wed, 11 Jan 2023 02:00:00 -0600
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Retirement Plan Live: Meet Rosie and Dwayne

Wed, 04 Jan 2023 02:00:00 -0600
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Should I Take My Pension Lump Sum Now or Wait?

Wed, 28 Dec 2022 02:00:00 -0600
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Should I Have a Mortgage on My Rental Property?

Wed, 21 Dec 2022 02:00:00 -0600
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Should I File for Social Security If I’m Still Working?

Wed, 14 Dec 2022 17:53:30 -0600
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Should I Invest in Individual Stocks or ETFs in Retirement?

Wed, 07 Dec 2022 02:00:00 -0600
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Should I Pay Off My Mortgage or Invest?

Wed, 30 Nov 2022 02:00:00 -0600
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How Do I Know if an Annuity Is Right for Me in Retirement?

Wed, 23 Nov 2022 02:00:00 -0600
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How to Rebalance a Bond Ladder

Tue, 15 Nov 2022 15:31:49 -0600
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What Should I Know Before Using 72T to Fund Retirement?

Wed, 09 Nov 2022 02:00:00 -0600
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Should I Invest in Commodity ETFs to Fight Inflation?

Wed, 02 Nov 2022 02:00:00 -0500
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When Can I Make a Backdoor Roth Contribution?

Wed, 26 Oct 2022 02:00:00 -0500
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RRC Anniversary Special Episode

Fri, 21 Oct 2022 15:17:06 -0500
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Will I Still Get Inflation Adjustments If I Wait to File Social Security?

Wed, 19 Oct 2022 02:00:00 -0500
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Should I Switch My Bond Portfolio to CDs?

Wed, 12 Oct 2022 09:04:40 -0500
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Which Account Should I Begin Drawing from First in Retirement?

Wed, 05 Oct 2022 02:00:00 -0500
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What Is the Best Way to Save Money for Our Grandchildren?

Wed, 28 Sep 2022 07:11:47 -0500
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Should I Switch My 401K Contribution to the Roth Option Near Retirement? 

Wed, 21 Sep 2022 02:00:00 -0500
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Should We Consider a Mortgage for Building Our Retirement House?

Wed, 14 Sep 2022 02:00:00 -0500
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How Should I Pay for Big Ticket Expenses Near Retirement?

Wed, 07 Sep 2022 17:41:28 -0500
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Living a Heroic Retirement: How to Walk the Hero’s Journey

Wed, 31 Aug 2022 02:00:00 -0500
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How to Live a Heroic Retirement Today

Wed, 24 Aug 2022 09:24:23 -0500
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#448 - Living a Heroic Retirement: The 3 Identities a Hero Should Have

Wed, 17 Aug 2022 02:00:00 -0500
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Living a Heroic Retirement: The Virtues of a Hero

Wed, 10 Aug 2022 02:00:00 -0500
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Living a Heroic Retirement: What Is a Hero?

Wed, 03 Aug 2022 06:25:27 -0500
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Dealing with Post-Pandemic Burnout

Wed, 27 Jul 2022 02:00:00 -0500
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Will My Social Security Benefit Be Impacted by My Divorce?

Wed, 20 Jul 2022 02:00:00 -0500
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Should I Prepay the Mortgage on My Rental Property Before I Retire?

Wed, 13 Jul 2022 02:00:00 -0500
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Can I Count on Average Returns and Inflation for Retirement?

Wed, 06 Jul 2022 02:00:00 -0500
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When Is It Time to Switch Advisors and More of Your Questions

Wed, 29 Jun 2022 02:00:00 -0500
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Leave a Lasting Legacy: How to Create Your Legacy Strategy

Wed, 22 Jun 2022 02:00:00 -0500
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Leave a Lasting Legacy: How to Leave a Nonfinancial Legacy

Wed, 15 Jun 2022 17:37:44 -0500
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Leave a Lasting Legacy: How to Leave a Financial Legacy

Wed, 08 Jun 2022 22:00:51 -0500
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Leave a Lasting Legacy: What Is a Legacy?

Wed, 01 Jun 2022 02:00:00 -0500
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Functional Health to Rock Retirement: How to Be a Better Advocate for Your Health

Wed, 25 May 2022 02:00:00 -0500
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Functional Health to Rock Retirement: Finding the Right Nutrition Plan

Wed, 18 May 2022 02:00:00 -0500
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Functional Health to Rock Retirement - Creating the Right Exercise Plan

Wed, 11 May 2022 02:00:00 -0500
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Functional Health in Retirement: What Is Functional Health?

Wed, 04 May 2022 02:00:00 -0500
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How Do I Inflation Proof My Retirement?

Wed, 27 Apr 2022 02:00:00 -0500
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Are Interest Rate-Hedged ETFs a Good Investment Right Now?

Wed, 20 Apr 2022 02:00:00 -0500
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How Do RMDs Work for Married Couples?

Wed, 13 Apr 2022 02:00:00 -0500
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Should I Retire Earlier if I Have Health Issues? And More Listener Questions

Wed, 06 Apr 2022 02:00:00 -0500
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How to Plan Your Agile Retirement: Stage 4 - Optimize & Establish Your Plan of Record

Wed, 30 Mar 2022 02:00:00 -0500
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How to Plan Your Agile Retirement: Stage 3 - Make Your Strategy Resilient

Thu, 24 Mar 2022 10:50:28 -0500
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How to Plan Your Agile Retirement: Stage 2 - A Feasible Retirement Strategy

Wed, 16 Mar 2022 02:00:00 -0500
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How to Plan Your Agile Retirement: Stage 1 - Your Vision

Thu, 10 Mar 2022 10:05:31 -0600
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How to Plan Your Agile Retirement: Why You Need to Be Agile

Wed, 02 Mar 2022 02:00:00 -0600
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What Investments Help Protect Me from Inflation?

Wed, 23 Feb 2022 08:11:34 -0600
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How Do I Manage Inflation Risk?

Wed, 16 Feb 2022 02:00:00 -0600
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How Will Inflation Impact My Retirement?

Wed, 09 Feb 2022 04:56:23 -0600
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How to Manage Inflation in Retirement: What Is Inflation and How Is It Measured?

Thu, 03 Feb 2022 08:17:43 -0600
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Retirement Plan Live: Establishing a New Life

Wed, 26 Jan 2022 02:00:00 -0600
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Retirement Plan Live: Creating Our Retirement Paycheck

Wed, 19 Jan 2022 02:00:00 -0600
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Retirement Plan Live: Dreams for Our New Home

Wed, 12 Jan 2022 02:00:00 -0600
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Relocation for Retirement: Why We Moved

Wed, 05 Jan 2022 02:00:00 -0600
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Is Cryptocurrency a Good Investment for My Retirement?

Wed, 29 Dec 2021 02:00:00 -0600
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How Will I Estimate What My RMD Will Be at Age 72?

Wed, 22 Dec 2021 02:00:00 -0600
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Are I-Bonds a Smart Investment for My Retirement Portfolio?

Wed, 15 Dec 2021 02:00:00 -0600
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What Is a Retirement Plan of Record?

Wed, 08 Dec 2021 02:00:00 -0600
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Overcoming Frugality

Wed, 01 Dec 2021 07:05:45 -0600
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The Mechanics of Decumulation

Wed, 24 Nov 2021 02:00:00 -0600
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Reflections on the Retirement Scene

Wed, 17 Nov 2021 08:21:27 -0600
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Listener Questions: Which Account Should I Withdraw from to Fill Up My Tax Bracket?

