Retirement Answer Man

By Roger Whitney, CFP®, CIMA®, RMA, CPWA®, AIF®

What's Retirement Answer Man about?

This is NOT your typical retirement show focused only on saving and investing. It’s about making the most of your life today and in retirement. Retirement isn’t an age OR a financial number. It’s finding that balance between living well today and feeling confident about your retirement. It’s about gaining more freedom to pursue the life you want. In each episode of this award-winning show, Roger unpacks topics like investing, insurance, IRAs, pensions, healthcare expenses, building wealth, creating income, being happy, and much more. Roger Whitney shares practical wisdom on retirement planning learned over 27 years as a financial planner walking life with clients into retirement. Head over to to learn more and sign up for the free Retirement Learning Center. An online resource full of checklists you can use to work towards your ideal retirement.

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Overcoming Frugality


Rocking retirement doesn’t mean getting your Roth conversions right, it means minimizing your regrets. At the end of your life, you don’t want to think “yay, I paid fewer taxes!” you want to think “wow, my life was awesome!” Overcoming ...

Retirement Answer Man episodes: