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Retirement Answer Man

Roger Whitney, CFP®, CIMA®, RMA, CPWA®

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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 ...
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We help people who are drowning in the details of life to create simple systems so they can do what matters most! (Come learn how to build a STEP Command Central and get totally out of the overwhelm...)
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Retire with confidence! Introducing "Michigan's Retirement Coach," podcast- one of Feedspot's "Top Retirement Podcasts You Must Follow!" Join Mike Douglas and his engaging series as he draws upon insights from real clients and their stories to help you make the most of a fulfilling retirement. Mike and the whole team at LifePlan Financial Design can help you navigate the complexities of retirement planning in Michigan. Click for your personalized Retirement Roadmap here! Follow on Facebook, ...
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Work Pants Finance is the show for MBAs, entrepreneurs, and other professionals who want their financial plan to work as hard as they do. Work Pants Finance's theme is learning through experience - the good, the bad, and the ugly! Work Pants Finance sits at the center of life, business, career, and money and brings it all together with humanity, wit, and wisdom.
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The Physician Philosopher Podcast was created to help empower doctors to create a life they love. Join in as we dive into all things physician coaching in mindset, money, and life. Start before you're ready; Start By Starting; Start Now. To book a coaching consult with Jimmy for the Alpha Coaching Experience, click here-- thephysicianphilosopher.com/consult To sign up for the Medical Degree Financial University visit: https://thephysicianphilosopher.com/mdfu
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Helo Heaven is a podcast dedicated to bringing you everything you need to know about the dimension we will refer to as Heaven. We will use our gift of spirit communication to bring you the truth of what happens when you leave the earth plane. Knowledge of what happens upon death will lead you to a life of no fear. We will also take calls from our listeners and allow open discussion. Please join us on Friday evenings at 6:00 pm Pacific time.
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Wealth by Design

Danielle G. Nava, CFP® and Dustin R. Granger, CFP®

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Monthly
 
*Formally known at Worth It Podcast* Welcome to Wealth by Design, a financial planning podcast for successful, modern-day biz owners + creative entrepreneurs. Here, you'll get the tools you need to dream, design, and do what it takes to live life on your terms. Danielle & Dustin, a brother & sister CFP®️ duo, are devoted to educating modern-day entrepreneurs about life, biz, and financial planning so they can create a blueprint to real wealth. Together, they cover topics about the unique cha ...
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The Heart of What we are about We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations. Life is not a rehearsal. We help you to ensure that you have the correct life balance and that your money is there to help you lead the life that you deserve. Unlike many financial advisers who focus only on your money, we put your life first and your money second. We work together with our clients to build their personalised fi ...
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show series
 
