Where can I listen to this podcast?

This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

The Agile Financial Planner

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by Roger Whitney

24 episodes

Updated Daily

Accepts GuestsHas Sponsors

Podcast Overview

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.

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Publishing Since

8/23/2019

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Recent Episodes

October 13, 2020

Why Do Clients Hire Us with Tanya Nichols

Tanya Nichols, CFP, owner of Align Financial and I chat about why clients hire us.

August 7, 2020

Expense vs. Investment and Leaning into the J-Curve

How you approach business spending will define your growth.

July 17, 2020

How to Take Massive Action to Improve Your Planning Business

In this episode, we'll chat about how to move the needle on projects critical to your success as an advisor.

24 total episodes available

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Frequently asked questions

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What is 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.
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Yes, this podcast regularly features guests.

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