Secure Your Retirement

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...

In this Episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq discuss: The current state of the economy as we move into 2025. Joined by Tom Siomades, a chief marketing economist, they analyze how the election results, policy changes, and global events are influencing the stock market trends and broader economic outlook. Tom’s straight-talking insights provide valuable perspec...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the complexities of the Medicare Advantage Open Enrollment Period with Shawn Southard, the Medicare aficionado at Peace of Mind Wealth Management. If you’ve ever felt overwhelmed by the intricacies of Medicare Advantage plans, prescription drug coverage, or Medigap policies, this episode is a must-listen. Shawn breaks do...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the strategies and rules surrounding common deductible charitable gifts in 2025. As the new year begins, many individuals are setting charitable giving goals while seeking to maximize their tax benefits. From understanding adjusted gross income (AGI) limits to choosing between donating cash, appreciated assets, or qualif...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss key updates to the important financial numbers for 2025 that impact tax planning, retirement contributions, and other critical aspects of financial planning. They explain how inflation adjustments have influenced tax brackets, 401(k) and IRA contribution limits, Medicare IRMAA thresholds, and more. Whether you're plannin...

In this Episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq discuss how to approach the start of 2025 with clarity and purpose. They introduce a detailed checklist to help you organize and plan various aspects of your life, including cash flow management, estate planning updates, tax considerations, and more. This isn’t just about setting New Year financial goals or resolut...

In this episode of the Secure Your Retirement Podcast , Radon Stancil and Murs Tariq continue their discussion from Episode 292 on How to Retire at 62 . In this follow-up, they welcome their team member, Taylor Wolverton, to dive into the numbers of a real-world retirement financial plan. Together, they walk through detailed retirement scenarios for someone looking to retire at 62, highlighting cr...

In this Episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq discuss the difficult yet essential topic of navigating life after losing a spouse. They dive into critical financial and emotional steps to help widows and widowers during this challenging time. Losing a spouse is an emotional whirlwind, and the decisions that follow can feel overwhelming. However, with the right...

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss: How to build the foundational steps for retiring at age 62 and achieving peace of mind in retirement planning. They dive into the critical questions that need to be answered, the data required to assess retirement readiness, and the steps to create a retirement roadmap. With this episode as the first of a two-part serie...

In this Episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq discuss the Nationwide Monument Advisor, a unique variable annuity designed to optimize tax planning strategies for retirement. While variable annuities often have a negative reputation due to high fees and restrictions, this product offers a refreshing alternative with minimal costs and significant tax deferral be...