172-Retirement Planning From The Financial Advisor's Perspective: Interview with Roger Whitney, Host of the Retirement Answer Man Podcast
Radical Personal Finance
Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP
4.2 • 1.9K Ratings
🗓️ 31 March 2015
⏱️ 59 minutes
🧾️ Download transcript
Summary
Retirement planning is at the core of the financial planning profession. But, it's a very complex subject and it's tough to wrap your head around the process.
I've invited Roger Whitney, CFP®, CIMA®, CPWA®, AIF®, financial advisor and host of the Retirement Answer Man Podcast on the show today to chat about retirement from his perspective.
Roger specializes in working with retirees and prospective retirees in a formal financial planning capacity. I think you'll be intrigued by some of his perspectives.
Show topics include:
- Roger's path through the financial planning profession
- How to create a retirement plan
- How to plan for retirement when you don't have enough money
- What to do if you can't retire...or simply don't want to
- The impact of podcasting on Roger's financial planning practice
Enjoy!
Joshua
- Roger's "Retirement Answer Man" podcast: http://www.rogerwhitney.com/
- Support Radical Personal Finance! http://radicalpersonalfinance.com/patron
Transcript
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| 0:00.0 | Radical Personal Finance is a modern crowdfunding experiment. |
| 0:03.8 | And here's how it works. |
| 0:05.1 | A lot of times the financial industry |
| 0:07.4 | gets criticized for being all about the money |
| 0:10.8 | to line their pockets and not about the customers. As the joke |
| 0:14.6 | goes, if you go to Wall Street you see all of the brokers' yachts floating in the |
| 0:18.8 | harbour but you don't see the customers' yachts. So I think it should be the other way around. customers, |
| 0:25.0 | the customers or the clients or the consumers, should be enriched first, |
| 0:30.0 | and then, based upon the value of that information, |
| 0:33.7 | the advisor should be enriched. |
| 0:35.8 | So I've decided to put my money where my mouth is. |
| 0:40.1 | On radical personal finance, I give you |
| 0:42.3 | all of the information that you need to grow your wealth. |
| 0:45.6 | That's my goal. |
| 0:46.9 | And then my hope is that you'll take a percentage of the money that I save you and send it to me. Whatever you think is fair. |
| 0:55.8 | It's on a voluntary basis, but try it. Go to radical personal finance.com. |
| 1:00.6 | slash patron for details. on the My guest is Roger Whitney. |
| 1:12.6 | He goes by the Retirement Answerman. |
| 1:15.0 | He's a professional financial advisor. |
| 1:16.4 | We're going to talk about retirement |
| 1:18.6 | and the financial planning business. |
| 1:22.1 | Enjoy. enjoy. Welcome to the Radical Personal Finance Podcast. My name is Joshua Sheets. Today I'm accomplishing my goal of pulling back |
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