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

            443 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

            459 Listeners

            Retirement Starts Today by Benjamin Brandt CFP®, RICP®

            Retirement Starts Today

            535 Listeners

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

            The Retirement and IRA Show

            752 Listeners

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

            Big Picture Retirement®

            547 Listeners

            Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

            Stay Wealthy Retirement Podcast

            676 Listeners

            The Long View by Morningstar

            The Long View

            922 Listeners

            Ready For Retirement by James Conole, CFP®

            Ready For Retirement

            818 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

            428 Listeners

            Retirement Planning Education, with Andy Panko by Andy Panko

            Retirement Planning Education, with Andy Panko

            1,059 Listeners