Moore Wealth Retirement Talk

Join us as we pull back the curtain on the financial advice industry, revealing the hidden conflicts of interest and compensation structures that can work against you. We dive into the critical questions your advisor might actively avoid, from fee transparency to proprietary products, and why they might steer you toward specific investments. Learn the red flags to watch out for and get actionable...

Understanding "Sequence of Returns Risk" is critical for anyone in or near retirement, as poor market timing early in withdrawal can swiftly deplete your nest egg. This episode breaks down the concept, illustrating how early losses combined with withdrawals can be devastating, even if the market recovers later. We'll explore practical withdrawal strategies—from dynamic spending to c...

In this Networking Arizona interview, Shawna & Carol Blonder discuss a few smart financial habits that help retirees build lasting security—habits anyone can follow, not just the wealthy. From saving first to planning for healthcare, discover practical steps for a confident retirement.

This episode proves that building wealth doesn't require a seven-figure salary; it requires the right habits. We break down 13 essential financial disciplines, showing you how to apply principles used by the wealthy to your own budget and investing strategy. Tune in to learn practical, immediate changes you can make to your daily routine that will put you firmly on the path to financial freed...

This episode is dedicated to two vital topics: creating a solid retirement plan and honoring the life of Charlie Kirk. We will provide actionable advice for building a secure financial future, from navigating investment strategies to maximizing your savings. In a special tribute, we also pause to mourn the loss of Charlie Kirk, celebrating his legacy and profound impact on our community.

This episode draws a powerful analogy between a sports coach and a financial advisor, highlighting the strategic guidance needed to win the game of retirement. We explore how both roles require a personalized game plan, diligent practice, and the ability to adjust to unexpected challenges. Join us to learn how to build your winning team and execute a flawless strategy for a secure and successful r...

On Networking Arizona with Carol Blonder, Retirement Income Certified Professional® Shawna Moore shares how to simplify retirement planning with a holistic, relationship-first approach. From navigating new Social Security rules and avoiding costly 401(k) mistakes to understanding advisor fees and building a personalized income plan, Shawna explains how to retire with clarity and confidence.

As September marks Life Insurance Awareness Month, this episode is a crucial guide to protecting your loved ones' financial future. We'll cut through the confusion to explain the different types of life insurance policies, debunk common myths, and help you determine how much coverage you actually need. Tune in to learn why life insurance is not just a policy, but a foundational piece of...

This episode takes us "Back to School" as we unpack the crucial parallels between a student's backpack and your own retirement plan. We'll explore how to fill your "retirement backpack" with the essential financial tools and investment strategies needed for a secure future, much like a student prepares for a new school year. Plus, we'll suggest a few financial &q...

Many people rely on financial advisors, but what does "managing your money" actually mean? This episode explores the critical difference between having an advisor and having an actively managed portfolio. We'll give you the right questions to ask to ensure you understand exactly what you're paying for and if your advisor's strategy aligns with your goals.

This episode tackles the perennial question: are the fees charged by financial advisors a worthwhile investment? We'll demystify common fee structures, from asset-under-management (AUM) fees to flat and hourly rates, helping you understand exactly what you're paying for. Join us to explore the tangible and intangible benefits a good advisor can provide, and learn how to assess if their e...

During today’s show, we’re going to discuss what the newly signed federal budget bill may mean for older Americans and retirees.

During this show we’re going to take a close look at annuities, particularly their pros and cons.

In this episode of Moore Wealth Retirement Talk, Shawna shares highlights from her recent LIVE interview on Real America’s Voice, discusses how more women are stepping up to take charge of their retirement planning—and how that’s opening the door for more female advisors in the industry. She also breaks down the important distinction between a financial planner and a retirement income advisor, and...

New tax laws are here, and they carry significant implications for retirees. This episode breaks down the latest changes impacting everything from Social Security taxation and standard deductions to retirement account withdrawals and potential estate tax adjustments. We'll help you understand how these shifts could affect your financial plan and what strategies you can employ to optimize your...

On this episode, we’ll discuss two common retirement rules: The rule of $1,000 and the rule of dying with zero.

Can you still retire in 2025 if there's market volatility or if your portfolio is down? We look at strategies and options to help you protect against these things and more.

During this episode, we’re going to discuss eight common 401(k) mistakes and why it’s important to avoid them.

April 22, 2025 - Tips for your portfolio during times of market volatility and 401k/employer plan insights.

During this episode we’ll consider whether retirees should continue investing and talk about the various options for financial growth in retirement.

During this episode we’re going to discuss the two hottest current financial news stories: The tariffs, the market downturns, and it's affect on your 401(k).

In this episode, we demystify annuities, exploring their various types and how they function within a retirement plan. We weigh the pros and cons, discussing potential tax implications and the importance of understanding fees before committing. Finally, we help you determine if an annuity aligns with your financial goals and risk tolerance, providing actionable insights for informed decision-makin...

Does size matter when choosing a financial advisor/advisory firm? Things to consider when choosing between a large firm or a smaller firm, and how to determine which is right for you. We also touch on the myths of annuities to clear some of the misunderstandings and how to protect your retirement income.

In this episode, we break down the Social Security Fairness Act and its potential impact on retirees affected by the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO). Many individuals have seen their Social Security benefits reduced or eliminated due to these policies, but proposed changes could offer much-needed relief. We discuss who stands to benefit, the broader implica...

Think you've done all you need to prepare for retirement? Think again! This week, we uncover some often-overlooked but crucial steps to take before hanging up your hat. From optimizing your Social Security strategy to considering long-term care, we'll ensure you're truly ready for the next chapter.