Tue, 09 Nov 2021 02:00:00 -0600
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Retirement Planning Guidebook with Wade Pfau

Fri, 05 Nov 2021 02:00:00 -0500
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What the Happiest Retirees Know with Wes Moss

Tue, 02 Nov 2021 02:00:00 -0500
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Listener Questions: Don’t Let Perfect Be the Enemy of Good

Fri, 29 Oct 2021 02:00:00 -0500
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Retirement Tax Management: How to Incorporate into Your Retirement Plan

Tue, 26 Oct 2021 02:00:00 -0500
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Listener Questions: I have Roth Conversion Questions!

Fri, 22 Oct 2021 02:00:00 -0500
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Retirement Tax Management: The Tax Toolbox

Wed, 20 Oct 2021 16:27:09 -0500
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Listener Questions: Is an Immediate Annuity a Good Option for Me?

Fri, 15 Oct 2021 02:00:00 -0500
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Retirement Tax Management: Hidden Tax Bombs

Tue, 12 Oct 2021 02:00:00 -0500
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Listener Questions: How Do I Go from Zero to Retired?

Fri, 08 Oct 2021 02:00:00 -0500
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 Retirement Tax Management: Why It’s Important

Tue, 05 Oct 2021 02:00:00 -0500
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Retirement Planning for Non-Planners: 5 Things to Track During Retirement

Wed, 29 Sep 2021 02:00:00 -0500
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Retirement Planning for Non-Planners: Investment Basics

Wed, 22 Sep 2021 02:00:00 -0500
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Retirement Planning for Non-Planners: Retirement Risk Basics

Thu, 16 Sep 2021 11:22:06 -0500
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Retirement Planning for Non-Planners: How to Pay for Retirement

Wed, 08 Sep 2021 02:00:00 -0500
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Retirement Planning for Non-Planners: Setting Goals for Your Retirement

Wed, 01 Sep 2021 02:00:00 -0500
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Special Episode: Retirement Wisdom from Women Planners

Mon, 30 Aug 2021 02:00:00 -0500
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Women, Money, and Retirement: How Do I Put the I in Retirement?

Wed, 25 Aug 2021 05:00:00 -0500
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Women, Money, and Retirement: How Do I Plan for Retiring Alone?

Wed, 18 Aug 2021 06:00:09 -0500
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Women, Money, & Retirement: How Can I Feel Confident Enough in My Plan?

Wed, 11 Aug 2021 05:00:00 -0500
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Women, Money, and Retirement: What’s Different About Us?

Wed, 04 Aug 2021 05:00:00 -0500
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Retirement Withdrawal Strategies: Selecting the Right Strategy for YOU

Wed, 28 Jul 2021 05:00:00 -0500
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Retirement Withdrawal Strategies: Matching Your Assets to Your Spending

Wed, 21 Jul 2021 05:00:00 -0500
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Retirement Withdrawal Strategies: The Safety First Approach

Wed, 14 Jul 2021 05:00:00 -0500
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Retirement Withdrawal Strategies: The 4% Rule

Wed, 07 Jul 2021 05:00:00 -0500
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Listener Questions: How Should I Incorporate an Inherited IRA into my Retirement Plan?

Thu, 01 Jul 2021 06:38:55 -0500
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Listener Questions: Should I Pay Off the Mortgage or Keep the Cash if I’m About to Retire?

Wed, 23 Jun 2021 05:00:00 -0500
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Listener Questions: How Do I Account for My Pension on a Net Worth Statement?

Wed, 16 Jun 2021 05:00:00 -0500
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Listener Questions: How Do Rental Properties Fit into My Retirement Plan?

Wed, 09 Jun 2021 05:00:00 -0500
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Listener Questions

Wed, 02 Jun 2021 05:00:00 -0500
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Your Non-Financial Retirement Plan: Creating Your New Rhythm of Life

Wed, 26 May 2021 05:00:00 -0500
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Your Non-Financial Retirement Plan: People and Play

Wed, 19 May 2021 05:00:00 -0500
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Your Non-Financial Retirement Plan: Identity, Purpose, and Growth

Wed, 12 May 2021 05:00:00 -0500
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Your Non-Financial Plan: A Great Life Is About More than Money

Wed, 05 May 2021 05:00:00 -0500
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Asset Allocation Ingredients: What Are UITs and Structured Notes?

Wed, 28 Apr 2021 05:00:00 -0500
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Asset Allocation Ingredients: What Is a Separately Managed Account (SMA)?

Wed, 21 Apr 2021 21:44:46 -0500
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Asset Allocation Ingredients - What is a Mutual Fund?

Wed, 14 Apr 2021 05:00:00 -0500
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Asset Allocation Ingredients: What is an Exchange Traded Fund (ETF)?

Wed, 07 Apr 2021 05:00:00 -0500
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What to Do in the 5 Years Before Retirement: Wisdom from Current Retirees

Wed, 31 Mar 2021 05:00:00 -0500
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On Your Mark Get Set Go: How to Gracefully Cross the Finish Line into Retirement

Wed, 24 Mar 2021 05:00:00 -0500
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What to Do in the 5 Years Before Retirement: On Your Mark, Get Set, Go - Your Non-Financial Pit Strategy

Wed, 17 Mar 2021 05:00:00 -0500
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On Your Mark, Get Set, Go! What to Do in the 5 Years Before Retirement - Your Financial Pit Strategy

Wed, 10 Mar 2021 05:00:00 -0600
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On Your Mark, Get Set, Go! What to Do in the 5 Years Before Retirement - Start Your Engines

Wed, 03 Mar 2021 05:00:00 -0600
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Let’s Get Physical - Creating Your Health Action Plan

Wed, 24 Feb 2021 06:00:00 -0600
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Let’s Get Physical - 5 Tips for Excellent Nutrition

Wed, 17 Feb 2021 06:00:00 -0600
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Let’s Get Physical: Maintaining Your Strength and Mobility

Wed, 10 Feb 2021 06:00:00 -0600
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Let’s Get Physical: The Importance of Healthy Habits

Wed, 03 Feb 2021 06:00:00 -0600
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Retirement Plan Live 2021 - Unexpected Retirement: Discovering a New Identity and Purpose

Wed, 27 Jan 2021 06:00:00 -0600
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Retirement Plan Live 2021 - Unexpected Retirement: Counting It Up - Trish’s Resources

Wed, 20 Jan 2021 06:00:00 -0600
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Retirement Plan Live 2020: Unexpected Retirement - Trish and Lynn’s Retirement Goals

Wed, 13 Jan 2021 05:00:00 -0600
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Retirement Plan Live 2021: Unexpected Retirement - Trish Lost Her Job!

Wed, 06 Jan 2021 08:19:05 -0600
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The Parent Project: 5 Tips for Managing Your Parents’ Finances

Wed, 30 Dec 2020 06:00:00 -0600
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The Parent Project: When, What, and How to Take Over When the Time Comes

Wed, 23 Dec 2020 06:00:00 -0600
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The Parent Project: Organizing Your Parents’ Finances and Estate Plan

Wed, 16 Dec 2020 06:00:00 -0600
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The Parent Project: How to Have the Talk with Your Parents (and Siblings)

Wed, 09 Dec 2020 06:00:00 -0600
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The Parent Project: 6 Ways Aging Parents Can Impact Your Retirement

Wed, 02 Dec 2020 06:00:00 -0600
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What Are the Chances We Have a Market Crash, and How Do I Protect Myself?

Wed, 25 Nov 2020 06:00:00 -0600
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How Do I Stop Feeling Guilty About Success So I Can Enjoy Retirement?

