Retirement Evolved With Adam & Lauren

Send us Fan Mail In this "Retirement Evolved" podcast, Adam & Lauren delve into the topic of "5 Reasons people are scared to talk about finances," providing his unique insights. These reasons include the pressure to keep up with others' financial status, limited financial literacy, societal norms discouraging discussions about personal finances, apprehension about bein...

Send us Fan Mail Join us for an engaging and insightful podcast as we dive into the intriguing story behind the Rocky Statue's astonishing $58,000,000 take. Exploring the concept of Greedflation and pondering the existence of a 3rd Inflation wave, we unravel the complexities of the current economic landscape. Our "Join the Conversation" segment is gaining momentum, and Adam is eager...

Send us Fan Mail In this podcast episode, the focus is on transitioning retirement planning from a retail advisor to a private wealth manager like Evolution Retirement Services. The question of whether $1.3 million is enough for retirement is explored, emphasizing the importance of goal-focused planning. Strategies for determining when to pay taxes are discussed, highlighting the significance of t...

Send us Fan Mail Come and join us in this exciting episode where we discuss Unlocking Your Retirement: The 5 Essential Elements for a Goal-Focused Retirement. Brace yourself for a thought-provoking experience that will challenge your perspectives and reveal exciting new possibilities for your retirement voyage. Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Ad...

Send us Fan Mail Join us as we delve into the disappearing $12.2 trillion and its profound impact on retirement. Discover the shifting costs of airfare, hotel rooms, and housing since 1973, and contemplate whether it's time to Unretire? Embark on a captivating journey through the realms of finance, lifestyle, and the future of retirement in this thought-provoking and insightful podcast. Get r...

Send us Fan Mail In this podcast episode, we delve into two important aspects of the United States' economic landscape: taxes and the national debt. We'll explore the evolution of taxation in the US and examine a historical timeline of the national debt, shedding light on significant events and their impact on the nation's finances. Get your hands on a copy of Private Wealth Manager...

Send us Fan Mail Joining us for the first time on this podcast episode is the one and only Kurt Traulsen. Together, we explore the realm of retirement savings, discovering that the average amount is a modest $144k. Additionally, we dive into the current state of customer service and uncover trustworthy avenues for financial advice. Kurt underscores the significance of crafting a Goal-Focused Retir...

Send us Fan Mail Are you ready to Evolve your retirement? Join us on "Making the Shift to the Evolution Yard!" as we explore innovative retirement strategies. We'll help you shift from an investment-focused approach to a goal-focused one and highlight unique investment opportunities, such as investing in whiskey. Plus, we'll discuss how delaying retirement could benefit you and...

Send us Fan Mail Join us as we explore the world of Goal-Focused Retirement  in the era of "70 is the new 65".  We also provide a deep dive into everything life insurance has to offer, exploring the different types of policies available and how they can factor into your overall financial plan. Join us for an informative and enlightening journey to retire on your terms. Get your hands on...

Send us Fan Mail In this podcast, we take a unique approach to discussing personal finance, exploring the resurgence of baby boomer names.  Along the way, we delve into practical tips for decluttering debt and becoming goal-focused, providing actionable advice to help listeners achieve financial freedom. Tune in and join the conversation about money and culture, and discover the power of a focused...

Send us Fan Mail Join Private Wealth Manager and Certified Financial Fiduciary, Adam Bruno, on this week's episode of The Retirement Evolved Podcast, as Adam & Lauren explore the crucial topic of Protecting the Future: Understanding the Stakes Behind Biden's Veto, Social Security Insolvency, and The Crocodile Push. Gain invaluable insights and practical strategies for taking charge o...

Send us Fan Mail Tune in to The Retirement Evolved Podcast this week as we delve into the importance of National Credit Education Month. We'll examine the alarming national debt figure of $543,000 per citizen and provide actionable advice on how to manage debt efficiently. Additionally, we'll discuss the financial concerns that retirees face during their golden years and offer practical...

Send us Fan Mail On this week's installment of The Retirement Evolved Podcast, Adam discusses several topics, including the potential impact of President Biden's infrastructure proposal, the top risks confronting retirees, and Adam's attempt to justify his clumsiness.   With his expertise as a Private Wealth Manager and Certified Financial Fiduciary, Adam offers insights on a variet...

