Podcast Episodes featuring Roger Whitney

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Planning for Retirement with Roger Whitney

Work Your Wealth Podcast - March 09, 2020 07:30 - 35 minutes ★★★★★ - 69 ratings
This week I sat down with fellow CFP® Roger Whitney to discuss planning for retirement, some dos and don’ts and baby steps along the way to set you up for success. Roger Whitney, CFP®, CIMA®, CPWA®, AIF® is a cofounder of WWK Wealth Advisors and host of the award-winning podcast The Retirement...

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134: Lifestyle Planning and How to Rock Retirement with Roger Whitney

Own Your Career Own Your Life - April 29, 2019 08:42 - 36 minutes ★★★★★ - 112 ratings
Topics: Roger's background and how he got into what he's doing What that word embrace means to him Designing your life His point of view on rocking retirement What retirement is from a baby boomer's perspective Living a life by intentional choice Pre-tirement How podcasting changed his l...

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134: Lifestyle Planning and How to Rock Retirement with Roger Whitney

Own Your Career Own Your Life - April 29, 2019 08:42 - 36 minutes
Topics: Roger's background and how he got into what he's doing What that word embrace means to him Designing your life His point of view on rocking retirement What retirement is from a baby boomer's perspective Living a life by intentional choice Pre-tirement How podcasting changed his l...

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Ep 107: Using Podcasting As A Marketing Strategy To Attract (Retirement Niche) Clients with Roger Whitney

Financial Advisor Success - January 15, 2019 12:00 - 1 hour ★★★★★ - 653 ratings
Roger Whitney is a partner with WWK Wealth Advisors, an independent RIA where he works with a personal client base of retirees with $75 million of assets under management. Perhaps even more impressively, he’s been able to attract almost $50 million of those assets in just the past two years by ...

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52: Creating a Life Worth Living Before Retirement With Roger Whitney

BiggerPockets Money Podcast - December 24, 2018 07:00 - 58 minutes ★★★★★ - 2.8K ratings
Finding Financial Freedom Before Retirement Roger Whitney learned early on that your life doesn’t always cooperate with your plans. The passing of his mother - who had always worked hard and saved for ‘later’ made him realize that ‘later’ doesn’t always happen. So he set out to create a life he l...

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How To Prepare For Retirement When You Got A Late Start With Roger Whitney | HMM 158

Her Dinero Matters - November 01, 2018 04:00 - 34 minutes ★★★★★ - 160 ratings
Do you feel you have started late in preparing or retirement? I’ve got good news for you as I have Roger Whitney to share with you what it is you can do.  What you'll learn about in today's episode: The impact his mom's experience had on his view of retirement and how he helps his clie...

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E252: Rock Retirement With Roger Whitney

Breakthrough Success - Content Marketing That Works - October 01, 2018 13:00 - 23 minutes ★★★★★ - 101 ratings
Roger Whitney has over 27 years of experience walking life with clients into and through retirement. He is the creator of the Agile Retirement Management Process, creator of the Retirement Standard of Care, and author of Rock Retirement: A Simple Guide to Help You Take Back Control and Be More O...

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086R | Pretirement | Roger Whitney

ChooseFI - August 03, 2018 05:00 - 1 hour ★★★★★ - 4.8K ratings
086R | A live-recorded conversation with Roger Whitney, the Retirement Answer Man, from Podcast Movement, questions for a potential accountant, and takeaways from Monday’s live case study with Allison Goddard.   Brad is departing for a month-long family vacation to the U.K. What is “global ...

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EP 10: I Want to Retire! with Roger Whitney

Young Money Podcast with Dasarte Yarnway - July 30, 2018 07:00 - 35 minutes ★★★★★ - 76 ratings
The Retirement Answer Answer man is the radio voice for everything retirement. On this episode of the Young Money Podcast, Roger Whitney joins me to discuss the common misconceptions about retirement and how he's set out on a mission to change the way that we think about it. I've even jotted do...

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M&M 45: Writing a book to support your mission, with Roger Whitney

Money and Media: Presented by FinCon - May 07, 2018 06:00 - 33 minutes ★★★★★ - 23 ratings
Are you on a mission with your blog, podcast, or YouTube channel? Roger Whitney started a podcast years ago but found his message and niche along the way. A couple years ago he came up with the idea to have a book that served his audience, but he had never written a book before. Originally tit...

