HeyJaredRetirement Answer Man
A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence.
- Indexed episodes, last 90 days
- 11
- Latest publication
- Sep 16, 2026
- Audience
- Apple #179 · US
- Earliest in this view
- Jul 8, 2026
Latest episodes
Your Social Security Playbook: The Levers You Control (opens the original)
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Roger Whitney explains six levers that can influence Social Security benefits: reviewing your earnings record, choosing when to claim, managing retirement income, reconsidering an early claim, considering where you live, and coordinating spousal or survivor benefits. The episode emphasizes that the best claiming strategy depends on each person’s priorities, resources, and desired outcome. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PODCAST (00:00) Roger introduces the Social Security se
Your Social Security Playbook: How Your Benefit is Calculated (opens the original)
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How is your Social Security benefit actually calculated? In this episode, Roger explains how you qualify for retirement benefits, how your earnings history determines your benefit, and why the age you claim matters. Understanding these basics will help you recognize the areas where you have agency as you build your Social Security claiming strategy. Roger also answers listener questions about survivor benefits, estimating taxes in retirement, and coordinating spousal benefits. OUTLINE OF THIS EP
Your Social Security Playbook: How the System Works (opens the original)
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Social Security is one of the most important pieces of a retirement plan, but how does the system work, and will it remain financially viable for future retirees? Roger begins a five-week series on building your Social Security playbook by exploring the program’s history, funding structure, and current financial outlook. He also discusses potential paths to solvency, how he accounts for Social Security in retirement planning, and why building a resilient plan remains essential. OUTLINE OF THIS E
Summer Reruns: Learn What to Ignore with Dr. Daniel Crosby (opens the original)
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In this summer replay, Roger talks with Dr. Daniel Crosby about learning what to ignore in an age of information overload. They explore how to filter financial advice, align decisions with your values, and focus your attention on what truly matters to your finances and your life. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN [00:00] Roger introduces this summer replay with Dr. Daniel Crosby and talks about his upcoming Social Security series. SUMMER REPLAY WITH DR DANIEL CROSBY [02:21] Ro
Summer Reruns: Gabbing with Gretchen Rubin- Your Personality and How it Plays into Your Retirement Planning (opens the original)
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This Summer Replay revisits Roger’s 2018 conversation with Gretchen Rubin about the Four Tendencies and how understanding your personality can help you create a retirement plan and daily life that truly fit who you are. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN (00:00) Roger introduces this Summer Replay conversation with Gretchen Rubin about creating a retirement plan that fits your personality. SUMMER REPLAY: CONVERSATION WITH GRETCHEN RUBIN (01:32) Gretchen explains the Four Tenden
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Audience
Apple #179 · US
Measured Sep 19, 2026
Apple Podcasts chart position, not a count of listeners or downloads.
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