Wed, 18 Nov 2020 06:00:00 -0600
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How Do I Use an HSA for Retirement Healthcare Costs?

Wed, 11 Nov 2020 06:00:00 -0600
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Listener Questions: How Can We Enjoy Life Now and Be Okay When We’re Older?

Wed, 04 Nov 2020 06:00:00 -0600
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Unexpected Retirement: How Do I Find Work to Fill the Gap?

Wed, 28 Oct 2020 06:00:00 -0500
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Unexpected Retirement - Do I Take the Retirement Package?

Wed, 21 Oct 2020 06:00:00 -0500
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Unexpected Retirement: Annie Duke on How to Decide

Wed, 14 Oct 2020 06:00:00 -0500
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Unexpected Retirement: 5 Things to Do When You’re Suddenly Retired

Wed, 07 Oct 2020 06:00:00 -0500
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How Does Medicare Work? Making Your Medicare Decision

Wed, 30 Sep 2020 06:00:00 -0500
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How Does Medicare Work? Common Medicare Mistakes

Wed, 23 Sep 2020 06:00:00 -0500
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How Does Medicare Work? Medigap and Medicare Advantage

Thu, 17 Sep 2020 12:19:09 -0500
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How Does Medicare Work? Part D and What Medicare Doesn’t Cover

Wed, 09 Sep 2020 06:00:00 -0500
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How Does Medicare Work? - Part A and Part B with Danielle K. Roberts

Wed, 02 Sep 2020 06:00:00 -0500
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A Framework for Better Decision Making

Wed, 26 Aug 2020 06:00:00 -0500
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Process, Strategy, Tactics: A Formula for Better Decisions

Wed, 19 Aug 2020 06:00:00 -0500
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48 Days to the Work and Life You Love with Dan Miller

Wed, 12 Aug 2020 06:00:00 -0500
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Better Retirement Decision Making - The Retirement Choices You Have to Make

Wed, 05 Aug 2020 06:00:00 -0500
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Estate Planning in Retirement: Lessons from Handling My Parents’ Estate

Wed, 29 Jul 2020 06:00:00 -0500
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Estate Planning in Retirement: Organization and Communication

Wed, 22 Jul 2020 06:00:00 -0500
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Estate Planning in Retirement: Giving to Charity

Wed, 15 Jul 2020 06:00:00 -0500
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Estate Planning in Retirement: Giving to Family

Wed, 08 Jul 2020 06:00:00 -0500
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Estate Planning in Retirement: The Basics

Wed, 01 Jul 2020 16:23:09 -0500
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Oh, Behave! Behavioral Finance and Retirement: Investment Management

Wed, 24 Jun 2020 06:00:00 -0500
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Oh, Behave! Behavioral Finance and Retirement: Retirement Planning

Wed, 17 Jun 2020 06:00:00 -0500
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Oh, Behave! Behavioral Finance and Retirement: Life Planning

Wed, 10 Jun 2020 06:00:00 -0500
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Oh, Behave! Behavioral Finance and Retirement: Are You Rational?

Wed, 03 Jun 2020 06:00:00 -0500
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Setting Your Retirement Assumptions: 5 Rules to Follow

Wed, 27 May 2020 06:00:00 -0500
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Setting Your Retirement Assumptions: Markets

Wed, 20 May 2020 06:00:00 -0500
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Setting Your Retirement Assumptions: Costs

Wed, 13 May 2020 06:00:00 -0500
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Setting Your Retirement Assumptions: Life Assumptions

Wed, 06 May 2020 06:00:00 -0500
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Beachwalker (The Retirement Coach) is in the House

Wed, 29 Apr 2020 06:00:00 -0500
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5 Ways Retirement Planning Will Never Be the Same

Wed, 22 Apr 2020 06:00:00 -0500
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How to Navigate a Recession in Retirement

Wed, 15 Apr 2020 06:00:00 -0500
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Retirement Planning Overload: Don’t Think too Much!

Wed, 08 Apr 2020 06:00:00 -0500
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6 Retirement Lessons from 6 Years of The Retirement Answer Man

Wed, 01 Apr 2020 10:01:38 -0500
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Fritz Gilbert's Keys to a Successful Retirement

Fri, 27 Mar 2020 07:13:39 -0500
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Where to Live in Retirement: Steps to Navigate the Transition

Wed, 25 Mar 2020 06:00:00 -0500
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Retirement Planning in the Midst of the Coronavirus Disruption

Fri, 20 Mar 2020 12:25:04 -0500
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Where to Live in Retirement: Experiment and Decide

Wed, 18 Mar 2020 06:00:00 -0500
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Special Commentary on This Week's Markets

Fri, 13 Mar 2020 09:12:14 -0500
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Where to Live in Retirement: Creating the Ideal Living Profile

Wed, 11 Mar 2020 12:59:35 -0500
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Where to Live in Retirement: Avoid a Common Mistake - Getting Trapped by What Is

Wed, 04 Mar 2020 05:00:00 -0600
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Hybrid Long-Term Care Insurance Explained

Wed, 26 Feb 2020 06:00:00 -0600
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Traditional Long-Term Care Insurance Key Facts

Wed, 19 Feb 2020 06:00:00 -0600
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Mitigating Your Long-Term Care Risk with Dr. Marc Milstein

Wed, 12 Feb 2020 06:00:00 -0600
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Will I Need Long-Term Care? Reviewing the Statistics with Christine Benz from Morningstar

Wed, 05 Feb 2020 06:00:00 -0600
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Crashes, Retirement, and Bears, Oh My! Investing in Retirement: The Pie Cake

Wed, 29 Jan 2020 06:00:00 -0600
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Crashes, Retirement, and Bears, Oh My! How to Protect Your Retirement Lifestyle

Wed, 22 Jan 2020 06:00:00 -0600
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Crashes, Retirement, and Bears, Oh My! Market Crashes, What They Are and How They Work

Wed, 15 Jan 2020 06:00:00 -0600
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Crashes, Retirement, and Bears, Oh My! Bear Markets: What They Are and How They Work

Wed, 08 Jan 2020 06:00:00 -0600
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Crashes, Retirement, and Bears, Oh My! How Investing Changes in Retirement

Wed, 01 Jan 2020 06:00:00 -0600
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Travel in Retirement: Hacks to Save Money

Wed, 25 Dec 2019 06:00:00 -0600
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Travel in Retirement: Mapping Out Your Journeys

Wed, 18 Dec 2019 06:00:00 -0600
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Travel in Retirement: Creating a Budget

Wed, 11 Dec 2019 06:00:00 -0600
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Travel in Retirement: Dreaming Up Your Vacation Vision

Wed, 04 Dec 2019 06:00:00 -0600
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Retirement Tax Management: Withdrawal Strategies

Wed, 27 Nov 2019 06:00:00 -0600
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Retirement Tax Management: Medicare and IRMAA

Wed, 20 Nov 2019 06:00:00 -0600
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Retirement Tax Management: Social Security and Taxes

Wed, 13 Nov 2019 06:00:00 -0600
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Retirement Tax Management: The Opportunity to Manage Tax Brackets

Wed, 06 Nov 2019 06:00:00 -0600
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Classic Episodes: What’s Wrong with Index-Based Investments?

Wed, 30 Oct 2019 06:00:00 -0500
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Work and Retirement, A Match Made in Heaven?

