Roger Whitney
CFP® and host of the Retirement Answer Man podcast, guiding listeners on financial and personal aspects of retirement with practical planning, tax, and Medicare insights.
Best podcasts with Roger Whitney
Ranked by the Snipd community
Sep 6, 2024 • 1h 30min
How Much Can a Great Coach Truly Help? A Roundtable Discussion (SB1571) Greatest Hits!
In this engaging discussion, Sharita Humphrey, a renowned coach, highlights the transformative power of effective coaching. Roger Whitney, a Certified Financial Planner, shares insights on navigating financial growth through proper guidance, while Len Penzo discusses the importance of choosing the right coach to avoid disappointing experiences. The conversation dives into the distinctions between coaching and consulting, the significance of personal anecdotes, and the joy of exploring global destinations for aspiring digital nomads.
Jan 15, 2019 • 1h 55min
Ep 107: Using Podcasting As A Marketing Strategy To Attract (Retirement Niche) Clients with Roger Whitney
Roger Whitney, a partner at WWK Wealth Advisors and host of the Retirement Answer Man podcast, shares his journey in building a niche practice focused on retirees. He discusses how he successfully attracted nearly $50 million in assets through podcasting and emphasizes the importance of framing retirement as time freedom. Whitney also highlights the value of advising on life choices, creating interactive planning sessions, and treating advisors as life coaches. His insights on using podcasting as an educational tool for clients reveal effective strategies for advisors looking to grow their practice.
