Roger Whitney, CFP® CIMA® CPWA® RMA®

Club President

Roger has been walking life with clients as a financial advisor for more than 25 years and is the host of the award-winning Retirement Answer Man® podcast. He is on a mission to change the way the world thinks about retirement, one little conversation at a time. Roger established the RRC in 2018 to help foster a safe online space for soon-to-be retirees to learn, plan, and interact with other like-minded folks on the path to retirement. As if that’s not enough to keep him busy, he is the author of Rock Retirement: A Simple Guide to Help You Take Control and Be More Optimistic About the Future, a Forbes online contributor, creator of the Agile Financial Planning process, and past instructor of the Retirement Planning & Employee Benefits CFP® certificate program at the University of Texas Arlington and of Wealth Management at Texas Christian University. Investopedia has named him to the Top 100 Most Influential Advisors 2017-2019 & 2021, and he has brought home Plutus Awards for Best Financial Planner Blog (2019) and Best Retirement Blog (2015 and 2017).

You can chat with him regularly in the Clubhouse, during Meet-Ups, or shoot him a note at roger@rockretirementclub.com. 

Dream Travel Destination: The next one!

Favorite Quote: “Walk with the wise and become wise.”

A Book to Change Your Thinking About Life Or Retirement: Eeehh, Rock Retirement (Obviously!)

Most Loved Movie: The Greatest Showman