The Retirement Answer Man

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In this episode, Diane speaks with returning guest, Roger Whitney, the Retirement Answer Man. Practicing good financial health should be a part of the balanced life of a busy professional. How does your financial health stack up, currently?  To help you establish a strong financial foundation and plan for retirement, you’ll hear investment strategies, financial management tips and ways to help you meet your lifestyle goals.

As a Financial Advisor in 1991, Roger has witnessed first-hand the rise and fall of the “new economy” and the Dot-com bubble that ended in 2000. This experience solidified that financial management is about people, not money, and that they are served best by advisors that are fiduciaries to their clients, and have the heart of a teacher. In 2003 Roger left his job the largest private bank in the world at the time and, with two wonderful partners, established WWK Wealth Advisors. Today, they are a firm of 14 professionals managing over $200 million in assets.

What you will learn:

  • The art of creating a life that you don’t want to retire from
  • The antiquated model of education, work, retirement doesn’t apply anymore and why we’ll be working longer than our parents did
  • Some alternatives to investing in instead of the markets
  • The importance of investing in ourselves, our health and our relationships
  • The three keys to communication about life and money
  • Roger’s secret to a good marriage and healthy finances: little conversations
  • Why budgeting isn’t the be-all and end-all of financial health
  • How to pay attention to the little things that happen in your life and adjust as you go
  • The framework for the right conversations


If you cut the spending by 20% that’s not near as impactful as increasing your income by 20%. Click To Tweet

“Everything is an investment solution, invest in the markets, right? There are a lot of other things that you and me and everybody else can invest in that doesn’t have anything to do with the markets.”

“It’s not that they want to retire and do nothing. Usually it’s that they’re in a nine to five grind in a corporation or some other position, that they just want freedom from, they want some more control.”

“Investing in our health and our relationships as early as we can. There is a return on investment on real dollar terms, but also a return on investment from a quality of life perspective.”

“We’re all going to live a lot longer than any other generation. The secret is, if you don’t invest in your health and your relationships, you’ll probably live almost as long as if you did, it’s just going to suck relatively speaking.”

“If you want to blow up a financial life, get divorced when you’re 50 or 60 and have your assets halved.”

“Figure out what your lane is rather than trying to find a lane that might not be perfect for you.”

“You have to slowly position yourself and do the analysis to know that the path you’re walking on is realistic.”

“The best that we can do is be on top of it and navigate as life unfolds.”

“We can thrive in that later part of life, we just need to figure out how to thrive outside the lines.”

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