Wed, 23 Oct 2019 06:00:00 -0500
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Classic Episodes: How Personal Values can Affect Your Happiness in Retirement

Wed, 16 Oct 2019 06:00:00 -0500
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Classic Episodes: Michael Kitces and the Rising Equity Glidepath

Wed, 09 Oct 2019 06:00:00 -0500
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Retirement Answer Man Classic Episodes - Your Net Worth Statement: The MVP of Managing Your Finances

Wed, 02 Oct 2019 06:00:00 -0500
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Retirement Plan Live 2019 - How to Navigate Uncertainty

Wed, 25 Sep 2019 06:00:00 -0500
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Retirement Plan Live 2019 - Counting What You Have

Wed, 18 Sep 2019 06:00:00 -0500
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Retirement Plan Live 2019 - How to Move Forward

Wed, 11 Sep 2019 06:00:00 -0500
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Retirement Plan Live 2019 - When Life Disrupts Retirement

Wed, 04 Sep 2019 06:00:00 -0500
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Whooooo Are You? (In Retirement) Who? Who? 5 Steps to Creating Your Retirement Identity

Wed, 28 Aug 2019 06:00:00 -0500
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Whooooo Are You? (In Retirement) Who? Who? How to Determine What’s Next with Skip Prichard

Wed, 21 Aug 2019 06:00:00 -0500
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Whooooo Are You? (In Retirement) Who? Who? Rediscovering Your Authentic Self Using the Enneagram with Teresa McCloy

Wed, 14 Aug 2019 06:00:00 -0500
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Are You Ready to Redefine Yourself in Retirement? with Dr. Joe Coughlin from the MIT Age Lab

Wed, 07 Aug 2019 05:00:00 -0500
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Is an Annuity Right for Retirement? Your Annuity Questions Answered

Wed, 31 Jul 2019 06:00:00 -0500
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Is an Annuity Right for Retirement? The Pros and Cons of Variable Annuities

Wed, 24 Jul 2019 06:00:00 -0500
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Is an Annuity Right for Retirement? The Pros and Cons of Fixed Annuities

Wed, 17 Jul 2019 06:00:00 -0500
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Is an Annuity Right for Retirement? The Role an Annuity Can Play in Your Portfolio

Wed, 10 Jul 2019 06:00:00 -0500
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Is an Annuity Right for Retirement? Annuity Basics

Wed, 03 Jul 2019 06:00:00 -0500
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Longevity and Retirement: Working to Make Your Money Last as Long as You Do in Retirement

Wed, 26 Jun 2019 06:00:00 -0500
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Longevity and Retirement: Professor Andrew Scott on the Positive Impact of Longevity

Wed, 19 Jun 2019 06:00:00 -0500
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Longevity and Retirement: 8 Great Habits to Age Well

Wed, 12 Jun 2019 06:00:00 -0500
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Longevity in Retirement: How Long Will You Live in Retirement?

Wed, 05 Jun 2019 06:00:00 -0500
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Retirement of the Future: How to Harness Technology as You Age

Wed, 29 May 2019 06:00:00 -0500
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Retirement of the Future: How Technology Will Keep You Healthier

Wed, 22 May 2019 06:00:00 -0500
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Retirement of the Future: How Technology Will Help Keep You Independent

Wed, 15 May 2019 10:20:13 -0500
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Retirement of the Future: How Technology Will Keep You Connected

Wed, 08 May 2019 06:00:00 -0500
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Retirement of the Future: How Technology Will Keep You Mobile

Wed, 01 May 2019 06:00:00 -0500
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You’re Retired! How to Use Your Accounts: Listener Questions, IRA, Roth, and 401K Management

Wed, 24 Apr 2019 06:00:00 -0500
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You’re Retired! How to Use Your Accounts: Should I Convert My IRA to a Roth? And Other Conversion Questions

Wed, 17 Apr 2019 06:00:00 -0500
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You’re Retired! How to Use Your Accounts: Creating a Withdrawal Strategy to Fund Your Retirement

Wed, 10 Apr 2019 06:00:00 -0500
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You’re Retired! How to Use Your Accounts: The Basics of IRAs, Roth IRAs, and 401Ks

Wed, 03 Apr 2019 06:00:00 -0500
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#266 - The RV Virus Road Trip Edition: Real Stories from the Rock Retirement Club

Wed, 27 Mar 2019 06:00:00 -0500
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#265 - The RV Antivirus: How to See America Without Adding a Motor to Your Home

Thu, 21 Mar 2019 01:13:40 -0500
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#264 - Living with RV Virus: How to Live the Retirement RV Life Without ‘Braking’ the Bank

Wed, 13 Mar 2019 06:00:00 -0500
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The RRC: Walk with the Wise and Become Wise

Fri, 08 Mar 2019 06:00:00 -0600
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#263 - The Retirement RV Virus: Symptoms and Prognosis

Wed, 06 Mar 2019 06:00:00 -0600
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#262 - How to Live Without a Paycheck: The Upside of Building an Income Floor

Wed, 27 Feb 2019 06:00:00 -0600
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#260 - How to Live Without a Paycheck: Building a Bucket System

Wed, 20 Feb 2019 03:00:00 -0600
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#261 - How to Live Without a Paycheck: Keeping Your Buckets Full

Wed, 13 Feb 2019 06:00:00 -0600
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#259 - How to Live Without a Paycheck: Making Sure You Have Enough Money in Retirement

Wed, 06 Feb 2019 06:00:00 -0600
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#258 - Tips from the Rock Retirement Club

Wed, 30 Jan 2019 06:00:00 -0600
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#257 - The Bare Necessities: Tallying the Cost of Your Needs in Retirement

Thu, 24 Jan 2019 14:31:39 -0600
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#256 - Wants and Wishes: How to Make Room for Important Extras

Wed, 16 Jan 2019 06:00:00 -0600
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#255 - Wishin' and Hopin': Dreaming Up Your Big Retirement

Wed, 09 Jan 2019 06:00:00 -0600
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#254 - Know Your Numbers: Will You Have Enough Money in Retirement?

Wed, 02 Jan 2019 06:00:00 -0600
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#253 - Are You Using the Wrong Age to Plan Retirement?

Wed, 26 Dec 2018 06:00:00 -0600
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#252 - What’s Your Word? Whittling Your Resolutions to a One-Word Goal

Wed, 19 Dec 2018 06:00:00 -0600
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#251 - Behave Yourself: An Interview with Dan Crosby, Author of The Behavioral Investor

Wed, 12 Dec 2018 06:00:00 -0600
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#250 - Is Global Diversification Worth It?

Wed, 05 Dec 2018 06:00:00 -0600
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#249 - How to Prepare for the End of Days in 2018

Wed, 28 Nov 2018 06:00:00 -0600
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#248 - How a Spirit of Gratitude Creates Your Best Life & Retirement

Wed, 21 Nov 2018 06:00:00 -0600
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#247 - 10+ Gifts That Keep On Giving

Wed, 14 Nov 2018 06:00:00 -0600
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#246 - Gabbing with Gretchen Rubin: Your Personality and How it Plays into Your Retirement Planning

Wed, 07 Nov 2018 06:00:00 -0600
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#245 - 4 Scary Retirement Stories

Wed, 31 Oct 2018 06:00:00 -0500
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#244 - Listeners Weigh in on Retirement Hopes and Fears

Wed, 24 Oct 2018 06:00:00 -0500
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#243 - Real Conversations with Listeners About Retirement Hopes and Fears

Wed, 17 Oct 2018 06:00:00 -0500
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#242 - You Asked: Should I Pay Off My House Before I Retire?

Wed, 10 Oct 2018 06:00:00 -0500
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#241 - You Asked: Is Meaningful Work After 50 a Possibility or a Pipe Dream?

