Best Roger Whitney Podcasts (2024)

1
379 ENCORE Apolo Ohno: When Your Last Closing Ceremony Is Over, What Does Life After The Olympics Look Like? 25:47

1h ago25:47

25:47

In just about a month, on the 26th of July, 10 thousand athletes from all over the world will gather in Paris for the opening ceremony of the 2024 Summer Olympics. Being an Olympian has a way of consuming a person’s image. Olympians dedicate their body and their mind to the perfect backstroke, or the perfect arrow release, or this year – even the p…

1
537. Community Episode: From Shirtsleeves to Shirtsleeves 56:22

24h ago56:22

56:22

For this community episode we talk generational wealth with expert Joe Saul-Sehy of The Stacking Benjamins podcast and Brian Kearns. Brian puts forth his plans for passing down money to his children in a way he feels will be most positive and Joe and I elucidate his ideas further. If you have ever spent time thinking about your financial legacy, th…

1
Defer 2 SPIA (MYGA-2-SPIA): Shootin' It Straight With Stan (TAM Classic) 14:00

2d ago14:00

14:00

In this episode, The Annuity Man discussed: What are MYGAs and SPIAs? Annuities are contractual commodities MYGA to SPIA Key Takeaways: A MYGA, Multi-Year Guaranteed Annuity, is the annuity industry's version of a CD. The good news about MYGAs is that the interest rate is locked in and non-callable. This means that when interest rates go down, you’…

1
Lessons from Mike and Judy’s Investment Experience 38:21

2d ago38:21

38:21

Every one of us has a different tolerance for risk. We even have different risk tolerances at different points in our lives. In this episode, we’ll learn about Mike and Judy’s comfort level with their investments. Learn how they’ll develop an investment approach that matches their risk tolerance. If you have been enjoying Mike and Judy’s journey cr…

1
536. Generational Wealth: Should We Pass It On? W/ Whitney Elkins-Hutten 55:10

4d ago55:10

55:10

Whitney Elkins-Hutten is the author of newly released book Money for Tomorrow: How to Build and Protect Generational Wealth. We discuss how and why we should think about passing on wealth to our children and future generations. We touch on real estate and if you listen to the very end...life insurance. Learn more about your ad choices. Visit megaph…

1
378 Lisa Shalett: Every S Curve In Your Life Has Prepared You For This Moment (Whether You Realize It Or Not) 53:01

7d ago53:01

53:01

How many times have you looked back across your whole life, looked at all those S Curves you’ve taken on and thought – wow. “I guess things do come together in the end,” even though, in the moment, those S Curves seemed so treacherous, and we felt so lost and afraid climbing them. There’s an element of faith in that statement, sure, but just as str…

1
535, Has Fintech Left You Behind? w/ Kiersten and Julen Saunders 59:08

8d ago59:08

59:08

We talk with Kiersten and Julien Saunders from the rich & REGULAR platform and authors of Cashing Out. They have created a new Fintech toolkit to help regular people like you and I make sure that we are up to date with the best way to use financial technology in our every day lives. Are you up to date? Learn more about your ad choices. Visit megaph…

1
Legal Tender: Tallying Their Resources 58:29

9d ago58:29

58:29

#544 - Legal Tender: Tallying Their Resources Planning for retirement isn’t about creating a new job for yourself, it’s about using what you have to create a great life. On this episode of Retirement Answer Man, I’ll help Mike and Judy tally up and organize their resources so they can come up with a feasible plan for retirement. Press play to hear …

1
Annuity Fancy or Annuity Contractual?: Shootin’ It Straight With Stan 5:42

9d ago5:42

5:42

In this episode, The Annuity Man discussed: The four main concerns that annuity addresses Why you should stay away from fancy annuities Things to consider when buying annuities Key Takeaways: Annuity contracts are designed to address four key concerns: principal protection, lifetime income, legacy planning, and long-term care. However, not all annu…

1
Dana Anspach: Juicing Your Retirement Plan (TAM Classic) 42:04

11d ago42:04

42:04

In this episode, The Annuity Man and Dana Anspach discuss: Juicing your retirement money How can you know if you’re “retirement-ready” What are some things you have to consider when setting up your retirement plan The four percent rule Key Takeaways: Don’t underestimate what more you can juice from your retirement plan. You might very well end up w…

