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.