Retirement Answer Man
About the show
Latest episodes
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Your Social Security Playbook: Building Your Strategy- Married Filers
September 30, 2026 · 53 minRoger 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…
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Your Social Security Playbook: Building Your Strategy- Single Filers
September 23, 2026 · 50 minRoger Whitney explains how solo filers can make a confident Social Security claiming decision without getting overwhelmed by complexity. He covers the biggest mistakes to avoid, introduces a practical decision-making framework, answers…
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Your Social Security Playbook: The Levers You Control
September 16, 2026 · 52 minRoger Whitney explains six levers that can influence Social Security benefits: reviewing your earnings record, choosing when to claim, managing retirement income, reconsidering an early claim, considering where you live, and coordinating…
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Your Social Security Playbook: How Your Benefit is Calculated
September 9, 2026 · 38 minHow is your Social Security benefit actually calculated? In this episode, Roger explains how you qualify for retirement benefits, how your earnings history determines your benefit, and why the age you claim matters. Understanding these…
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Your Social Security Playbook: How the System Works
September 2, 2026 · 55 minSocial Security is one of the most important pieces of a retirement plan, but how does the system work, and will it remain financially viable for future retirees? Roger begins a five-week series on building your Social Security playbook by…
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Summer Reruns: Learn What to Ignore with Dr. Daniel Crosby
August 26, 2026 · 33 minIn this summer replay, Roger talks with Dr. Daniel Crosby about learning what to ignore in an age of information overload. They explore how to filter financial advice, align decisions with your values, and focus your attention on what…
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Summer Reruns: Gabbing with Gretchen Rubin- Your Personality and How it Plays into Your Retirement Planning
August 19, 2026 · 21 minThis Summer Replay revisits Roger’s 2018 conversation with Gretchen Rubin about the Four Tendencies and how understanding your personality can help you create a retirement plan and daily life that truly fit who you are. OUTLINE OF THIS…
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Summer Reruns: Keep Investments Simple with Peter Lazaroff
August 12, 2026 · 42 minAs part of Roger’s summer replay series, he revisits a conversation with Peter Lazaroff about the value of elegant simplicity in retirement investing. They discuss why more sophisticated strategies are not necessarily better, how added…