Vroom Vroom Veer with Jeff Smith

Vroom Vroom Veer with Jeff Smith


Roger Whitney – Retirement Answer Man (BOV)

November 04, 2024

Roger Whitney is the Retirement Answer Man and he believes you can create a great life that balances living well today AND living well tomorrow by have the right little conversations about money.  Over the last 24, years he has worked directly with clients on this journey.

Roger Whitney Vroom Veer Stories

The traditional idea of retirement is ready for bed, what's next?

How to find balance between living well today while planning for the future

GenXers have an opportunity to create a new idea about work/life/money

3 things everyone can do right now to plan a better future

The idea of retirement is started in the 50's when people were physically used up

Many people are failing to plan and feel they NEED to work

Let's create a life we don't really want to retire from

Independence and flexibility is what we want, not traditional beach/golf version of retirement

Work can now be fun and fulfilling

Fulfilling work improves mental and physical health

Financial Planning:  Sacrifice your life now vs. Sacrifice your life tomorrow

Investing works well at preserving and growing wealth overtime

How can I invest in myself to help me create more wealth

There is only so much "frugalling" one can do; we can create more wealth

Invest in skillset, professional network

Traditional Financial Planning depends on a perception of perfection

Let's manage through uncertainty

How to have little conversations before they become big conversations

Roger Whitney Links

Roger's Podcast and Blog