4.7 • 1.1K Ratings
🗓️ 6 August 2025
⏱️ 36 minutes
🧾️ Download transcript
💬 Show Notes
In this episode, Roger Whitney returns after a month off, ready to help you rock your retirement! He answers listener questions on a range of topics, including the benefits of choosing between Fidelity and Vanguard, the Rule of 55 for 401(k) withdrawals, and inherited IRA distributions. Roger also chats with discusses the importance of finding the right retirement coach. Join us for practical advice and insights to help you navigate your retirement journey!
OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN
ROCKIN’ RETIREMENT IN THE WILD
CHAT WITH KEVIN LYLES
LISTENER QUESTIONS
SMART SPRINT
BONUS
REFERENCES
FOLLOW US ON SOCIALS!
Click on a timestamp to play from that location
0:00.0 | Welcome to the show dedicated to helping you not just survive retirement, but to have the confidence to lean in and really rock it because you're focused on the right things. |
0:15.9 | My name is Roger Whitney because it's exciting to be back. |
0:19.4 | Took a month off to focus on a couple special projects, made massive |
0:23.1 | progress on them, and there's still a lot more work to do, but that's okay. But I'm so excited |
0:28.6 | to be back here hanging with you. One of my favorite things to do. And today we're going to focus |
0:33.3 | on answering some of your questions, so hopefully we can help you take a baby step towards |
0:37.7 | rocking retirement. We have questions from Barb on whether it's Fidelity or Vanguard, a rule of 55 |
0:44.8 | question from Mark, an inherited IRA question from Craig, and a few more. And we're going to start |
0:52.0 | off with a question we answered a few months ago on about choosing a |
0:56.8 | retirement coach. I answered the question. Then Kevin Liles, coach in the Rock Retirement Club, |
1:01.2 | had a lot of wisdom because he's an expert in this space. So he and I are going to answer |
1:05.5 | that question as well. Ah, it's a lot. Let's get this party started with rocking retirement in the wild. |
1:18.3 | So this is the segment where we try to profile someone like you taking action, either on the financial end of things or the non-financial end of things, |
1:28.5 | taking action to create a great life in retirement. |
1:32.1 | And Brian emailed in and said the way that he is rocking retirement is that he and his wife, |
1:38.7 | I assume, are playing pickleball at various places during open plays, open play times, I guess, during the week. |
1:48.4 | So these pickleball facilities say anybody come and play. |
1:52.2 | It's not a league. |
1:53.0 | You don't have to have a reservation. |
1:54.3 | You just get matched up with random people. |
1:56.7 | So Brian has been really leaning into this. |
1:59.5 | And he says it's so much fun to have the freedom to play during the week, play mostly with people like us, retired people, and socializing in the physical activity is an absolute pleasure, he says. |
... |
Transcript will be available on the free plan in 5 days. Upgrade to see the full transcript now.
Disclaimer: The podcast and artwork embedded on this page are from Roger Whitney, CFP®, CIMA®, RMA, CPWA®, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Roger Whitney, CFP®, CIMA®, RMA, CPWA® and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.