The Agile Financial Planner
Welcome to the Agile Financial Planner, the podcast where seasoned retirement planner Roger Whitney discusses the latest trends, best practices, and strategies to help you improve your planning and practice management skills.
In each episode, Roger explores a wide range of topics, including coaching the non-financial side of retirement (purpose, relationships, health, and mindset) as well as the technical side of things. He also shares real-life case studies, interviews with industry experts, and practical tips to help you stay ahead of the curve and provide the best possible service to your clients.
Whether you’re a seasoned retirement planner looking to sharpen your skills or a newcomer to the field seeking guidance, “The Agile Financial Planner" has something for everyone. So, sit back, grab a cup of coffee, and join us on this exciting journey to revolutionize the way you approach retirement planning.
© 2024 Roger Whitney · more info
Artwork and data is from the podcast’s open RSS feed; we link directly to audio · Read our DMCA procedure
Listen and follow
Information for podcasters
- Podcast GUID:
230bd778-e974-536c-aae8-4429239cc53c - Before Jan 2025, this podcast was hosted on Libsyn.
- This podcast appears to be missing from iVoox. We list all the podcast directories to be in.
- Validate this podcast’s RSS feed with Livewire, Truefans or CastFeedValidator
Privacy: The player will download audio directly from Transistor if you listen. That shares data (like your IP address or details of your device) with them.
Affiliate links: This page links to Apple Podcasts. We may receive a commission for purchases made via those links.
Cache: This podcast page made . Scheduled for update on . Rebuild this page now