Retirement Answer Man Podcast
1) Year-End Planning: Estimated Tax Payments
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 invite...Show More
2) Year-End Planning: The Basics of Charitable Giving
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 d...Show More
3) Year End Planning: RMD Rules for IRAs & Inherited IRAs
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-el...Show More
4) Year-End Planning: Annual Gifting Rules
In this episode, Roger Whitney, a retirement planner with 30 years of experience, breaks down annual gifting limits and year-end planning. He shares practical strategies for giving that make a real im...Show More
5) Year-End Planning: Tax-Loss Harvesting
💬 Show NotesIn this episode, Roger Whitney kicks off a month-long series on year-end planning for retirement. He shares insights on tax loss harvesting, a technique that can help you minimize capital...Show More
6) Should I Use My Traditional IRA to Fund My Life or Do Roth Conversions?
💬 Show NotesIn this Thanksgiving Eve episode, Roger Whitney encourages listeners to carry gratitude into everyday life, emphasizing the value of recognizing specific moments and taking “mental snapsh...Show More
7) My Advisor Recommended an Annuity. Should I Buy It?
💬 Show NotesIn this episode, Roger Whitney dives into the essentials of required minimum distributions, explaining the age thresholds, how the amounts are calculated using IRS life expectancy tables,...Show More
8) How Do I Build My Initial Cash Cushion for Retirement?
💬 Show NotesIn this episode, Roger Whitney explores the psychology of loss aversion and how it affects financial decision-making. He introduces the new Retirement Toolbox segment, offering practical,...Show More
9) The 10 R's for a Joyful Retirement with Cesar Aguirre
💬 SHOW NOTESIn this episode, Roger Whitney explores the art of retirement goal setting with his signature blend of practical advice and thoughtful reflection. He sits down with Cesar Aguirre, who sha...Show More
10) Retirement Goal Case Study
💬 Show Notes In this episode, Roger Whitney wraps up our four-week series on smarter retirement goal setting. He dives into the ideas of buoyancy and Maslow’s hierarchy of needs, showing how they pla...Show More