Navigating an Abundant Retirement with Carol Dewey

Your business is being valued every single day — whether you realize it or not. The choices you make now determine whether buyers see a thriving, transferable company… or a risky operation that depends too much on you. In this episode, Carol Dewey introduces the PURE Framework — Plus, Unnecessary, Replaceable, Equal — a practical roadmap for boosting profits today while securing a higher valuation...

In this episode of Navigating Abundant Retirement , Carol Dewey explores one of the most overlooked yet critical aspects of wealth management—the difference between simply recording history with your CPA and designing your financial future with proactive tax planning. Carol explains why the next 18 months may be one of the most important tax planning windows in decades, the opportunities created b...

In this episode of Navigating Abundant Retirement , Carol Dewey exposes a silent yet costly reality for high-income professionals and business owners: most CPAs are reactive, not proactive. Carol dives into the traditional compliance-based CPA model and how it may be costing you six or even seven figures over time. Through real-life client stories and strategic insight, she reveals how shifting to...

In this episode of Navigating Abundant Retirement , Carol Dewey cuts through economic confusion to help business owners and retirees understand what’s really happening with the Federal Reserve’s interest rate pause and the latest wave of tariffs. From inflation shifts to global rate games and the emergence of the “MAGA Fund,” this episode breaks down what these developments mean for your investmen...

In this episode of Navigating Abundant Retirement , Carol Dewey unpacks one of the most critical mindset shifts that can radically increase the value of your business: going from Player to Coach. Whether you're a founder, executive, or business owner stuck in the weeds, this episode will help you move beyond doing everything yourself—and start leading strategically. Discover how to transition from...

In this episode of Navigating Abundant Retirement , Carol Dewey reveals the powerful yet often overlooked business multiplier: customer feedback. Discover how a simple $50 idea grew into a seven-figure exit—all because one founder chose to listen. Carol shares real client case studies and a simple feedback framework that can immediately improve revenue, retention, and valuation. 🔑 What You'll Lea...

If your business can’t run without you… you don’t own a business. You own a job. In this powerful episode, Carol Dewey dives deep into one of the most transformational shifts a business owner can make: learning to work on the business, not in it. You’ll hear real client success stories, practical strategies, and the one mindset shift that can increase your business's value and free you from the da...

Is the latest tax bill from Washington actually a massive economic stimulus? In this week’s episode of Navigating Abundant Retirement , Carol Dewey unpacks the hidden opportunities inside Trump’s new One Big Beautiful Bill —and what it means for your money, your business, and your future. 🔹 Why mid-cap stocks could be this year’s quiet outperformer 🔹 How the bill impacts business owners, retiree...

Today, Carol Dewey reveals how procrastination — whether with taxes, investments, estate planning, or your business exit — can quietly become the most expensive mistake of your financial life. In this powerful episode, Carol uncovers how the illusion of “later” erodes wealth, confidence, and peace of mind, and what you can do now to stop paying the hidden price of waiting. 🔍 In This Episode, You’...

Welcome to Navigating Abundant Retirement! Today, Carol Dewey reveals how a terrifying voice scam targeting her own father exposes a rising threat — and a wealth-building opportunity hiding in plain sight. In this powerful episode, Carol breaks down how AI-driven cybercrime is evolving fast and why cybersecurity is becoming one of the most inevitable investment opportunities of our time. 🔍 In Thi...

Welcome to Navigating Abundant Retirement! In today’s episode, Carol Dewey breaks down the latest decision from the Federal Reserve—and the fiery reaction it sparked from former President Trump. 🔍 What You’ll Learn in This Episode: ✔️ Why Trump is attacking Fed Chair Jerome Powell—and why Powell isn’t budging on interest rates. ✔️ The real reason behind the political pressure for rate cuts: the f...

Welcome to Navigating Abundant Retirement! Today, Carol Dewey reveals a powerful truth: "No company is immortal." She introduces the TRICK framework (Taxes, Risk, Investment Mix, Costs, Knowledge Gaps) to identify wealth-draining inefficiencies in your financial plan. Through the cautionary tale of a former client, Jack, who lost a comfortable retirement due to emotional attachment to his K-Mart s...

In this episode of Navigating Abundant Retirement , host Carol Dewey dives deep into one of the most unexpected and potentially market-shifting stories of the year — the public fallout between President Donald Trump and tech titan Elon Musk. This isn’t just social media drama. It’s a political clash with massive implications for investors, especially those relying on stable and strategic retiremen...

