Growing up, my mother was always worried about the future
She lived her life saving more, sacrificing more, and settling for less —all with the hope that one day she would have the financial and time freedom to spend it all on the family and activities she loved.
Why I love what I do
So much of retirement is a guessing game, but that doesn’t mean no one knows what’s going on. There’s definitely a place for a historical data, equations, algorithms, and spreadsheets—as long as they support your life and goals, and not the other way around.
Who is Roger Whitney?
The Retirement Answer Man® himself, Roger Whitney has been a Certified Financial Planner for more than 25 years. He’s using his credentials (CFP®, CIMA®, CPWA®, and more) and every channel possible to help people live well today without sacrificing tomorrow. Read more about Roger here.
Who is Andy Panko?
Andy Panko, CFP®, RICP, EA is the owner of Tenon Financial, a retirement planning & investment management firm located in Metuchen, NJ. Andy specializes in retirement tax planning and dad jokes and will happily share both on the podcast. He hosts his own popular Facebook group appropriately titled Taxes in Retirement and serves as Adjunct Faculty for Rock Retirement Club.
Who is Kevin Lyles?
Retired lawyer, Kevin Lyles JD, CRPC®️, CRC serves the Rock Retirement Club as Retirement Coach and Head of Education. Kevin joins Roger monthly for the popular Coach’s Corner segment, in which he talks about some of the important non-financial aspects of retirement.
Who is Tanya Nichols?
Tanya Nichols, CFP® is the founder of Align Financial, a financial planning firm based in Duluth, Minnesota. Align Financial specializes in helping women at or near retirement line up their assets with their unique life vision and priorities. Her 20+ years of experience in the industry coupled with her personal background as a divorcee and single parent lend a complementary perspective to financial conversations. Tanya is an Adjunct Faculty member of Rock Retirement Club.
