Retire Wise

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 o...

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 li...

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...

Want to retire wise? Book a discovery meeting ➡️ https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05 In this mailbag episode, Shawn answers listener questions about retirement planning, extra cash, and competing financial priorities. Rather than quick, one-size-fits-all answers, Shawn walks you through how to think through each decision, so you can move forward confid...

Want to retire wise? Book a discovery meeting ➡️ https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05   Here's what caught our attention. Three separate studies came out this year — Allianz, EBRI, and the Society of Actuaries — and each one found the same basic thing from a different angle. Somewhere between 42% and 59% of retirees left the workforce sooner than they'd...

Want to retire wise? Book a discovery meeting ➡️ https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05   A post about a father, a baseball tryout, and a bad summer went viral this spring- and buried in it is a framework that applies just as much to money as it does to relationships. Today Shawn’s borrowing it. Bloom's recap of the concept is simple: stand tall, bend dow...

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. Th...

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...

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 i...

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...

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...

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 togeth...

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 appr...

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 s...

Want to retire wise? Book a discovery meeting ➡️ https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05   In the very first episode of Retire Wise, Shawn Maloney shares his journey into the financial industry, the passion that led him to start Retire Wise, and why being an independent advisor allows him to better serve clients. Shawn and Marc discuss the lack of financia...

How do inflation, interest rates, and market uncertainty affect your retirement plan? This episode breaks down how to prepare for economic shifts, why flexibility matters in retirement income planning, and the key strategies couples should consider to protect a surviving spouse. Website: https://retirewisepro.com/ Phone: (404) 692-1233 Contact our team: https://retirewisepro.com/contact/ Retiremen...

Rising inflation, global conflict, and market uncertainty can all impact your retirement—but do you have a plan for it? Shawn breaks down how to account for inflation, navigate volatility, and build a strategy designed to keep your income on track no matter what the economy throws your way. Website: https://retirewisepro.com/ Phone: (404) 692-1233 Contact our team: https://retirewisepro.com/contac...

In this episode Shawn breaks down the key challenges that can impact your financial future—from market volatility and inflation to healthcare costs and longevity. Learn how identifying and planning for these risks can help you build a more secure and confident retirement strategy. Website: https://retirewisepro.com/ Phone: (404) 692-1233 Contact our team: https://retirewisepro.com/contact/ Retirem...

With recession fears, inflation, and market uncertainty in the spotlight, Shawn breaks down how to prepare—not panic—by building a retirement plan that can handle whatever comes next. From Gen X entering the “retirement hot zone” to smart saving strategies at any age, this episode focuses on taking control of your financial future before it’s too late. Website: https://retirewisepro.com/ Phone: (4...

On this episode of Retire Wise with Shawn Maloney, Shawn discusses how global headlines and market volatility can create fear for investors—and why a solid retirement plan helps you stay focused on long-term goals instead of reacting emotionally to short-term events. Plus, learn the basics of estate and legacy planning, including wills, trusts, and common mistakes that could leave your family deal...

Global headlines can shake investor confidence, but should they change your retirement strategy? Shawn explains why market volatility tied to geopolitical events often has only short-term effects and why sticking to a well-designed financial plan matters more than reacting to the news. He also breaks down why a 401(k) alone isn’t a retirement plan, how old workplace accounts can be better utilized...

On this episode of Retire Wise with Shawn Maloney, we explore what it really takes to retire early — and how to know if you’re truly ready. From identifying your “enough” number and building sustainable income streams to managing debt and planning for life’s unexpected expenses, Shawn breaks down the practical steps that help turn retirement from a dream into a workable plan. The conversation also...

On this episode of Retire Wise with Shawn Maloney, we focus on one of the most important questions in retirement: How do you turn a lifetime of savings into dependable income that lasts? Shawn explains why a “pile of money” isn’t the same as a plan, how today’s retirees are balancing on a two-legged stool of Social Security and personal savings, and the risks that come with relying too heavily on...

On this episode of Retire Wise Radio, Shawn Maloney explores what “retirement optimism” really means in today’s economic climate. From market headlines and tax changes to inflation, income planning, and healthcare costs, Shawn explains why confidence in retirement doesn’t come from predictions — it comes from having a clear, coordinated plan. If you want to feel more certain about your future rega...

On this episode of Retire Wise, Shawn Maloney breaks down why your retirement strategy should evolve as you move through different stages of life. From asset allocation and risk management to income planning and taxes, Shawn explains what it really means to “act your age” financially—and how aligning your plan with where you are today can help protect what you’ve built and support the retirement y...