Secure Your Retirement

In this episode of the Secure Your Retirement Podcast , Radon and Murs discuss how alternative investments can play a valuable role in portfolio management and retirement investing . They’re joined by Brooke Garcia , a Certified Financial Planner™, Chartered Financial Analyst®, and Chartered Alternative Investment Analyst®, who brings deep expertise in private markets investing , risk management f...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss how today’s market update ties directly into smarter portfolio management and building a Tax Efficient Portfolio for your non-IRA accounts. From headlines about new highs to rate cuts and tariffs, they translate noise into strategy—focusing on tax planning , tax strategy , and tax efficiency so you can secure your retire...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the key themes shaping the 2025 economic outlook — from the Federal Reserve outlook and potential Fed rate cuts in 2025 to ongoing tariffs , inflation , and the evolving role of AI and the economy . Joined by returning guest Tom Siomades , they break down what retirees and investors need to know as we head toward the end...

In this episode of the Secure Your Retirement Podcast , Radon and Murs discuss the power of annuities as part of a holistic retirement income planning strategy. Joined by their guest, Sam Wimpy , an insurance and annuity specialist, they break down the evolving world of fixed indexed annuities and how these vehicles can provide principal protection , guaranteed lifetime income , and a meaningful r...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss how modern life insurance can be more than a death benefit—it can be an all-in-one tool for retirement planning strategies , tax advantages of life insurance , and long-term care insurance . With guest expert Jim Bowman , they explain how well-structured cash value policies—especially Indexed Universal Life —can provide...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the latest provisions of the One Big Beautiful Bill and how these updates directly affect retirees and pre-retirees. Joined by tax expert Taylor Wolverton, CFP® and EA, they dive into key areas of the 2025 tax changes that could significantly impact your retirement planning strategies . From estate tax exemption levels t...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the recent Fed rate cuts and what they mean for your retirement. After years of historically high Federal Reserve interest rates , the first rate cut of 2025 signals an important turning point for retirees and those planning retirement. With retirement interest rates shifting, CDs, bonds, and even savings accounts are no...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss what it really takes to retire before 65 and the key strategies you need to make early retirement not only possible but sustainable. Many people assume that leaving work before Medicare at 65 is too expensive or too risky, especially when it comes to health insurance before Medicare , tax planning, and long-term income s...

In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss the latest developments around the One Big Beautiful Bill Act and how it may impact your ability to claim a SALT deduction in 2025 . From understanding the SALT cap to weighing the benefits of standard vs itemized deduction , they break down what these tax changes could mean for your retirement planning strategy. Taxes a...

In this episode of the Secure Your Retirement Podcast , Radon Stancil and Murs Tariq sit down with Medicare specialist Shawn Southard to unpack the recent developments around Medicare Advantage brokers, broker compensation, and the impact of a federal court ruling on CMS Medicare rules . With Medicare open enrollment and aggressive Medicare marketing campaigns happening every year, understanding h...

In this episode of the Secure Your Retirement Podcast , Radon and Murs discuss the “One More Year Trap” and why so many people struggle with knowing when it’s time to retire. For many, the decision to retire is not just about money—it’s about mindset, emotions, and confidence. They explore the common reasons people delay retirement, from financial incentives like bonuses and stock vesting schedule...

In this episode of the Secure Your Retirement Podcast , Radon and Murs discuss the newly passed tax legislation known as the Big, Beautiful Bill and its significant impact on retirement tax planning. They are joined by Taylor Wolverton , a Certified Financial Planner and Enrolled Agent, who breaks down how the standard deduction 2025 increase and new senior tax deductions can help retirees save th...

In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss the crucial differences between investing before retirement and investing during retirement , and how your approach to risk, growth, and income changes as you move from the accumulation years to the de-accumulation phase. They break down why the strategies that work in your 30s, 40s, and 50s often need to be adjusted onc...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss one of the most common and important financial decisions in pension and retirement planning —whether to take a pension annuity or lump sum . They explain how this decision can impact your overall retirement income planning , legacy goals, tax strategy, and long-term financial flexibility. This isn’t a one-size-fits-all a...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss a powerful and often overlooked tax strategy: Net Unrealized Appreciation (NUA) . Joined by their in-house tax and financial strategist Taylor Wolverton, they break down NUA explained in a simple and clear way, helping you understand how company stock inside your 401(k) could lead to significant tax savings in retirement...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss a real-life retirement planning case study featuring a fictitious couple, John and Jane, who are 55 and aiming to retire at 62. With $2 million in savings, they’re asking the question so many do: Can I retire early and still live comfortably? Using advanced financial planning tools, they break down how income, Social Sec...

In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss the critical role of patient advocacy with Dr. Elizabeth Mizelle, founder of Palm Wellness. Drawing on her extensive background as a family medicine physician, Dr. Mizelle now serves as a health advocate for seniors and their caregivers, helping them navigate the complex world of senior healthcare . Whether it’s understa...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the current state of the 2025 economy with returning guest and economist Tom Siomades. Together, they examine the volatility of the first half of the year and the macroeconomic shifts influencing retirement portfolios. From policy shifts to global uncertainty, this episode offers a comprehensive mid-year economic update...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the powerful benefits of Health Savings Accounts (HSAs) with in-house tax strategist and Certified Financial Planner, Taylor Wolverton. Often overlooked or misunderstood, HSAs offer a rare and highly valuable triple tax advantage—tax-free contributions, tax-free growth, and tax-free withdrawals for qualified medical expe...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the essential elements involved in Transitioning into Retirement and how to ensure you make a smooth and confident shift into this next stage of life. They walk through practical retirement planning steps that cover everything from creating a reliable retirement income strategy , navigating tax-efficient withdrawals, pre...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the complexities of Inherited IRAs with special guest Taylor Wolverton, a Certified Financial Planner and Enrolled Agent. They break down what beneficiaries need to know about inherited retirement accounts, including crucial updates introduced under the Secure Act. Whether you're a spouse, non-spouse, or special exceptio...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the important and often confusing world of Medicare Part D with Medicare expert Shawn Southard. With the implementation of the Inflation Reduction Act Medicare provisions in 2025, significant updates have changed the way Medicare drug coverage works, especially for those nearing or already in retirement. Whether you’re c...

In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss the critical but often overlooked topic of Retirement Life Planning with special guest Dr. Corinne Auman a Ph. D. in geriatrics and author of Keenagers While financial strategies and retirement income are vital, this conversation emphasizes the non-financial aspects of retirement , helping you prepare for not just “how m...

In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss how you can design a fulfilling, adventurous, and meaningful retirement through immersive travel. Their guest, Andrew Motiwalla, founder of The Good Life Abroad , introduces an innovative take on retirement lifestyle planning through long-stay and slow-travel experiences in iconic European cities. More than just a vacati...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the third and final step in the Peace of Mind Pathway— Nurture . After creating a retirement-focused plan and implementing key strategies, nurturing your plan is what keeps it strong and adaptive for the long haul. Much like maintaining a car on a long road trip, your financial plan needs regular checkups, updates, and c...