Retirement Planning

Retirement Planning That Inspires: Step One

23 total views
In this video I explain why it’s time to stop limiting your retirement and show you how to start thinking big about the life you could have.

I’ll share three “pro tips” on how to create a vision for retirement you’re excited about.

Retirement Plan Live, Flying Solo Edition step one. Dream Up Your Ideal Retirement

Hear Sam and I develop her ideal retirement on episode 220

Get the resources mentioned to define your retirement here


Get retirement tips every Saturday in our 6-Shot Saturday e-mail


Check out my new book, Rock Retirement


Check out our weekly podcast on how to Rock Retirement


Roger Whitney, CFP®, CIMA®, CPWA®, AIF® is a cofounder of WWK Wealth Advisors and host of the award-winning podcast The Retirement Answer Man. He has been a financial planner for over 27 years. Each day he “walks life” with individuals and families, helping them plan for, transition into, and live out their retirement.
He is a former instructor of retirement planning and employee benefits for the Certified Financial Planner certificate program at the University of Texas at Arlington. He has also taught wealth management at Texas Christian University Extended Education.

His recent book is called, Rock Retirement: A Simple Guide to Help You Take Control and Be More Optimistic About the Future. personal finance books

Share this Post

About Us

What started as a mission to share what's happening in the insurance world today has grown into your daily go-to for insurance, financial planning, and retirement planning news.

Logic Bar Text Click Here