Build Big Live Bigger

BBLB Episode 28 | You Can Have $1 Million… And Still Retire Wrong

In Episode 28 of the Build Big Live Bigger podcast, & break down a hard truth: You can have $1 million saved… and still retire wrong. This episode covers: 📈 Why retirement is more than just hitting a number 🧠 The importance of income + tax strategy working together 🎯 How great advisors listen first instead of pushing products 💬 Why so many retirees feel like “just another number” ✈️ The role purpose, travel, family, and lifestyle play in retirement planning Plus — a behind-the-scenes look at how we think about serving families, building real plans, and helping clients retire with confidence instead of confusion. If you’re serious about retiring with clarity, purpose, and a plan built around your life — this episode is for you. #BuildBigLiveBigger [https://www.youtube.com/hashtag/buildbiglivebigger] #RetirementPlanning [https://www.youtube.com/hashtag/retirementplanning] #RetireRight [https://www.youtube.com/hashtag/retireright] #BigMoneyRetirement [https://www.youtube.com/hashtag/bigmoneyretirement] #Fiduciary [https://www.youtube.com/hashtag/fiduciary] #RetirementPodcast [https://www.youtube.com/hashtag/retirementpodcast] #RetirementIncome [https://www.youtube.com/hashtag/retirementincome] #FinancialPlanning [https://www.youtube.com/hashtag/financialplanning] #RetirementConfidence [https://www.youtube.com/hashtag/retirementconfidence]

BBLB Episode 27: Why Simple Investing Matters

A lot of people spend years looking for the “secret” to better investment returns. But in retirement, the better question is often this: Do you need more complexity… or more clarity? In Episode 27, we walk through why so many investors get pulled toward exclusivity, high-fee products, and active strategies — and why simple, disciplined investing often wins over time. This is a conversation about: • reducing unnecessary risk • avoiding shiny object syndrome • preparing the next generation well • and creating the kind of confidence that lets you rest, not second-guess Because the best retirement plan is not the one that sounds the most impressive. It’s the one that helps you live with the most peace. https://www.bigmoneyretirement.com/build-big-live-bigger-podcast/

BBLB Episode 26: Can I Retire?

A great pilot doesn’t skip the checklist. A great retiree shouldn’t either. Episode 26 is your “pre-flight” for retirement — because hoping it works is not a plan. ✅ Income plan ✅ Taxes ✅ Social Security timing ✅ Risk + safety ✅ What to pull from, and when Text BOOK to 864-920-3155 or hit the link to get your free copy of Retire Right. https://www.bigmoneyretirement.com/build-big-live-bigger-podcast/

BBLB Episode 25: Pain is inevitable, but suffering is a choice

Pain is inevitable in retirement. Suffering isn’t. Episode 25 of the Build Big Live Bigger Podcast is a gut-check (in the best way) — because most people spend years preparing financially… and almost zero time preparing emotionally for what comes next. ✅ What happens when the paycheck stops and the “identity” shifts ✅ How to move from a saving mindset to a living mindset ✅ Why the best retirement plans don’t just manage money — they protect peace of mind ✅ The question that changes everything: “If money wasn’t the issue… what would your dream retirement look like?” If you’re heading into retirement soon — or you’re already there and still feeling that quiet “something’s missing” — don’t wait until uncertainty turns into regret. If retirement clarity matters, take action while you still have options. Text BOOK to 864-920-3155 for a FREE copy of Retire Right by Johnathan Burgess! https://www.bigmoneyretirement.com/build-big-live-bigger-podcast/

BBLB Episode 24: AI Bubble or AI Boom?

AI Bubble or AI Boom? 🤖 Clients keep asking: “Should we be worried about all this tech exposure?” In Episode 24, Johnathan Burgess and Luke Maloney-Grimes break down AI adoption, what’s really driving the growth behind companies like the Magnificent Seven, and why this moment isn’t as simple as “it’s a bubble.” But more importantly, we bring it back to what matters most in retirement: You don’t need perfect predictions. You need the right plan and asset allocation. You’ll hear a simple explanation of the AI ecosystem (chips, manufacturers, platforms, data centers), why “AI” doesn’t automatically equal a good investment, and how safe money + an income strategy can reduce worry—even if markets get volatile. 📩 Want more clarity? Text BOOK to 864-920-3155 to get a free copy of Retire Right.