Secure Your Retirement

In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss the critical but often overlooked topic of Retirement Life Planning with special guest Dr. Corinne Auman a Ph.D. in geriatrics and author of Keenagers While financial strategies and retirement income are vital, this conversation emphasizes the non-financial aspects of retirement, helping you prepare for not just “how much to save for retirement,” but how to truly live well through it. As people live longer, healthier lives, planning for aging with intention has become essential. Listen in to learn about the difference between a financial plan and a Retirement Lifestyle Plan, how to proactively prepare for transitions like moving into a retirement community or making your home age-friendly, and how to find purpose beyond work. Whether you're looking into continuous care, exploring early retirement, or trying to stay mentally and socially engaged, this episode will help you build a vision that goes far beyond your nest egg. IN THIS EPISODE, FIND OUT: ·      Why retirement life planning is just as important as financial planning. ·      The SPIES framework: addressing Social, Physical, Intellectual, Emotional, and Spiritual needs in retirement. ·      When to start planning for retirement lifestyle goals and how to structure your future. ·      The importance of purpose and stimulation after leaving the workforce. ·      Why being on a waitlist for a retirement community is part of smart planning. TWEETABLE QUOTES: “Retirement planning isn't just financial—it's emotional, intellectual, and deeply personal.” – Radon Stancil  “We all need purpose after retirement. Don’t wait to plan your next chapter.” – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast [https://www.pomwealth.net/podcast].

In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss how you can design a fulfilling, adventurous, and meaningful retirement through immersive travel. Their guest, Andrew Motiwalla, founder of The Good Life Abroad, introduces an innovative take on retirement lifestyle planning through long-stay and slow-travel experiences in iconic European cities. More than just a vacation, Andrew's approach empowers retirees to live like a local, offering a stress-free way to enjoy extended travel in Europe without the hassle of planning every detail themselves. Listen in to learn about a lifestyle that blends cultural enrichment, flexible exploration, and social connection. Whether you’ve always dreamed of retiring in Europe, living abroad for a few months at a time, or simply traveling more deeply, Andrew’s concierge-style model offers a compelling alternative to rushed tours or crowded cruises. With thoughtful support, vetted accommodations, medical coverage, and built-in community, this is retirement travel planning designed for comfort, fun, and fulfillment. IN THIS EPISODE, FIND OUT: ·      How living abroad in retirement can offer an immersive and stress-free lifestyle. ·      What makes Andrew’s travel concierge service unique for retirees. ·      Why slow travel Europe is gaining popularity among those 55+. ·      How the community-based cohort model adds joy and connection to extended trips. ·      The difference between traditional travel planning and a concierge-guided experience. TWEETABLE QUOTES: “Retirement is your time—and living abroad offers the freedom to enjoy it your way, at your pace.” – Murs Tariq “When you slow down and live like a local, you stop checking boxes and start truly experiencing the culture.” – Radon Stancil Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast [https://pomwealth.net/podcast].

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the third and final step in the Peace of Mind Pathway—Nurture. After creating a retirement-focused plan and implementing key strategies, nurturing your plan is what keeps it strong and adaptive for the long haul. Much like maintaining a car on a long road trip, your financial plan needs regular checkups, updates, and care to remain effective. This episode walks through the structure and purpose of your ongoing financial advisor meetings, and how regular reviews help you manage changes in income, required minimum distributions (RMDs), risk tolerance, and personal goals. Listen in to learn about the critical components of an annual retirement planning process—including the Roth conversion strategy, retirement tax planning, and long-term care considerations. Radon and Murs outline the cadence of two core strategy meetings each year: the Financial Plan Review and the Tax Strategy Meeting. You’ll also discover how their team supports clients with proactive retirement education, timely updates, and a collaborative, team-based approach to financial planning for retirement. IN THIS EPISODE, FIND OUT: ·      Why nurturing your plan is essential to retiring comfortably. ·      What happens in the Financial Plan Strategy Meeting and how it supports your evolving goals. ·      The value of the Tax Strategy Meeting and how it aligns with your retirement tax strategy. ·      How long term care planning and beneficiary reviews are integrated annually. ·      The importance of communication and ongoing retirement education to keep your plan on track. TWEETABLE QUOTES: "Building a retirement plan is just the beginning—nurturing it ensures you stay on track through every stage of life." – Radon Stancil  "Strategy meetings are not just check-ins; they’re where proactive planning meets real-life updates to secure your retirement." – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast [https://www.pomwealth.net/podcast].

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the second step in the Peace of Mind Pathway—Implementation. This is where the planning becomes reality. After building your personalized retirement roadmap, it's time to put your financial planning for retirement into motion. From investment transitions to estate documents and tax strategy retirement planning, this episode walks you through what happens after you say, “I’m ready.” It's not just about moving assets—it’s about building a solid structure to retire confidently and comfortably. Listen in to learn about the intentional and methodical approach used at Peace of Mind Wealth Management to ensure your retirement income strategy, healthcare coverage, long term care planning, and retirement tax planning are all set up efficiently. This step-by-step retirement planning process also includes evaluating your current estate plan, understanding your Medicare and retirement options, and implementing a bucket strategy for retirement that aligns with your comfort level and goals. Discover how implementation isn’t a one-time task—it’s the beginning of a lasting, flexible retirement journey. IN THIS EPISODE, FIND OUT: ·      What happens when you decide to move forward with your retirement plan. ·      How asset transfers are managed through trusted custodians like Schwab or Fidelity. ·      Why implementation is paced over months to ensure thoughtful decision-making. ·      The key components of investment strategy for retirees, tax efficiency, and legal documentation. ·      How the Peace of Mind Pathway supports retiring comfortably through long-term care and Medicare strategy. TWEETABLE QUOTES: “Implementation is not a one-and-done step—it’s the launchpad for long-term retirement success.” – Radon Stancil  “We take baby steps with purpose, so every element of your retirement plan gets the attention it deserves.” – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit: POMWealth.net/podcast [https://www.pomwealth.net/podcast]

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the foundational first step in their three-part Peace of Mind Pathway: The Peace of Mind Roadmap. This step is all about creating a personalized retirement roadmap to help you clearly define where you are, where you want to go, and what your journey through retirement will look like. Through real examples and a GPS-style analogy, they break down the importance of clarity and confidence when beginning the retirement planning process. The roadmap goes far beyond investments—it covers your retirement goals, Retirement income strategy, tax planning, estate planning, and more. Listen in to learn about how building a retirement-focused financial plan can reduce stress, reveal opportunities, and help you retire comfortably. You'll hear how an introductory meeting evolves into a comprehensive, personalized strategy session that gives you direction and peace of mind. With topics ranging from Roth conversions in retirement to bucket strategy retirement, this episode is perfect for anyone who’s ready to take their first step toward a secure your retirement future. IN THIS EPISODE, FIND OUT: ·      Why the Peace of Mind Roadmap is critical to financial planning for retirement ·      How your personalized GPS for retirement guides your unique journey ·      The role of planning meetings and how they evolve into strategy sessions ·      How to evaluate your retirement destination and adjust along the way ·      The impact of Roth conversions, healthcare costs, and charitable giving on your plan TWEETABLE QUOTES: "Your retirement plan should function like a GPS—clear, adaptable, and designed around your unique destination." – Radon Stancil "A well-crafted roadmap gives you more than numbers—it gives you the confidence to enjoy your retirement journey." – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast [https://pomwealth.net/podcast]