Meet Your Rock Retirement Club Officers
Roger whitney, CFP®, CIMA®, CPWA®, RMA®, AIF®
Roger has been walking life with clients as a financial advisor for more than 25 years and is the host of the award-winning Retirement Answer Man podcast. He is on a mission to change the way the world thinks about retirement, one little conversation at a time. Roger established the RRC in 2018 to help foster a safe online space for soon-to-be retirees to learn, plan, and interact with other like-minded folks on the path to retirement. As if that’s not enough to keep him busy, he is the author of Rock Retirement: A Simple Guide to Help You Take Control and Be More Optimistic About the Future, a Forbes online contributor, creator of the Agile Financial Planning process and the Retirement Standard of Care, and past instructor of the Retirement Planning & Employee Benefits CFP® certificate program at the University of Texas Arlington and of Wealth Management at Texas Christian University. Investopedia has named him to the Top 100 Most Influential Advisors 2017-2019, and he has brought home Plutus Awards for Best Financial Planner Blog (2019) and Best Retirement Blog (2015 and 2017).
You can chat with him regularly in the Clubhouse, during Meet-Ups, or shoot him a note at email@example.com.
Dream Travel Destination: The next one!
Favorite Quote: “Walk with the wise and become wise.”
A Book to Change Your Thinking About Life Or Retirement: Eeehh, Rock Retirement (Obviously!)
Most Loved Movie: The Greatest Showman
Super organized and super cheerful, Tracy is your go-to person for all things RRC. She has held various accounting roles and has even enjoyed small business ownership, providing services as varied as website design and school bus driving. To top it off, Tracy is a past USA Gymnastics Safety Certified Instructor. Trust us when we say that she can do anything when she puts her mind to it!
Tracy is the coordinator for the RRC calendar, MeetUps, MAPs, replays, book studies, swag mailings, new member questions...you name it, she’s got it. We told you she can do anything!
Reach her at firstname.lastname@example.org.
Dream Travel Destination: Australia - there’s just something about meeting those folks down under!
Favorite Quote: “When in doubt, don’t.” -- Benjamin Franklin. It’s saved me a time or two.
A Book to Change Your Thinking About Life Or Retirement: Rock Retirement by Roger Whitney. Nope, I’m not a suck up! It truly opened my eyes to the importance of planning life and not just funds. Little conversations of second half of life’s wants & wishes are happening now.
Most Loved Movie: Captain Marvel has topped them all!
Kevin Lyles a.k.a. Beach Walker, JD; CRPC®, CRC®
Retirement Coach and Head of Education
Retired lawyer---nationally recognized y’all!---and current retirement guru, Beach Walker serves the RRC by creating robust educational resources, hosting webinars, and sharing his wisdom. He is a Chartered Retirement Planning Counselor® and Certified Retirement Coach™ and specializes in assisting Professionals and Executives as they make retirement transitions. He particularly enjoys helping people with the life side of retirement planning.
Ask the Coach anything at email@example.com.
Dream Travel Destination: I don’t have to dream. We already live there--Sanibel Island
Favorite Quote: “Success - it’s what you do with what you’ve got.” -Woody Hayes
A Book to Change Your Thinking About Life Or Retirement: Your Happiness Portfolio for Retirement by Marianne T. Oehser
Most Loved Movie: Rocky -- nuff said
Sergeant-at-Arms and Awesome Sidekick
Nichole “maintains security and protocol” by creating processes and administering all the software tools necessary to running the Clubhouse. She has held various roles in the financial services industry since 2009, appears regularly on The Retirement Answer Man podcast (perhaps to Roger’s dismay), and also keeps Roger’s calendar (definitely to his dismay). Nichole is happy to help answer any questions about the podcast, 6-Shot Saturday, or working with Roger.
Tell her hi at firstname.lastname@example.org.
Dream Travel Destination: New Zealand
Favorite Quote: “Happiness, not in another place, but this place, not for another hour, but for this hour.” —Walt Whitman
A Book to Change Your Thinking About Life Or Retirement: Man’s Search for Meaning by Viktor E Frankl
Most Loved Movie: When Harry Met Sally
Clubhouse Design Officer
Rescuing us from the Dark Ages of Comic Sans and clip art, Laura keeps the team looking sharp by creating all the branding and design elements for the Rock Retirement Club and rockretirementclub.com. She is a part of the creative team at Monkey Dog Design, and you can check out her awesome design services at monkeydogdesign.com.
Dream Travel Destination: Backpacking Europe!
Favorite Quote: “How we spend our days is of course how we spend our lives.” - Annie Dillard
A Book to Change Your Thinking About Life Or Retirement: A New Earth: Awakening to Your Life’s Purpose by Eckhart Tolle
Most Loved Movie: La La Land