Professional advice tailored to your specific retirement goals.
The Agile Retirement Management® process helps you celebrate the life you have while navigating toward the retirement you want. No paint-by-numbers. No plug-and-play. We start with your dreams and goals, and together we create a financial strategy you can't wait to implement.
Don't just invest in your portfolio. Invest in your life.
Find your best retirement with conversations—not equations.
Traditional retirement wants us to believe that if we trust the market, invest hard, and save relentlessly that we’ll have everything we need when we stop working. But how do you know what you need?
Rocking retirement isn’t a calculation. It’s an extension of a happy life. Keep scrolling to find out how top retirement podcast The Retirement Answer Man® (and his not-so-alter ego, Roger Whitney) can show you how to add up what really counts.
Hey there!
I’m Roger Whitney.
I’ve guided hundreds of clients into their dream retirements and helped thousands more through my Retirement Answer Man® podcast and Roger That! YouTube series.
I’ve been a CERTIFIED FINANCIAL PLANNER™ professional for more than 25 years, and I’m using every one of my credentials (CFP® certificant, CIMA®, CPWA®, to name a few) to make sure people aren’t only planning for their strongest retirements, but also living their best lives along the way.
