『Retire Wise』のカバーアート

Retire Wise

Retire Wise

著者： Shawn Maloney
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概要

 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.Retire Wise, LLC 経済学
エピソード
  • Your 401(k) is Not a Plan

    Your 401(k) is Not a Plan
    2026/03/15
    Global headlines can shake investor confidence, but should they change your retirement strategy? Shawn explains why market volatility tied to geopolitical events often has only short-term effects and why sticking to a well-designed financial plan matters more than reacting to the news. He also breaks down why a 401(k) alone isn’t a retirement plan, how old workplace accounts can be better utilized, and the role diversification plays in creating reliable income for retirement.

    Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for you


    Catch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)
    www.retirewisepro.com

    Disclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
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    50 分
  • Retirement for Small Business Owners

    Retirement for Small Business Owners
    2026/03/08
    On this episode of Retire Wise with Shawn Maloney, we explore what it really takes to retire early — and how to know if you’re truly ready. From identifying your “enough” number and building sustainable income streams to managing debt and planning for life’s unexpected expenses, Shawn breaks down the practical steps that help turn retirement from a dream into a workable plan.

    The conversation also shifts to small business owners, highlighting why an exit strategy is critical and how proper planning can help you transition from running a company to enjoying retirement with confidence.

    Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for you


    Catch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)
    www.retirewisepro.com

    Disclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
    続きを読む 一部表示
    50 分
  • Retirement Income Planning

    Retirement Income Planning
    2026/03/01
    On this episode of Retire Wise with Shawn Maloney, we focus on one of the most important questions in retirement: How do you turn a lifetime of savings into dependable income that lasts?

    Shawn explains why a “pile of money” isn’t the same as a plan, how today’s retirees are balancing on a two-legged stool of Social Security and personal savings, and the risks that come with relying too heavily on market-based withdrawals. We break down sequence of returns risk, building a protected income floor, closing income gaps, and why forward-looking tax planning plays a critical role in making your money last.

    Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for you


    Catch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)
    www.retirewisepro.com

    Disclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
    続きを読む 一部表示
    50 分
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