Retirement Evolved With Adam & Lauren

Retirement Evolved With Adam & Lauren

Business EN ↓ 63 episodes

Welcome to the Retirement Evolved podcast, where Adam Bruno, Certified Financial Fiduciary and Founder & President of Evolution Retirement Services, shares his insights and ideas to help you navigate your retirement years with confidence. Adam is passionate about helping families who have worked hard all their lives to achieve financial prosperity and accomplish their goals. He believes in building strong relationships with his clients and creating customized financial plans tailored to meet their specific needs, whether it's estate planning, taxes, 401k's, Roth IRA's, or more. Tune in and let...

Author

Retirement Evolved With Adam & Lauren

Category

Business

Podcast website

omny.fm

Latest episode

Jul 3, 2026

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Episodes

Ep 14 Robot Pharmacists, Taxes and Roth IRA’s 14.10.2022

Send us Fan Mail Adam is back up and running after Hurricane Ian and this week he talks about how important this time of year is to start getting ready for tax season.  You’re thinking, it’s not even Halloween yet, but believe it or not this is the time to start planning for tax time.  Also, Adam talks about the aftermath of Hurricane Ian as well as a new concept at drug stores…robot pharmacists! ...

Ep 12 Ferrari's & Fiduciaries 23.09.2022

Send us Fan Mail This week Adam Bruno peels back the curtain on the word fiduciary.  We hear it a lot when it comes to folks who handle your money, but what does it really mean?  Adam talks passionately about that as well as the new Ferrari Purosangue – is it really an SUV?  Join us every week as personal wealth manager and certified fiduciary Adam Bruno talks retirement planning, 401k’s, social s...

Ep 11 Cruise Ship Living, Credit Cards And The Inflation Reduction Act 08.09.2022

Send us Fan Mail Adam gives his take on the REAL numbers behind the Inflation Reduction Act and what it means for you.  Also, he talks credit cards…yay or nay for your retirement years?  Plus we talk about the new company that will be offering the chance to buy a condo on a cruise ship and why Adam would never do that.  Join us as personal wealth manager and certified fiduciary Adam Bruno talks re...

Ep 10 Muscle Cars, Cookies And Everything About Annuities 01.09.2022

Send us Fan Mail In this episode Adam explains everything about annuities - the good and the bad. When you’re planning for retirement annuities could be one of the tools in your tool belt, but are all annuities right for you?  Adam helps you to understand more about your annuity options.  Plus, we talk about the end of an era for some muscle cars and the newest girl scout cookie that’s on the way....

Ep 09 New Doritos, The Inflation Reduction Act and What Is Retirment Age? 18.08.2022

Send us Fan Mail Adam talks about the impact of the new Inflation Reduction Act and how it could affect everyday families like yours.  Also, is there an actual "retirement age"?  Adam answers that question as well and tackle the debate of whether we really need two new flavors of Doritos!  Adam Bruno talks retirement planning, investing and more. See omnystudio.com/listener for privacy i...

Ep 08 Customer Service, The Stock Market & Jobs 11.08.2022

Send us Fan Mail In this episode Adam tackles the real numbers behind the latest jobs report as well as the waning confidence in the stock market.  What do both of these things have to do with your retirement?  Adam discusses that as well as where has customer service gone?  Talking retirement planning, investing and more with Adam Bruno. See omnystudio.com/listener for privacy information. Get yo...

Ep 07 The Recession, Charity & Choco Tacos 04.08.2022

Send us Fan Mail In this episode Adam talks about the recession and why it looks different than those in the past.  Also, if you're thinking of retiring during a recession Adam runs down 7 things you should consider and if your retirement include making charitable contributions, Adam tells you the VERY important thing you can't forget.  Planning is the key to enjoying your retirement, ma...

Ep 06 BMW Is Doing What? And Are Tech Stocks The Way To Go 28.07.2022

Send us Fan Mail In this episode, Adam talks about social security and how retirees get the short end of the stick every year.  Also, are tech stocks and crypto good ideas as investments? Adam Bruno, Certified Fiduciary, Personal Wealth Manager and founder of Evolution Retirement Services talks about your retirement and the best ways to invest for your golden years.   See omnystudio.com/listener f...

Ep 05 Inflation Then & Now, Mutual Funds And Lots Of Money 21.07.2022

Send us Fan Mail Adam dives in to the huge inflation numbers we're seeing today and talks with folks who lived through these same numbers in the '70's.  Also, are mutual funds still a good investment option?  And what's the best thing to do with your money if you have lots in cash right now. Retirement, investing, taxes, medicare and more can be hard on the Retirement Evolved p...

Ep 04 Big Brother Really Is Watching and The Recession 14.07.2022

Send us Fan Mail This episode shines the light on what a true prognosticator George Orwell really was with 1984 and Adam talks about the recession.  Is one coming?  Are we already in a recession?  Adam talks about that and the importance of making sure your retirement money is being handled the right way.  Investments, 401k's, Roth IRA's, health care costs...things we need to protect and...

Ep 03 Nose Coins and Trump Tax Cuts Disappearing 07.07.2022

Send us Fan Mail Adam talks about the guy in England who tried to save his money...in his nose!  And more importantly, Adam discusses what it will mean for us in 2026 when the Trump tax cuts get repealed. How will this affect your retirement saving? What's the best strategy to get ready for this and how to keep your investments working for you in your retirement years.  Certified fiduciary Ad...

Ep 02 Legos And What The Rate Hike Really Does 30.06.2022

Send us Fan Mail Legos is opening a new factory in Virginia and Adam has a little fun talking about that.  Also, the recent rate hikes by the Fed reach far beyond what we typically think of in retirement.  Adam talks about what these hikes affect and how they are affected and what that means to your 401k's, IRAS's and other investments you've made for retirement. See omnystudio.com/...

Ep 01 How Much Is Enough For Retirement & How Is Inflation Affecting You 23.06.2022

Send us Fan Mail In this episode Adam talks about how much is enough in retirement and how the recent economic issues in our country are affecting what you've saved.  It's important to be up on the latest when it comes to medicare, social security, 40iK's and all of your money streams in retirement.  Adam talks about all these things and more! See omnystudio.com/listener for privacy...

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