1
The Little Love Gangster Sunny with Big Dreams 15:52

11d ago15:52

15:52

In this heartwarming episode of "Love Gangster," host Adrian Boysel sits down with his very special guest, his daughter Sunny Boysel, a talented young artist, dancer, and social impact entrepreneur. Together, they share fun stories, showcase Sunny's creative art projects, and discuss their dreams of helping the homeless. Discover Sunny's ambitions,…

1
534. Achievement Addict w/ Rose Lounsbury 59:59

11d ago59:59

59:59

Rose Lounsbury has been an achievement addict most of her life. In fact, many of us fall into this trap of trying to build our sense of self worth through achieving goals. In this episode we discuss why this is not always the quickest path to happiness. Her book is ACHIEVEMENT ADDICT: THE OVERACHIEVER'S 12-STEP GUIDE TO PEACE, PRESENCE AND A LIFE B…

1
377 ENCORE Brené Brown: How Are You Holding Yourself Back From Feeling – And Why? 38:14

14d ago38:14

38:14

Is there a particular conversation you’ve had with someone, that keeps resurfacing as you grow and get older? In difficult moments, you find yourself traveling back to that day at the cafe or whatever it was, sitting down for a conversation you didn’t know would shape you as much as it has. For me, it’s my talk with Brené Brown, all the way back in…

1
533. What I Learned About Money From Surviving Cancer (Rewind) w/ Chris and Jess 1:00:03

15d ago1:00:03

1:00:03

Chris and Jess have lived through a lot on the last 5 years. Chris retired early in order to live a good life and than something unexpected happened-he was diagnosed with metastatic cancer. Jess, holding on tightly to her job and sense of control, decided to leave the startup life as Chris was recovering from an arduous year of chemo. In this rewin…

1
Annuity Contractual Guarantees Change Lives: Shootin’ It Straight With Stan 7:58

17d ago7:58

7:58

In this episode, The Annuity Man discussed: Annuity solutions to retirement problems The four things that annuities solve for How annuities can give peace of mind, flexibility, and freedom Key Takeaways: Retirement can be a daunting prospect, with the uncertainty of how long your savings will last and the fear of running out of money. However, annu…

1
The Lifestyle We Want in Retirement 1:07:50

16d ago1:07:50

1:07:50

We all have our own dreams for retirement and today, Mike and Judy share theirs. On this episode of Retirement Answer Man, you’ll hear Mike and Judy describe their ideal retirement, then in the Rock Life segment, Kevin Lyles will lay out the 4 pillars for a balanced life. As a bonus, you’ll hear Mark Ross interview me about my imperfect journey and…

1
Invisible Wounds Interview with Army Combat Veteran Nick Busse 45:11

18d ago45:11

45:11

In this inspiring episode of "Love Gangster," titled "Invisible Wounds Interview with Army Combat Veteran Nick Busse," host Adrian Boysel sits down with Nick Busse, an Army military combat veteran, entrepreneur, and political candidate. Nick opens up about his journey through life’s toughest battles and how he emerged stronger than ever. Nick share…

1
532. The Seven Secrets to a Happy Retirement (Rewind) w/ Fritz Gilbert 1:01:36

19d ago1:01:36

1:01:36

Fritz Gilbert has been retired for years and has not only written a book and blog, but also demonstrated how to live a good life post W2 employment. Today we discuss the seven secrets of a happy retirement. Fritz's wisdom not only is for those wanting to retire, but also for those at the beginning of their career. (Rewind Episode) Learn more about …

1
376 Cathy Carroll: When You’re Facing Generational Loggerheads, Turn Your Tug Of War Into A “Hug Of War” 46:07

22d ago46:07

46:07

It’s not a pretty truth of life, but we all argue with family, eventually. In fact, those arguments can be some of the most explosive moments of our lives. But why? Is it just that the folks closest to us know how to push our buttons? If so, how can we overcome that to grow? And grow alongside our family? Our guest today has a couple ideas. Cathy C…

1
531. How To Save Yourself From 570 Hours of Extra Work w/ Adam Zuckerman 55:07

23d ago55:07

55:07

Adam Zuckerman is the creator of Buried in Work an online platform to help families work through estate planning before they are in crisis. Adam and I discuss how to avoid the crushing 570 hours of work it takes to carry out a loved ones estate plan after they die. Do you need a will? A trust? In thei far reaching episode we cover these important t…

