Roger Whitney is the host of the very popular Retirement Answer Man Podcast and author of Rock Retirement. Tony and Roger talk about what Roger’s family finances looked like as he was growing up and how he made the shift into better financial habits for his life. Roger is a believer in living well and retirement better.
Planning for retirement is just as much about intentional saving as it is about intentional living. When it comes a time, you'll happily turn in your keys because all the doors you want to open are already unlocked.
Roger loves what happens when people shift their mindset from investing in a portfolio to investing in what they love.
So much of retirement is a guessing game, but that doesn’t mean no one knows what’s going on. There’s definitely a place for historical data, equations, algorithms, and spreadsheets—as long as they support your life and goals, and not the other way around.
The best retirement strategies are grounded in what’s important in your life right now and in the future. They take into consideration if you want to launch a new career in retirement, if you want to sell your house and travel the world, and if the job that's filling your 401k is draining the life out of you. When done well, financial planning isn’t boring or constricting; it’s one of the best tools for building your best life.
Roger’s vision gave life to what he calls. Agile Retirement Management®. And it changes everything.
To connect with Roger Whitney and learn more about his vision for helping you create a better retirement, visit https://www.rogerwhitney.com/
It is generally recommended to hold 5% of your assets in gold and silver.