Retire Wise

Want to retire wise? Book a discovery meeting ➡️ https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05   Tax prep is about filing last year’s return, but tax planning is about controlling what you’ll owe for the rest of your life. Shawn breaks down why many retirees don’t always end up in a lower tax bracket and how tax buckets, Roth conversions, and RMDs all fit togeth...

Want to retire wise? Book a discovery meeting ➡️ https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05 Retirement investing isn't just about growing your money- it's about giving every dollar a purpose. In this episode, Shawn explains how investment planning fits into a comprehensive retirement strategy and why your approach to investing should change as retirement appr...

Want to retire wise? Book a discovery meeting ➡️ https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05   Retirement isn't about hitting a magic number- it's about creating a reliable paycheck when the paychecks stop. In this episode, Shawn explains why income planning is the true foundation of a confident retirement and how many people enter retirement without a clear s...

Want to retire wise? Book a discovery meeting ➡️ https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05   In the very first episode of Retire Wise, Shawn Maloney shares his journey into the financial industry, the passion that led him to start Retire Wise, and why being an independent advisor allows him to better serve clients. Shawn and Marc discuss the lack of financia...

How do inflation, interest rates, and market uncertainty affect your retirement plan? This episode breaks down how to prepare for economic shifts, why flexibility matters in retirement income planning, and the key strategies couples should consider to protect a surviving spouse. Website: https://retirewisepro.com/ Phone: (404) 692-1233 Contact our team: https://retirewisepro.com/contact/ Retiremen...

Rising inflation, global conflict, and market uncertainty can all impact your retirement—but do you have a plan for it? Shawn breaks down how to account for inflation, navigate volatility, and build a strategy designed to keep your income on track no matter what the economy throws your way. Website: https://retirewisepro.com/ Phone: (404) 692-1233 Contact our team: https://retirewisepro.com/contac...

In this episode Shawn breaks down the key challenges that can impact your financial future—from market volatility and inflation to healthcare costs and longevity. Learn how identifying and planning for these risks can help you build a more secure and confident retirement strategy. Website: https://retirewisepro.com/ Phone: (404) 692-1233 Contact our team: https://retirewisepro.com/contact/ Retirem...

With recession fears, inflation, and market uncertainty in the spotlight, Shawn breaks down how to prepare—not panic—by building a retirement plan that can handle whatever comes next. From Gen X entering the “retirement hot zone” to smart saving strategies at any age, this episode focuses on taking control of your financial future before it’s too late. Website: https://retirewisepro.com/ Phone: (4...

On this episode of Retire Wise with Shawn Maloney, Shawn discusses how global headlines and market volatility can create fear for investors—and why a solid retirement plan helps you stay focused on long-term goals instead of reacting emotionally to short-term events. Plus, learn the basics of estate and legacy planning, including wills, trusts, and common mistakes that could leave your family deal...

Global headlines can shake investor confidence, but should they change your retirement strategy? Shawn explains why market volatility tied to geopolitical events often has only short-term effects and why sticking to a well-designed financial plan matters more than reacting to the news. He also breaks down why a 401(k) alone isn’t a retirement plan, how old workplace accounts can be better utilized...

On this episode of Retire Wise with Shawn Maloney, we explore what it really takes to retire early — and how to know if you’re truly ready. From identifying your “enough” number and building sustainable income streams to managing debt and planning for life’s unexpected expenses, Shawn breaks down the practical steps that help turn retirement from a dream into a workable plan. The conversation also...

On this episode of Retire Wise with Shawn Maloney, we focus on one of the most important questions in retirement: How do you turn a lifetime of savings into dependable income that lasts? Shawn explains why a “pile of money” isn’t the same as a plan, how today’s retirees are balancing on a two-legged stool of Social Security and personal savings, and the risks that come with relying too heavily on...

On this episode of Retire Wise Radio, Shawn Maloney explores what “retirement optimism” really means in today’s economic climate. From market headlines and tax changes to inflation, income planning, and healthcare costs, Shawn explains why confidence in retirement doesn’t come from predictions — it comes from having a clear, coordinated plan. If you want to feel more certain about your future rega...

