Retirement Evolved With Adam & Lauren

Send us Fan Mail  In this episode of The Retirement Evolved Podcast , hosts Adam & Lauren sit down with Victoria—a professional fiduciary, independent trustee, Certified Public Accountant, and registered professional guardian—to tackle the "Solo Ager" or "No-Heir" dilemma. Addressing a major blind spot in estate planning, the conversation explores how individuals who do not...

Send us Fan Mail Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/ . Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential rea...

Send us Fan Mail Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/ . Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential rea...

Send us Fan Mail Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/ . Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential rea...

Send us Fan Mail Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/ . Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential rea...

Send us Fan Mail Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/ . Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential rea...

Send us Fan Mail  In this episode of The Retirement Evolved Podcast , Adam and Lauren welcome attorney Courtney Lovejoy to discuss key estate planning topics, including probate, trust administration, Medicaid planning, and VA benefits. Courtney explains the importance of proactive estate and Medicaid planning to protect assets, avoid costly mistakes like Medicaid’s five-year look-back period, and...

Send us Fan Mail Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/ . Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential rea...

Send us Fan Mail  In the latest episode of The Retirement Evolved Podcast , Adam and Lauren welcomed Chris Austin, a fiduciary, guardian, and advocate dedicated to managing estates for individuals without family or trusted connections. They discussed his unique role in protecting and honoring clients' legacies while ensuring their financial and personal needs are met. Tune in for an inspiring...

Send us Fan Mail  In the latest episode of The Retirement Evolved Podcast , we sit down with Kevin Kyle, an estate planning attorney and partner from Green, Schoenfeld & Kyle LLP, to dive into the essentials of estate planning. Kevin shares insights on how to protect your legacy, minimize tax burdens, and ensure your assets are distributed according to your wishes. This episode is packed with...

Send us Fan Mail Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/ . Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential rea...

Send us Fan Mail Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/ . Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential rea...

Send us Fan Mail Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/ . Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential rea...

Send us Fan Mail Thank you to all our listeners for subscribing and being the driving force behind The Retirement Evolved Podcast. With your support, we've reached an incredible milestone of 50 episodes and thousands of downloads. We couldn't have done it without your engagement and enthusiasm—here's to many more episodes together! Get your hands on a copy of Private Wealth Manager...

Send us Fan Mail In episode 49 Adam and Lauren talk about IRMAA or Income-Related Monthly Adjustment Amount and the unique challenges facing baby boomers entering retirement. Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/ . Discov...

Send us Fan Mail What can a banker do for you? Find out in Episode 48! Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/ . Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused...

Send us Fan Mail In episode 47 Adam & Lauren dive into local events in Southwest Florida as well as what to do in pre and post-retirement. Don't forget-- your questions drive the agenda for this podcast! Email us at Info@evoretire.com to submit your questions. Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The...

Send us Fan Mail Dive into Episode 46 where Adam, Tom and Martha discuss winning by not losing, tax trouble, The 3 E's and projectile wieners- the WURST! Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/ . Discover the truth abo...

Send us Fan Mail Meet Tom Johnson, CFA, a seasoned financial advisor at Evolution Retirement Services. With over a decade of experience in the financial industry, Tom brings a wealth of expertise in retirement planning and investment management.   Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Reti...

Send us Fan Mail In Episode 44, we dive into Liquid Strategies with Kurt, our Vice President and Co-Founder of Evolution Retirement Services. Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/ . Discover the truth about the hidden cos...

Send us Fan Mail Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/ . Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential rea...

Send us Fan Mail Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/ . Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential rea...

Send us Fan Mail In Episode 41 of our podcast, we embark on a diverse financial journey, exploring the intriguing intersection of Roth Conversions, Reverse Mortgages, and Rattlesnakes. Join us as we unravel the complexities of Roth Conversions, discussing their potential benefits and pitfalls for savvy investors. Delve into the world of Reverse Mortgages, uncovering the untapped financial possibil...

Send us Fan Mail Welcome to Episode 40 of "Retirement Evolved Podcast." In this episode, we delve into the essential elements of securing your financial future in retirement. We discuss Sequence of Returns Risk, strategies to combat inflation worries, and how to maximize Social Security benefits. Additionally, we explore the idea of relocating during retirement and its financial implicat...

Send us Fan Mail Join host Adam as he welcomes his mentor, Bob Grace, for a deep dive into essential financial topics. They explore income strategies, dissect the impacts of inflation and social security, and navigate the challenges of DIY financial planning. Discover how to avoid the fear of running out of money and gain insights into the complex world of annuities, including the good, the bad, a...