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Ep. 15: Planning for Retirement with Intention and Purpose

“The reason we start with setting your top 10 values is because your values will lead to what you want your life to look like, what you want to spend your time doing.”

Money and Retirement:

Would you believe it if someone told you that you can create a great life that balances living well today AND living well tomorrow by having the right little conversations about money? Roger Whitney, the Retirement Answer Man believes it is possible to achieve this and even more!   Over the last 24 years, he has worked directly with clients on this journey and shares the wisdom he’s learned on his weekly podcast, The Retirement Answer Man.

Make Money While Making a Difference:

Roger Whitney has been walking life with clients as a financial advisor for more than 25 years and is the host of the award-winning Retirement Answer Man® podcast. He is on a mission to change the way the world thinks about retirement, one little conversation at a time. Roger established Rock Retirement Club in 2018 to help foster a safe online space for soon-to-be retirees to learn, plan, and interact with other like-minded folks on the path to retirement. Investopedia has named him to the Top 100 Most Influential Advisors 2017-2021, and he has brought home Plutus Awards for Best Financial Planner Blog (2019) and Best Retirement Blog (2015 and 2017).

In today’s episode, Roger talks about what it means to be a conscious entrepreneur. He also shares an inside view on how you can make money by making a difference and how balancing your lifestyle can let you have a life both before and during retirement.


Roger’s website:

What’s Next?

Do you still believe that retirement is a “magic number”? Share your stories with us at or find us on your favorite social media platform. Have questions about aging you’d like answered? Submit them online.

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