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061: Roger Whitney on the Myths to Retirement Planning and the Lazy Mans Method to Saving

061: Roger Whitney on the Myths to Retirement Planning and the Lazy Mans Method to Saving

FromEconomic Rockstar


061: Roger Whitney on the Myths to Retirement Planning and the Lazy Mans Method to Saving

FromEconomic Rockstar

ratings:
Length:
51 minutes
Released:
Dec 3, 2015
Format:
Podcast episode

Description

Roger Whitney began his career as a Financial Advisor in 1991 and witnessed first-hand the rise and fall of the 'New Economy' and the Dot-com bubble that ended in 2000.
This experience made Roger realise that financial management is about people, not money, and that they are served best by advisors that are fiduciaries to their clients and have the heart of a teacher.  
In 2003 Roger left, at the time, the largest private bank in the world and co-founded WWK Wealth Advisors. Today, they are a firm of 14 professionals managing over $200 million in assets.  Roger is a lifelong learner and holds many degrees and certifications. He has a B.A. in International Relations, is a Certified Investment Management Analyst and a Certified Private Wealth Advisor.  
Roger also teaches courses on Wealth Management, Retirement Planning and Employee Benefits.  Roger’s blog, The Retirement Answer Man, was recently awarded the 2015 PLUTUS award for the best Retirement focused blog and podcast. You can check it out at rogerwhitney.com.
In this episode you will learn:

the problem with budgeting.


develop one habit to control your budgeting needs and requirements.


lazy man’s method to saving.


four myths that could ruin your retirement and how to avoid them.


the Permanent Income Hypothesis.


how Roger got his cashflow in place when setting up his business.


and much more.


Check out the shownotes and links mentioned by Roger at www.economicrockstar.com/roger-whitney

 
Released:
Dec 3, 2015
Format:
Podcast episode

Titles in the series (100)

Economic Rockstar is created for you, the economist, financial analyst, teacher or student. If you are looking to expand your knowledge in economics and finance, Frank Conway delivers the information you just don't want to miss. Economic Rockstar brings to you each week an economist, financial analyst or business leader who shares their experiences, research interests or ideas. Hear their views on different schools of economic thinking - Chicago, Austrian, Keynesian and Classical, behavioral economics, stock markets, and how economics and finance can be used in our everyday lives. Economic Rockstar interviews top-level lecturers and academics from highly renowned universities, best-selling authors and bloggers, inspirational CEOs and business leaders, as well as amazing and thought-provoking people who have recently discovered economics and finance and are carving out a career in their new-found passion. Guests in each episode gives us wonderful advice, takeaways and insights that will help you become part of the Economic Rockstar community which is 'Connecting Brilliant Minds in Economics and Finance'.