Wed, 03 Oct 2018 06:00:00 -0500
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#240 - Relocation in Retirement: Making the Most of Your New Locale

Wed, 26 Sep 2018 06:00:00 -0500
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#239 - Relocation in Retirement: Finding the Perfect Place to Retire

Wed, 19 Sep 2018 06:00:00 -0500
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#238 - Relocation in Retirement: Getting the Most Out of Your Home Sale

Wed, 12 Sep 2018 06:00:00 -0500
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#237 - An Interview with Mike Michalowicz: How to Walk Into Retirement with a Business that Runs Itself

Wed, 05 Sep 2018 06:00:00 -0500
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#236 - You Asked: Tips for Renting a Vacation Home

Wed, 29 Aug 2018 06:00:00 -0500
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#235 - You Asked: My Wisdom For Adulting

Wed, 22 Aug 2018 06:00:00 -0500
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#234 - You Asked: The Sobering Stats of Alcohol Abuse in Retirement

Wed, 15 Aug 2018 06:00:00 -0500
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#233 - You Asked: Investing for Retirement “Given This Market”

Wed, 08 Aug 2018 06:00:00 -0500
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#232 - You Asked: Social Security Facts

Wed, 01 Aug 2018 06:00:00 -0500
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#231 - Maximizing Social Security: When to File, When to Relax, and When to Worry

Wed, 25 Jul 2018 06:00:00 -0500
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#230 - Maximizing Social Security: How Earning Income Impacts Your Benefit Amount

Wed, 18 Jul 2018 06:00:00 -0500
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#229 - Maximizing Social Security: The Best Social Security Benefits Calculators

Wed, 11 Jul 2018 17:21:12 -0500
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#228 - Maximizing Social Security: How it Works and Will It Be There When You Need It?

Wed, 04 Jul 2018 06:00:00 -0500
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#227 - Entrepreneurship in Retirement: Lessons From Those Who Launched and Lived the Dream

Wed, 27 Jun 2018 06:00:00 -0500
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#226 - Entrepreneurship in Retirement: The Pros and Cons of Buying a Franchise

Wed, 20 Jun 2018 06:00:00 -0500
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#225 - Entrepreneurship in Retirement: Harness the Mindset and Retire Like a Boss

Wed, 13 Jun 2018 06:00:00 -0500
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#224 - Entrepreneurship in Retirement: The How, When, and What The Heck Am I Doing?

Wed, 06 Jun 2018 06:00:00 -0500
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#223 - Retirement Plan Live: Flying Solo Edition, Your Most Stressful Retirement Questions Answered

Wed, 30 May 2018 06:00:00 -0500
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#222 - Retirement Plan Live: Flying Solo Edition, Is Retiring Single Risky?

Wed, 23 May 2018 06:00:00 -0500
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#221 - Retirement Plan Live: Flying Solo Edition, 5 Must-Have Resources for Single Retirees

Wed, 16 May 2018 06:00:00 -0500
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#220 - Retirement Plan Live, Flying Solo Edition: How to Make Multiple Goals for a Single Retirement

Wed, 09 May 2018 06:00:00 -0500
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#219 - Retirement Plan Live, Flying Solo Edition: 5 Ways to Retire Solo

Wed, 02 May 2018 06:00:00 -0500
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The Q Factor: Bond Gadgets That Could Stop Rising Rates From Kicking Your Assets

Wed, 25 Apr 2018 01:15:00 -0500
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#217 - Rising Interest Rates: The Ultimate Bond Villain?

Wed, 18 Apr 2018 06:00:00 -0500
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#216 - Shaken, Not Stirred: What Bonds Add to the Investment Cocktail

Wed, 11 Apr 2018 06:00:00 -0500
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#215 - The 007 Effect: Why Everyone Loves a Good Bond

Wed, 04 Apr 2018 06:00:00 -0500
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#214 - Healthcare Before Medicare: Part-time Work With Benefits

Wed, 28 Mar 2018 06:00:00 -0500
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#213 - Healthcare Before Medicare: Getting Creative

Wed, 21 Mar 2018 06:00:00 -0500
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Chat with John Leland, Author of Happiness is a Choice You Make: Lessons From a Year Among the Oldest Old

Fri, 16 Mar 2018 06:00:00 -0500
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#212 - Healthcare Before Medicare: ACA and COBRA

Wed, 14 Mar 2018 06:00:00 -0500
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#211 - Healthcare Before Medicare: My Wife Quit Her Job!

Wed, 07 Mar 2018 06:00:00 -0600
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#210 - How to be Single, Retired, and Happy

Wed, 28 Feb 2018 06:00:00 -0600
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#209 - Making Friends in Retirement

Wed, 21 Feb 2018 06:00:00 -0600
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#208 - Happy Spouse, Happy Retirement

Wed, 14 Feb 2018 06:00:00 -0600
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#207 - Loneliness Can Be a Retirement Killer: Here’s How to Combat It

Wed, 07 Feb 2018 06:00:00 -0600
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#206 - My Reading List 2018

Wed, 31 Jan 2018 06:00:00 -0600
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#205 - How to Make 2018 Your Best Year Yet

Wed, 24 Jan 2018 06:00:00 -0600
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#204 - Is Your Financial Advisor Worth the Cost?

Wed, 17 Jan 2018 06:00:00 -0600
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#203 - Why the Great and Powerful Oz Won’t Save Your Retirement

Wed, 10 Jan 2018 06:00:00 -0600
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#202 - Market Correction Fire Drill Step 3—Having Enough Cash Reserves

Wed, 03 Jan 2018 06:00:00 -0600
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#201 - Market Correction Fire Drill Step 2

Wed, 20 Dec 2017 06:00:00 -0600
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#200 - Market Correction Fire Drill - Step 1

Wed, 13 Dec 2017 06:00:00 -0600
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#199 - Market Correction Fire Drill Starts Here

Wed, 06 Dec 2017 06:00:00 -0600
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What a 34 Year Old Can Teach You About Retirement

Wed, 29 Nov 2017 06:00:00 -0600
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#197 - How to Take Your Retirement Travel to the Next Level

Wed, 22 Nov 2017 06:00:00 -0600
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#196 - How to Manage Retirement Risks

Wed, 15 Nov 2017 06:00:00 -0600
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#195 - Organizing Your Financial Resources for Retirement

Wed, 08 Nov 2017 06:00:00 -0600
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#194 Dream Up Your Ideal Retirement

Wed, 01 Nov 2017 06:00:00 -0500
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How to Avoid This HUGE Threat to Your Retirement #193

Wed, 25 Oct 2017 06:00:00 -0500
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#192 - Should You Worry About a Market Crash?

Wed, 18 Oct 2017 06:00:00 -0500
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191 - What Your Financial Advisor Should Be Doing

Wed, 11 Oct 2017 06:00:00 -0500
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#190 -  How much you should have saved for retirement by now

Wed, 04 Oct 2017 06:00:00 -0500
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#189 - How Indexes and Bear Markets Can Make a Bad Mix

Wed, 27 Sep 2017 06:00:00 -0500
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#188 -  Worried about the Equifax Data Breach? Here’s Your Protect Your Credit Action Plan

Wed, 20 Sep 2017 06:00:00 -0500
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#185 - Should My Advisor Have Access to My 401(k)? And Other Listener Questions

Wed, 13 Sep 2017 06:00:00 -0500
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Retirement Travel - One Way to Fund Your Dreams

Wed, 06 Sep 2017 10:17:52 -0500
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#185 - Don’t Be Like Wimpy! How Spending Can Ruin Your Retirement

Wed, 30 Aug 2017 06:00:00 -0500
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#184 - Passive Investing: What You Should Understand

Wed, 23 Aug 2017 06:00:00 -0500
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#183 - How Pre-tirement Could Save Your Retirement

Wed, 16 Aug 2017 06:00:00 -0500
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#182 - Want a Great Retirement?

