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The Long View

Roger Whitney: ‘Retirement Planning Is Not Financial Planning’

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5775 Ratings

🗓️ 8 November 2022

⏱️ 56 minutes

🧾️ Download transcript

Summary

A financial planner and podcaster on what the current market environment means for retirement portfolio planning and the key contributors to success later in life.

Transcript

Click on a timestamp to play from that location

0:00.0

At Jackson, we've created a digital retirement planning experience with you and mine.

0:05.5

Visit jackson.com to explore our easy-to-understand resources and user-friendly tools

0:10.1

that are designed to enable financial professionals and clients to plan a path to financial freedom.

0:15.5

Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,

0:20.5

and Jackson National Life Insurance Company of New York, purchase New York.

0:26.6

Please stay tuned for important disclosure information at the conclusion of this episode.

0:32.9

Hi, and welcome to the Longview. I'm Christine Ben's director of personal finance and retirement planning for Morning Star.

0:39.9

And I'm Jeff Battack, Chief Ratings Officer for Morning Star Research Services.

0:44.9

Our guest on the podcast today is Roger Whitney.

0:47.7

Roger hosts the popular Retirement Answer Man podcast, and he's also the author of a book called Rock Retirement,

0:54.0

a simple guide to help you

0:55.5

take control and be more optimistic about the future. He's also senior financial planner

1:00.5

at Agile Retirement Management and the creator of the Agile Retirement Management Process.

1:06.4

Roger is a CFP certificate and has earned numerous other designations, including the accredited

1:12.0

investment fiduciary, certified investment management analyst, and retirement management advisor

1:17.8

designations. Investopedia has named him to its list of 100 top financial advisors in the

1:23.7

U.S. on five occasions. Roger, welcome to the Longview.

1:28.2

I am excited to be here, Christine.

1:31.1

Well, we're excited to have you here.

1:33.5

I wanted to talk about your podcast retirement answer man.

1:38.5

Can you talk about how you figure out which questions that you're going to tackle?

1:43.4

Really, two ways.

...

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