Moore Wealth Retirement Talk

On this episode, we discuss the key elements of a 10-year retirement checklist.

In this episode, we will discuss the impact of tariffs on the global economy. We will also discuss how tariffs can affect your personal finances. Finally, we will provide some tips on how to protect your finances in a time of rising tariffs.

This episode breaks down the recent Social Security Fairness Act, explaining how it will impact millions of public sector retirees. We'll clarify the repeal of the Windfall Elimination Provision and the Government Pension Offset, and what steps you need to take to understand your new benefits. Listen to learn if you will be effected by these changes.

In this episode we dive into the world of holistic retirement planning, exploring how to create a retirement that's not just financially secure, but also fulfilling and relaxed. We'll uncover the key elements of a holistic approach, including financial planning, health and wellness, and personal fulfillment. Join us as we unlock the secrets to a truly relaxed and enjoyable retirement.

In today’s show, I’m excited to announce the publication of my new book, Retire with Moore: The Holistic Approach to a Relaxed Retirement. I’ll be diving into a couple of key chapters and sharing the insights that will help you approach retirement with confidence and peace of mind. Whether you’re nearing retirement or already in it, we take the time to ensure your retirement income plan is perfect...

In this episode we uncover how your retirement income is taxed, explore strategies to minimize your tax burden, and ensure you keep more of your hard-earned money during your golden years.

In this episode we delve into the importance of building a robust emergency fund. We'll discuss effective strategies for saving, investing, and accessing your rainy day fund, while also exploring different saving methods. Join us as we empower you to navigate unexpected life events with financial confidence and resilience.

On this show, we’ll discuss retirement magic numbers and what it would mean to have two million dollars and five hundred thousand dollars saved for retirement.

In this episode we explore actionable steps to achieve your financial goals in the new year. We'll discuss strategies for budgeting, saving, and investing, including tips for reducing debt, maximizing retirement contributions, and building an emergency fund. Join us as we provide practical advice and motivation to help you make 2025 your most financially successful year yet.

During this show, we’ll begin by looking at the retirement needs of Gen X before broadening out to discuss the retirement needs for workers of all ages.

On this show, we’re going to discuss items you’ll want to include on your retirement anti-bucket list and will also look at some of the things that often get overlooked during retirement planning.

In this episode, we'll dive into the essential financial tasks you need to complete before the end of the year. From tax planning and investment strategies to retirement contributions and charitable giving, we'll provide actionable tips to help you maximize your financial health. Join us to ensure you're on track to meet your financial goals.

In this inaugural episode, Shawna and Dave talk about the importance of financial planning, their background and how they can help you with your finances.

3 Prong Process, Medicare & Social Security changes for 2025, End of Year Reminders

Biggest regrets of Retirees

Discovery call Part 2 - Income Plan Review

Listen to Shawna’s mock discovery call with radio host Carol Blonder, where she highlights our comprehensive approach to wealth management. Whether you're looking to have an income plan put together or seeking a second opinion on your retirement plan and portfolio, this session offers valuable insights into our process and dedication. We believe you'll find it useful and reassuring of th...

Social Security Foundation of Retirement

Impact of 2024 Elections / Nashville Expansion

June 6, 2024

Market Guard, The Power of Knowing

The Good, Bad and Myths about Annuities

Life insurance living benefits 4/3/24

Taxes in Retirement 3/6/24

Women's Retirement 2/26/24