Keep up to date with every new upload!

Join free & follow Balanced Living For Busy Profe
  • 2 years ago
The Retirement Answer Man with Roger Whitney

The Retirement Answer Man with Roger Whitney

In this episode, Diane speaks with returning guest, Roger Whitney, the Retirement Answer Man. Practicing good financial health should be a part of the balanced life of a busy professional. How does your financial health stack up, currently?  To help you establish a strong financial foundation and plan for retirement, you'll hear investment strategies, financial management tips and ways to help you meet your lifestyle goals.  As a Financial Advisor in 1991, Roger has witnessed first-hand the rise and fall of the “new economy” and the Dot-com bubble that ended in 2000. This experience solidified 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 his job the largest private bank in the world at the time and, with two wonderful partners, established WWK Wealth Advisors. Today, they are a firm of 14 professionals managing over $200 million in assets. W