『Retire Wise』のカバーアート

Retire Wise

Retire Wise

著者： Shawn Maloney
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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 個人ファイナンス 経済学
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  • Why People Keep Working In Their Retirement Years

    Why People Keep Working In Their Retirement Years
    2026/08/17
    Want to retire wise? Book a discovery meeting ➡️ https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05

    More people in their 60s and 70s are staying on the job than ever before, and it's not always about the money. Today, Shawn digs into some real reasons retirees keep showing up to work. Working longer isn't automatically the wrong call. Sometimes it's exactly right. The real question is whether it's a choice or a fallback. That's worth figuring out before you assume the answer.

    Here’s some of what we discuss in this episode:

    💼 Working in Retirement: Continuing to work can provide income, purpose, and flexibility
    🤝 Social and Mental Health: Work can preserve structure and meaningful interaction
    🐷 Financial Planning: Part-time income may help close retirement income gaps
    🏠 Spousal Interaction: Independent routines can support a healthier retirement relationship 🗺️ Retirement Confidence: A detailed plan can reduce uncertainty and doubt

    Website: https://retirewisepro.com/
    Phone: (404) 692-1233
    Contact our team: https://retirewisepro.com/contact/

    Retirement Toolkit: https://bit.ly/4dqNS5M
    The Priority of Retirement Book: https://bit.ly/4eNrKFg

    Attend a Live Learning Event: https://bit.ly/4dlHeOb
    Complementary guides here: https://bit.ly/4dIC2oV

    Shawn’s Kiplinger Features: https://bit.ly/4d9rMGe

    YouTube: https://bit.ly/4tFxIfd


    Disclosure: https://bit.ly/4x9Aoo4
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    15 分
  • 5 Social Security Myths That Could Cost You

    5 Social Security Myths That Could Cost You
    2026/08/06
    Want to retire wise? Book a discovery meeting ➡️ https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05

    Confused by all the Social Security noise and myths swirling around your retirement? In this episode, Shawn uncovers some of the most common misconceptions and explains why your benefits should be part of a coordinated retirement income strategy. Tune in to cut through the hype and get a clearer, more confident perspective on your Social Security future.

    Here’s some of what we discuss in this episode:

    🧩 Common Myths: Social Security rules can create confusion
    🏠 Spousal Benefits: Nonworking spouses may still qualify
    🧾 Benefit Taxes: Retirement income can trigger taxation
    🎯 Claiming Strategy: Earliest eligibility is not always best
    ✅ Build A Plan: Coordinate benefits with retirement income

    Website: https://retirewisepro.com/
    Phone: (404) 692-1233
    Contact our team: https://retirewisepro.com/contact/

    Retirement Toolkit: https://bit.ly/4dqNS5M
    The Priority of Retirement Book: https://bit.ly/4eNrKFg

    Attend a Live Learning Event: https://bit.ly/4dlHeOb
    Complementary guides here: https://bit.ly/4dIC2oV

    Shawn’s Kiplinger Features: https://bit.ly/4d9rMGe

    YouTube: https://bit.ly/4tFxIfd


    Disclosure: https://bit.ly/4x9Aoo4
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    17 分
  • Signs You're Building Real Trust With Your Financial Advisor

    Signs You're Building Real Trust With Your Financial Advisor
    2026/07/30
    Want to retire wise? Book a discovery meeting ➡️ https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05

    Working with a financial professional means opening up about personal details that many people are used to keeping private. Shawn breaks down what it can look like when that relationship starts with conversation, comfort, and understanding instead of jumping straight into numbers. A strong financial relationship should feel less transactional and more like a partnership built around your life.

    Here’s some of what we discuss in this episode:
    🤝 Building Trust: Comfort comes before financial details
    👥 Personal Connection: Know the person behind the plan
    🗣️ Communication Style: Explain things in the right way
    💬 Both Spouses: Make sure everyone feels included
    📋 First Meeting: Start with conversation, not numbers

    Website: https://retirewisepro.com/
    Phone: (404) 692-1233
    Contact our team: https://retirewisepro.com/contact/

    Retirement Toolkit: https://bit.ly/4dqNS5M
    The Priority of Retirement Book: https://bit.ly/4eNrKFg

    Attend a Live Learning Event: https://bit.ly/4dlHeOb
    Complementary guides here: https://bit.ly/4dIC2oV

    Shawn’s Kiplinger Features: https://bit.ly/4d9rMGe

    YouTube: https://bit.ly/4tFxIfd


    Disclosure: https://bit.ly/4x9Aoo4
    続きを読む 一部表示
    13 分
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