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Artwork for Retirement Answer Man
Retirement Planning
Financial Independence
FIRE Movement
Marriage
Financial Communication
Time Freedom
Goals and Values
Money Management
Retirement
Intentional Living
Family Relationships
Health Improvement
Personal Finance
Retirement Case Studies
Lori and Bruce
Cash Flow Management
Early Retirement
Community Building
Health Insurance
Financial Planning

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

PublishesWeeklyEpisodes640Founded12 years ago
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InvestingBusinessEducationSelf-Improvement

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Artwork for Retirement Answer Man

Latest Episodes

Roger Whitney dives into practical strategies for navigating health care before Medicare, sharing insights from retirees, survey results, and listener questions. Together they explore real-world solutions for coverage gaps, timing withdrawals, and ma... more

Roger Whitney shifts from financial planning to the non-financial pillar of relationships, sharing a live conversation with Harry Reis about how to feel more loved and connected in retirement. Together they explore the science behind belonging and lo... more

Roger Whitney wraps up the four-part series on navigating health care before Medicare by introducing a practical decision-making framework using the OODA Loop—observe, orient, decide, act—to help you avoid unforced errors and make a confident judgmen... more

Roger Whitney continues the four-part series on navigating health care before Medicare, focusing this week on controlling costs—both through everyday decisions and by understanding how the Affordable Care Act (ACA) subsidy system works now that the e... more

Key Facts

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Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

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
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
Erin Coe
An enrolled agent and team member who loves the tax code
Episode: The Difference Between an IRS Late Payment Penalty and Interest
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
Charles Ellis
A legend in the investment management industry and author of 'Winning the Loser's Game'
Episode: Process Over Panic: Investing with Charles Ellis

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
  • 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 States3 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 States3 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 States4 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 States6 months ago
  • A “must listen”

    I’ve been listening to this show for a few years since the pandemic. I hope to retire early at the age of 60. The content of this show is balanced and provides many aspects around retirement and life that I hadn’t considered. This is now one of my weekly “must listens” to help ensure I “Rock “

    Life” now and while in retirement. Thank you Roger and your team for your thoughtful insight, the experts you bring on the show, and the content. I share your shows with others who are on a similar jo... more

    Apple Podcasts
    5
    bickels6
    United States6 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.

Apple Podcasts
#65
United States/Business/Investing
Apple Podcasts
#208
United States/Business
Apple Podcasts
#29
Indonesia/Business/Investing
Apple Podcasts
#113
Indonesia/Business
Apple Podcasts
#158
Ireland/Business/Investing
Apple Podcasts
#170
China/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Healthcare Before Medicare: Creating Your Own Action Plan
Q: How should listeners begin thinking about ACA subsidies versus Roth conversions in retirement planning?
Taylor explains that long-term projections and personal preferences must be weighed, then suggests running a deep-dive analysis to compare lifetime tax costs, subsidies, and plan flexibility, while acknowledging that choices can ripple through the whole financial plan. He emphasizes starting with MAGI, subsidies, and the tax implications, then testing different funding strategies.
How to Feel Loved with Dr. Harry Reis
Q: How important are love languages when people speak different dialects of what we mean by love?
Love languages can be a useful conversation starter to clarify needs, but they are not strict rules; the key is understanding how someone shows love and ensuring you're receptive to those expressions, which may differ from your own preferred mode.
Healthcare Before Medicare: Your Options
Q: Is there any way to tell if mutual funds have had gains or losses prior to purchasing them?
You can't know for certain as you're buying a portfolio that's already in existence, but you can check historical distributions and expected capital gains from mutual funds.
Healthcare Before Medicare: Your Options
Q: If I choose to have a trust created upon my death with my son as beneficiary, would the traditional IRA and the Roth IRA accounts need to be dispersed out within 10 years?
You should seek advice from a tax expert or estate planning attorney, as the complexities of trust and IRA distributions can change the withdrawal timelines significantly.
Retire on FIRE: Rocking an Early Retirement- Henry and Lucy's Resources
Q: What percentage of certainty do you need to feel safe about your retirement plan?
Henry feels around 80-85% certainty while Lucy puts her confidence at 80-90%, relying on their planning and ability to adjust if markets turn unfavorable.

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.

Where can I find podcast stats for Retirement Answer Man?

Rephonic provides a wide range of podcast stats for Retirement Answer Man. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Retirement Answer Man and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

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. Your Money, Your Wealth
5. Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

How many episodes of Retirement Answer Man are there?

Retirement Answer Man launched 12 years ago and published 640 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. Dr. Harry Reiss
2. Cesar Aguirre
3. Dr. Bobby
4. Erin Coe
5. Peter Lazaroff
6. Kathy McNair
7. Michael Easter
8. Andrew Motiwala

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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