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Retire Wise

Podkast av Shawn Maloney

engelsk

Business

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Les mer Retire Wise

Retire Wise with Shawn Maloney is a retirement-focused podcast designed to help pre-retirees and retirees make informed, confident financial decisions. Each episode covers the strategies and principles that impact life after work — from retirement income planning and tax strategy to Medicare, Social Security, estate planning, and long-term care considerations.Shawn breaks down complex financial topics into clear, practical guidance, helping listeners understand how to coordinate their investments, manage risk, reduce unnecessary taxes, and create sustainable income in retirement. The goal isn’t chasing trends — it’s building a thoughtful plan designed to support your lifestyle and protect what you’ve worked hard to save. Whether you’re five years from retirement or already there, Retire Wise offers straightforward conversations to help you prepare, adjust, and move forward with clarity.

Alle episoder

32 Episoder

episode Marathon of Her cover

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. mai 2026 - 50 min
episode Risks in Retirement (Pt. 2) cover

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. april 2026 - 50 min
episode Risks in Retirement cover

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. april 2026 - 50 min
episode Boomers Up to Bat, Gen X On Deck cover

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. april 2026 - 50 min
episode Legacy Planning cover

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. mars 2026 - 50 min
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