Retire Wise

Retire Wise

Legacy Planning

50 min · 22 de mar de 2026
portada del episodio Legacy Planning

Descripción

On this episode of Retire Wise with Shawn Maloney, Shawn discusses how global headlines and market volatility can create fear for investors—and why a solid retirement plan helps you stay focused on long-term goals instead of reacting emotionally to short-term events. Plus, learn the basics of estate and legacy planning, including wills, trusts, and common mistakes that could leave your family dealing with unnecessary stress and complications. Website: https://retirewisepro.com/ [https://retirewisepro.com/] Phone: (404) 692-1233 Contact our team: https://retirewisepro.com/contact/ [https://retirewisepro.com/contact/] Retirement Toolkit: https://bit.ly/4dqNS5M [https://bit.ly/4dqNS5M] The Priority of Retirement Book: https://bit.ly/4eNrKFg [https://bit.ly/4eNrKFg] Attend a Live Learning Event: https://bit.ly/4dlHeOb [https://bit.ly/4dlHeOb] Complementary guides here: https://bit.ly/4dIC2oV [https://bit.ly/4dIC2oV]   Shawn’s Kiplinger Features: https://bit.ly/4d9rMGe [https://bit.ly/4d9rMGe] YouTube: https://bit.ly/4tFxIfd [https://bit.ly/4tFxIfd] Disclosure: https://bit.ly/4dIC2oV [https://bit.ly/4dIC2oV]

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Todos los episodios

32 episodios

episode Marathon of Her artwork

Marathon of Her

How do inflation, interest rates, and market uncertainty affect your retirement plan? This episode breaks down how to prepare for economic shifts, why flexibility matters in retirement income planning, and the key strategies couples should consider to protect a surviving spouse. Website: https://retirewisepro.com/ [https://retirewisepro.com/] Phone: (404) 692-1233 Contact our team: https://retirewisepro.com/contact/ [https://retirewisepro.com/contact/] Retirement Toolkit: https://bit.ly/4dqNS5M [https://bit.ly/4dqNS5M] The Priority of Retirement Book: https://bit.ly/4eNrKFg [https://bit.ly/4eNrKFg] Attend a Live Learning Event: https://bit.ly/4dlHeOb [https://bit.ly/4dlHeOb] Complementary guides here: https://bit.ly/4dIC2oV [https://bit.ly/4dIC2oV]   Shawn’s Kiplinger Features: https://bit.ly/4d9rMGe [https://bit.ly/4d9rMGe] YouTube: https://bit.ly/4tFxIfd [https://bit.ly/4tFxIfd] Disclosure: https://bit.ly/4dIC2oV [https://bit.ly/4dIC2oV]

3 de may de 202650 min
episode Risks in Retirement (Pt. 2) artwork

Risks in Retirement (Pt. 2)

Rising inflation, global conflict, and market uncertainty can all impact your retirement—but do you have a plan for it? Shawn breaks down how to account for inflation, navigate volatility, and build a strategy designed to keep your income on track no matter what the economy throws your way. Website: https://retirewisepro.com/ [https://retirewisepro.com/] Phone: (404) 692-1233 Contact our team: https://retirewisepro.com/contact/ [https://retirewisepro.com/contact/] Retirement Toolkit: https://bit.ly/4dqNS5M [https://bit.ly/4dqNS5M] The Priority of Retirement Book: https://bit.ly/4eNrKFg [https://bit.ly/4eNrKFg] Attend a Live Learning Event: https://bit.ly/4dlHeOb [https://bit.ly/4dlHeOb] Complementary guides here: https://bit.ly/4dIC2oV [https://bit.ly/4dIC2oV]   Shawn’s Kiplinger Features: https://bit.ly/4d9rMGe [https://bit.ly/4d9rMGe] YouTube: https://bit.ly/4tFxIfd [https://bit.ly/4tFxIfd] Disclosure: https://bit.ly/4dIC2oV [https://bit.ly/4dIC2oV]

