Roger Whitney has helped families plan for and transition into retirement for over 23 years. Known as the “Retirement Answer Man“, he’s not your typical Financial Planner. He helps people create a great life, not just save for retirement.
[callout]This episode originally appeared on the Family Before Fortune Podcast which is now the Modern Leadership Podcast. To listen to Modern Leadership click here. To see the Family Before Fortune Podcast archive click here.[/callout]
Episode Summary: The Retirement Answer Man with Roger Whitney
How is retirement changing? How can you plan and prepare? What do Millennials need to do differently than Baby Boomers? Highlights from my interview with the Retirement Answer Man
- Been working in financial services for 24 years
- We need to stop playing by our grandparents rules of retirement
- Work to gain more control over your life
- Baby Boomers are changing the definition of retirement
- Work because they want to
- “I don’t want my grandparents retirement”
- Only time will tell with millennials
- Rise of the Freelance Economy
- 3 suggestions Roger has:
- Prioritize 1,3,5 year goals
- Look at your cash flow
- Identify economic opportunities
Book on The Shelf
[callout]48 Days to the Work You Love by Dan Miller[/callout]
[callout]A Million Miles in a Thousand Years: How I Learned to Live a Better Story by Donald Miller[/callout]
[callout]Think and Grow Rich by Napoleon Hill[/callout]
[callout]How to Win Friends and Influence People by Dale Carnegie[/callout]
[callout]EntreLeadership: 20 Years of Practical Business Wisdom from the Trenches by Dave Ramsey[/callout]
Learning From Leaders
[shareable cite=”Jeremy from From Zero Dark Thirty”]We’re all smart[/shareable]
Explore Additional Resources
Twitter: @roger_whitney
Roger’s Website: Rogerwhitney.com
Free Special Offer- A 30 point checklist for retirement planning. Text “Library” to 33444
