10 min listen
Roger Whitney - The Agile Methodology
Roger Whitney - The Agile Methodology
ratings:
Length:
35 minutes
Released:
Sep 17, 2020
Format:
Podcast episode
Description
Roger is the host of the Retirement Answer Man podcast and Roger That! YouTube series where he helps hundreds of clients secure their ideal retirements. He has worked as a CFP for more than 25 years and is passionate about making sure people are prepared for retirement while living their best lives along the way. He authored the book Rock Retirement: A Simple Guide to Help You Take Back Control and Be More Optimistic About the Future, and he is an instructor for the CFP program at The University of Texas Arlington. Roger enjoys spending time with his family, mountain biking, walking his Great Dane and playing board games.
Tune in to hear:
How to apply “Agile methodology” from software development to the financial services industry
How to get people to accept uncertainty when we are hard-wired to hate it
If representatives should play a role in clarifying clients' true values, motivations and goals
How prioritization can really strengthen a financial plan and the client's ability to stay on track with their financial goals
How the average person can make their financial life more resilient to unexpected circumstances
One of the biggest retirement mistakes most people make
Web - www.rogerwhitney.com
Tune in to hear:
How to apply “Agile methodology” from software development to the financial services industry
How to get people to accept uncertainty when we are hard-wired to hate it
If representatives should play a role in clarifying clients' true values, motivations and goals
How prioritization can really strengthen a financial plan and the client's ability to stay on track with their financial goals
How the average person can make their financial life more resilient to unexpected circumstances
One of the biggest retirement mistakes most people make
Web - www.rogerwhitney.com
Released:
Sep 17, 2020
Format:
Podcast episode
Titles in the series (100)
Value Investing And Why You Hate Cheap Things: It's counterintuitive, but a growing body of research suggests that you just don't like cheap things. In this episode, we discuss how price as a proxy for quality can be in dangerous in investing and give clues as to how behavioral investors can sever this spurious connection. by Standard Deviations with Dr. Daniel Crosby