Episodes: 671
Frequency: Weekly
Rating: 4.6/5.0
Estimated listeners: 10,000 - 100,000
Listener location: USA
YouTube: 13.6k subscribers
Instagram: 77 followers
Publicly listed emails
roger@rogerwhitney.com
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Roger Whitney - Certified financial planner and retirement planning expert who helps people prepare for retirement financially and personally.
Daniel Crosby - Filtering Financial And Lifestyle Information, Aligning Spending With Personal Values, And Focusing Attention On What Matters To Financial And Personal Well-being
Gretchen Rubin - The Four Tendencies Framework, Personality-based Goal Setting, Retirement Planning, And Improving Communication With Spouses And Family Members
Year-End Planning Checklist for Retirees
October 14, 2026
Episode OverviewYear-end planning doesn't have to become a giant project. Roger walks through the key items every retiree should put eyes on before December 31st -- not to do everything, but to avoid the unforced errors that sneak up on you. He also takes listener questions on coordinating Social Security survivor benefits, weighing a teacher pension lump sum against a higher annual payment, what happens to capital losses when there are no gains to offset, and how to build enough confidence t...
The Perfect Portfolio with Peter Lazaroff
October 07, 2026
Peter Lazaroff, Chief Investment Officer of PlanCorp and author of The Perfect Portfolio, joins Roger to explore what makes a portfolio “perfect.” The answer isn’t a mathematically optimized portfolio—it’s one that serves your life. They discuss how to align investments with your goals and purpose, manage risk, evaluate stocks and bonds, and create a simple investment process you can actually stick with.OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PODCAST(00:00) Roger welcomes Peter L...
Your Social Security Playbook: Building Your Strategy- Married Filers
September 30, 2026
Roger Whitney closes out his five-week Social Security series with a practical framework for married couples deciding when to claim. He explains how to coordinate benefits, avoid common mistakes, and make a decision that fits the household rather than relying on a single calculator or searching for a perfect answer.OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PODCAST (00:00) Roger Whitney closes out his five-week Social Security series with a guide to building a claiming strategy for ...
The Retirement and IRA Show · Low booking difficulty · 10,000 - 100,000 listeners
Sound Retirement Radio · Medium booking difficulty · 1,000 - 10,000 listeners
The Boldin Your Money Podcast · Medium booking difficulty · 1,000 - 10,000 listeners
Retire With Purpose - The Retirement Podcast · Medium booking difficulty · 10,000 - 100,000 listeners
Friends Talk Money · Medium booking difficulty · 1,000 - 10,000 listeners
Retirement Answer Man is hosted by Roger Whitney. Its publicly listed email is roger@rogerwhitney.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.
The publicly listed email for Retirement Answer Man: roger@rogerwhitney.com.
Podseeker estimates Retirement Answer Man reaches 10,000 to 100,000 listeners per episode. Only the publisher has exact numbers.
Retirement Answer Man typically books well-known public figures. Typical guest background: Established authors, psychologists, behavioral-finance specialists, retirement professionals, and other recognized experts who can offer practical guidance on financial or personal retirement decisions. Common among recent guests: Published books; Recognized subject-matter expertise; Established professional or media platforms. Recent guests include Daniel Crosby and Gretchen Rubin.
High. It mostly books established leaders in its field.
Recent episodes cover Finance, Retirement Planning, Social Security, Medicare, and Tax Planning. Pitch an idea tied to one of these topics and mention a recent episode.
Publicly listed emails
roger@rogerwhitney.com
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