Here are the show notes for "3 Certainties for a New American Prosperity... and One Stock Set to Profit," formatted as requested: 3 Certainties for a New American Prosperity... and One Stock Set to Profit In this week’s live market update, Carol Dewey, Founder of Perpetual Wealth Financial, cuts through the pervasive "uncertainty" narrative dominating financial headlines. She pulls together key ec...

Welcome to Navigating Abundant Retirement! Today, Carol Dewey dives into the hottest topic in investing: Artificial Intelligence (AI) and the imminent arrival of Artificial General Intelligence (AGI)—AI capable of human-level intelligence. As Charles Darwin's "adapt or perish" principle applies to businesses in this new era, understanding how to invest in AI is critical for portfolio survival and...

After a volatile spring, the market has staged a sharp rally, and last week's Consumer Price Index (CPI) report signals an even brighter outlook. Carol Dewey breaks down why April's soft CPI data (0.2% month-over-month for both headline and core) wasn't just good news, but a "death knell" for fears of tariff-driven reinflation. Despite initial panic, data shows no tariff-fueled inflation, thanks t...

Join Carol Dewey as she blends investing legends, economic trends, and practical retirement strategies. This episode covers Warren Buffett's announcement to step down as Berkshire Hathaway CEO, recent positive trade developments, and the crucial role fixed indexed annuities play in managing retirement risk amidst market volatility. Learn how Buffett's timeless wisdom applies to today's economy and...

In this episode of Navigating Abundant Retirement Radio, host Carol Dewey explores a critical challenge facing President Trump's plan to reshore American manufacturing: the severe labor shortage. Dewey delves into how physical AI and automation hold the key to overcoming this obstacle, predicting a major financial event on May 7 that could unleash $7 trillion in sideline cash into the stock market...

Sometimes the market whispers. Other times, it shouts. Yesterday, the market didn't whisper — it roared! Host Carol Dewey unpacks the significance of a Zweig Breadth Thrust —one of the rarest and most reliable technical indicators in market history—which just triggered. This isn’t just any buy-the-dip signal; it's the mother of all buy-the-dip signals, boasting a 100% success rate for higher marke...

The market mood has been dark lately, with stocks cratering, bonds crumbling, and consumer confidence collapsing. Despite one of the fastest 20% market drops in modern history, Federal Reserve Board Chair Jerome Powell signaled "no rush to cut rates." In this episode of Navigating Abundant Retirement, Carol Dewey argues that while Powell's words suggest patience, the underlying economic reality in...

You're listening to Navigating Abundant Retirement — the show that helps you steer through today’s uncertainty toward a more confident financial future. I’m Carol Dewey, and today, we’re unpacking the hidden silver lining behind the latest tariff chaos. "Liberation Day" brought aggressive new tariffs from U.S. President Trump, sending shockwaves through the global trading system and causing a sign...

Welcome back to this week’s live market update on Navigating Abundant Retirement. I’m Carol Dewey, Founder of Perpetual Wealth Financial. We're living through one of the most violent stock market climates in modern history, characterized by rapid drops, historic rallies, and extreme volatility not seen since the 2008 financial crisis or the 2020 COVID crash. The market's price action might be scre...

📢 In this episode, we tackle one of the biggest concerns for retirees and soon-to-be retirees: How do you safeguard your wealth and legacy in a volatile economy? With inflation, market fluctuations, and potential tax law changes, estate planning is more important than ever. 🔑 Key Takeaways: ✅ Why Estate Planning Matters More Than Ever Inflation is eroding purchasing power—how can you ensure you...

In this episode of Navigating Abundant Retirement Radio , host Carol Dewey explores the crucial topic of insulating your retirement from the unpredictable stock market. Through a compelling comparison of two retirees' lifestyles, Carol illustrates how a meticulously planned retirement lifestyle and legacy can provide peace of mind, financial security, and a lasting impact. She emphasizes the impor...

Episode Summary: In this episode of Navigating an Abundant Retirement Radio, Carol dives into the importance of long-term care planning and flexible protection for a healthy retirement. She outlines common challenges retirees face and discusses strategies to ensure financial security without becoming a burden on family members. Key Takeaways: - Long-term care is a critical aspect of retirement pla...