『Retire Wise』のカバーアート

Retire Wise

Retire Wise

著者： Shawn Maloney
無料で聴く

【Amazonプライム会員限定】今ならプレミアムプランが4か月 月額99円。

10月19日まで。※適用条件あり
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
エピソード
  • Should You Be Doing Roth Conversions?

    Should You Be Doing Roth Conversions?
    2026/10/01
    Want to retire wise? Book a discovery meeting ➡️ https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05

    Roth conversions can be a powerful retirement planning tool, but they’re not automatically right for everyone. In this episode, Shawn breaks down how Roth conversions work, why timing matters, and how taxes, Medicare premiums, required minimum distributions, and your overall retirement income plan can affect the decision. You’ll also learn why conversions are often spread across multiple years, how different tax “buckets” can work together, and why your age alone shouldn’t determine whether a Roth strategy makes sense.

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

    ⏱️ Pay Now or Later — Understand the Roth conversion tradeoff
    📆 Timing Matters — Why conversions may span several years
    🚨 RMD Pressure — Plan before required withdrawals begin
    🩺 Medicare Impact — Conversions could raise your premiums
    🪣 Tax Buckets — Balance taxable, deferred, and Roth money
    🎯 Case by Case — Age alone doesn’t determine the answer

    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
    17 分
  • Picking a Retirement Date

    Picking a Retirement Date
    2026/09/24
    Want to retire wise? Book a discovery meeting ➡️ https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05

    "When can I retire?" might be the question we get asked more than any other. Some people are chasing an age. Others are chasing a number. Today, Shawn breaks down what actually determines the answer. The date on the calendar or the number in the account might feel like the finish line, but neither one tells the whole story. That's what the planning process is actually for.

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

    🐷 Income First: Why retirement depends more on generating income than reaching a specific asset level
    🏥 Healthcare Costs: Accounting for coverage when retiring before Medicare eligibility
    📈 Beyond Expenses: Factoring inflation, taxes, healthcare, and future needs into the plan ⚠️ Unexpected Events: How health problems or job changes can suddenly move retirement forward
    🧠 Retirement Psychology: Why leaving a paycheck behind can be difficult even when the numbers work
    🛡️ Security Shift: Replacing the comfort of a job with confidence in a retirement plan
    🗺️ Retire Happy: Building a framework that connects income, healthcare, taxes, investments, and estate planning

    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
  • Conversation Starters: Questions Worth Asking About Your Financial Future

    Conversation Starters: Questions Worth Asking About Your Financial Future
    2026/09/17
    Want to retire wise? Book a discovery meeting ➡️ https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05

    Talking about money can be hard for some people, and sometimes it just takes the right question to get things rolling. Here are a few that Shawn thinks are worth asking. None of these questions are really about money. That's kind of the point. Sometimes the easiest way into a financial conversation is to start somewhere else entirely.

    Here’s some of what we discuss in this episode:
    🕙 Tuesday Morning: Imagining what a normal day in retirement actually looks like
    🧞 Financial Genie: Identifying the three biggest problems you’d want solved
    ❤️ Retirement Passion: Thinking about what you want to pursue when work is no longer the focus
    🧠 Financial Personality: Learning from past money decisions and what shaped them
    🪣 Bucket List: Prioritizing goals based on when you’ll realistically want to do them
    🏃 Retirement Phases: Matching more active goals to the earlier years of retirement
    🧩 Life First: Building the financial strategy around the life you actually want

    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
    17 分
adbl_web_anon_alc_button_suppression_t1
まだレビューはありません