Roger Whitney - The Agile Methodology


Manage episode 272246366 series 1454631
By Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Roger is the host of the Retirement Answer Man podcast and Roger That! YouTube series where he helps hundreds of clients secure their ideal retirements. He has worked as a CFP for more than 25 years and is passionate about making sure people are prepared for retirement while living their best lives along the way. He authored the book Rock Retirement: A Simple Guide to Help You Take Back Control and Be More Optimistic About the Future, and he is an instructor for the CFP program at The University of Texas Arlington. Roger enjoys spending time with his family, mountain biking, walking his Great Dane and playing board games.

Tune in to hear:

  • How to apply “Agile methodology” from software development to the financial services industry

  • How to get people to accept uncertainty when we are hard-wired to hate it

  • If representatives should play a role in clarifying clients' true values, motivations and goals

  • How prioritization can really strengthen a financial plan and the client's ability to stay on track with their financial goals

  • How the average person can make their financial life more resilient to unexpected circumstances

  • One of the biggest retirement mistakes most people make

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179 episodes