19 de abr de 202650 min
episode Risks in Retirement artwork

Risks in Retirement

In this episode Shawn breaks down the key challenges that can impact your financial future—from market volatility and inflation to healthcare costs and longevity. Learn how identifying and planning for these risks can help you build a more secure and confident retirement strategy. Website: https://retirewisepro.com/ [https://retirewisepro.com/] Phone: (404) 692-1233 Contact our team: https://retirewisepro.com/contact/ [https://retirewisepro.com/contact/] Retirement Toolkit: https://bit.ly/4dqNS5M [https://bit.ly/4dqNS5M] The Priority of Retirement Book: https://bit.ly/4eNrKFg [https://bit.ly/4eNrKFg] Attend a Live Learning Event: https://bit.ly/4dlHeOb [https://bit.ly/4dlHeOb] Complementary guides here: https://bit.ly/4dIC2oV [https://bit.ly/4dIC2oV]   Shawn’s Kiplinger Features: https://bit.ly/4d9rMGe [https://bit.ly/4d9rMGe] YouTube: https://bit.ly/4tFxIfd [https://bit.ly/4tFxIfd] Disclosure: https://bit.ly/4dIC2oV [https://bit.ly/4dIC2oV]

12 de abr de 202650 min
episode Boomers Up to Bat, Gen X On Deck artwork

Boomers Up to Bat, Gen X On Deck

With recession fears, inflation, and market uncertainty in the spotlight, Shawn breaks down how to prepare—not panic—by building a retirement plan that can handle whatever comes next. From Gen X entering the “retirement hot zone” to smart saving strategies at any age, this episode focuses on taking control of your financial future before it’s too late. Website: https://retirewisepro.com/ [https://retirewisepro.com/] Phone: (404) 692-1233 Contact our team: https://retirewisepro.com/contact/ [https://retirewisepro.com/contact/] Retirement Toolkit: https://bit.ly/4dqNS5M [https://bit.ly/4dqNS5M] The Priority of Retirement Book: https://bit.ly/4eNrKFg [https://bit.ly/4eNrKFg] Attend a Live Learning Event: https://bit.ly/4dlHeOb [https://bit.ly/4dlHeOb] Complementary guides here: https://bit.ly/4dIC2oV [https://bit.ly/4dIC2oV]   Shawn’s Kiplinger Features: https://bit.ly/4d9rMGe [https://bit.ly/4d9rMGe] YouTube: https://bit.ly/4tFxIfd [https://bit.ly/4tFxIfd] Disclosure: https://bit.ly/4dIC2oV [https://bit.ly/4dIC2oV]

5 de abr de 202650 min
episode Legacy Planning artwork

Legacy Planning

On this episode of Retire Wise with Shawn Maloney, Shawn discusses how global headlines and market volatility can create fear for investors—and why a solid retirement plan helps you stay focused on long-term goals instead of reacting emotionally to short-term events. Plus, learn the basics of estate and legacy planning, including wills, trusts, and common mistakes that could leave your family dealing with unnecessary stress and complications. Website: https://retirewisepro.com/ [https://retirewisepro.com/] Phone: (404) 692-1233 Contact our team: https://retirewisepro.com/contact/ [https://retirewisepro.com/contact/] Retirement Toolkit: https://bit.ly/4dqNS5M [https://bit.ly/4dqNS5M] The Priority of Retirement Book: https://bit.ly/4eNrKFg [https://bit.ly/4eNrKFg] Attend a Live Learning Event: https://bit.ly/4dlHeOb [https://bit.ly/4dlHeOb] Complementary guides here: https://bit.ly/4dIC2oV [https://bit.ly/4dIC2oV]   Shawn’s Kiplinger Features: https://bit.ly/4d9rMGe [https://bit.ly/4d9rMGe] YouTube: https://bit.ly/4tFxIfd [https://bit.ly/4tFxIfd] Disclosure: https://bit.ly/4dIC2oV [https://bit.ly/4dIC2oV]

22 de mar de 202650 min