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Roger Whitney: How To Rock Your Retirement (TAM Classic)

Stan Haithcock
May 21, 2024
Roger Whitney: How To Rock Your Retirement (TAM Classic)

In this episode, The Annuity Man and Roger Whitney discuss:

  • The two retirement crises
  • Balancing on the teeter-totter
  • Before going into fancy tactical stuff
  • Focusing on what you can control

Key Takeaways:

  • There are two retirement crises: one is when people don’t have enough money to pay the bills when they can’t work anymore. The other crisis is for people with many resources and options but doesn’t know the right thing to do.
  • On the one hand, you should start having your best life today, and on the other hand, you also want to make sure that you’ll be alright when you live until 80 or 90. There’s tension between those two things, you’re standing in the middle of it all, and you have to cover yourself on both accounts.
  • Start with what you want, then create a strategy that will make that feasible. Make it resilient so that you don’t get knocked off course and get too fancy tactics.
  • Don’t waste your life trying to predict the future or reacting to every event. Instead, focus on things that will be useful to you, like building functional health - health that will enable you to spend time with family freely.

"The majority of planning which feeds the mindset of this very uncertain world is always gonna default to denying today, and that’s not right because tomorrow isn’t promised to anyone. You gotta be a good steward. "— Roger Whitney.

Connect with Roger Whitney:

Website: The Retirement Answer Man®



YouTube: Retirement Answer Man

Twitter: Roger Whitney, CFP®, RMA® (@Roger_whitney) on X

Book: Rock Retirement book — The Retirement Answer Man®

Podcast: A Top Retirement Podcast, with over 8 Million Downloads — The Retirement Answer Man®

Fun With Annuities Podcast is hosted by America’s Annuity Agent®, Stan Haithcock, The Annuity Man®. Hear brutal annuity facts with no sales pitches from the top independent agent in the country, licensed in all 50 states. Author of 7 books, Stan dives deep on all annuity types and strategies. It’s fun, learning the contractual truths on how annuities actually work and if they’ll fit your personal retirement lifestyle.

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