Showing 50 results of 231
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 ...
What if the confidence you're searching for in retirement decisions hasn't disappeared, but has simply been drowned out by noise? In this episode, you'll learn: Why retirement decisions feel more emot...
Retired since Jan 2025 - after a 9-10 month decompression I’m finally enjoying the ultimate retirement luxury - TIME Time for reading especially. Since my job (lawyer) involved many hours of reading p...
Jeremy Keil explains the 5 RMD (Required Minimum Distribution) mistakes in Retirement and how to avoid them. A retiree recently called for help. It was their first year taking Required Minimum Distrib...
Happiness expert Monique Rhodes explains why retirement often feels disorienting at first — and how creating a personal retirement roadmap can turn this transition into one of the most fulfilling stag...
Gary Zimmerman of Max® explains how to utilize your cash asset in retirement. Cash is one of the most overlooked assets in retirement. Here’s how retirees can earn thousands more in interest while kee...
What if the real measure of a successful retirement isn't what you've built, but who you've been, and how your money supports the life you want to be remembered for? In this episode, we discuss: Resum...
Today, I'm excited to welcome Dr. Sharon Bergquist to the podcast. Sharon is a board-certified physician, research scientist, founder of Emory Lifestyle Medicine & Wellness, and an internationally rec...
You saved diligently for decades — so why does giving yourself permission to spend still feel so hard? In this episode, we discuss: Why many retirees underspend despite having a secure financial plan ...
What can our top five Retire With Purpose Podcast episodes of 2025 teach you about avoiding regrets, spending confidently, and living with purpose as you head into 2026? In this episode, we discuss: T...
If retirement is supposed to bring freedom, why do so many people still feel unsettled, and what's behind that tension? In this episode, we discuss: Why fear persists even with a strong financial plan...
As 2025 draws to a close, take time to review your finances, maximize tax efficiency and align your goals for 2026 with the changing financial landscape.
Jeremy Keil explains the 5 steps you can take if you are planning to retire in 2026 or 2027. If you’ve been planning to retire in 2026 or 2027, it might feel like you still have plenty of time. But in...
Jeremy Keil weighs the opportunities and risks associated with giving your money away to your kids and charity. Most retirees I talk with don’t worry about whether they can give money away. They worry...
In this interview, I talk with the Director of the Idaho Department of Insurance - Dean Cameron - who is standing up to major Medicare Advantage insurance companies. These companies are eliminating co...