エピソード

  • Back To School

    Back To School
    2025/08/23
    This episode takes us "Back to School" as we unpack the crucial parallels between a student's backpack and your own retirement plan. We'll explore how to fill your "retirement backpack" with the essential financial tools and investment strategies needed for a secure future, much like a student prepares for a new school year. Plus, we'll suggest a few financial "classes" we wish were offered in middle or high school to help you get ahead.
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  • Is Your Advisor Actually Managing Your Money?

    Is Your Advisor Actually Managing Your Money?
    2025/08/09
    Many people rely on financial advisors, but what does "managing your money" actually mean? This episode explores the critical difference between having an advisor and having an actively managed portfolio. We'll give you the right questions to ask to ensure you understand exactly what you're paying for and if your advisor's strategy aligns with your goals.
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  • Advisory Fees, Are They Worth It?

    Advisory Fees, Are They Worth It?
    2025/08/02
    This episode tackles the perennial question: are the fees charged by financial advisors a worthwhile investment? We'll demystify common fee structures, from asset-under-management (AUM) fees to flat and hourly rates, helping you understand exactly what you're paying for. Join us to explore the tangible and intangible benefits a good advisor can provide, and learn how to assess if their expertise aligns with your financial goals.
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  • The New Budget Bill and You

    The New Budget Bill and You
    2025/07/19
    During today’s show, we’re going to discuss what the newly signed federal budget bill may mean for older Americans and retirees.
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  • What You Need to Know

    What You Need to Know
    2025/07/12
    During this show we’re going to take a close look at annuities, particularly their pros and cons.
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  • Women, Retirement & Real Advice: Planner vs. Income Advisor

    Women, Retirement & Real Advice: Planner vs. Income Advisor
    2025/06/09
    In this episode of Moore Wealth Retirement Talk, Shawna shares highlights from her recent LIVE interview on Real America’s Voice, discusses how more women are stepping up to take charge of their retirement planning—and how that’s opening the door for more female advisors in the industry. She also breaks down the important distinction between a financial planner and a retirement income advisor, and why that difference matters when planning for your future.
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  • Retirement Tax Reset: What New Laws Mean for You

    Retirement Tax Reset: What New Laws Mean for You
    2025/06/07
    New tax laws are here, and they carry significant implications for retirees. This episode breaks down the latest changes impacting everything from Social Security taxation and standard deductions to retirement account withdrawals and potential estate tax adjustments. We'll help you understand how these shifts could affect your financial plan and what strategies you can employ to optimize your tax situation in retirement.
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  • Two Retirement Rules You Should Know About

    Two Retirement Rules You Should Know About
    2025/05/31
    On this episode, we’ll discuss two common retirement rules: The rule of $1,000 and the rule of dying with zero.
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