Secure Your Retirement

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the important transition from W-2 to 1099 income and what it really means to become a 1099 contractor. Whether you're considering Consulting income as part of a career shift, semi-retirement, or exploring Consulting after retirement, understanding the differences between W-2 vs 1099 is critical. This shift impacts everyt...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss why risk management in retirement planning goes far beyond just investment risk . While markets and portfolios often dominate the conversation, there are multiple retirement planning risks that can derail even the most well-thought-out plan. From income risk and tax planning risk to estate planning risk , liability risk...

In this Episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq discuss one of the most important decisions in retirement planning — when to take Social Security . Should you take Social Security early at 62 , or should you consider delaying Social Security until age 70 to maximize your Social Security benefits ? They break down the myths, the math, and the real-life scenarios...

In this Episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq discuss emerging Medicare policy changes with Medicare specialist Shawn Southard, focusing on a new Medicare pilot program introducing prior authorization into Original Medicare. This important conversation highlights how Medicare prior authorization could reshape retiree healthcare , especially for those relying o...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the latest economic update with returning guest Tom Siomades, taking a closer look at retirement and the economy during a season filled with uncertainty. From war and government shutdown concerns to inflation, interest rates , and market volatility, this conversation highlights how today’s headlines can influence a thoug...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss how retirement planning must evolve once you transition from working to living off your savings. They explore why retirement is not a “set it and forget it” phase, but rather a critical shift from accumulation to distribution—where retirement income planning , retirement cash flow , and tax strategies for retirement beco...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss how ongoing Geopolitical Risk and global uncertainty are impacting today’s markets and what that means for your retirement financial plan . With rising tensions, inflation concerns, and unpredictable global events driving market volatility , they explore how investors can shift from reactive decisions to proactive smart...

In this Episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq discuss the powerful Mega Backdoor Roth strategy with Director of Financial Planning and Tax Strategy, Taylor Wolverton. They break down how high-income earners can potentially create tax free wealth using advanced Roth 401k strategy techniques , including 401k after tax contributions and in-plan conversions. This...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the stock market outlook 2026 and what investors should be paying attention to as headlines around inflation, geopolitical tension, tariffs, and government uncertainty continue to drive market volatility . With markets coming off multiple strong years of performance, they break down what’s really happening beneath the su...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss one of the most common questions in Retirement Planning today: how much cash is too much cash? With Money market rates falling and Interest rates 2026 expected to continue shifting, many retirees are rethinking their cash reserves in retirement. What once felt safe and productive at 5% in a money market or CD now may be...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the evolution of investing—from individual stocks to mutual funds to Exchange Traded Funds—and why technology is changing how portfolios are built today. If you've ever wondered about Stocks vs ETFs, Stocks vs mutual funds, or ETFs vs mutual funds , this episode breaks down the differences in a way that connects directly...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss why retirement stress, retirement anxiety, and fear around market volatility are rarely about the markets themselves—and almost always about unanswered questions. After years of uncertainty driven by inflation, interest rate changes, and economic shocks, many people approaching retirement realize that stress doesn’t come...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the launch of their new retirement planning book , The Peace of Mind Pathway , and why they felt compelled to create a clearer, more practical approach to Retirement Planning . After years of working with families approaching or already in Retirement , they saw a recurring challenge: people could be great savers yet stil...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss a comprehensive portfolio update, economic update, and market update designed to help retirees and pre-retirees stay grounded during uncertain times. With headlines driving fear and optimism in equal measure, they break down how a disciplined retirement portfolio strategy and long-term investment strategy can help invest...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss one of the biggest fears retirees face: How people run out of money in retirement—and more importantly, how to avoid it. Drawing from a widely shared Investopedia article, they break down five common mistakes that can derail even the best-laid plans and apply the Peace of Mind Wealth Management perspective to help you ne...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss why the beginning of the year is one of the most important times for smart tax decisions and how early planning can prevent costly mistakes later. With the help of their Director of Financial Planning and Tax Strategy, Taylor Wolverton, they walk through practical smart tax strategies designed to support effective tax pl...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss why Medicare 2026 is shaping up to be one of the most impactful years for retirees and those approaching retirement. With major Medicare updates , rising Medicare costs 2026 , and several Medicare new rules taking effect, understanding how these changes affect your overall Retirement Planning is more important than ever....

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss a comprehensive market update 2025 recap and how lessons from last year can help investors confidently plan for retirement as we move into 2026. They reflect on policy changes, inflation trends, interest rate shifts, and how thoughtful portfolio risk management and managing market volatility can turn uncertainty into opp...

In this Episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq discuss a major Vanguard announcement that signals a meaningful shift in retirement planning . For years, annuities were often dismissed by large investment firms, yet today we are seeing industry leaders embrace their role in guaranteed income in retirement . Vanguard’s move to introduce a 401k annuity option insi...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss a comprehensive year-end tax checklist designed specifically for those in or nearing retirement. As the calendar winds down, it’s easy to overlook critical financial decisions that can significantly impact your retirement income tax and long-term retirement planning. This conversation walks through the most important yea...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the real-life complexities behind early retirement planning and what happens when couples don’t agree on retirement goals. Using a recent MarketWatch article as a springboard, they explore whether a couple with $2 million can truly retire early while juggling differences in spending expectations, lifestyle priorities, an...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss how financial scams are coming from every direction—phone calls, email phishing scams, text message scams, social media, and even door-to-door encounters—and why a little healthy skepticism is now a key part of scam prevention . They share real-world scam alert examples hitting their community right now, especially senio...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the November market update and how recent events have shaped the stock market volatility investors have experienced. From a tense government shutdown to missing economic data, rising interest rates , and uncertainty around inflation and investing , November brought no shortage of challenges. Radon and Murs break down wha...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss how to approach retirement income planning with confidence so you can retire comfortably and secure your retirement . With people living longer, dealing with market volatility, navigating retirement income and taxes, and planning around retirement and inflation, creating a strategy that works for decades is more essentia...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss four powerful tax strategies you can start looking at now to lower your 2025 tax bill and create more long-term flexibility in retirement . They unpack the difference between simple tax filing and true tax planning , walking through how proactive tax projections , IRA tax planning, and coordinated strategies can help red...