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Artwork for Retirement Answer Man
Retirement Planning
Social Security
Financial Planning
Financial Independence
Retirement
Personal Finance
Behavioral Finance
Investment Strategies
Fire Movement
Financial Security
Marriage
Investment Strategy
Tax Management
Medicare
Travel
Inflation
Financial Management
Private Equity
Affordable Care Act
FIRE

A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement... more

PublishesWeeklyEpisodes646Founded12 years ago
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Artwork for Retirement Answer Man

Latest Episodes

Roger Whitney breaks down how to create a diversified portfolio by explaining the core principles of diversification and asset allocation, then answers listener questions on topics like using allocation funds, shifting from the S&P 500 to total marke... more

In this episode, Roger Whitney breaks down essential elements you need to consider before and during retirement. From understanding inflation risks to strategic asset reallocation, this episode offers practical advice to help you make informed decisi... more

In this episode of the Retirement Answer Man, Roger Whitney explores the critical decision of when to claim Social Security benefits, weighing the pros and cons of taking them early versus delaying. Through listener questions, he delves into the impa... more

Explore how meaningful travel experiences, storytelling, and thoughtful planning can enhance your retirement journey. In this episode, Roger answers listener questions on managing retirement accounts, health insurance, financial literacy, and shares ... more

Key Facts

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Recent Guests

Wade Pfau
Author of The Retirement Planning Guidebook; researcher and creator of the RISA
Retirement Researcher / The Retirement Planning Guidebook
Episode: Retirement Talk with Dr. Wade Pfau
Dr. Harry Reiss
Professor focusing on interpersonal relationships, co-author of How to Feel Loved
University of Rochester
Episode: How to Feel Loved with Dr. Harry Reis
Taylor Schulte
Retirement planner from Define Financial
Define Financial
Episode: Healthcare Before Medicare: Creating Your Own Action Plan
Cesar Aguirre
Author of Retirement with Purpose, focusing on the 10 R's for Joyful Retirement
Self-published author
Episode: The 10 R's for a Joyful Retirement with Cesar Aguirre
Dr. Bobby
Discusses health topics related to diet and nutritional choices
Episode: How to Navigate Goals as Life Unfolds
Peter Lazaroff
Chief Investment Officer of Plancorp
Plancorp
Episode: Don't Get Cute with Your Retirement Investments
Kathy McNair
Elder law attorney with over 25 years of experience
seniorsolutionsinfo.com
Episode: Elder Care Options for Singles
Michael Easter
New York Times bestselling author and contributing editor to Men's Health
University of Nevada, Las Vegas
Episode: Replay: How to Manage Your Scarcity Brain
Andrew Motiwala
Founder of A Good Life Abroad
A Good Life Abroad
Episode: How to Improve Your Retirement Travel

Host

Roger Whitney
Host and practicing retirement planner with over 30 years of experience, dedicated to helping listeners rock their retirement through both financial and emotional planning aspects.

Reviews

4.6 out of 5 stars from 1.4k ratings
  • Roger's personality and speaking style make this podcast the most pleasant to listen to. While he seems very relatable and down to earth, he shares very helpful insights regarding financials and other retirement aspects. He covers multiple topics in each episode and keeps the pace lively, but easy to digest. This is my absolute favorite podcast!

    Audible
    5
    Terri B.
    United Statesa month ago
  • Thoughtful ideas about how to deaccumulate

    Knowledgeable professional with an earnest desire to help us not hurt ourselves when we retire

    Apple Podcasts
    5
    Mick J
    United States5 months ago
  • Nearing Retirement?

    There are a lot of podcasts out there, but if you’re starting the think about retirement (or have already retired) this is my favorite. Roger covers the technical and emotional needs as one shifts from accumulating wealth to decumulation, and never loses focus on enjoying that retirement.

    Apple Podcasts
    5
    J@(&
    United States5 months ago
  • This podcast has been invaluable

    I have been listening to this podcast for over five years and have listened to every episode. I feel like Roger is a good friend who has helped me immensely with both financial and non-financial insight about retirement.

    Apple Podcasts
    5
    Aaron from Colorado
    United States6 months ago
  • A positive resource for retirement planning

    I started listening to Roger’s podcast this year, and it’s been informative and refreshing. Roger’s positive personality keeps me at ease even when he’s discussing complicated or stressful retirement topics. Beyond learning a lot it’s been an excellent reset for my mindset about retirement.

