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

4.5 • 775 Ratings

🗓️ 8 November 2022

⏱️ 56 minutes

🔗️ Recording | iTunes | RSS

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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

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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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