The Priority of Retirement

About George Kinder: George Kinder is a renowned author, international thought leader, and pioneer in financial life planning. For over 35 years, he has transformed the financial services industry by focusing on aligning clients' financial plans with the lives they aspire to lead. Founder of the Kinder Institute of Life Planning, he has trained thousands of professionals worldwide. His influential...

About Stephen Kates: Stephen Kates is a Certified Financial Planner® with over 15 years of experience in wealth management and financial planning. As the Principal Financial Analyst for Annuity.org and RetireGuide.com, he offers strategic insights on market trends and investment strategies. Stephen is also the Founder of Clocktower Financial Consulting, LLC, and has previously served as Head of Fi...

About Shane Whybrew: Shane Whybrew is the Vice President of the Financial Wisdom Network at the Ron Blue Institute. With over 30 years of experience in development, fundraising, and pastoral roles, Shane has dedicated his career to helping others understand biblical financial wisdom and grow in their stewardship and generosity. His journey included pioneering financial principles at Grace Church i...

About Kevin Heath: Kevin Heath has been a significant player in the health insurance and Medicare industry for 20 years. He is the founder of MTD Benefits Inc., a company dedicated to educating and guiding clients through the complexities of health insurance and Medicare, without charging fees for their services. With extensive experience working for large carriers like Humana and Aflac, Kevin bri...

About Tom Hegna: Tom Hegna, CLU, ChFC, CASL, is a renowned author, speaker, and economist widely recognized as the Retirement Income Expert. A former Senior Executive Officer at New York Life and retired Lieutenant Colonel, Tom has delivered over 5,000 seminars, sharing his expertise on optimal retirement strategies with Baby Boomers and seniors. His best-selling books, including Paychecks and Pla...

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 Rob Brown: Rob Brown is the founder of Truest Fan Coaching and the author of "Truest Fan: Live, Love, and Lead with Purpose and Impact." His journey from a top financial advisor to an industry executive mentoring hundreds of advisors showcases his exceptional leadership skills. Now, as a coach to some of the industry's top advisors, Rob shares his wealth of knowledge and experience to help o...

About Adam Zuckerman: Adam Zuckerman is the Founder of Buried in Work, a company dedicated to simplifying estate planning and transitions for individuals and businesses. With a background as an attorney, MBA, and Eisenhower Fellow, Adam's expertise spans finance, media, consumer packaged goods, and clean energy. He is a recognized thought leader on the impact of future-facing technologies and has...

Welcome to "The Priority of Retirement," hosted by seasoned certified retirement planner and fiduciary, Shawn Maloney. In each episode, Shawn shares age-old wisdom combined with modern, proven methods to help you navigate the complex world of retirement planning. Drawing from the principles that have stood the test of time, Shawn's insights are designed to be easy to understand and apply. Whether...

In this final chapter, you'll gain valuable insights from Shawn regarding vital strategies for successful retirement planning, the profound impacts of generosity, and the importance of leaving a lasting legacy. Discover how to navigate the complexities of retirement with confidence and ensure not just financial security but also a fulfilling and meaningful retirement journey. Sit back, relax, and...

In this chapter, you'll gain valuable insights from Shawn regarding the fundamentals of retirement planning, delving into the Income Hierarchy Pyramid, strategic retirement budgeting, debt management tips, the bucket strategy for savings, and personalized financial planning. So sit back, relax, and join us as we uncover the secrets to a happy and prosperous retirement with Shawn, your guide to fin...

In this chapter, you'll gain valuable insights from Shawn regarding practical tips on maximizing retirement savings, the importance of optimizing Social Security benefits, and strategies for effective financial planning across different phases of retirement. So sit back, relax, and join us as we uncover the secrets to a happy and prosperous retirement with Shawn, your guide to financial wisdom. Sh...

In this chapter, you'll gain valuable insights from Shawn on the intricacies of retirement planning. From the three distinct phases to tips for managing inflation and market risks, Shawn shares his expertise to help ensure your financial stability and peace of mind. Sit back, relax, and join us as we uncover the secrets to a happy and prosperous retirement with Shawn, your guide to financial wisdo...

In this chapter, you'll gain valuable insights from Shawn on retirement planning, emphasizing personal finance education, effective budgeting, and maintaining financial margins. Revisiting key concepts from the first chapter, such as the "Treasure Target," Sean offers tips for achieving financial independence and creating a roadmap for a secure financial future. So sit back, relax, and join us as...

In this chapter, you'll gain valuable insights from Shawn regarding the fundamentals of retirement planning, from setting non-financial goals to practical financial strategies for a secure and fulfilling future. So sit back, relax, and join us as we uncover the secrets to a happy and prosperous retirement with Shawn, your guide to financial wisdom. Shawn answers: What pivotal moments or realizatio...