    Apple Podcasts
    5
    Rieslingfans
    United States7 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Positive feedback often focuses on the expert insights and the balanced presentation of information that blends technical financial planning with the emotional side of retirement.
Many find the practical advice and real-life examples shared by both the host and guests particularly valuable for navigating their own retirement planning challenges.
Listeners appreciate the thoughtful exploration of both financial and non-financial aspects of retirement, highlighting the holistic approach to planning and living well during retirement.
The host's engaging personality makes complex topics accessible and enjoyable, making it feel like a conversation with a friend.
There is some critique regarding the length of episodes, with some listeners feeling they are getting longer than necessary.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Listener Questions: Should I Take Social Security Early and Invest It?
Q: Should I move my 401(k) to an advisor or a low-cost fund to avoid fees?
If the goal is to minimize fees and you're comfortable managing asset allocation and retirement analyses on your own, a low-cost mutual fund approach can be sensible; hiring an advisor should be justified by value beyond investment returns, such as planning guidance and decision support.
Listener Questions: What Should I Be Doing When I'm Two Years from Retirement?
Q: Is it better to convert to a Roth now or later if faced with Roth conversions and IRMA considerations?
Converting in down markets can still be advantageous for tax purposes; to manage IRMA, keep a buffer above the IRMA cliff and consider larger, deliberate conversions in a single year to reduce ongoing risk, while maintaining flexibility in annual planning.
Listener Questions: What Should I Be Doing When I'm Two Years from Retirement?
Q: Should I do something different with our money during these last two years?
The host recommends stepping back to define the life you want and the role money must play to support it, building a high-fidelity base budget, clarifying discretionary goals, and then testing feasibility through a plan that prioritizes staying on track without overreacting to short-term market moves.
Listener Questions: Should I Move My 401K into an IRA When I Retire?
Q: What should a new listener consider when contemplating a second career in financial coaching or advising?
Define who you want to serve, understand regulatory boundaries between coaching and advising, and start with an entry path like the Accredited Financial Counselor program, then gradually gain practical experience through volunteering and mentorship.
Listener Questions: Should I Move My 401K into an IRA When I Retire?
Q: What is a prudent approach to using retirement planning software vs. human judgment in decisions like Roth conversions near IRMA thresholds?
Software is a feasibility tool; always apply human discernment to interpret outputs, adjust inputs for edge cases, and consider gradual, multi-year Roth conversions rather than strictly following software recommendations.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Retirement Answer Man

What is Retirement Answer Man about and what kind of topics does it cover?

This podcast offers valuable insights into the multifaceted world of retirement planning, emphasizing not just the financial aspects but also the emotional and lifestyle considerations. The content frequently revolves around essential topics such as healthcare, Social Security, tax strategies, and methods for creating a sustainable retirement income. Listeners are encouraged to think critically about their retirement choices, with discussions on both practical strategies and personal experiences shaping their journey. Unique to this podcast is its holistic approach, addressing both the excitement and challenges of retiring, making it a refreshing resource for individuals seeking comprehensive guidance on navigating this life transition.

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How many listeners does Retirement Answer Man get?

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What are the audience demographics for Retirement Answer Man?

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How many subscribers and views does Retirement Answer Man have?

To see how many followers or subscribers Retirement Answer Man has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Retirement Answer Man?

These podcasts share a similar audience with Retirement Answer Man:

1. Retirement Starts Today
2. Stay Wealthy Retirement Podcast
3. Ready For Retirement
4. Retirement Planning Education, with Andy Panko
5. Sound Retirement Radio

How many episodes of Retirement Answer Man are there?

Retirement Answer Man launched 12 years ago and published 646 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Retirement Answer Man?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Retirement Answer Man?

Rephonic pulls ratings and reviews for Retirement Answer Man from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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What guests have appeared on Retirement Answer Man?

Recent guests on Retirement Answer Man include:

1. Wade Pfau
2. Dr. Harry Reiss
3. Taylor Schulte
4. Cesar Aguirre
5. Dr. Bobby
6. Peter Lazaroff
7. Kathy McNair
8. Michael Easter

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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