Wed, 09 Aug 2017 06:00:00 -0500
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#181 - Stop Financial Stress Now!

Wed, 02 Aug 2017 06:00:00 -0500
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#180 - Should You Retire Overseas?

Wed, 26 Jul 2017 06:00:00 -0500
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#179 - A Simple Tool to Estimate Retirement Spending

Wed, 19 Jul 2017 06:00:00 -0500
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#178 - The Science of Index-Based Asset Allocation

Wed, 12 Jul 2017 06:00:00 -0500
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#177 - The 5 Ps of a Good Investment Philosophy

Wed, 05 Jul 2017 10:29:11 -0500
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#176 - The Role of Asset Allocation in Retirement Planning

Wed, 28 Jun 2017 06:00:00 -0500
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#175 - Market Forecasting: Who Can You Trust To Tell You What to Expect During Retirement?

Wed, 21 Jun 2017 06:00:00 -0500
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#174 - Does the Institutional Approach to Asset Allocation For Retirement Work These Days?

Wed, 14 Jun 2017 06:00:00 -0500
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#173 - Investment Risk Management for Regular People

Wed, 07 Jun 2017 06:00:00 -0500
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#172 - Building A Strong Foundation For Your Retirement Investments

Wed, 31 May 2017 06:00:00 -0500
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#171 - J. David Stein on How Not To Gamble Your Retirement Away

Wed, 24 May 2017 06:00:00 -0500
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#170-Learn From Your Mistakes To Create A Great Retirement

Wed, 17 May 2017 06:00:00 -0500
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#169 - A Business Exit Strategy That Creates Family Legacy With Randy Long

Wed, 10 May 2017 06:00:00 -0500
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#168 - Using Your HSA To Slay The Health care Dragon

Wed, 03 May 2017 06:00:00 -0500
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#167 - Should I use Social Security Income To Fuel My Retirement Investments?

Wed, 26 Apr 2017 06:00:00 -0500
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#166 Holistic Retirement Planning

Wed, 19 Apr 2017 06:00:00 -0500
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#165 - Retirement Crisis: Why Work You Love Might Be The Answer

Wed, 12 Apr 2017 06:00:00 -0500
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#164 - My adviser stole my money! A simple way to avoid investment fraud.

Tue, 11 Apr 2017 09:49:01 -0500
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#163 Will The Trump Bump Continue?

Wed, 29 Mar 2017 10:17:44 -0500
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#162 - The Problem with Retirement Planning and How to Fix It

Wed, 22 Mar 2017 06:00:00 -0500
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#161 - Simple Living In Retirement

Wed, 15 Mar 2017 06:00:00 -0500
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#160 - Certainty Is Absurd: How To Deal With Uncertainty.

Wed, 08 Mar 2017 06:00:00 -0600
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#159 - Make your net worth work for your retirement not against it!

Wed, 01 Mar 2017 06:00:00 -0600
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#158 - How Binary Thinking Can Ruin Your Retirement Goals

Wed, 22 Feb 2017 06:00:00 -0600
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#157 - Mitigating Retirement Risks as You Plan For Your Future (Retirement Plan Live Session 3)

Wed, 15 Feb 2017 06:00:00 -0600
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#156 - How Your Personal Net Worth Statement Can Inform Your Retirement Decisions - Retirement Plan LIVE Ep. 2

Wed, 08 Feb 2017 06:00:00 -0600
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#155 - Retirement Wishes Start With Good Planning (Retirement Plan LIVE 2017)

Wed, 01 Feb 2017 06:00:00 -0600
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#154 - Introducing Kim and Joe, the Couple Planning For Retirement via Retirement Plan LIVE.

Thu, 26 Jan 2017 11:38:35 -0600
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#153 - Real Life Personal Growth And Finance Stories with P.T. Money

Wed, 18 Jan 2017 06:00:00 -0600
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#152 - Financial Forecasting: 2017 Predictions And The Impact They Have On YOU

Wed, 11 Jan 2017 06:00:00 -0600
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#151 - Setting Retirement Goals and Working Toward Them: How One Couple Is Doing It

Wed, 04 Jan 2017 06:00:00 -0600
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#150 - Dealing With Failure By Seeing It As Feedback

Wed, 21 Dec 2016 06:00:00 -0600
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#149 - How The Temptation of Hyperbolic Discounting Can Bite You In the End.

Wed, 14 Dec 2016 06:00:00 -0600
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#148 - Maximizing Social Security For Your Best Retirement Ever!

Wed, 07 Dec 2016 06:00:00 -0600
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#147 - Avoid The Retirement Crisis By Building Retirement Dreams

Wed, 30 Nov 2016 06:00:00 -0600
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#146 - The Strength of the Dollar, The Forex Market, and Listener Questions About Asset Allocation

Wed, 23 Nov 2016 06:00:00 -0600
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#145 - Year End Financial Issues You Should Consider

Wed, 16 Nov 2016 06:00:00 -0600
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#144 - The Power of Reading For Life, Success, and A Better Retirement.

Wed, 09 Nov 2016 06:00:00 -0600
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#143 - Sunk Cost Bias and How It Makes YOU Your Biggest Retirement Obstacle

Wed, 02 Nov 2016 06:00:00 -0500
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#142 - How Do Financial Markets React To Presidential Election Cycles?

Wed, 26 Oct 2016 06:00:00 -0500
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#141 - Why Longevity Makes Retirement a Whole New Game

Wed, 19 Oct 2016 06:00:00 -0500
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#140 - Do You Have The Courage To Color Outside the Lines?

Wed, 12 Oct 2016 06:00:00 -0500
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#139 - The #1 Fear About Retirement: Losing My Mind

Wed, 05 Oct 2016 06:00:00 -0500
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#138- 10 Powerful Book Recommendations For Investing And Personal Growth

Wed, 28 Sep 2016 06:00:00 -0500
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#137 -How To Become A Better Decision Maker, Even In The Small Things

Wed, 21 Sep 2016 06:00:00 -0500
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#136 - Decision Making: Getting It Right For Retirement (and the rest of life)

Wed, 14 Sep 2016 06:00:00 -0500
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#135 - Why People In The Financial Services Industry Are Freaking Out!

Wed, 07 Sep 2016 06:00:00 -0500
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#134 - Is Economic Growth Always A Good Thing?

Wed, 31 Aug 2016 06:00:00 -0500
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#133 - Economic Growth, the Upcoming Election, Life Satisfaction!

Wed, 24 Aug 2016 06:00:00 -0500
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#132 - How Personal Values Can Impact Your Level Of Happiness In Retirement

Wed, 17 Aug 2016 06:00:00 -0500
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#131 - How To Detect Burnout and Fix The Cause Of It, with Dr. Clark Gaither

Wed, 10 Aug 2016 06:00:00 -0500
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#130 - Retirement Age Is Approaching! Are You Going to Be Secure In Your Older Years?

