Retirement planning isn't a one-size-fits-all approach. Designed to help bring awareness to the different strategies available, Roger describes one of his latest tools, a Retirement Income Style Awareness (RISA) profile. He also shares examples of how a tool like this can help simplify and focus your retirement planning with a crafted solution that's right for you.

Everywhere you look these days, you'll hear terms like overvalued stocks or an impending pop of a real estate or financial bubble. In this episode, Roger gives us a glimpse into what may be ahead for all of us in 2023, and most importantly, where your attention should be focused to secure a smart and safe retirement.

In this episode, Roger shares his thoughts on how to best prepare for the unknown, and what that does to someone’s ability to retire happy. He also shares some insights into recent news with talks about a recession and prolonged inflation and what you can do to weather the storm.

In this episode, Roger shares his take on the chaos and confusion behind cryptocurrency, and whether it's a wise investment for those looking to retire with security in mind. He also walks us through some historical trends similar to crypto and how those strategies ended for those swept up in the craze.

In this episode, Roger takes a look back at some of his predictions, including what worked out and what still hasn't. We'll also review the Rule of 72, and how some of his most straight forward financial insights still stand strong today.

In this episode, Roger shares why he believes times of uncertainty do not equate to times of inaction especially when it comes to your finances. He also explains how Warren Buffett’s two rules of investing are applicable today and what kind of methods you can use to avoid financial loss.

In this episode, Roger explains the shifting climate around taxes and the type of changes we can expect in the year 2026. He also walks us through the hierarchy of money and how you can effectively use it as a tool to help you prepare for retirement, even in uncertain times.

In this episode, Roger walks us through one of the most important questions to ask yourself as you approach retirement: What is your income plan? We also discuss ways to ensure your income can last your entire lifetime and what steps you can take to plan for it to keep up with rising inflation.