Retirement Answer Man

This episode starts with a “what if I know nothing” approach, and built up to a much more sophisticated Q and A for an investor with a $10M portfolio. That’s what I love about these >600 episodes. There is always a new nugget you can build upon if you can stomach the redundancy (or fast forward). It reinforces sound advice about Timeframe and building the 3 key buckets: Contingency, liquidity, and growth funds. Thanks Roger

Knowledgeable professional with an earnest desire to help us not hurt ourselves when we retire

There are a lot of podcasts out there, but if you’re starting the think about retirement (or have already retired) this is my favorite. Roger covers the technical and emotional needs as one shifts from accumulating wealth to decumulation, and never loses focus on enjoying that retirement.

I have been listening to this podcast for over five years and have listened to every episode. I feel like Roger is a good friend who has helped me immensely with both financial and non-financial insight about retirement.

I started listening to Roger’s podcast this year, and it’s been informative and refreshing. Roger’s positive personality keeps me at ease even when he’s discussing complicated or stressful retirement topics. Beyond learning a lot it’s been an excellent reset for my mindset about retirement.