Planning for Retirement with Roger Whitney

This week I sat down with fellow CFP Roger Whitney to discuss
planning for retirement, some dos and don’ts and baby steps along
the way to set you up for success.


Roger Whitney, CFP, CIMA, CPWA, AIF is a cofounder of WWK Wealth
Advisors and host of the award-winning podcast The Retirement
Answer Man. He has been a financial planner for over 27 years.
Each day he “walks life” with individuals and families, helping
them plan for, transition into, and live out their life after a
working career.


He is a former instructor of retirement planning and employee
benefits for the Certified Financial Planner certificate program
at the University of Texas at Arlington. He has also taught
wealth management at Texas Christian University Extended
Education.


HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:


What does retirement mean for you

4 choices that are usually presented to fill the retirement
gap

Why people avoid planning to be a retiree

What a traditional retirement consist of

The inspiration people need to take action on long-term
planning

The question people generally have about retiring

Understanding the W.A.M. process of retirement planning

How you should view retirement while you’re in the
accumulation phase of life

The approach you don’t want to take when planning to retire

The group that struggles most with figuring out what a life
after work looks like

The best way to make the transition from full-time worker to
retiree

Why you need clarity and intension around your money
decisions

How to utilize 6 month sprints to achieve your money goals

Finding the balance of enjoying life now and preparing for
life after work

Why you should focus on the journey and not just the end game



LINKS WE MENTIONED ON THE SHOW


The Retirement Answer Man Podcast



GET SOCIAL WITH GREG AND LET HIM KNOW YOU HEARD ABOUT HIM
HERE


Roger's e-mail

Roger’s Website

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