1
Annuity Doublers Gives Your Money Back Quicker When You Get Sicker: Shootin’ It Straight With Stan 7:54

24d ago7:54

7:54

In this episode, The Annuity Man discussed: What annuity doublers refer to The true story of annuity doublers Key Takeaways: Annuity “doublers” isn’t as lucrative as it seems. You become eligible for enhanced payment if you are found to be unable to do the five daily functions of life. The additional value given in enhanced payments is subtracted d…

1
The Educator and the Esquire - Meet Mike and Judy 50:41

23d ago50:41

50:41

Would you like to have the confidence to know that it is all going to be okay so that you can walk away from your career? So would Judy! In this episode of Retirement Answer Man, you’ll meet Mike and Judy, an educator and an attorney. They are both facing burnout and ready to throw in the towel, but before they retire, they want to make sure they c…

1
David Blanchett: Retirement Income Investing in a Low-Yield World (TAM Classic) 48:33

25d ago48:33

48:33

In this episode, The Annuity Man and David Blanchett discuss: People’s irrational preference A gap between perceived and actual ability Is cryptocurrency going to last? Investing when there are low yields Key Takeaways: In theory, people should be indifferent between spending down their portfolio and living off of it - but investors aren’t always r…

1
Boost your ability to help others with biohacking 21:27

25d ago21:27

21:27

In this episode of the Love Gangster, Adrian Boysel dives deep into the importance of loving and taking care of yourself first so you can better care for others. Adrian shares personal stories, including a touching encounter with an admired actor, and offers a challenge to viewers to go out and make new connections through genuine kindness. He also…

1
530. The Outsider Advantage w/ Ciera Rogers 43:52

26d ago43:52

43:52

We talk to Ciera Rogers, creator of the fashion brand Babes, about dressing Kim Kardashian, confidence, and seeing oneself as an outsider. She describes growing up homeless and living in her family car. We chart her evolution from couch surfer to full fledged entrepreneur. Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
375 Steve Lebowitz and Eli Manning: The Plays, On And Off The Field, That Make Private Equity A Little Kinder 53:33

28d ago53:33

53:33

Think of a relationship in your life that you’d describe as a true partnership. Why did that person come to mind? There are words and phrases that come easily when you’re describing a partnership that works: feeling supported, encouraged, the sense that when I have my back turned, you’ve still got my back. So where do those feelings come from, and …

1
529. How Your Bank Makes Money Off You (Community Episode) 55:30

30d ago55:30

55:30

In this community episode we discuss banks and how they make money off of you. Join expert Joe Saul-Sehy (Stacking Benjamins) and community member Chris Anderson as we chat about the good, bad, and ugly about the banking industry. How do you choose your bank? Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
How Can I Get an IRMAA Exception? 52:03

30d ago52:03

52:03

Have you heard of IRMAA? IRMAA can be an unwelcome surprise if you aren’t expecting her. On this episode of Retirement Answer Man, you’ll hear what to expect from IRMAA and your Medicare costs. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT [2:14] Recent feedback [6:57] What IRMAA surcharges are IN THE NEWS [14:55] …

1
There’s No ROI Until You Die With Lifetime Income Annuities: Shootin’ It Straight With Stan 5:59

1M ago5:59

5:59

In this episode, The Annuity Man discussed: The four primary annuity types for lifetime income There’s no ROI until you die with lifetime income annuities Two important questions to consider when buying annuities Key Takeaways: There are four primary annuity types providing lifetime income: Single Premium Immediate Annuities, Deferred Income Annuit…

1
Overcoming Childhood Trauma with Brandon Leon 53:31

1M ago53:31

53:31

In this heartfelt episode of Love Gangster, host Adrian Boysel sits down with his best friend Brandon Leon to discuss overcoming childhood trauma, finding faith, and achieving success in real estate. Brandon shares his emotional journey, starting with a tragic childhood event that shaped his life and led him to a deep faith in God. They explore how…

1
528. The Secrets of Millionaires Unveiled w/ Jace Mattinson 52:43

1M ago52:43

52:43

Welcome to our yearly episode with Jace Mattinson of The Millionaires Unveiled podcast. We talk about have millionaires have changed over the last few years and how they feel about inflation as well as purpose. Jace has now interviewed over 350 millionaires. Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
374 Coaching Roundtable: What Does The Call To Coaching Mean To You? 52:05

1M ago52:05

52:05

Back in July, we tried something a little new for this show – episode 329 was all about hearing from the listeners of Disrupt Yourself. What was important to you while you were listening, what insights you wanted to bring back from older episodes and refresh. It was a lovely experiment, so today we’re bringing you another roundtable. This time, we’…

