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

PublishesWeeklyEpisodes631Founded12 years ago
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BusinessSelf-ImprovementEducationInvesting

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Artwork for Retirement Answer Man

Latest Episodes

As the new year begins, Roger Whitney launches a new Retirement Plan Live case study, introducing Henry and Lucy, a couple in their mid-40s pursuing Financial Independence and Retire Early (FIRE). Roger revisits the 4% rule as a planning heuristic, e... more

As the year comes to a close, Roger Whitney reflects on the power of words, walks through an important year-end tax planning reminder for retirees, shares listener stories and perspectives, and invites listeners to choose a guiding word for 2026 as a... more

In this Christmas Eve episode, Roger Whitney explores the basics of charitable giving as part of an intentional retirement plan, with a timely focus on year-end decisions. He explains how charitable deductions work, common planning mistakes to avoid,... more

In this episode, Roger Whitney walks listeners through the complexities of inherited IRAs, highlighting the impact of the SECURE Act of 2019 and clarifying the distinctions between eligible and non-eligible designated beneficiaries. He explains how t... more

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Recent Guests

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
Dr. Daniel Crosby
Chief Behavioral Officer at Orion Advisory Services
Orion Advisory Services
Episode: Replay: Overcoming Frugality in Retirement with Dr. Dan Crosby
Michael Kitces
Chief Financial Nerd and retirement planning expert
Kitces.com
Episode: Replay: The State of Retirement Planning with Michael Kitces
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 financial planner with expertise in retirement planning, guiding listeners through financial and personal aspects of retirement. His approachable style fosters a personal connection with the audience while delivering actionable insights.

Reviews

4.6 out of 5 stars from 1.3k 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 Statesa month 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 Statesa month 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 States2 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 States4 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 States4 months ago

Listeners Say

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

Some critiques mention a desire for more depth on certain financial topics, though many find the breadth of coverage valuable.
Listeners appreciate the insightful advice and holistic perspective offered on retirement planning, both financially and emotionally.
Positive feedback highlights the host's engaging style, making complex topics accessible and relatable.
Overall, it is viewed as a must-listen for anyone considering retirement or looking to enhance their quality of life post-retirement.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Retire on FIRE- Rocking an Early Retirement: Meet Henry and Lucy
Q: What are the obstacles you see as you think about this journey towards early retirement?
We need to run calculations on our expenses and savings and consider unknown factors such as market changes and healthcare costs during retirement.
Year-End Planning: The Basics of Charitable Giving
Q: Is the strategy of focusing on high-yield corporate bonds reasonable and safe?
No, focusing 80% of your portfolio in high-yield bonds is not reasonable due to the inherent risks involved.
Year-End Planning: The Basics of Charitable Giving
Q: How do you give your inheritance away early and not have to worry about taxes?
You can give more than the annual exclusion by filing Form 709 for gifts against your lifetime exemption.
Year End Planning: RMD Rules for IRAs & Inherited IRAs
Q: Can I withdraw health savings accounts, funds tax free for medical insurance premiums?
Generally, using your health savings account for insurance premiums is not allowed, except for specific scenarios like COBRA coverage.
Year End Planning: RMD Rules for IRAs & Inherited IRAs
Q: What should we be asking of their team to see how they view, and what services they can offer us in retirement?
You should explore the longevity of the team, the expertise of members, and how their retirement planning process will change as you approach retirement.

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?

Focuses on providing listeners with practical insights into retirement planning, covering both financial and personal aspects crucial for achieving a fulfilling retirement. Topics include investment strategies, tax management, Social Security, and healthcare, along with exploration of personal goals, emotional readiness, and the enjoyment of life post-retirement. The unique approach emphasizes a balance between immediate lifestyle choices and long-term financial security, encouraging proactive decision-making and self-discovery throughout the retirement journey.

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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. Retirement Planning Education, with Andy Panko
4. Ready For Retirement
5. Sound Retirement Radio

How many episodes of Retirement Answer Man are there?

Retirement Answer Man launched 12 years ago and published 631 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. Cesar Aguirre
2. Dr. Bobby
3. Peter Lazaroff
4. Kathy McNair
5. Michael Easter
6. Dr. Daniel Crosby
7. Michael Kitces
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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