On this episode of Retire Wise, Shawn Maloney breaks down why your retirement strategy should evolve as you move through different stages of life. From asset allocation and risk management to income planning and taxes, Shawn explains what it really means to “act your age” financially—and how aligning your plan with where you are today can help protect what you’ve built and support the retirement y...

On this episode of Retire Wise with Shawn Maloney, we focus on preserving your retirement from taxes. Shawn explains the difference between tax preparation and proactive tax planning, how RMDs can impact your income, and why today’s tax environment may create planning opportunities. If you’re retired or nearing retirement, this conversation highlights strategies designed to help you keep more of w...

On this episode of Retire Wise, Shawn Maloney breaks down the four essential pillars of a strong retirement plan: preservation, growth potential, income, and liquidity. Learn how these pillars work together to help protect your savings, generate reliable income, and keep your retirement plan steady—even as taxes, inflation, and market volatility come into play. If you’re retired or approaching ret...

On this episode of Retire Wise, Shawn Maloney breaks down smart financial resolutions and practical strategies to help you protect your retirement from market volatility. From building a reliable income plan to avoiding emotional investing mistakes, Shawn explains how preparation—not prediction—can help you stay on track through changing markets and rising costs. Website: https://retirewisepro.com...

Running out of money is one of the biggest fears retirees face — and it’s not unfounded. In this episode of Retire Wise, Shawn Maloney breaks down the most common retirement planning mistakes, from withdrawal missteps and tax surprises to outdated rules like the 4% rule, and explains how to build an income strategy designed to last through a 30-year retirement. Learn how smart planning around inco...

As the year winds down, Shawn Maloney and host James Parker take a deep dive into what really happens when you sell a highly appreciated asset — and why doing it wrong could cost you a lot in taxes. He explains the most common mistakes people make and the strategies that can help reduce the tax hit before a sale ever happens. If you’re thinking about selling real estate, a business, or long-held s...

On this episode, Shawn Maloney breaks down the habits that separate retirees who keep their wealth from those who unintentionally drain it. He and James dive into the real risks of health-care and long-term-care costs, why legacy planning matters more than people realize, and how emotional decisions—like trying to time the market—can derail a retirement plan. A clear, steady strategy is the theme...

On this episode of Retire Wise, Shawn Maloney breaks down the new realities of modern retirement—longer lifespans, rising costs, and the shift away from pensions. Shawn shares how to build reliable income, diversify wisely, and create a plan designed to last 35–40 years with confidence. Website: https://retirewisepro.com/ Phone: (404) 692-1233 Contact our team: https://retirewisepro.com/contact/ R...

On this episode of Retire Wise, Shawn Maloney breaks down the rising cost of healthcare in retirement and why planning for medical expenses is essential, not optional. Shawn also explains how Roth conversions, tax strategy, and long-term income planning can help protect your savings and give you more control over your financial future. Website: https://retirewisepro.com/ Phone: (404) 692-1233 Cont...

On this episode of Retire Wise, Shawn Maloney and James Parker break down what the latest Federal Reserve rate cuts could mean for retirees and their income. They explore how lower interest rates, inflation, and longer lifespans affect retirement planning—and what you can do to protect your income. Plus, Shawn shares strategies to balance growth with preservation, optimize Social Security, and avo...

On this episode of Retire Wise, Shawn Maloney and James Parker discuss what it really takes to create a reliable paycheck for life in retirement. From rising costs and longer lifespans to inflation and unexpected expenses, Shawn explains how to build an income plan that keeps up with life’s challenges. The conversation also covers planning for healthcare and long-term care costs, strategies to pro...

This episode tackles one of the most common questions about retirement: “Do I have enough to last?” Shawn breaks down how to build a reliable income plan, determine your retirement date, and keep your standard of living through every phase — from the go-go years to the no-go years. You’ll also learn how to balance your income streams, plan for a surviving spouse, and adjust your strategy as life c...