The Priority of Retirement

In this final episode of The Priority of Retirement podcast, Shawn Maloney reflects on the journey so far and shares exciting news: the show is transitioning to a new weekly radio broadcast on Extra 106.3 FM in Metro Atlanta. Sean recaps core principles of the Retire Happy™ Framework, emphasizing that retirement is about much more than finances. From planning for the go-go, slow-go, and no-go year...

About Jacquie Doucette: Jacquie Doucette holds undergraduate degrees in Chemical Engineering and Pharmacy and spent 40 years working with Canada’s Department of National Defence, both in uniform and as a civilian. Through her journey, she discovered that life—and retirement—are about much more than simply leaving a job. In 2019, while house-sitting in Mexico, Jacquie stumbled into podcasting and l...

About Brenda Olmos: Brenda Olmos is a nurse practitioner, educator, and lifelong learner based in Austin, Texas. With a decade-long journey toward financial independence, Brenda brings a thoughtful and intentional approach to retirement planning. From house hacking and real estate investments to advanced medical degrees funded through scholarships and stipends, Brenda has carved out a future roote...

In this episode, Shawn breaks down the complexities of retirement planning into a clear, actionable framework designed to empower you. You'll discover how to overcome common fears, such as running out of money or needing to work past retirement age, by understanding Shawn's "Retire Happy Framework." This episode serves as your guide to securing a fulfilling and stress-free retirement, no matter wh...

About Brian Herriot: Brian Herriot is an independent financial advisor for entrepreneurs and mid-career consultants and the founder of Herriot Financial. With a background in engineering and business, Brian’s journey took a transformative turn after a mid-life wake-up call that led him to redefine wealth, not just in terms of numbers, but in terms of meaning and autonomy. Today, he champions the c...

About Raymond Lavine: Raymond Lavine is a seasoned advocate and expert in Long-Term Care (LTC) insurance and the principal at Lavine LTC Benefits. Drawing from personal family experiences and decades of industry insight, he is passionate about helping individuals prepare for future care needs. A decorated U.S. Army veteran, Raymond served with distinction in the 82nd Airborne and 173rd Airborne Br...

About Jet Vertz: Jet Vertz is a retired aviation executive with a distinguished career at Pratt Whitney Aircraft and US Navy service. Holding degrees in aerospace engineering and an MBA, he now leads the Purpose-Driven Retirement Workshop at the University of Rhode Island. An active retiree who enjoys snowboarding and surfing, Jet is passionate about helping professionals transition to meaningful,...

About Fritz Gilbert: Fritz Gilbert is the founder of The Retirement Manifesto, a platform dedicated to helping people transition into retirement with confidence. After decades in the corporate world, Fritz retired early and now shares his insights on financial independence, purposeful living, and making the most of retirement. Through his blog, book, and speaking engagements, he provides actionabl...

About Adam Koós: Adam Koós is a seasoned financial advisor who began his career just 10 days before 9/11, navigating some of the most challenging market crashes in history. With a strong foundation in financial planning and market strategies, Adam is committed to educating clients and empowering them with knowledge. His ethical approach to wealth management is deeply influenced by his father’s pri...

About Steuart Martens: Steuart is a National Board-Certified Health Coach, the President of Village Volunteers, and a dedicated wellness advocate. With a background in holistic health, nutrition, and personal development, he empowers individuals to achieve sustainable well-being through practical, evidence-based strategies. His journey into health coaching was inspired by personal experiences—his...

About Andy Robin: Andy Robin, born in Chicago and raised in Mexico City, earned a BA in Computer Science from the University of Texas at Austin and an MBA from Harvard. An early entrepreneur in Mexico City's computer industry, he spent 22 years in the semiconductor sector, including roles in marketing, general management, and new business ventures. After serving as a housedad from 2002 to 2007, he...

About Lawrence Sprung: Lawrence Sprung, CFP®, is the Founder and Wealth Advisor at Mitlin Financial, Inc., which he established in 2004. With over 26 years of experience, he specializes in planning and asset management, helping families make informed financial decisions. He is the author of the Amazon best-selling book Financial Planning Made Personal: How to Create Joy and the Mindset for Success...

