Secure Your Retirement

In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss the critical role of patient advocacy with Dr. Elizabeth Mizelle, founder of Palm Wellness. Drawing on her extensive background as a family medicine physician, Dr. Mizelle now serves as a health advocate for seniors and their caregivers, helping them navigate the complex world of senior healthcare . Whether it’s understa...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the current state of the 2025 economy with returning guest and economist Tom Siomades. Together, they examine the volatility of the first half of the year and the macroeconomic shifts influencing retirement portfolios. From policy shifts to global uncertainty, this episode offers a comprehensive mid-year economic update...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the powerful benefits of Health Savings Accounts (HSAs) with in-house tax strategist and Certified Financial Planner, Taylor Wolverton. Often overlooked or misunderstood, HSAs offer a rare and highly valuable triple tax advantage—tax-free contributions, tax-free growth, and tax-free withdrawals for qualified medical expe...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the essential elements involved in Transitioning into Retirement and how to ensure you make a smooth and confident shift into this next stage of life. They walk through practical retirement planning steps that cover everything from creating a reliable retirement income strategy , navigating tax-efficient withdrawals, pre...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the complexities of Inherited IRAs with special guest Taylor Wolverton, a Certified Financial Planner and Enrolled Agent. They break down what beneficiaries need to know about inherited retirement accounts, including crucial updates introduced under the Secure Act. Whether you're a spouse, non-spouse, or special exceptio...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the important and often confusing world of Medicare Part D with Medicare expert Shawn Southard. With the implementation of the Inflation Reduction Act Medicare provisions in 2025, significant updates have changed the way Medicare drug coverage works, especially for those nearing or already in retirement. Whether you’re c...

In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss the critical but often overlooked topic of Retirement Life Planning with special guest Dr. Corinne Auman a Ph. D. in geriatrics and author of Keenagers While financial strategies and retirement income are vital, this conversation emphasizes the non-financial aspects of retirement , helping you prepare for not just “how m...

In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss how you can design a fulfilling, adventurous, and meaningful retirement through immersive travel. Their guest, Andrew Motiwalla, founder of The Good Life Abroad , introduces an innovative take on retirement lifestyle planning through long-stay and slow-travel experiences in iconic European cities. More than just a vacati...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the third and final step in the Peace of Mind Pathway— Nurture . After creating a retirement-focused plan and implementing key strategies, nurturing your plan is what keeps it strong and adaptive for the long haul. Much like maintaining a car on a long road trip, your financial plan needs regular checkups, updates, and c...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the second step in the Peace of Mind Pathway— Implementation . This is where the planning becomes reality. After building your personalized retirement roadmap , it's time to put your financial planning for retirement into motion. From investment transitions to estate documents and tax strategy retirement planning, this e...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the foundational first step in their three-part Peace of Mind Pathway: The Peace of Mind Roadmap. This step is all about creating a personalized retirement roadmap to help you clearly define where you are, where you want to go, and what your journey through retirement will look like. Through real examples and a GPS-style...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the fun and fulfilling side of retirement: retirement hobbies and retirement activities . After years spent working and raising families, many retirees look forward to rediscovering passions or picking up new interests. Radon and Murs explore why hobbies after retirement are so important for mental, physical, and emotion...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the " 2025 1st Quarter Economic Update " with special guest Tom Siomades, Chief Market Economist. Together, they break down the real story behind the numbers and headlines from the first quarter of 2025, offering valuable insights into the 2025 market outlook , economic trends 2025 , and the complexities around tariffs a...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the art and importance of Preserving Memories with Angela Andrew, Product Evangelist for the Mylio App. In an age where digital images accumulate rapidly but often remain disorganized, Mylio offers a transformative solution for families looking to protect and share their memories. This episode dives into how the app simp...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss a crucial yet often confusing topic for retirees: Required Minimum Distributions (RMDs) . Joined by their colleague Taylor Wolverton, a Certified Financial Planner and Enrolled Agent, they break down the rules surrounding what are RMDs , how they’re calculated, and the updates brought by the Secure Act RMD changes . If y...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss what it truly means to be an executor of an estate. Joined by special guest Dave Hutton, an estate attorney with Wealth.com, they break down the essential estate executor duties and estate executor responsibilities in a way that is easy to understand. Whether you've been named an executor or are considering who to appoin...

In this Episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq discuss a timely and often misunderstood topic: tariffs . With tariffs frequently making headlines, especially in relation to trade disputes like the US China trade war , it’s critical to understand what tariffs are and how do they work —particularly for those in or nearing retirement. Radon and Murs break down how...

In this episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq discuss the Retirement Checklist Challenge , a structured approach to evaluating how prepared you are for retirement. They introduce a Retirement Checklist covering Retirement Income Planning , Tax-Efficient Retirement Strategies , Medicare and Retirement , Long-Term Care Planning , Risk Management , and Estate Pla...

In this episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq discuss the world of Private Equity Investing and Alternative Investments with Christopher Zook, the founder and Chief Investment Officer of CAZ Investments. CAZ Investments specializes in Investing in Private Markets , including Private Equity , Private Credit , and even Investing in Sports Teams . Christopher, wh...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the essential steps to creating a comprehensive financial plan designed for high-net-worth retirement. Joined by Nick Hymanson, CFP®, they walk through the emotional and financial transition from accumulating wealth during your working years to distributing that wealth to fund your retirement. They tackle the critical co...

In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss the essential aspects of setting your retirement planning goals to ensure you're not only prepared but also confident in your transition into retirement. Whether you are five to ten years out or already retired, having a clear retirement planning checklist is crucial to help you address areas like financial goal planning...

In this episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq discuss some of the biggest concerns retirees face in 2025: inflation and retirement, market volatility, and Social Security benefits. As economic uncertainty continues, many are wondering how interest rates and the economy will impact their financial future. Radon and Murs provide valuable insights into how retire...

In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss tax season preparation with their in-house tax strategist, Taylor Wolverton. As tax season approaches, understanding your tax documents and making informed filing decisions can help reduce stress and ensure accuracy. Taylor shares expert insights on essential documents, filing strategies, and common tax mistakes to help...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss: The US economic outlook for 2025 with returning guest Andrew Opdyke , an economist who provides valuable insights into the key economic factors shaping the year ahead. With Federal Reserve policies , inflation and interest rates , and market volatility dominating financial conversations, we break down what investors and...

In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss how retirement opens the door to incredible travel opportunities. Joined by travel consultant Molly Glasgow, they explore the secrets behind curating unforgettable, once-in-a-lifetime trips. Molly shares her expertise on planning bucket list trips, luxury travel experiences, and personalized itineraries, making travel bo...