Retirement Answer Man

If you are thinking about retiring in the next few years you’re probably wondering what the best tools are to help you plan. Finding the right retirement planning software can not only help you plan retirement but help put your mind at ease so that...

Show Notes

If you are thinking about retiring in the next few years you’re probably wondering what the best tools are to help you plan. Finding the right retirement planning software can not only help you plan retirement but help put your mind at ease so that you can Rock Retirement!
One listener asks my opinion on the best retirement software to use. If you are curious about my answer you’ll press play. 
In this episode, you’ll also hear about the books I read in March, an interview with Steven Chen from the New Retirement Calculator, and learn the benefits of creating horizontal relationships. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN BOOK REVIEWS 
  • [1:30] Books I read in March
LISTENER QUESTIONS 
  • [5:30] Which retirement software should I use?
  • [11:49] On using dividend investing to fund retirement
  • [20:19] On using indexed annuities with downside protection
  • [24:04] A recommendation for my wife, Shawna
  • [24:55] Looking for a financial planner that is a retirement consultant 
STEVEN CHEN INTERVIEW ON THE NEW RETIREMENT CALCULATOR 
  • [26:45] What New Retirement Calculator users think about
  • [33:06] Planning for the future
  • [38:36] What’s new with the New Retirement Calculator
BRING IT ON 
  • [41:55] The benefits of creating horizontal relationships
TODAY’S SMART SPRINT SEGMENT 
  • [47:10] Revisit your allocation plan
Resources Mentioned In This Episode
NAPFA
Garrett Planning Network
New Retirement Calculator
Money Guide Pro Elite
Financeware
BOOK - The Courage to Be Disliked by Ichiro Kishimi
BOOK - Make Your Bed by William McCraven
BOOK - Sea Stories by William McCraven
BOOK - Build by Tony Fadell
BOOK - Top Five Regrets of the Dying by Bonnie Ware
Morningstar’s The Long View Podcast - Retirement Planning Is Not Financial Planning
LiveWithRoger.com - Register for the webinar on May 11, 2023 to discover the 4 Phases of a Great Retirement Plan
Rock Retirement Club
Roger’s YouTube Channel - Roger That
BOOK - Rock Retirement by Roger Whitney
Roger’s Retirement Learning Center

What is Retirement Answer Man?

A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management in retirement as well as retirement travel and other non-financial issues you'll need to address to rock retirement. Retirement isn’t an age OR a financial number. It’s finding that balance between living well today and feeling confident about your retirement. It’s about gaining more freedom to pursue the life you want. Join the rock retirement community at www.rogerwhitney.com