• #116 – Retirement planner chat, with Roger Whitney from the Retirement Answer Man podcast

  • Sep 12 2024
  • Length: 1 hr and 37 mins
  • Podcast
  • 5.0 out of 5 stars (1 rating)

#116 – Retirement planner chat, with Roger Whitney from the Retirement Answer Man podcast

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  • Summary

  • Andy chats with fellow retirement planner Roger Whitney, CFP®, CIMA®, CPWA® from The Retirement Answer Man podcast. In this episode they talk about a wide array of retirement planning topics such as tax planning, investing, annuities, how to help advise people get over the hurdle of not wanting to spend their money, what consumers often overlook in retirement planning and much more!

    Links in this episode:

    • Roger's website - The Retirement Answer Man
    • Bronnie Ware's book - The Top Five Regrets of the Dying
    • Roger's workbook of info and questions about - Finding a Trusted Advisor

    To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com

    • Tenon Financial monthly e-newsletter - Retirement Planning Insights
    • Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
    • YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
    • Retirement Planning Education website - www.RetirementPlanningEducation.com
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