💬 Show Notes
In this episode, we tackle the intricacies of retirement planning and the importance of trusting your financial projections. Join us as we explore the concept of 'productive paranoia' and how it can help you avoid costly errors in your retirement strategy. We'll also hear a heartfelt travel story from Scott, who shares how he embraced international travel after a significant life change. Don't miss this enlightening discussion that will empower you to take charge of your retirement journey!
OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN
INTERVIEW WITH SCOTT
SMART SPRINT
BONUS
REFERENCES
BOOKS
Great by Choice: Uncertainty, Chaos, and Luck- Why Some Thrive Despite Them All- Jim Collins
TRAVEL WEBSITES
FOLLOW US ON SOCIALS
💬 Show Notes
In this episode, Roger Whitney dives into the essential elements of not just surviving, but thriving in retirement. We kick off with a listener's story about the challenges of early retirement and the important questions that arise during this transition. Then, we shift gears to a practical planning segment on how to rebalance your retirement portfolio as life and market conditions change. Lastly, we hear from Karen and Shannon, two adventurous retired women, as they share their inspiring experiences traveling internationally and building confidence in their new lifestyles. Tune in for insights that can help you rock your retirement!
SUMMARY OF THIS EPISODE OF THE RETIREMENT ANSWER MAN
ROCKIN’ RETIREMENT IN THE WILD
PRACTICAL PLANNING SEGMENT
INTERVIEW WITH SHANNON AND KAREN ABOUT TRAVELING IN RETIREMENT
SMART SPRINT
BONUS
REFERENCES
TRAVEL WEBSITES
FOLLOW US ON SOCIALS
💬 Show Notes
In this episode, we explore the joys and motivations behind traveling in retirement. Join us as we discuss why travel is a common goal for retirees, featuring insights from Andrew Motiwala, founder of A Good Life Abroad. Discover how to enhance your retirement travel experiences and learn about the various obstacles retirees face when planning their adventures. Tune in for inspiring stories and practical tips to help you feel 'awake' and engaged in your retirement journey!
SUMMARY OF THIS EPISODE OF THE RETIREMENT ANSWER MAN
ROCKIN’ RETIREMENT IN THE WILD
TRAVEL IN RETIREMENT
INTERNATIONAL TRAVEL WITH ANDREW MOTIWALA
SMART SPRINT
BONUS
REFERENCES
FOLLOW US ON SOCIALS
Show notes created by https://headliner.app
💬 Show Notes
In this episode, we wrap up our series on Process Over Panic by focusing on what truly deserves your attention in retirement planning. Plans change, life surprises us, and retirement is unpredictable. But a solid planning process — one you revisit and refine — will help you rock retirement. Join us for an insightful discussion that includes practical advice, personal anecdotes, and answers to listener questions.
SUMMARY OF THIS EPISODE OF THE RETIREMENT ANSWER MAN
ROCKIN’ RETIREMENT IN THE WILD
PRACTICAL PLANNING SEGMENT
LISTENER QUESTIONS
SMART SPRINT
BONUS
REFERENCES
BOOKS
The Retirement Collective: Shared Wisdom From Top Retirement Coaches- Retirement Coaches Association
FOLLOW US ON SOCIALS
Show notes created by https://headliner.app
💬 Show Notes
In this episode, Roger sits down with renowned investment expert Charles Ellis to explore what truly matters in retirement investing. Together, they focus on the key elements investors can actually control, the importance of maintaining cash reserves in retirement, and practical strategies to manage inflation risk.
Roger and Charles also revisit timeless lessons from Ellis’s classic book, Winning the Loser’s Game, drawing on his decades of experience in investment management. The episode wraps up with thoughtful answers to listener questions on asset allocation, indexing, and rebalancing.
