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015: Why Retirement is Broken and Why the Normal Process Doesn’t Solve the Problem with Roger Whitney

As a nation of debt, we tend to overlook properly planning for our future.

Roger Whitney is the Retirement Answer Man and he believes you can create a great life that balances living well today AND living well tomorrow by having the right little conversations about money. Over the last 24 years he has worked directly with clients on his journey and shares the wisdom he’s learned on his weekly podcast, The Retirement Answer man and on his blog.

Putting money in the right places can be a tricky conversation, AND when done strategically can be one of the best things for dramatically reducing stress and creating a sense of security. Roger is a great resource for this topic.

Roger dives into topics like

  • Finding balance in life instead of making it all just about investing and saving
  • The more intentional we can be in how we manage our money, and our financial life, the cooler life we can create for ourselves
  • Being intentional about the little decisions we have to make about money
  • Money is a horrible master, but a great servant
  • Reframing financial planning, investments, seasons and returns
  • How to never have to have the big conversation with your spouse about money
  • The truth about retirement and financial planning
  • Why retirement is broken and why the normal process doesn’t solve the problems
  • The new multidimensional approach to planning and retirement
  • The stair step approach to freedom and independence in your later years
  • Setting smart sprints to reach your personal and professional goals

Click to Tweet Roger’s quote

Trust

Connect with Roger on social media

Facebook | Website | Twitter

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