エピソード

  • 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
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    13 分
  • The 5 D's of Retirement Planning

    The 5 D's of Retirement Planning
    2026/07/23
    Want to retire wise? Book a discovery meeting ➡️ https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05

    According to a recent Kiplinger article, there are five keys to a retirement plan that hold up over time. They all happen to start with the same letter — which either means it's a great framework or someone really wanted it to work out that way. In this episode, Shawn walks through the “5 D’s” of retirement planning and how each one plays a role in helping retirees build a plan that addresses longevity risk.

    Here’s some of what we discuss in this episode:
    🧩 Diversification: Coordinate income and investments
    ⏳ Duration: Plan for longevity risk
    🛡️ Downside Protection: Review risk exposure
    📍 Discretionary Income: Track real spending needs
    🔎 Retirement Drag: Watch taxes and fees
    🔄 Ongoing Reviews: Adjust as life changes

    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
  • To Infinity… and Beyond! What Toy Story Teaches Us About Retirement

    To Infinity… and Beyond! What Toy Story Teaches Us About Retirement
    2026/07/16
    Want to retire wise? Book a discovery meeting ➡️ https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05

    The original Toy Story came out 30 years ago, which means some of you took your kids to see it in theaters. Now you can bring your grandkids to see the latest one. Before you do, we thought it would be fun to revisit some of the iconic moments from the franchise and see what they say about your retirement.

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

    🚀 Retirement Leap: Plan before the jump.
    🧠 Mindset Shift: Retirement changes identity.
    ❓Market Reality: Strategy beats guesswork.
    🤝 Advisor Relationship: Planning is personal.
    🏡 Legacy Planning: Protecting your loved ones.

    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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    13 分
  • Tax Prep vs Tax Planning (And Why It Matters)

    Tax Prep vs Tax Planning (And Why It Matters)
    2026/07/02
    Want to retire wise? Book a discovery meeting ➡️ https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05

    Tax prep is about filing last year’s return, but tax planning is about controlling what you’ll owe for the rest of your life. Shawn breaks down why many retirees don’t always end up in a lower tax bracket and how tax buckets, Roth conversions, and RMDs all fit together. We share simple ways to start optimizing what you keep, not just what you make. Want to see how much tax “planning dust” could change your own retirement picture?

    Here’s some of what we discuss in this episode:
    📉 Tax Brackets: Retirement may not lower them
    ⚡ Tax Efficiency: Keeping more of what you earn
    🔄 Roth Conversions: Strategic tax management tool
    🪣 Tax Buckets: Different money, different rules
    📊 Optimization: Balancing taxes over time
    ✅ Real Results: Strategy can help lower lifetime taxes

    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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    16 分
  • Investment Planning: Matching Money to Its Mission

    Investment Planning: Matching Money to Its Mission
    2026/06/25
    Want to retire wise? Book a discovery meeting ➡️ https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05

    Retirement investing isn't just about growing your money- it's about giving every dollar a purpose. In this episode, Shawn explains how investment planning fits into a comprehensive retirement strategy and why your approach to investing should change as retirement approaches. Shawn and Marc discuss risk tolerance, emotional decision-making, active versus passive management, fee transparency, and the importance of staying disciplined when markets become unpredictable.

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

    🔨 Three Levels – Different investments serve different purposes
    📈 Growth Matters – Preservation doesn't mean abandoning growth
    🧠 Risk Reality – Conservative means different things to different people
    👫 Couples Differ – Spouses often view risk very differently
    🔍 Fee Transparency – Understanding what you're paying for
    ⚙️ Active Management – Monitoring and adjusting as conditions change

    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
  • Income Planning: The Foundation of Every Retirement Plan

    Income Planning: The Foundation of Every Retirement Plan
    2026/06/18
    Want to retire wise? Book a discovery meeting ➡️ https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05

    Retirement isn't about hitting a magic number- it's about creating a reliable paycheck when the paychecks stop. In this episode, Shawn explains why income planning is the true foundation of a confident retirement and how many people enter retirement without a clear strategy for turning their savings into income. He discusses the role of Social Security, pensions, personal savings, taxes, and inflation while introducing his "financial house" framework.

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

    📍 Retirement planning starts with income planning- not account balances
    🗂️ Many retirees accumulate a "junk drawer" of accounts that need organization and purpose 🏦 Social Security and pensions often aren't enough to fund retirement on their own
    📈 Inflation and taxes must be accounted for when creating an income strategy
    🗺️ Retirement is easier to navigate when you have a roadmap and a process for avoiding common pitfalls

    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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    14 分