SUMMARY OF THIS EPISODE OF THE RETIREMENT ANSWER MAN
INTERVIEW WITH CHARLES ELLIS
LISTENER QUESTIONS
SMART SPRINT
BONUS
REFERENCES
Books
Show notes created by https://headliner.app
It’s a super-sized episode today—and for good reason. We spend the bulk of the show in a deep, insightful conversation with Dr. Meir Statman, a leading voice in behavioral finance. I also walk you through the four non-financial pillars of retirement: mindset, energy, passions, and relationships. We'll talk about how to manage what you can control—and how to respond when life throws you the stuff you can’t. Plus, we answer a few of your questions. There’s a lot here, but it’s worth every minute. Let’s get to it.
SUMMARY OF THIS EPISODE OF THE RETIREMENT ANSWER MAN
ROCKIN RETIREMENT IN THE WILD
PRACTICAL PLANNING SEGMENT
INTERVIEW WITH MEIR STATMAN
LISTENER QUESTIONS
SMART SPRINT
BONUS
REFERENCES
BOOKS
This week, we continue our Process Over Panic theme by focusing on how to take back control in uncertain times. Learn how to shift your energy toward what you can control—and let go of what you can’t. Plus, Marcia Mantell joins us to break down the latest updates on Social Security and what they mean for your retirement plan. Tune in and take one more step toward a confident, purposeful retirement.
SUMMARY OF THIS EPISODE OF THE RETIREMENT ANSWER MAN
ROCKIN’ RETIREMENT IN THE WILD
PROCESS OVER PANIC- SOCIAL SECURITY WITH MARCIA MANTELL
SMART SPRINT
BONUS
REFERENCES
Show notes created by https://headliner.app
💬 Show Notes
In this episode, we tackle the pressing question, "Is this time different?" as we navigate the complexities of today's political and economic landscape. Join us as we explore the importance of perspective in retirement planning and discuss the basics of structured notes. We'll also introduce our upcoming events and share insights from renowned experts in the field. Don't miss this enlightening discussion that aims to help you not just survive retirement, but thrive!
SUMMARY OF THIS EPISODE OF THE RETIREMENT ANSWER MAN
IS THIS TIME DIFFERENT?
STRUCTURED NOTES
SMART SPRINT
BONUS
REFERENCES
💬 Show Notes
In this episode, we dig into fixed annuities and U.S. Treasuries—how they can bring stability and income to your retirement. We’ll also discuss Social Security risks and how to stress-test your plan so you can retire with confidence. Let’s get you one step closer to rocking retirement!
SUMMARY OF THIS EPISODE OF THE RETIREMENT ANSWER MAN
LISTENER QUESTIONS
SMART SPRINT
BONUS
REFERENCES
Books:
Show notes created by https://headliner.app
💬 Show Notes
In this episode, Roger Whitney takes on one of the biggest challenges facing retirees today: how to plan confidently when the markets are anything but steady. He’s joined by Dr. Bobby Dubois for a thoughtful conversation about building the energy and vitality needed for a meaningful retirement. Together, they share simple, practical steps to help listeners take charge of their physical well-being—so they can show up strong, not just today, but for years to come. Plus, listeners will hear an inspiring story of someone making real progress on their retirement journey.
SUMMARY OF THIS EPISODE OF THE RETIREMENT ANSWER MAN
PRACTICAL PLANNING WITH DR. BOBBY
ROCKIN’ RETIREMENT IN THE WILD
RETIREMENT ANSWER MAN LISTENER SURVEY
SMART SPRINT
BONUS
REFERENCES
BOOKS:
Tiny Habits: The Small Changes That Change Everything- BJ Fogg, PHD
Show notes created by https://headliner.app
💬 Show Notes
In this episode, we break down the essentials of asset allocation and time management in retirement planning. Join us as we explore why it's crucial to focus on the basics rather than getting lost in market predictions and investment products. We also share insightful listener questions and another entry from my grandfather's World War II journal. Tune in to learn how to rock your retirement!
OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN
LISTERNER QUESTIONS
ROCKIN’ RETIREMENT IN THE WILD
SMART SPRINT
BONUS
REFERENCES
Show notes created by https://headliner.app
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