Guest: Roger Whitney

Topic: Thinking about retirement in a new way


Bethany and Ellie have a cup of coffee at Ellie Kay’s table discussing the season and how it is Bethany loves being cold this time of year. Bethany and Ellie remember a time when Ellie purchased a red coat in Canada, and how she didn’t tell the truth in a certain instance. Ellie and Bethany discuss fears and how it can stop us from doing what we want to do. They talk about things that had scared them recently that they had to do, including Ellie connecting in Istanbul and almost missing her flight.

Roger Whitney, The Retirement Answer Man, joins the Millhouse discussing retirement. Ellie challenges Roger to give the answer to retirement in 30 words or less. Roger explains it is important to not check out of life when it comes to Retirement. He encourages Bethany and Ellie to look at it in a new way that may not be traditional. Roger explains why he is excited for the Millennial Generation, and how they are able to change their perspective when it comes to retirement. He gives a practical way that financial advice industry has not caught up to the way we live our lives right now. He gives the two most important investments we could make in our future that could open up a lot of flexibility. They also talk about student loan debt and different ways to invest in our skills. Bethany asks if traditional saving for retirement is still important, and Roger gives reasons why we shouldn’t ignore that.


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Roger Whitney
Roger Whitney, the not-so-alter-ego of the Retirement Answer Man, is a practicing Certified Financial Planner with over 25 years experience walking life with clients. He uses his credentials (CFP®, CIMA®, CPWA®, and more) and every channel possible to help people live well today without sacrificing tomorrow. Roger is the author of Rock Retirement: A Simple Guide to Help You Take Control and Be More Optimistic About the Future and the creator of the Retirement Answer Man podcast and Roger That! Youtube channel. When he’s not helping people rock life and retirement, Roger enjoys biking, board games, and walking his Great Dane Sherlock. He lives in the Fort Worth area with his awesome wife Shauna.

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