Wed, 03 Aug 2016 06:00:00 -0500
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#129 - How to Avoid the Trap of Emotional Investing, with Dr. Daniel Crosby

Wed, 27 Jul 2016 06:00:00 -0500
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#128 - Here’s How Technology Will Help You Combat Loneliness in Retirement

Wed, 20 Jul 2016 06:00:00 -0500
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#127 - Here’s How Technology Will Impact Your Mobility During Retirement

Wed, 13 Jul 2016 06:00:00 -0500
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#126: Here’s to the Future: How Technology Will Change Your Retirement

Wed, 06 Jul 2016 06:00:00 -0500
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#125 - 5 Ways BREXIT Could Impact You and Your Retirement

Wed, 29 Jun 2016 06:00:00 -0500
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#124 - Why You Should't Be Afraid of Yes

Wed, 22 Jun 2016 06:00:00 -0500
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#123 - How to Make the Most of Social Security with Emily Guy Birken

Wed, 15 Jun 2016 06:00:00 -0500
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#122 How the Wisdom of Chess Can Make You a Grandmaster of Investing With Doug Goldstein

Wed, 08 Jun 2016 06:00:00 -0500
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#121 - What You Should Know About Risk Management and Insurance

Wed, 01 Jun 2016 06:00:00 -0500
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#120 - How to Use the Sharing Economy in Retirement

Wed, 25 May 2016 06:00:00 -0500
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#119 - What You Need to Know to Invest in Bonds

Wed, 18 May 2016 06:00:00 -0500
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#118 - 3 Action Steps to Maximize Your Social Security Benefits.

Wed, 11 May 2016 06:00:00 -0500
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#117 - How to Break Free and Live a Life True to YOU

Wed, 04 May 2016 06:00:00 -0500
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#116 - 6 Mistakes You Need to Avoid in Retirement

Wed, 27 Apr 2016 06:00:00 -0500
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How to Decide Whether to Rollover your 401(k) to an IRA

Mon, 18 Apr 2016 16:18:18 -0500
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#114 What You Need to Know About the World Economy

Mon, 11 Apr 2016 18:31:39 -0500
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#113 - How a Personality Assessment Can Help You Make Better Money Choices

Tue, 05 Apr 2016 06:00:00 -0500
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#112 - What you Should Know About Investing in Real Estate

Tue, 29 Mar 2016 06:00:00 -0500
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#111- Why You Shouldn’t Fall into the Market Timing Trap

Tue, 22 Mar 2016 06:00:00 -0500
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#110 - What You’d Better Understand About Diversification and Indexes

Tue, 15 Mar 2016 06:00:00 -0500
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How to Make a Successful Career Pivot with Mike Kim

Tue, 08 Mar 2016 06:00:00 -0600
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#108 - This is What the Market Thinks About Presidential Elections

Tue, 01 Mar 2016 06:00:00 -0600
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#107 - Why You Should Stop Worrying So Much

Tue, 23 Feb 2016 06:00:00 -0600
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#106 - This Market SUCKS: What to Expect for the Rest of the Year

Tue, 16 Feb 2016 06:00:00 -0600
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#105 - Why You Should Ignore All Market Predictions

Tue, 09 Feb 2016 06:00:00 -0600
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#104 - Is tax deferral really the best way to save for retirement?

Tue, 02 Feb 2016 06:00:00 -0600
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#103 -How Will You Manage These Risks During Retirement?

Tue, 26 Jan 2016 06:00:00 -0600
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#102 - Want to Retire? Stop Watching the Markets, Watch This

Tue, 19 Jan 2016 06:00:00 -0600
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#101 - How to Dream Up Your Ideal Retirement

Tue, 12 Jan 2016 06:00:00 -0600
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#100 - How to Become a Super Saver in 2016

Tue, 05 Jan 2016 06:00:00 -0600
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#99 - Five Reasons to be Thankful Interest Rates are Going Up

Tue, 29 Dec 2015 06:00:00 -0600
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Is Your Asset Allocation All Wrong During Retirement??

Wed, 23 Dec 2015 09:16:58 -0600
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#97 - How to Build Wealth with Todd Tresidder, The Financial Mentor

Tue, 15 Dec 2015 06:00:00 -0600
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#96 - How to Evaluate When to Take Your Pension

Tue, 08 Dec 2015 06:00:00 -0600
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#95 - Make Sure You Know This About Your Inherited IRA

Tue, 01 Dec 2015 06:00:00 -0600
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#94 - How to Save on Taxes and Pay for Christmas

Tue, 24 Nov 2015 06:00:00 -0600
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#93 - How to Be Happy: It's Easier Than You Think

Tue, 17 Nov 2015 06:00:00 -0600
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#92 - Goodbye File and Suspend: What You Need to Know

Tue, 10 Nov 2015 06:00:00 -0600
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#91 - Chris Hogan Wants You to Know This About Retirement

Tue, 03 Nov 2015 06:00:00 -0600
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#90 - How to answer the question, "When Can I Retire?"

Tue, 27 Oct 2015 06:00:00 -0500
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#89 - 5 Impacts Longevity Could Have on Your Retirement

Tue, 20 Oct 2015 06:00:00 -0500
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#88 - The 6 Biggest Expenses During Retirement

Tue, 13 Oct 2015 06:00:00 -0500
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#87 - 4 Myths That Could Ruin Your Retirement and How to Avoid Them

Tue, 06 Oct 2015 06:00:00 -0500
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#86 -You Are Enough For Today

Tue, 29 Sep 2015 06:00:00 -0500
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#85 -9 Books to Help You Live a Great Life AND invest Smarter, Plus Listener Questions on Social Security and ROTH IRAs

Tue, 22 Sep 2015 12:09:34 -0500
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#84 Learn How to Career Pivot to a More Independent Life During Retirement

Tue, 15 Sep 2015 06:00:00 -0500
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#83 When You Feel Like Your Plan to Retire is Screwed

Tue, 08 Sep 2015 06:00:00 -0500
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#82 Worried About the Markets? Don’t Change a Good Strategy Now

Tue, 01 Sep 2015 06:00:00 -0500
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#81 How to Find a Good Charity in Your Community

Tue, 25 Aug 2015 06:00:00 -0500
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#80 Why Smart People Can Be Stupid with Money Too

Wed, 19 Aug 2015 06:00:00 -0500
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Want to Start a Business? Learn How to Fail Forward

Tue, 11 Aug 2015 06:00:00 -0500
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See, Retirement Planning Can Be Fun!

Mon, 03 Aug 2015 15:16:08 -0500
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How NOT to Be A Terrible Husband

Thu, 23 Jul 2015 15:26:51 -0500
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The Mid Year Outlook for Investing

Thu, 09 Jul 2015 21:06:23 -0500
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Starting a Family and Planning for Retirement? I Got This

Sun, 05 Jul 2015 12:13:05 -0500
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From High School Sweethearts to Retirement

Thu, 25 Jun 2015 14:20:00 -0500
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Don't Make This Stupid Retirement Investment

Thu, 25 Jun 2015 13:28:43 -0500
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Dying Ain't Cheap: The Emotional and Financial Costs of End of Life Care

Wed, 24 Jun 2015 17:28:43 -0500
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Don't Miss Your Life While Planning for Retirement

Tue, 16 Jun 2015 17:17:15 -0500
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WARNING: Investment Talk Radio May Be Hazardous to Your Retirement

Wed, 10 Jun 2015 08:40:08 -0500
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Retirement Means the Freedom to What I Want, When I Want

Tue, 02 Jun 2015 20:52:01 -0500
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Intentional Decisions Can Lead to a Great Retirement

Fri, 29 May 2015 10:11:15 -0500
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Yes, 27 Year Olds Think About Retirement Too

Sun, 17 May 2015 18:50:15 -0500
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Jen's Retirement Journey: Rising From the Ashes

Tue, 12 May 2015 08:30:03 -0500
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Rick's Journey to Retirement: Steady as It Goes

Sun, 03 May 2015 15:41:54 -0500
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Aaron Walker Wants You to Be Extraordinary

Thu, 30 Apr 2015 20:20:27 -0500
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Tell Your Money & Retirement Story

Tue, 21 Apr 2015 21:38:37 -0500
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Want to Retire? Why Smart isn't Enough

Thu, 16 Apr 2015 17:20:00 -0500
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Should I Take a Company Buyout Package? with Marc Miller

Wed, 08 Apr 2015 21:29:51 -0500
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You Can't Frugal Your Way to Retirement With Paula Pant

Wed, 01 Apr 2015 22:00:56 -0500
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Solving Your Retirement Puzzle

Tue, 24 Mar 2015 21:38:23 -0500
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NO Ideal Retirement for YOU, Bill & Sally

Wed, 18 Mar 2015 15:50:33 -0500
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Bill & Sally Created a Net Worth Statement, Have You?

