Showing 50 results of 195
Could one outdated beneficiary form, missing trust provision, or overlooked document completely derail the legacy you intended to leave behind? Topics covered in this episode: The biggest misconceptio...
Joe Schmitz Jr. and Jeremy Keil explore the 2% Club of retirees and the unique challenges that come with significant retirement savings and a pension. https://youtu.be/G04JKpKyLJ0 Most retirement conv...
In this episode, retirement expert Roger Whitney and Marie Kondo consultant Dr. Lindsey Hardegree explore the transformative power of decluttering. They discuss how clearing physical and emotional clu...
Before you book your next getaway, test your travel savings strategy. Take our short quiz to uncover the best ways to protect your wallet on vacation.
In a decade’s worth of training, not a single hour was expended to teach you how a 401(k) works, what ... Read more
Retirement isn't always the carefree finish line people imagine. For many, it marks the start of a deeper search for purpose, identity, and fulfillment. Topics covered in this episode: Why so many ret...
Episode 521 00:00 Introduction 01:58 AI layoffs impact on commercial real estate 03:30 Logistic & Industrial real estate growth 05:05 Intel exponential performance of past 12 months 15:44 Boeing too b...
Jesse Cramer and Jeremy Keil detail 7 real world lessons learned from working with hundreds of retirees. There’s a big difference between studying retirement… …and actually sitting across the table fr...
What if the biggest risk to your legacy isn't taxes, but what your heirs do with the money once it's in their hands? Topics covered in this episode: Emotional and psychological triggers behind overspe...
There’s a new retirement book that’s worthy of your attention, and it’s being released TODAY. I received an advance copy of Dana Anspach’s new book, “Living Off Your Acorns – […] The post Living Off Y...
Jeremy Keil walks through three critical questions future retirees can answer before their paycheck stops Most people spend decades preparing for retirement by focusing on one number: How much have I ...
I (71m) retired 8 years ago and having worked as a corporate sales coach, I told my staff often that “you are what you do everyday!” At the risk of offending you, I confess that my wife and I are a go...
What if the goal of your bucket list isn't to slowly check it off, but to finish it, rebuild it, and use it to fuel a more meaningful retirement? Topics covered in this episode: How to build a purpose...
Author, podcaster and financial advisor Tyson Ray explains the importance of knowing your financial advisor’s succession plan and what happens to you when they retire. “If something happens to you, wh...
Are you actually better off getting a tax refund, or is your brain tricking you into celebrating a financial loss? Topics covered in this episode: Tax refunds vs. tax liability: what actually matters ...
I was a very active person and frequent hiker / backpacker. Then I was treated for cancer, and now I have lingering hip pain after relatively easy walks. I recently bought myself a lightweight electri...
Roger Whitney explores one of the most overlooked variables in retirement planning: longevity, and how assuming you’ll live too long can quietly force you to save more, spend less, and potentially mis...
Jeremy Keil explains how 5 smart moves could impact your ability to claim $180,000 or more as a couple in Social Security. If you’re about to file for Social Security, there’s a real possibility you c...
Chris Orestis, founder & president of Retirement Genius, answers the question: “Is Social Security going bankrupt?” “If we don’t address the financial shortfall… it would trigger an immediate 20% or g...
Dr. Wade Pfau explains four ways to beat sequence of return risk and turn your retirement savings into retirement income. For most of your working life, retirement planning feels relatively straightfo...
Chris Orestis, founder & president of Retirement Genius, explains how to make more informed Social Security decisions. Social Security is one of the most important decisions in retirement. And yet, ma...
What if waiting until you're "fully ready" for retirement is actually costing you some of the best years of your life? Topics covered in this episode: The controversial "retire at 80%" framework Why m...
What if trying to avoid the market's worst days is actually one of the fastest ways to sabotage your retirement plan? Topics covered in this episode: Why best and worst market days often occur back-to...
Today, I'm excited to welcome Michael Long to the podcast. Michael is a physicist-turned-writer and the co-author of the international bestseller The Molecule of More. His work explores one of the mos...
What if the strategy you trust most for retirement income is quietly costing you hundreds of thousands of dollars? Topics covered in this episode: The real driver behind outperformance Sequence of ret...
What if the real retirement risk zone isn't during retirement… but the five critical years before and after it begins? In this episode, you'll learn about: Pre- vs. post-retirement sequence of returns...
The new way to sail: Why boutique yacht cruises are the ultimate retirement reward.
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...
Having an account that supports ACH to another person's account makes it easy to transfer a larger amount than using Venmo or Zelle. Learn the Nuts and Bolts I put everything I use to manage my money ...
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. T...
Financial independence isn't just about hitting a certain net worth or reaching a magic retirement number, it's a personal journey shaped by your habits, values, and the emotional baggage that money c...
April Fools. It's April 1st, sorry about that. No, I'm not putting the suit back on. But I am going back to work. Just not the kind you clock in for. I recently read a piece built around Stewart Brand...
Brigadier General Michael Meese details the critical decisions military families must make before retirement. Transitioning into retirement is a major life change for anyone. But for military families...
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,...
"Your Retirement Sketchbook" focuses on the hardest part of retirement planning — figuring out what your retirement life will look like.
Jeremy Keil explains how putting your cash in the wrong spot could prevent you from earning thousands in interest during your retirement. Many retirees spend a lot of time thinking about how to get be...
Author Ethan Lohr shares how the four buckets retirement income strategy helps retirees behavior-proof their retirement. Many retirees face one similar problem that they struggle to name: the emotiona...
If you convert to a Roth today, could Congress change the rules tomorrow — and should that fear stop you from taking action? In this episode, you'll learn: The truth about retroactive Roth taxation Wh...
Since the board is only for those who retired at age 59+, I'll start with the younger end and go up to those not quite 65 when they RETIRED and pose this question... Did you find many people in your a...
Join us as we continue our "Anchors of Retirement Confidence" series, where we discuss four areas of retirement uncertainty plus strategies designed to replace your anxiety with clarity and control. I...
What if the fear you feel about retirement isn't a warning sign, but an invitation to step into a more meaningful, self-directed life? In this episode, you'll learn: Why hitting your retirement number...
Whether AI can calculate taxes correctly depends on the complexity. An online tax calculator is faster and more accurate if you know which one to use. Learn the Nuts and Bolts I put everything I use t...
AI gives you a good baseline. The less you know about a subject, the more AI will help. Use AI for how to apply knowledge to your specific situation. Learn the Nuts and Bolts I put everything I use to...
Jeremy Keil explains 3 smart ways to help your kids with money while avoiding IRS paperwork Early in the year, I received an email from a couple asking a question I hear all the time: “What’s the maxi...
Today, I'm thrilled to finally welcome my friend, Geoff Woods, to the podcast. Geoff is the founder of AI Leadership and The AI-Driven Leadership Collective, the author of The AI-Driven Leader: Harnes...
Join us as we continue our "Anchors of Retirement Confidence" series, where we discuss four areas of retirement uncertainty plus strategies to replace your anxiety with clarity and control. In part 3,...
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. Togethe...
The retirement mindset mentor George Jerjian explains how a second chance at life inspires him to help coach people into retirement. When George Jerjian was 52 years old, he was diagnosed with a bone ...
Publishing a book is no joke, but publishing a book while trying to raise a kid is the next level of crazy. Before having kids, we had no idea how much sacrifice, time, and effort goes into parenting....
In a surprise move, Jack Dorsey, co-founder of Twitter (X) and Block (Square, Cash App), announced a mass layoff affecting about 4,000 employees out of Block’s roughly 10,000 employees. For a company ...