Big Money Retirement Podcast
Build Big means doing the real work upfront: clarifying what you want, what matters most, and how you want to live. Live Bigger means creating a plan that actually delivers that life- so you can spend retirement doing everything you couldn't while you were working.
Episodes
Most people think a great financial advisor picks investments.
The best ones help you make better decisions.
In Episode 33, we break down:
💰 How one client turned $1M into $1.283M
🤖 Why AI is changing the investing landscape
📈 The biggest opportunities and risks in today's market
🛡️ Why protecting gains can be just as important as making them
Plus, a behind-the-scenes look at how real retirement planning works when life, markets, and ...
What happens when Teddy and Matt put retirement planning aside and go head-to-head in a finance dad joke showdown?
From bull markets and hedge funds to nest eggs and taxes, nothing is off limits in this episode packed with terrible jokes, unexpected laughs, and plenty of financial humor.
The only question is...
Who won the dad joke battle: Teddy or Matt?
Drop your vote below 👇
📖 Want a FREE copy of Retire Right?
What can everyday investors learn from Warren Buffett, Berkshire Hathaway, and some of the greatest minds in investing?In Episode 30 of the Build Big Live Bigger podcast, Jonathan Burgess and Luke Grimes discuss the Berkshire Hathaway Annual Meeting, what makes great businesses stand the test of time, and the investing principles that continue to work year after year.In this episode:• What makes the Berkshire Hathaway Annual Meetin...
Episode 31 is all about one of the biggest retirement lessons we've seen this year:
No two retirement plans should ever be the same.
You'll learn:
✅ How one family was unknowingly losing over $16,000 per year to fees and taxes
✅ Why low-cost index funds can create major long-term savings
✅ The difference between planning for legacy and planning for income
✅ How hidden risks can exist even in portfolios filled with...
In Episode 29 of the Build Big Live Bigger podcast, breaks down one of the biggest questions retirees are asking right now:
How do war, oil prices, inflation, and market volatility actually impact your retirement? 🌍📈
This episode covers:
• What rising oil prices really mean for the economy
• How inflation impacts retirees differently
• The dangers of heavy bond exposure during stagflation
• Why guaranteed income...
In Episode 28 of the Build Big Live Bigger podcast, & break down a hard truth:
You can have $1 million saved… and still retire wrong.
This episode covers:
📈 Why retirement is more than just hitting a number
🧠 The importance of income + tax strategy working together
🎯 How great advisors listen first instead of pushing products
💬 Why so many retirees feel like “just another number”
✈️ T...
A lot of people spend years looking for the “secret” to better investment returns.
But in retirement, the better question is often this:
Do you need more complexity… or more clarity?
In Episode 27, we walk through why so many investors get pulled toward exclusivity, high-fee products, and active strategies — and why simple, disciplined investing often wins over time.
This is a conversation about:
• reducing ...
A great pilot doesn’t skip the checklist.
A great retiree shouldn’t either.
Episode 26 is your “pre-flight” for retirement — because hoping it works is not a plan.
✅ Income plan
✅ Taxes
✅ Social Security timing
✅ Risk + safety
✅ What to pull from, and when
Text BOOK to 864-920-3155 or hit the link to get your free copy of Retire Right.
https://www.bigmoneyretirement.com/build-big-live-bigger-podcast/
Pain is inevitable in retirement. Suffering isn’t.
Episode 25 of the Build Big Live Bigger Podcast is a gut-check (in the best way) — because most people spend years preparing financially… and almost zero time preparing emotionally for what comes next.
✅ What happens when the paycheck stops and the “identity” shifts
✅ How to move from a saving mindset to a living mindset
✅ Why the best retirement plans do...
AI Bubble or AI Boom? 🤖
Clients keep asking: “Should we be worried about all this tech exposure?”
In Episode 24, Johnathan Burgess and Luke Maloney-Grimes break down AI adoption, what’s really driving the growth behind companies like the Magnificent Seven, and why this moment isn’t as simple as “it’s a bubble.”
But more importantly, we bring it back to what matters most in retirement:
...
When you retire, it’s not just you and your spouse at the table…You have a silent partner too — the IRS.
And if you don’t have a tax plan?The IRS does.
In Episode 23, Build Big Live Bigger Podcast we break down how to create tax-efficient income in retirement — so you can keep more of what you built, reduce unknowns, and protect the life you’ve worked so hard for.
✅ Why taxes may be your biggest lo...
Money will only get you so far—relationships and real clarity are what protect your retirement.
Welcome to Episode 22 of the Build Big Live Bigger podcast. In this episode, Johnathan Burgess and Luke Maloney-Grimes break down a retirement threat most people don’t see coming: portfolio fees—the hidden costs that can quietly reduce returns, limit income, and delay the life you’re working so hard to enjoy.
You&rs...
Heading into 2026, here’s the question:
What do you really want this year to look like?
In Episode 21, we talk about getting intentional, staying consistent, and building a plan that supports your dreams — not your worries.
Clarity first. Confidence follows. 💛
In this first episode of the new year, we talk about what truly matters as you head into 2026 — not opinions, not hype, but real planning that replaces worry with confidence.We break down:• Why retirement planning is different than investing• Why losses matter more after you retire• What max drawdown really means for your life• Why the old 4% rule may not be enough• And why taxes — not the market — could be your b...
In Episode 19 of the Build Big Live Bigger podcast, Johnathan & Luke walk through:
How our clients (and our firm) grew nearly 80% this year—and what that means for your plan 📈
A simple year-end reflection ritual to keep the good memories, release the hard ones, and repeat what worked 🔥
How to pre-plan your travel calendar so you’re not just retired… you’re going somewhere ✈️🗓️
Smart ways to gift to k...
Most people measure success in retirement with one question: “Did I beat the S&P?”
In Episode 18 of the Build Big Live Bigger podcast, Jonathan sits down with industry veteran Ryan Heath (who helped grow an advisory business from $0 to $22 billion) to reframe the benchmark that actually matters: your Retirement Success Score—how confidently your money can fund your best days, not just your next statement.
In thi...
The IRS is going to make you take money out of your retirement accounts—even if you don’t want to. And if you don’t? There’s a 25% penalty waiting.
In Episode 17, Johnathan and Luke break down how required minimum distributions (RMDs), mutual fund fees, and bond risk can impact a real couple’s retirement—and what it looks like to rebuild that same $511,000 portfolio with more safety, more clarity,...
Most people don’t need more jargon — they need a plan that feels simple, steady, and trustworthy. In this week's episode,
Johnathan breaks down a real couple’s retirement strategy (fully anonymized) and shows how the right structure can turn anxiety into peace of mind.Your retirement should feel built to last. 🏡
https://www.bigmoneyretirement.com/build-big-live-bigger-podcast/
#FinancialFreedomAfter50 #RetirementMa...
Markets go up. Markets go down.
The right plan helps you win either way. 💪
In Episode 15, Jonathan and Luke break down why true retirement success isn’t about timing the market — it’s about building balance, protecting what matters, and growing with purpose.
https://www.bigmoneyretirement.com/build-big-live-bigger-podcast/
#RetireRight #BuildBigLiveBigger #FinancialFreedom #Fiduciary #RetirementConfidence
Building your own house sounds good—until you realize the stress that comes with every 2x4 and floor joist. The same goes for your financial house.
This week, Jonathan and Luke break down how to balance growth vs. safety in your portfolio, why “margin” isn’t a shortcut worth taking, and how the right team can help you build a plan that stands strong through any market.
https://www.bigmoneyretirement.com/build-...
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