Retirement Answer Man
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
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The KISS Concept for Investing
This podcast was created for you–not me. I’m here to help you think differently about retirement and find a concept or tool that will help you take action to rock retirement. I do this by answering your questions and bringing you content that will open your mind and spur you to get started. If you have a question you would like me to answer, head on over to RogerWhitney.com/AskRoger to leave an audio or written question. Investing in retirement shouldn’t be that complex. The simpler you can keep it the less confusion you’ll have. One listener wonders how she can keep her investments simple in retirement. Find out how to take the complexity out of investing in retirement by listening to this episode. Afterward, you can take action by considering how to simplify your own investments and make them retirement ready. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT [1:20] What other listeners say LISTENER QUESTIONS [5:42] What is the difference between a financial advisor and a wealth planner? [12:48] The KISS concept for investing [19:35] On using direct debt lending organizations [25:00] The difference between bank CDs and brokered CDs [30:18] How to make your retirement plan resilient BRING IT ON [39:21] On starting your own business in retirement [45:55] Steps to take to get started TODAY’S SMART SPRINT SEGMENT [47:37] Take action on something Resources Mentioned In This Episode FINRA.org Rock Retirement Club Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center
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