About Lubna Forzley: Lubna Forzley is the CEO & Founder of Stories, a coaching portal that supports founders and corporate leaders to tell the world the right stories and, most importantly, shift the stories they tell themselves. Under her leadership, Stories was just named ‘Most Innovative Mental Health Tech’ for 2023 by Mentl. She is a board member for griefstories.org, an ICF-accredited (PC...

About Dominic Rubino: Dominic Rubino is a serial entrepreneur, business coach, and dedicated family man with a passion for making businesses run smoothly, profitably, and enjoyably. As the host of “Profit Tool Belt” and “Cabinet Maker Profit System,” he shares real-world strategies, lessons, and industry insights to help business owners take action and grow. With over 25 years of entrepreneurial e...

About Frank Somma: Frank Somma is a sales and communications expert, speaker, author, and lifelong charity fundraiser. Frank holds a degree in NLP, Neuro-Linguistic Programming, widely accepted as THE communications science, and has been speaking professionally for over 15 years, winning accolades from such notable organizations as DLL Bank, GE, Xerox, EMC, and several Big I associations. His late...

About Rob Haynie: Rob Haynie has been a leader in the life settlement industry for over 31 years, negotiating thousands of contracts and shaping its regulatory framework. He serves on the Board of Directors of the Life Insurance Settlement Association (LISA) and received the 2024 Alan H. Buerger Leadership Award. Named one of the top 10 most influential people in the industry, he has published wid...

About Shannon Edwards: Shannon Edwards is the founder of TriStar Pension Consulting and a seasoned professional with over 30 years of experience in the retirement plan industry. She has dedicated her career to helping individuals retire on their terms. A credentialed member of the American Society of Pension Professionals & Actuaries (ASPPA), Shannon currently serves as its Vice President. Her...

About Alexis Gallati: Alexis E. Gallati is the founder and Lead Tax Strategist at Cerebral Tax Advisors, Cerebral Wealth Academy, and the author of the book Advanced Tax Planning for Medical Professionals. She has over 20 years of experience in high-level strategic tax planning and multi-state tax preparation and has trained at the highest level, holding two master’s degrees. Alexis grew up in a f...

About Dr. Mike Patterson: Dr. Michael Patterson, Ed. D., is an author, speaker, consultant, and host of the Mission First People Always Podcast. A learning strategist and master facilitator, he helps leaders and teams navigate conflict, improve collaboration, and achieve better results. With expertise in Relationship Intelligence, his books Mission First People Always and Have a Nice Conflict have...

In this episode, Shawn discusses: The importance of financial security in retirement Health and its role in a fulfilling retirement Building and maintaining meaningful relationships Finding purpose and passion after a career The role of generosity in personal happiness Key Takeaways: Financial security in retirement requires a well-planned income stream, covering essential expenses, discretionary...

About Paul Ollinger: Paul Ollinger is a nationally touring comedian and author of Reasonably Happy: The Skeptic's Guide to Achievable Contentment. He has performed over 1,000 shows, including at top festivals, and opened for legends like Norm MacDonald, Dave Attell, and Roseanne Barr. A former Facebook VP of Sales and one of its first 250 employees, Paul managed a team responsible for 35% of the c...

About Don Gleason: Don Gleason, CEO and President of Achieve New Heights, leverages his passion to 'help people find the career that energizes them and the life that fulfills them.' He discovered early on his passion to 'clean America’s waters' and later to 'lead teams to new heights.' After 42 years in military and corporate leadership positions, he now helps others find their passion, as many kn...

About Mark Hansen: Mark Hansen is the host of The Quiet Part and the founder of Second Comma, where he specializes in financial planning for single-income families. As a devoted husband and father, Mark understands the challenges of balancing present needs with future goals. Passionate about empowering families to navigate their financial journeys, he transitioned from corporate roles to independe...

About Ben Tuscai: Ben Tuscai is the Vice President of Financial Planning and a Wealth Advisor at Sunpointe Investments, where he focuses on helping Family Office and Wealth Management clients create personalized financial plans. He believes that understanding each individual involved is essential to successful planning. Ben holds an undergraduate degree from Immaculata University and a Master’s in...

About Ron Blue: Ron Blue is the founder of the Ron Blue Institute and several other organizations, including Ronald Blue Trust, Kingdom Advisors (KA), and the National Christian Foundation (NCF). KA trains Christian financial professionals to integrate biblical wisdom, and NCF helps people develop biblically based strategies for faithful and generous living. Ron has authored over twenty books on p...