Retirement Answer Man

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

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My Experience Moving to a Retirement Community

5/1/2024 • 42 min

Have you ever considered moving to a retirement community? With the freedom that retirement brings, many people begin to rethink their living arrangements. On this episode, you’ll hear how Brad and his wife decided to move to a retirement...

Retirement Year End Planning: Withdrawing from Assets
Retirement Year End Planning: Contributing to Assets
Retirement Year End Planning: Tax-Loss Harvesting
Think Smart, Retire Smarter: Razor Sharp- Occam and Hanlon
Think Smart, Retire Smarter: Circle of Competence
Think Smart, Retire Smarter: The Map vs The Territory
Think Smart, Retire Smarter: Second Order Thinking
Think Smart, Retire Smarter: Inversion
CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Passion and Relations…
CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Energy and Mindset
CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Resilience and Optimi…
CLASSIC EPISODE The 8 Pillars of Rocking Retirement: Vision and Feasibility
Stories from Unique Retirements
Retire Without Borders: An Expat Primer
Securing Their Future - Retiring with Special Needs Children
Service, Sacrifice, and Second Acts: Military Retirees

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