1
527. Drive, Success, and Destiny's Child w/ Mathew Knowles 52:33

1M ago52:33

52:33

Today we have the pleasure of speaking to Mathew Knowles, respected record executive, entrepreneur, author, public speaker, and father to Beyonce and Solange. We delve into what drove him to succeed and how drive has been both a positive and negative in his life. Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
I’m Afraid to Buy Stocks in Retirement! What Should I Do? 39:18

1M ago39:18

39:18

What is your risk tolerance? What does risk tolerance even mean? Why does it matter? We’ll explore these questions as I answer one of our listener’s questions on getting back into the stock market with a low risk tolerance. Listen in to learn why he may not need to follow the traditional way of doing things. OUTLINE OF THIS EPISODE OF THE RETIREMEN…

1
How the Annuity Sausage Is Made: Shootin’ It Straight With Stan 11:20

1M ago11:20

11:20

In this episode, The Annuity Man discussed: The pricing mechanism of annuity products Annuities are commodity products Buy only the products that you understand Key Takeaways: Annuity pricing is primarily based on life expectancy, with interest rates playing a secondary role. Another key factor in annuity pricing is that annuity prices change based…

1
Roger Whitney: How To Rock Your Retirement (TAM Classic) 44:38

1M ago44:38

44:38

In this episode, The Annuity Man and Roger Whitney discuss: The two retirement crises Balancing on the teeter-totter Before going into fancy tactical stuff Focusing on what you can control Key Takeaways: There are two retirement crises: one is when people don’t have enough money to pay the bills when they can’t work anymore. The other crisis is for…

1
How to Find Your Calling and Make a Social Impact with Bryan Gallinger 1:07:56

1M ago1:07:56

1:07:56

Join Adrian Boysel as he sits down with Bryan Gallinger, a social impact entrepreneur, producer and mentor. Discover why traditional business models are failing and how to succeed in today’s market. Learn about Bryan's journey, his insights on building a sustainable business, and the power of community and personal branding. Timestamps: 00:00: Intr…

1
526. How to Get What You Really Want w/ Kelli Thompson 51:35

1M ago51:35

51:35

How do you get what you really want when it comes to both salary negotiation and life? We discuss with Kelli Thompson the tactics to negotiating not only your first salary but also pay raises and promotions. Kelli is a human resources consultant and executive coach for women leaders. Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
373 Nathan Tanner: Are You Neglecting Your Internal Game To Succeed At The External Game? 50:37

1M ago50:37

50:37

Self-fulfilling prophecies – and falling into their trap – are part and parcel of being human. From ancient Greek tragedies to television like Breaking Bad, they’ve popped up time and time again. We just can’t escape our flaw of telling ourselves stories about the future, and then making them reality. But what if it… wasn’t a flaw? What if there wa…

1
525. How to Maximize Your Financial Order of Operations w/ Brian Preston 56:26

1M ago56:26

56:26

Brian Preston is the author of Millionaire Mission and cohost of The Money Guy Show. In this episode we discuss the financial order of operations. How do you maximize your ability to both spend today as well as to save for tomorrow. Brian talks about what has been successful for his clients through decades of financial planning. Learn more about yo…

1
Should I Get a Mortgage for My Retirement Home? 36:15

1M ago36:15

36:15

Have you thought about getting a mortgage for your home in retirement? If so, have you strategized how you would pay it off? In this episode, we explore Scott’s question about pursuing a mortgage and paying it off early. Listen in to learn some different strategies you could use if you plan to get a mortgage on your home in retirement. OUTLINE OF T…

1
The Perfect Annuity Does Not Exist: Shootin’ It Straight With Stan 8:55

1M ago8:55

8:55

In this episode, The Annuity Man discussed: Focusing on guarantees The best annuity Finding the annuity best suited for you Key Takeaways: Annuities are financial products that can provide a steady stream of income during retirement, but they come with both benefits and limitations. It's essential to approach annuities with a clear understanding of…

1
Being Safe on the Internet with Kim Karr 39:58

2M ago39:58

39:58

Join Adrian Boysel on "Love Gangster" as he sits down with Kim Karr, founder of Digital 4 Good, a transformative movement reshaping how we interact teach teenagers about being safe on the internet. Discover Kim’s journey from a award winning teacher to a digital pioneer, her battles against cyberbullying, and her mission to empower the next generat…

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