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#068: Roger Whitney on Living Well Today While Planning For Tomorrow

Big Picture Retirement - April 16, 2018 07:00 - 19 minutes ★★★★★ - 366 ratings
Devin and John are joined by Roger Whitney, founder of the Retirement Answer Man Podcast and author of the recently released book, Rock Retirement. For more information, visit the show notes at http://www.bigpictureretirement.net/068

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Episode 016 - How to Rock Retirement with Roger Whitney

Faith Forward Online Business With Sara Anna Powers - March 22, 2018 09:00 - 42 minutes ★★★★★ - 51 ratings
In this today's episode, Sara Anna speaks with Roger Whitney, the host of The Retirement Answerman Podcast and a financial planner who’s taken a traditional business online. Roger discusses how he transitioned his business model from brick-and-mortar to online, and a lively discussion on the cur...

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159 "Rock Retirement" with Roger Whitney

Sound Retirement Radio - February 09, 2018 19:26 - 25 minutes ★★★★ - 365 ratings
Jason interviews Roger Whitney about his new book, Rock Retirement.  Roger Whitney is the Retirement Answer Man, and he believes you can create a great life that balances living well today AND living well tomorrow by having the right little conversation about money. Over the last 24 years he h...

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032: Live Well Today and Tomorrow with Roger Whitney, the Retirement Answer Man

Masters of Money - July 26, 2017 07:00 - 47 minutes ★★★★★ - 70 ratings
Roger Whitney is the Retirement Answer Man, and he believes you can create a great life that balances living well today AND living well tomorrow by have the right little conversations about money. Over the last 24 years he has worked directly with clients on this journey and shares the wisdom he...

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Vacation Special: A Conversation With Roger Whitney, The Retirement Answerman

Money For the Rest of Us - July 05, 2017 16:00 - 31 minutes ★★★★★ - 1.3K ratings
A conversation with Roger Whitney about retirement investing, asset allocation, active versus passive management, luck versus skill, behavioral finance the difference between investing, speculating and gambling. See Privacy Policy at https://art19.com/privacy and California Privacy Noti...

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Can I Retire Yet? - with Roger Whitney, the Retirement Answerman

Afford Anything - April 03, 2017 05:00 - 1 hour ★★★★★ - 3.3K ratings
#71: Roger Whitney is known as the "retirement answer man." "All I think about, all day long, is how to make that [retirement] transition successfully," he says. But he holds a dirty little secret. "I don't believe in retirement. And the most successful clients that I work with ... technically...

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#011: How to Balance Living Well Today While Planning for Tomorrow, with Roger Whitney

Big Picture Retirement - March 13, 2017 06:00 - 32 minutes ★★★★★ - 366 ratings
Roger Whitney, the Retirement Answerman, shares his approach to spending money on fun today while still being able to plan and save for tomorrow. He likens it to a teeter-totter, and reflects on things his mother taught before she passed away. Find more information or ask us a question at ht...

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129: Roger Whitney - The Retirement AnswerMan, Pt.2

New Class Rising with Hector J. Mises - July 25, 2016 01:00 - 39 minutes ★★★★★ - 103 ratings
[Click to Tweet] Roger Whitney sits down with @Hector_Avellan to talk about what millennial really need to invest in to build wealth in their generation.  On this episode, Roger and I pick up where we left off last week. Much of the advice that young people receive these days when it comes to ...

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Episode 255: Don’t miss the only life you have, with Roger Whitney.

Onward Nation - June 10, 2016 08:00 - 47 minutes ★★★★★ - 271 ratings
Roger Whitney believes that retirement is not about managing money. Instead, retirement is about managing time. He is a certified financial planner and focused on helping people like walking the journey toward and into retirement. Roger is known as the Retirement Answer Man. Too many people sacr...

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Episode 136: Life Planning: Roger Whitney on making the right sacrifices to create the life you want – BTTDL137

Beyond the To-Do List - June 09, 2016 20:35 - 40 minutes ★★★★ - 785 ratings
Roger Whitney is a practicing Certified Financial Planner (CFP®) helping people like walk the journey toward and into retirement. Roger is also known as the Retirement Answer Man. Roger says that retirement is not about managing money, it’s about managing time. Make sure to continue this conver...

