How to Plan for the Retirement of Your Dreams with Roger Whitney
The His and Her Money Show
Talaat and Tai McNeely
4.9 • 1.2K Ratings
🗓️ 7 January 2016
⏱️ 19 minutes
🧾️ Download transcript
Summary
Today's show is dedicated to helping you understand, how to plan for the retirement of your dreams. We want to make sure that you are educated and equipped to make sound financial decisions, that will lead to a financially comfortable retirement.
With that thought in mind, we interviewed Roger Whitney of RogerWhitney.com to help answer some tough retirement planning questions. Roger brings a wealth of knowledge, about all things retirement, in this episode.
He's known as the "Retirement Answer Man." He believes you can create a great life that balances living well today AND living well tomorrow by having the right conversations about money NOW.
Transcript
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| 0:00.0 | This is the His and Her Money Show, where we talk about managing money, marriage, and everything in between. |
| 0:08.0 | Now here are your hosts. America's number one money couple, Talent and Time McNeely. Welcome back to another edition of the His and Her Money Show brought to you by Policy Genius, |
| 0:28.4 | where you can find a free five minute assessment tool to help you figure out all of your assurance needs. |
| 0:34.8 | Just head over to his and her money.com slash policy genius. |
| 0:40.3 | We are so glad that you are here with us for another fantastic episode. |
| 0:46.0 | We're tackling a topic that kind of strikes a nerve for a lot of people. |
| 0:49.7 | We're going to be talking about retirement today and for a lot of folks it's like this big |
| 0:54.7 | question mark hovering over them are they saving enough for retirement how do I say |
| 1:00.6 | for retirement all of that is going to be answered on today's show |
| 1:06.0 | because we want to make sure that you are fully equipped, |
| 1:09.1 | fully educated, and fully empowered |
| 1:11.6 | to make the decisions necessary to have financial success, not just today, |
| 1:16.2 | but for years to come. |
| 1:17.2 | Yeah, you know, and I know this from my past professional experience working in the financial sector that a lot of people just would rather avoid the conversation |
| 1:26.6 | because they feel like they won't be prepared when retirement comes that they won't have enough money left but they don't realize that before you know |
| 1:34.2 | what hey retirement stage whatever age that is you know however that looks like it |
| 1:38.8 | will be here so you can't stick your head in the sand you must get as much information as possible and I'm so excited to talk to Roger Whitney on today because I think that he's going to share a lot of information that will you know put us in the right direction. |
| 1:52.0 | Yeah, he's known as the retirement |
| 1:54.0 | answer man and he even has a podcast with the same name so we knew that he would be the |
| 1:58.6 | one to help us put some answers to all of these questions. |
| 2:02.6 | So let's get Roger on the line so we can dig into his great advice. |
| 2:06.9 | Hey Roger, welcome to the His and Her Money show. |
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