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Roger Whitney (affectionately known as the Retirement Answer Man) and his purpose for coming to work every day is because he wants to solve the biggest problem in wealth management and retirement planning. Everyone is guessing. People don’t know what to invest in or how much they need to save. Most people don’t even know that it’s possible to enjoy life today and still prepare for a terrific retirement. He was also recognized during 2018 as one of Investopedia’s top 100 financial advisors.
His mission is to make wealth management and retirement planning more transparent. He educates people on what you need to know and what options are available to you, at whatever stage of planning you’re in (not just the top 5%). You’ve worked hard for your money, and your money should work just as hard for you.
In this episode we talk about how he went from international relations to real estate, to the financial industry, the spaghetti theory of retirement, practical tips for planning for your future, the best advice I’ve ever heard about how to build your network and build up your career and how to live your life like a business.
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#MoneyWin
Sarah- “Last August (holy heck, it’s almost been a year.. I only meant to do it for a month, ha!), I committed to saying YES to any side jobs that paid me decent, were legal, and weren’t a huge commute… It’s been a WILD RIDE, let me tell you.
……… aaaaand in January I paid off one of my three student loans, then today I paid off the second one! One more to go and I’ll be completely 100% debt free. The weight on my shoulders already feels lighter.” #moneywin
Join the Private FB group Manage Your Money Like A Boss and shout out your money wins while connecting with fellow money nerds.