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13: From Cheerleader to Financial Planner with Roger Whitney

Can I Pick Your Brain? - March 11, 2016 13:58 - 34 minutes ★★★★★ - 102 ratings
  Today I invite you on a journey to financial freedom. This is probably the most entertaining and unorthodox talk you'll hear about what is normally a very boring topic. Roger is known best as the retirement answer man. He has walked the journey into retirement with countless individuals and...

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GSD Top Entrepreneur Interview - Roger Whitney

GSD Mode Podcast - December 31, 2015 01:21 - 51 minutes ★★★★★ - 187 ratings
An incredibly dedicated and talented serial entrepreneur, Roger Whitney currently dominates the retirement planning space online. Check him out at http://www.rogerwhitney.com to learn more, but definitely hit play and get a little background to what it took to reach success in his career, along ...

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061: Roger Whitney on the Myths to Retirement Planning and the Lazy Mans Method to Saving

Economic Rockstar - December 03, 2015 05:30 - 51 minutes ★★★★★ - 136 ratings
Roger Whitney began his career as a Financial Advisor in 1991 and witnessed first-hand the rise and fall of the 'New Economy' and the Dot-com bubble that ended in 2000. This experience made Roger realise that financial management is about people, not money, and that they are served best by adv...

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Retire or Not To Retire with Roger Whitney

Listen Money Matters - Free your inner financial badass. All the stuff you should know about personal finance. - September 14, 2015 10:00 - 51 minutes ★★★★ - 2.2K ratings
Early retirement sounds ideal but is it always? Retire or not to retire with Roger Whitney, the retirement answer man.  Roger believes rather than setting retirement goals, we should set retirement priorities.  Not that you shouldn’t have goals. But when retirement is decades away, priorities are...

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172-Retirement Planning From The Financial Advisor's Perspective: Interview with Roger Whitney, Host of the Retirement Answer Man Podcast

Radical Personal Finance - March 31, 2015 18:51 - 59 minutes ★★★★ - 1.8K ratings
Retirement planning is at the core of the financial planning profession. But, it's a very complex subject and it's tough to wrap your head around the process. I've invited Roger Whitney, CFP®, CIMA®, CPWA®, AIF®, financial advisor and host of the Retirement Answer Man Podcast on the show today ...

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MTI029: Create a Retirement Spending Plan with Roger Whitney

Money Tree Investing - March 20, 2015 05:03 - 36 minutes ★★★★★ - 520 ratings
Sure, we all know that we need to plan for retirement. In fact, we spend a great deal of time building up the right retirement portfolio. What many of us overlook is what we will do with our investments after Read more › The post MTI029: Create a Retirement Spending Plan with Roger Whitney ap...

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CFD 148 - Roger Whitney Tells Us We Don’t Have to Eat Beans Now or Later!

Cashflow Diary™ - February 26, 2015 16:00 - 56 minutes ★★★★★ - 202 ratings
Want to achieve a comfortable retirement? Listen to this Cash Flow Diary podcast episode, because guest Roger Whitney, a true retirement expert, tells us how to live well today without sacrificing your lifestyle down the road! Roger says all he’s ever done is help people with their financial goa...

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Financial Success with Roger Whitney

Franchise Euphoria - January 08, 2015 19:26 - 38 minutes ★★★★★ - 165 ratings
Are you making good financial decisions for you and your business? Do you know what you should be focusing on to not only grow your business but also to work toward your retirement? Today I have the Retirement Answer Man, Roger Whitney, on the show. We talk about these questions and so much more...

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47: Planning for Retirement with the Retirement Answer Man, Roger Whitney

Well Kept Wallet Podcast - Personal Finance Show that Helps You Achieve Your Financial Goals - October 06, 2014 10:30 - 33 minutes ★★★★★ - 96 ratings
Roger Whitney is known as the Retirement Answer Man. He began his career as a financial advisor in 1991. He left the world’s largest private bank in 2003 and became the co-founder of WWK Wealth Advisors.