The Priority of Retirement
Welcome to "The Priority of Retirement," hosted by seasoned certified retirement planner and fiduciary, Shawn Maloney. In each episode, Shawn shares age-old wisdom combined with modern, proven methods to help you navigate the complex world of retirement planning. Drawing from the principles that have stood the test of time, Shawn's insights are designed to be easy to understand and apply. Whether you're looking to reduce retirement risks, plan for the critical drawdown phase, or identify your unique "Retirement Why," this podcast provides you with the knowledge you need. In "The Priority of Retirement," you'll discover how to navigate the three phases of retirement, implement the "Retire Happy Framework™," and approach retirement income planning effectively. Shawn also explores why generosity is key to retirement happiness and how to ensure you create a rewarding and fulfilling life by planning properly now. Join Shawn Maloney as he helps you blend timeless wisdom with modern strategies to secure a prosperous and joyful retirement. Don't miss an episode of "The Priority of Retirement," your guide to a well-planned and meaningful future. Insurance products are offered through the insurance business Retire Wise, LLC. Retire Wise, LLC. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Retire Wise, LLC. are not subject to Investment Adviser requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Retire Wise, LLC. is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Retire Wise, LLC.
Episodes
About Brian Herriot: Brian Herriot is an independent financial advisor for entrepreneurs and mid-career consultants, and the founder of Herriot Financial. With a background in engineering and business, Brian’s journey took a transformative turn after a mid-life wake-up call that led him to redefine w...
About Jet Vertz: Jet Vertz is a retired aviation executive with a distinguished career at Pratt Whitney Aircraft and US Navy service. Holding degrees in aerospace engineering and an MBA, he now leads the Purpose-Driven Retirement Workshop at the University of Rhode Island. An active retiree who enjoy...
About Fritz Gilbert: Fritz Gilbert is the founder of The Retirement Manifesto, a platform dedicated to helping people transition into retirement with confidence. After decades in the corporate world, Fritz retired early and now shares his insights on financial independence, purposeful living, and mak...
About Adam Koós: Adam Koós is a seasoned financial advisor who began his career just 10 days before 9/11, navigating some of the most challenging market crashes...
About Steuart Martens: Steuart is a National Board-Certified Health Coach, the President of Village Volunteers, and a dedicated wellness advocate. With a background in holistic health, nutrition, and personal development, he empowers individuals to achieve sustainable well-being through practical, ev...
About Andy Robin:
About Lawrence Sprung: Read more
About Lubna Forzley: Lubna Forzley is the CEO & Founder of Stories, a coaching portal that supports founders and corporate leaders tell the world the right stories and, most importantly, shift the stories they tell themselves. Under her leadership, Stories was just named ‘Most Innovative Mental H...
About Dominic Rubino: Dominic Rubino is a serial entrepreneur, business coach, and dedicated family man with a passion for making businesses run smoothly, profitably, and enjoyably. As the host of “Profit Tool Belt” and “Cabinet Maker Profit System,” he shares real-world strategies, lessons, and indu...
About Frank Somma: Frank Somma is a sales and communications expert, speaker, author, and lifelong charity fundraiser. Frank holds a degree in NLP, Neuro-Linguistic Programming widely accepted as THE communications science, and has been speaking professionally for over 15 years winning accolades from...
About Rob Haynie: Rob Haynie has been a leader in the life settlement industry for over 31 years, negotiating thousands of contracts and shaping its regulatory framework. He serves on the Board of Directors of the Life Insurance Settlement Association (LISA) and received the 2024 Alan H. Buerger Lead...
About Shannon Edwards: Shannon Edwards is the founder of TriStar Pension Consulting and a seasoned professional with over 30 years of experience in the retirement plan industry. She has dedicated her career to helping individuals retire on their own terms. A credentialed member of the American Societ...
About Alexis Gallati: Alexis E. Gallati is the founder and Lead Tax Strategist at Cerebral Tax Advisors, Cerebral Wealth Academy, and the author of the book Advanced Tax Planning for Medical Professionals. She has over 20 years of experience in high-level strategic tax planning and multi-state tax pr...
Explore what shapes a fulfilling retirement in this solo episode with Shawn Maloney. Covering financial strategies, meaningful relationships, and the importance of purpose, Shawn provides insights into crafting a balanced plan for life after work. Whether you’re preparing for retirement or already there, this episode dives into the elements that bring stability, joy,...
About Don Gleason: Don Gleason, CEO and President of Achieve New Heights, leverages his passion to 'help people find the career that energizes them and the life that fulfills them.' He discovered early on his passion to 'clean America’s waters' and later to 'lead teams to new heights.' After 42 years...
About Mark Hansen: Mark Hansen is the host of The Quiet Part and the founder of Second Comma, where he specializes in financial planning for single-income families. As a devoted husband and father, Mark understands the challenges of balancing present needs with future goals. Passionate about empoweri...
About Ben Tuscai: Ben Tuscai is the Vice President of Financial Planning and a Wealth Advisor at Sunpointe Investments, where he focuses on helping Family Office and Wealth Management clients create personalized financial plans. He believes that understanding each individual involved is essential to ...
About Ron Blue: Ron Blue is the founder of the Ron Blue Institute and several other organizations, including Ronald Blue Trust, Kingdom Advisors (KA), and the National Christian Foundation (NCF). KA trains Christian financial professionals to integrate biblical wisdom, and NCF helps people develop bi...
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