Retirement Answer Man

See the Retirement Planning Process in Action


Listen Later

One of the most common comments I get from readers is how hard it is to get straight answers to their most important retirement planning questions. "When can I retire?" "What lifestyle can I expect?" "Will I run out of money?" What am I missing???"

Starting January 7th, I'll answer these questions for a fellow reader (Carl). You'll get to listen in as we create his retirement plan each week, culminating in a LIVE webinar where you (and Carl) will hear the results for the first time.

NOTE: check out the bottom of this post for an opportunity to plan alongside Carl

Who is Carl?

  • 51 years old
  • Married 27 years with a 19 year old child
  • 29 year corporate executive

What He Wants From the Plan:

  • When can I get out?
  • Will I run out of money?
  • How do I plan for worst case scenarios?
  • How do I handle healthcare?

During the webinar, you and Carl will watch LIVE as I stress test Carl's plan against the most common retirement worries:

  • Bad market returns
  • High inflation
  • Long-term care costs
  • Outliving his assets

Here's the Schedule 

  • January 7th   Defining Carl's ideal retirement
  • January 14th Reviewing Carl's financial resources
  • January 21st  Identiflying risks to Carl's plan
  • January 28th Reviewing Carl's estate and giving wishes
  • January 30th LIVE webinar presentation giving Carl his results

Register now and create your plan alongside Carl You'll get: 

  • Weekly summaries of Carl's plan
  • Free worksheets and checklists to plan alongside Carl
  • Free video tutorials to help you in each step of the process
  • Registration to the LIVE webinar on January 30th

Go to www.rogerwhitney.com/rpl

...more
View all episodesView all episodes
Download on the App Store

Retirement Answer ManBy Roger Whitney, CFP®, CIMA®, RMA, CPWA®

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

1,192 ratings


More shows like Retirement Answer Man

View all
The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

The Stacking Benjamins Show

1,991 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,954 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

444 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

809 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

460 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

536 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

753 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

546 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

675 Listeners

The Long View by Morningstar

The Long View

923 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

817 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

203 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

582 Listeners

MoneyWatch with Jill Schlesinger by CBS News

MoneyWatch with Jill Schlesinger

427 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,059 Listeners