Roger Whitney - Rock Retirement: A Simple Guide to Help You Take Control and be More Optimistic About the Future

Too many books think retirement is just about finances. Instead, retirement is about looking at life in full and working out what it is you want to do and then turning to finances to make it happen. Thats exactly the focus of this practical and helpful guide by Roger Whitney that will help you Rock Retirement.

Andrew Scott,
Professor of Economics at London Business School and Coauthor of The 100-Year Life

Roger Whitney lays out a plan for todays modern retiree. If you are exhausted with being fed that retirement is the end game of life, then Rogers book is a must-read!

Darryl W. Lyons, Cofounder of PAX Financial Group and Author of Small Business Big Pressure: A Faith-based Approach to Guide the Ambitious Entrepreneur

We live in a culture obsessed with retirement, that magical time when we can leave work behind and do what we really want to do. And yet I observe time and time again that people focus only on what theyre moving fromwith little thought for what theyre moving to. Rock Retirement is a guide for planning that rich season of life, based not just on money, but also on how to create meaningful relationships, memories, and legacy.

Dan Miller, Author of 48 Days to the Work You Love

If you have ever thought of retirement and financial planning, Rock Retirement will show you how to create your own personal retirement masterpiece. Roger captures the art of planning and framing your plan in a masterful way!

Reagan Lee Wagner, CEO, President, and Managing Principal of NFA Wealth Management

Roger Whitney has the unique gift of taking a conversation that would typically be chock-full of numbers and calculations and transforming it into a deep discussion about your life and your vision of the future. His confidence in the retirement realm is the result of going on a journey with each and every investor he works with.

Blaine Douglas, CIMA, Managing Partner of Old Course Investment Partners, LLC

Roger is the master! If you want to learn from the best on how to create an extraordinary retirement, one that will likely exceed your wildest imagination, this book is a must-read! I have seen nothing else like it.

Robert Mallon, Cofounder, Rusty Lion Academy (rustylionacademy.com)

The mathematics of retirement is relatively simple. But figuring out how to actually enjoy your retirement is anything but. Roger Whitney does an excellent job helping prospective retirees to go beyond the simple math and figure out what a meaningful retirement really means!

Michael Kitces, CFP, Publisher of Nerds Eye View at kitces.com

Roger Whitney is not just a great businessman and thought leader; he is genuinely interested in the people around him. He yearns for them to succeedwhatever that means to each personand will do whatever he can to help them get there. This book represents the essence of his urgency to see people thrive.

John Knowlton, CFP, Cofounder of Oak Point Financial Group

When I sold my business, I worked with some of the best financial advisors as I prepared for retirement. My only regret is not being exposed to the concepts in Rock Retirement earlier. Rogers insights into the journey toward creating not just a great retirement but a great life are light years ahead of anything Ive read.

Bill Watkins, Cofounder of Rusty Lion Academy

Roger Whitney takes a unique look at retirement. He looks beyond the finances required, to what it will take to Rock Retirement. I love his concept of making the most of the only life you have.

Marc Miller,
Founder of Career Pivot (careerpivot.com)

This is not your parents retirement-planning book. Unlike traditional financial advisors, Roger Whitney understands that retirement planning is really about your life, not just your finances. Focusing just on the money side of retirement planning leads to a paint-by-numbers retirement that doesnt fit modern lives and wont fit you. In Rock Retirement, Whitney will help you to figure out what you want your life to look like, now and in the future, and he walks you through the steps you need to take to align your plans with your life.

Emily Guy Birken,
Author of The Five Years Before You Retire

If youre dreaming of a retirement free of worry, chaos and confusion, Rock Retirement will give you the clarity, a solid plan and fresh inspiration to help you get where you want to go.

Jevonnah Lady J Ellison, Author of Love Letters for Leading Ladies and Founder of Maximum Potential Academy

A Simple Guide to Help You Take Control
and Be More Optimistic About the Future

ROGER WHITNEY
CFP CIMA CPWAAIF

NEW YORK

NASHVILLEMELBOURNEVANCOUVER

ROCK RETIREMENT

2018 Roger Whitney

All rights reserved. No portion of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any meanselectronic, mechanical, photocopy, recording, scanning, or otherexcept for brief quotations in critical reviews or articles, without the prior written permission of the publisher.

Published in New York, New York, by Morgan James Publishing. Morgan James is a trademark of Morgan James, LLC. www.MorganJamesPublishing.com

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ISBN 978-1-68350-573-0 paperback

ISBN 978-1-68350-574-7 eBook

Library of Congress Control Number: 2017907110

Cover, Interior Design, and Illustrations by:

Megan Whitney

Creative Ninja Designs

In an effort to support local communities, raise awareness and funds, Morgan James Publishing donates a percentage of all book sales for the life of each book to Habitat for Humanity Peninsula and Greater Williamsburg.

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www.MorganJamesBuilds.com

FOR MY MOM

Thank you, Lord, for teaching me to trust in You.

Thank you to my wife, Shauna, for not giving up on me and always backing my crazy dreams. Thank you to my son, Spencer (LK). Your caring spirit and willingness to have deep conversations make me stronger. Thank you to my daughter, Emma. Your trailblazing spirit inspires me. So proud of you guys.

I love my family and the encouragement they have given me. Thanks Dave, Linda, Kevin, and Shelly, for adopting me. Thank you to my sisters, Joanne and Barbara. Thank you to my Aunt Patti and Uncle Tim for their constant encouragement and spirit.

I love my WWK family. Lorna and Phil, youre amazing partners. Thank you for always giving me space to explore (and for putting up with me!!). Dina, Brandy, Derek, Marc, Sean, Van, and Philip, I learn so much from you. Thank you.

Special thank you to Nichole (Rock Star) Mills for the countless hours spent fine-tuning this book and the business. You are the gutter-bumpers that keep me on track and make it all happen. I couldnt have asked for a better teammate.

Thank you to my buddy Bob Bancroft for providing the spark. To my 48 Days Mastermind group for showing me how to live bigger. To my Rusty Lions, Bill Watkins and Robert Mallon for coaching me up.

Thank you to the TSG study group for showing me what real businessmen look like. Darryl Lyons, John Knowlton, Reagan Wagner, and Blaine Douglas, you guys are ballers.

Thank you to all whose counsel, encouragement, and butt-kicking influenced the creation of this book: Jamie Slingerland, Nick Pavlidis, Dan Miller, Joanne Miller, Big Bad Andy Traub, David (write a book) Hancock, Joe Stacking Benjamins Saul-Sehy, and Kevin Anderson.