Send us Fan Mail In this week's episode of The Retirement Evolved Podcast, Adam shares his goals and vision for 2023, while also discussing the "D" word and the potential impact of the Secure 2.0 act on retirement. Be sure to tune in to learn more about these topics. As a personal wealth manager and certified financial fiduciary, Adam covers a wide range of retirement planning topic...

Send us Fan Mail This week Adam talks about the changes for RMD’s (Required Minimum Distributions) that have just passed with the Secure Act 2.0 as well as changes coming at us as far as social security is concerned.  Yes, the Social Security COLA went up to 8.7% but other numbers have gone up as well and Adam discusses what those are.  And everyone loves a good Crook-R-Stupid story, wait until yo...

Send us Fan Mail This week Adam talks about the importance of being sure you’re doing what you need to do financially at the end of the year.  Also, with the way the market is behaving lately, is cash really king right now?  Adam discusses the advantages and pitfalls of that idea, and the top grossing Christmas movie list is out, did his beloved Die Hard actually make the list?  The Retirement Evo...

Send us Fan Mail On this week’s podcast Adam discusses the Santa Rally – what is it and what is the likelihood of having one this year?  Also,, how often are you checking your 401K?  Some of us are doing too much and it’s causing serious issues.  Plus we talk favorite Christmas movies and Adam settles the long debat of whether or not Die Hard is indeed a Christmas movie.  The Retirement Evolved Po...

Send us Fan Mail This week Adam talks some interesting numbers from the jobs front, does he think they’re real?  Also, with inflation all around us are some companies taking advantage and raising prices where they don’t need to?  Adam gives his thoughts on that and the new fad of “fexting”…what is it, do you do it and should you be doing it?  The Retirement Evolved Podcast with Adam Bruno covers a...

Send us Fan Mail This week Adam talks about the recent feeling that the market is doing a little better, bonds are back and the 60/40 rule.  Also, with the recent debacle of the FTX collapse, what are crypto investors to do?  And we talk a little about the Secure 2.0 act and the possible changes to your Required Monthly Distribution age; how does that affect you and why it may or may not be a good...

Send us Fan Mail This week Adam talks about the importance of getting ready for tax season at this time of year.  Also, we saw good news from the market for a day, is this a sign of things to come or a blip?  Adam talks about that as well as the new fad of brides shopping for black wedding dresses. Make sure you listen to find out what that’s all about. The Retirement Evolved Podcast with Adam Bru...

Send us Fan Mail This week Adam talks about the interest rate hikes and one of the places we most often forget to think about them.  Despite everything that’s going on with inflation and other economic issues, Adam talks about surprising predictions for holiday spending. Also, how high a social security payment could you get with the new Cost Of Living Adjustment coming next year?  Plus, somehow m...

Send us Fan Mail This week Adam talks about the growing trend of retirees either returning to the work force or only partially retiring.  Also, how making that decision can have a domino effect on other things in your retirement like Medicare and social security.  Adam helps you to understand how all those pieces fit together in this week’s show.  Plus, Arby’s meat flavored bourbon…are you in?  Ma...

Send us Fan Mail This week Adam talks about this year's changes to your RMD’s and the best strategies to get ready for that.  Also, what exactly is a “financial physical” and do you need to have one?  Plus what is your favorite Halloween candy?  The Retirement Evolved Podcast with Adam Bruno covers anything, and everything so don’t miss an episode.  Join us every week as personal wealth manag...

Send us Fan Mail This week Adam talks about the Social Security COLA (Cost Of Living Adjustment) that we’ll see in 2023.  Is it a good thing or just lipstick on a pig?  Also, according to some high-ranking bank officials we could still see worse times ahead for the market, Adam reacts to that news as well.  Plus, Texas Pete could be a fraud!  Make sure you listen to find out what that’s all about....

Send us Fan Mail In this week's episode Adam discusses the continuing effects of rising inflation, mortgage rates and other factors affecting your retirement monies.  Also, where have all the employees gone?  Adam answers that question as well and talk flying motorbikes.  Join us every week as personal wealth manager and certified fiduciary Adam Bruno talks retirement planning, 401k’s, social...