Retirement Answer Man · Roger Whitney, CFP®, CIMA®, RMA, CPWA®
How to Quality Check Your Retirement Plan
·55 min·5 clips
Roger reveals his worst professional failure: a rookie mistake that cost him a client's trust after 25 years.
As heard by us
A practical audit of retirement math before making a hard-to-reverse decision.
Roger treats retirement planning as something to verify, not simply admire. The piece opens with a familiar situation: a planner or DIY spreadsheet has already tallied goals, assets, and feasibility, and the real task is deciding whether the result deserves trust.
Why you'd press play
Before you retire, make the plan prove itself twice.
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