Join us as we channel the spirits of our guide Laura, Archangel Raphael and the Reverend Bill Graham as we try to understand Heaven, Lifeplans and Karma. This is truly an outstanding show as the spirits and archangels bring the listener a wealth of information. Please share this show with your friends. Please subscribe to our channel or platform, g…
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If you’ve ever searched for a financial professional you may have seen an endless string of letters after their names. Trying to figure out the financial advisor alphabet soup is exhausting. One listener threw his hands up and asked me what all those letters mean. On this episode, we’ll explore the meanings behind those designations and discuss wha…
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We all know what it's like to start a project and think it's manageable--but then it grows and grows and becomes SO much more than we expected. What do we do at that point? How do we move forward and get things done when we don't have the bandwidth to do all that is required? Join us in today's episode! Show Notes are at https://LearnDoBecome.com/E…
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Earlier this month, we announced our new, 60-day free trial of the ARISE membership! And as a special bonus--for every active ARISEr in the month of July, LearnDoBecome is donating the monthly membership payment (or its equivalent, if you are part of a free 60-day ARISE trial) to Village Impact to help them to build and sustain schools for children…
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The moment you’ve been waiting for is here! The Rock Retirement Club has opened its doors once again. Enrollment is open until July 18, so head on over to Rock Retirement Club to sign up today. After you do that, listen to this episode to learn how to protect yourself and your data from scammers. On this episode, Pete, a cybersecurity expert, joins…
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Mike identifies the five key areas when building out a comprehensive retirement plan: Income Planning Risk Management Investment Quality Taxes Estate Planning Mike discusses the importance of addressing these areas to avoid making the wrong choices in retirement. Visit MyLifePlanFinancial.com to connect with Mike and start building your retirement …
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In this special edition of the Hello Heaven Podcast we channel three of our founding fathers, John Adams, Thomas Jefferson and Alexander Hamilton. They answer questions about the founding of our country as well as what is taking place in our modern government. If you love our country, you will thoroughly enjoy this show. Please subscribe to our cha…
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The best predictor of happiness and health at age 65 is how many close relationships you have at age 45. To really rock retirement you need to build quality relationships. To do that you need to learn to be a better communicator. On this episode of Retirement Answer Man, Super Communicators author, Charles Duhigg, joins me to discuss how to become …
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Do you ever feel like you end up with a long lists of tasks that aren't related to projects, don't have a deadline, can't be done in two minutes or less, and end up sitting around forever--piling higher and higher and higher? Come listen to this week's episode where we share four different solutions for these kinds of things. :) Show Notes can be f…
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In this very interesting edition of Hello Heaven Podcast, a listener questions the various aspects of the Golden Rule and its relationship to karma. If you would like to know more about the afterlife, judgement and what is to come, this is an excellent learning tool. Please subscribe to our channel or platform, give us a like and tell your friends …
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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…
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If you feel like time to rest, replenish, and simply enjoy your relationships is "impossible" because you have SO much to do, or if you find that you are always pushing yourself to do just a little bit more, today's podcast is for you! I'm sharing 5 key lessons I've learned (somewhat painfully), and my hope is that you can avoid making the same mis…
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Mike discusses the various issues that could come up in a retirement plan if they aren’t checked regularly, including debt to income ratio, living expenses, emergency savings, credit score, tax planning, and insurance. Mike provides insights and tips for each of these areas, highlighting the need for regular check-ins and updates to a financial pla…
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A Guest Speaks of Astro Travel and Viewing Past Lives - Hello Heaven Podcast - In this very interesting podcast, a listener speaks of her astro travels, ability to heal others and viewing her prior lives. After the interview we channel some questions that clarify her abilities. Please subscribe to our channel or platform, give us a like and tell yo…
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#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 …
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I didn't grow up with home systems. It was more like "leave everything in a pile and pull from that pile as necessary." If you've been living like that and you want to make a change, today's podcast will hopefully give you some ideas you can customize! Show Notes can be found at https://LearnDoBecome.com/Episode242…
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Mike explains how making informed financial decisions can help avoid spending regrets in retirement. He discusses the role of a financial advisor helping people navigate retirement decisions, such as purchasing an RV or vacation home. Visit MyLifePlanFinancial.com to connect with Mike and start building your retirement plan today! See omnystudio.co…
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In this edition of Hello Heaven, we will play an interview with Eric Altman, the well known Cryptologist from Pennsylvania. Not only will he gives us information about many cryptological species, he will talk at length about Bigfoot. We will also let him channel with the spirit of a Bigfoot. Please tell your friends about this interesting show. Ple…
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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…
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When I picked this book up at a local bookstore a few months ago, I had no idea what a profound affect it would have on me. Today I'm sharing 5 very specific ways this books helped calmed my mind, and I hope it will give you a lift, as well! Show Notes can be found at https://LearnDoBecome.com/Episode241…
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Mike discusses seeking financial help and the decision to change financial advisors during retirement. He emphasizes the importance of a holistic approach to financial planning and the need for professional guidance in preparation for retirement. Visit MyLifePlanFinancial.com to connect with Mike and start building your retirement plan today! See o…
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In this edition of Hello Heaven, we channel the answers to what takes place during near death experiences. You will find out what take place for atheists and why the decision is made to return to human life. This is a very enlightening show. Please subscribe to our channel or platform, give us a like and tell your friends about our show. The audios…
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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…
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Most people have piles and piles and piles of "stuff" on every flat surface of their home and office, and then they either ignore the piles or dig through them frantically. We believe it's time to solve that for good. :) Show Notes can be found at https://LearnDoBecome.com/Episode240
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Mike discusses why being on the same page with your spouse is significant in retirement planning and emphasizes the need for open communication and shared decision-making. He also explains the need to address difficult decisions and plan for various life scenarios that may happen in your golden years. Visit MyLifePlanFinancial.com to connect with M…
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In this edition of Hello Heaven we interview best selling author Rob Gentile who tells us about his heart transplant and his multiple near death experiences. Rob is now a motivational speaker and his story will definitely get your attention and change what you think about NDE'S. Please subscribe to our channel or platform, give us a like and tell y…
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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] …
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Mike compares retirement planning to vacation planning. He explains the need for a comprehensive retirement plan that covers all aspects, including social security benefits, taxes, and Medicare premiums. Mike highlights the common mistakes that first-time retirees make and discusses some ways to avoid them. Visit MyLifePlanFinancial.com to connect …
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Do you ever work on something really hard and then feel let down by the results? Maybe you put a lot of time, money, or resources into something, but then it either falls flat or doesn't turn out the way you hoped? We've been there, and members of the LearnDoBecome Community have been there, and today we're offering some perspectives to give you a …
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In this edition of Hello Heaven, we speak with the spirits of the Prophet Muhammad and Buddha to discuss the relevance of their religion and way of life to modern times. Each spirit answers questions about their lives and spiritual accomplishments. This is a very informative and interesting show. Please subscribe to our channel or platform, give us…
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There are "things" we all want to do, right? Maybe it's a work project, a room remodel, a special activity, or a new routine you want to establish. There are lots of great ideas out there to help us feel motivated, but these are the three criteria that typically work for me, and I'm excited to share! For Show Notes with all related links, photos, a…
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