Big Money Retirement Podcast

The IRS is going to make you take money out of your retirement accounts—even if you don’t want to. And if you don’t? There’s a 25% penalty waiting. In Episode 17, Johnathan and Luke break down how required minimum distributions (RMDs), mutual fund fees, and bond risk can impact a real couple’s retirement—and what it looks like to rebuild that same $511,000 portfolio with more safety, more clarity,...

Most people don’t need more jargon — they need a plan that feels simple, steady, and trustworthy. In this week's episode, Johnathan breaks down a real couple’s retirement strategy (fully anonymized) and shows how the right structure can turn anxiety into peace of mind. Your retirement should feel built to last. 🏡 https://www.bigmoneyretirement.com/build-big-live-bigger-podcast/ #FinancialFree...

Markets go up. Markets go down. The right plan helps you win either way. 💪 In Episode 15, Jonathan and Luke break down why true retirement success isn’t about timing the market — it’s about building balance, protecting what matters, and growing with purpose. https://www.bigmoneyretirement.com/build-big-live-bigger-podcast/ #RetireRight #BuildBigLiveBigger #FinancialFreedom #Fiduciary #RetirementC...

Building your own house sounds good—until you realize the stress that comes with every 2x4 and floor joist. The same goes for your financial house. This week, Jonathan and Luke break down how to balance growth vs. safety in your portfolio, why “margin” isn’t a shortcut worth taking, and how the right team can help you build a plan that stands strong through any market. https://www.bigmoneyretireme...

From dugout lessons to life lessons — this week’s conversation goes deeper than sports. ⚾️ Luke and Teddy talk about leadership, humility, and why no one wins alone — on the field or in retirement. You’ll laugh, nod, and leave thinking differently about what it means to build a plan that lasts. 🎙️ https://www.bigmoneyretirement.com/build-big-live-bigger-podcast/ #BuildBigLiveBigger #TeamBigMoney...

⚰️ Retirement Autopsy: What goes wrong — even when you “did everything right.” Because the wrong product, no matter how good the story sounds, still fails the plan. #RetirementAutopsy #BuildBigLiveBigger #FinancialWisdom #RetireRight #RetirementClarity #BBLB ##BMRS

They told him, “You could go blind.” 😳 But with 100,000+ successful surgeries, conviction replaced fear. Retirement works the same way—you need the disclosures, the clarity, and the courage to move forward.  👉 Are you leading with conviction or hesitating in uncertainty? https://www.bigmoneyretirement.com/build-big-live-bigger-podcast/ #BBLBPodcast #FinancialClarity #BigMoneyRetirement #RetireRi...

🌴 Charleston, the wait is almost over! 🌴 In episode 10 of Build Big, Live Bigger we share why retirement should be filled with bold dreams, meaningful conversations, and clarity that changes everything. 🎙️ Join us as we kick off this exciting new chapter on Meeting Street — tune in now! https://www.bigmoneyretirement.com/build-big-live-bigger-podcast/ #bblb #retirementplanning #bigmoneyretiremen...

✨ Episode 9 is here!  This week, we sit down with longtime client and friend Lane Lewis to talk about his journey with Big Money, the heart behind retirement, and the powerful impact of Make-A-Wish SC through our Big Money Cares Foundation. 💙🌟 🎧 Tune in now and discover why living bigger isn’t just about retirement—it’s about giving back and leaving a legacy. https://www.bigmoneyretirement.com...

BBLB Podcast Episode 8: From Uncertain to Unstoppable: How Confidence Changes Retirement Lindsey and Matt sit down together for the first time on the Build Big Live Bigger Podcast to reveal how Big Money helps clients move from hesitation to clarity through a proven process — and why confidence, not numbers, is the real measure of retirement success.

💡 Leaders don’t wing it—they lead with conviction. Episode 7 is for the decision makers in the household who want to build a retirement plan that blesses their family’s future. 🎙️ Learn how clarity and confidence replace hesitation and fear in retirement. https://www.bigmoneyretirement.com/build-big-live-bigger-podcast/ Your family deserves more than gut feelings—they deserve conviction. #BBLBPod...

🎙️ Episode 6 is here! Chris joins Johnathan on the Build Big Live Bigger Podcast to tackle one of the biggest questions in retirement: How do you keep more of what you’ve worked so hard to save?  👉 Listen now and gain the clarity and confidence your retirement deserves. https://www.bigmoneyretirement.com/build-big-live-bigger-podcast/ #SmartWealthMoves #FutureFocusedFinance #FinancialWellness #Re...

🏝️ Great retirements aren’t measured in dollars—they’re measured in memories. Episode 5 shows how to travel big and spend confidently in your dream years. 🌎✈️ #BuildBigLiveBigger #RetireRight #TravelGoals #DreamRetirement #BBLB #BMRS

🚫 Retirement shouldn't feel like a risk. In 🎙️ Episode 4, we’re breaking down how to move from uncertainty to unshakable clarity—so you can stop stressing and start living. 🎧 Let’s make your next chapter your best one yet! 📽️ Watch the full episode: https://www.bigmoneyretirement.com/build-big-live-bigger-podcast/ #BuildBigLiveBigger #BigMoneyRetirement #RetirementConfidence #BBLB

The truth? Most retirement mistakes don’t show up until it’s too late. Episode 3 is your chance to get ahead of them. 🛑 Don’t wait. Listen now. 🎥 https://www.youtube.com/@bigmoneyretirement #BuildBigLiveBigger #BigMoneyRetirement #FinancialClarity #ConfidenceCreators #LiveYourDreamsNotYourWorries

Build Big Live Bigger Podcast Episode 2: The Retirement Illusion—What Most Advisors Won’t Tell You Most people enter retirement with a plan full of numbers—but what they really need is confidence. In this episode of the Build Big Live Bigger Podcast, we unpack what it really takes to live your dreams—not your worries—in retirement. From confronting tough truths to making bold, values-based decisio...

Welcome to Episode 1 of the Build Big Live Bigger Podcast. This isn’t your average retirement talk. We’re here to challenge the norm, cut through the noise, and bring honest, real conversations to the people who need them most— successful, family-focused achievers wondering what’s next. 💡 In this episode: Why financial success doesn’t always equal confidence The hidden fears that hold people back...

Build Big, Live Bigger Episode #1 coming soon!