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

Retirement Planning Education, with Andy Panko

Andy Panko

Annuities, Taxes, Ira, Retirement Planning, Social Security, Roth Ira, 401k, Pension, Investing, Financial Planning, Roth Conversion, Tax Planning, Education

2.4 • 671 Ratings

🗓️ 12 September 2024

⏱️ 97 minutes

🔗️ Recording | iTunes | RSS

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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 ManBronnie Ware's book - The Top Five Regrets o...

Transcript

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0:00.0	It's time to have another retirement planner chat, this time with my buddy Roger Whitney of the
0:04.7	Retirement Answer Man podcast fame in this the 116th episode of the Retirement Planning Education
0:10.2	Podcast.
0:14.7	Welcome to the Retirement Planning Education Podcast, where you can learn all about IRAs and Roth IRAs,
0:20.8	employer retirement plans, taxes,
0:23.2	Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning, and much more.
0:29.5	And now here's your host, Andy Panko.
0:32.1	Hey, friends. How y'all doing? Thank you for listening. As always, I greatly appreciate it.
0:37.0	So today is this
0:38.2	month's retirement planner chat episode where I am joined by no other than Roger Whitney.
0:44.1	You all may know him from the Retirement Answer Man podcast, which is how I first got to know him
0:49.5	a better part of 10 years ago. So anyone who follows this podcast is probably piped into the
0:55.2	same other network of podcasts listening, like the Retirement Answer Man podcast from Roger, the
1:01.5	retirement and IRA show from Jim Solnier and Chris Stein. There's a handful of others where it's all
1:08.5	sort of same level of caliber and quality of
1:12.4	information in Rogers is one of the better ones out there.
1:15.8	It's also one of the oldest.
1:16.8	It's been around about 10 years, I want to say.
1:19.7	So, interesting story, how I actually met Roger and how he and I got together professionally.
1:27.9	I, as you may or may not know, I guess you probably know if you listened to my episode last
1:33.3	month where I was the retirement planner who was the guest on this show.
1:37.3	So I was in corporate investment in banking and risk management for 19 years prior to
	...

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