Wed, 11 Mar 2015 07:09:26 -0500
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How to Dream Big About Your Retirement with Bill and Sally

Tue, 03 Mar 2015 19:54:16 -0600
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Buy Cars Better With James Kinson

Tue, 24 Feb 2015 22:28:45 -0600
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What Do You See for YOUR Retirement?

Tue, 17 Feb 2015 18:55:06 -0600
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A Kitchen Table Talk with Carl and Jane About Retirement

Wed, 11 Feb 2015 05:57:35 -0600
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Listener Questions From the Can Carl Retire? Webinar

Wed, 04 Feb 2015 08:50:24 -0600
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Will You Leave a Mess When You Die? Step 4 of Can Carl Retire?

Tue, 27 Jan 2015 08:42:44 -0600
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I Want to Retire, But What About...?!?: How to Manage Risk in Retirement

Tue, 20 Jan 2015 11:05:37 -0600
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Step 2 Identify and Organize Your Financial Resources

Tue, 13 Jan 2015 23:10:24 -0600
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Step 1 Identifying My Ideal Retirement

Sun, 04 Jan 2015 10:37:34 -0600
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Lady J Can Help You Get Unstuck in 2015

Wed, 31 Dec 2014 14:36:55 -0600
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See the Retirement Planning Process in Action

Mon, 29 Dec 2014 10:49:42 -0600
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How to Launch Yourself to a Great Retirement

Tue, 23 Dec 2014 20:40:38 -0600
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Stop Watching the Market and Create a Great Life

Tue, 16 Dec 2014 21:34:15 -0600
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7 Super Simple Tasks to Complete Before You Rock in the New Year

Tue, 09 Dec 2014 20:34:43 -0600
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3 Habits to Help You Make Smarter Money Choices

Wed, 03 Dec 2014 08:34:09 -0600
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How to Ride the Rapids Towards Retirement

Tue, 18 Nov 2014 19:29:50 -0600
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7 Investing Lies We Tell Ourselves & How to Avoid Them

Wed, 12 Nov 2014 19:27:06 -0600
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My #1 Retirement Planning Tool to Help People Find Balance

Tue, 04 Nov 2014 21:18:04 -0600
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Kary Oberbrunner Wants You to Ignite Your Soul

Tue, 28 Oct 2014 17:18:08 -0500
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7 Steps to Help You Fight Through a Market Correction

Mon, 20 Oct 2014 07:58:00 -0500
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#35 4 Benefits of Forest Fires and Market Corrections [Podcast]

Sun, 12 Oct 2014 18:01:17 -0500
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#34 Healthcare Options Before Age 65

Sun, 05 Oct 2014 19:46:24 -0500
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#33 5 Steps to a Healthier LIfe

Mon, 29 Sep 2014 17:08:13 -0500
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32 Career Pivot: How to Change Careers When You're in Your 50's

Mon, 22 Sep 2014 20:15:56 -0500
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31 What You Can Learn From the Retiree Next Door

Tue, 16 Sep 2014 14:54:50 -0500
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30 How to Invest in Your Marriage with Jackie Bledsoe

Sun, 14 Sep 2014 14:51:43 -0500
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Should I Convert to a ROTH IRA? A Talk with Ed Slott

Sun, 07 Sep 2014 16:41:22 -0500
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#28 4 Strategies for Beating Retirement Planning Stress

Mon, 01 Sep 2014 17:53:12 -0500
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#27 Screw Retirement Goals, Here's a Better Way

Mon, 25 Aug 2014 20:57:08 -0500
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What You Need to Know Before Investing in Rental Properties

Mon, 18 Aug 2014 21:45:28 -0500
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#25 How to Organize Your Financial Records

Tue, 12 Aug 2014 19:26:26 -0500
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#24 Strategies for Handling Market Corrections

Tue, 05 Aug 2014 09:53:06 -0500
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7 Ways You Can Screw Up Your Retirement

Fri, 25 Jul 2014 13:17:31 -0500
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Invest Wisely: LPL's Investor's Almanac: Mid-Year Outlook

Thu, 17 Jul 2014 17:35:37 -0500
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#21 How to Accept the Worry and Start Planning for Retirement

Mon, 14 Jul 2014 07:15:55 -0500
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Unwrapping Medicare: The Basics

Sun, 06 Jul 2014 19:06:35 -0500
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Hate Keeping a Monthly Budget? Here is an Easier Way

Mon, 30 Jun 2014 08:49:20 -0500
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Deal With Death By Celebrating Life

Sun, 22 Jun 2014 20:43:31 -0500
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Managing Cash Flow During Retirement

Mon, 16 Jun 2014 09:03:15 -0500
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Second-Act Careers: The Benefits of Working During Retirement

Sun, 08 Jun 2014 16:49:21 -0500
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Jeff Goins Doesn't Want You to Miss Out on Your Life

Sun, 01 Jun 2014 18:34:22 -0500
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14: Jon Chevreau: Discusses His Book Findependence Day and Host Roger Whitney Talks About a Recent Cyber Attack on His Practice

Mon, 26 May 2014 10:08:59 -0500
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Retirement & Planning for Housing

Sun, 18 May 2014 21:04:28 -0500
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Do You Have a Question About How to Plan for Retirement? [Podcast]

Mon, 12 May 2014 08:57:24 -0500
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Do You Make These Mistakes When You Invest?

Sun, 04 May 2014 18:02:10 -0500
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How to Plan Your Walt Disney World Vacation with Lou Mangello

Tue, 22 Apr 2014 18:09:57 -0500
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How to Pay for College with Celest Horton

Sun, 20 Apr 2014 16:54:09 -0500
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Lauren Gaggioli Discusses Preparing for the SAT and the Selecting the Right College

Thu, 10 Apr 2014 09:55:32 -0500
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10 Things to Consider Before You Purchase an RV

Sun, 06 Apr 2014 19:31:38 -0500
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15 Questions to Ask When Choosing a Financial Advisor

Wed, 02 Apr 2014 08:18:51 -0500
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Do I Have Enough Money to Maintain My Lifestyle in Retirement?

Mon, 31 Mar 2014 13:44:47 -0500
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INVEST in Your Health

Sun, 23 Mar 2014 20:14:58 -0500
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Episode #3 Amazon Prime & Your Emergency Fund

Sun, 16 Mar 2014 21:26:50 -0500
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Episode 2 The Importance of Tracking Your Net Worth

Mon, 10 Mar 2014 12:57:47 -0500
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Creating An ICE Plan And 4 Reasons Why You Should Ignore Market Predictions

Tue, 04 Mar 2014 01:00:00 -0600
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