The Priority of Retirement

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

June 24, 2025 20 mins

About Jacquie Doucette:.css-1t8gq41{border:none;background-image:none;background-color:transparent;box-shadow:none;color:#2F3133;cursor:pointer;font-size:inherit;padding:0;-webkit-text-decoration:inherit;text-decoration:inherit;width:-webkit-max-content;width:-moz-max-content;width:max-content;}.css-1t8gq41:hover,.css-1t8gq41:focus{-webkit-text-decoration:inherit;text-decoration:inherit;}

Mark as Played

About Brenda Olmos: Brenda Olmos is a nurse practitioner, educator, and lifelong learner based in Austin, Texas. With a decade-long journey toward financial independence, Brenda brings a thoughtful and intentional approach to retirement planning. From house hacking and real estate investments to adva...

Mark as Played

In this episode, Shawn breaks down the complexities of retirement planning into a clear, actionable framework designed to empower you. You'll discover how to overcome common fears, such as running out of money or needing to work past retirement age, by understanding Shawn's "Retire Happy Framework." This episode serves as your guide to securing a fulfilling and stres...

Mark as Played

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 we...

Mark as Played

About Raymond Lavine: Raymond Lavine is a seasoned advocate and expert in Long-Term Care (LTC) insurance and the principal at Lavine LTC Benefits. Drawing from personal family experiences and decades of industry insight, he is passionate about helping individuals prepare for future care needs. A deco...

Mark as Played

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...

Mark as Played

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...

  • Mark as Played

    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...

    Mark as Played

    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...

    Mark as Played

    About Andy Robin:

  • Mark as Played

    About Lawrence Sprung: Read more

    Mark as Played

    About Lubna Forzley: Lubna Forzley is the CEO & Founder of Stories, a coaching portal that supports founders and corporate leaders to tell the world the right stories and, most importantly, shift the stories they tell themselves. Under her leadership, Stories was just named ‘Most Innovative Menta...

    Mark as Played

    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...

    Mark as Played

    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 fr...

    Mark as Played

    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...

    Mark as Played

    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 terms. A credentialed member of the American Society of...

    Mark as Played

    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...

    Mark as Played

    About Dr. Mike Patterson: Dr. Michael Patterson, Ed.D., is an author, speaker, consultant, and host of the Mission First People Always Podcast. A learning strategis...

    Mark as Played

    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,...

    Mark as Played

    About Paul Ollinger: Paul Ollinger is a nationally touring comedian and author of Reasonably Happy: The Skeptic's Guide to Achievable Contentment. He has performed ...

    Mark as Played

    Popular Podcasts

      Welcome to Bookmarked by Reese’s Book Club — the podcast where great stories, bold women, and irresistible conversations collide! Hosted by award-winning journalist Danielle Robay, each week new episodes balance thoughtful literary insight with the fervor of buzzy book trends, pop culture and more. Bookmarked brings together celebrities, tastemakers, influencers and authors from Reese's Book Club and beyond to share stories that transcend the page. Pull up a chair. You’re not just listening — you’re part of the conversation.

      Dateline NBC

      Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com

      Stuff You Should Know

      If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

      The Breakfast Club

      The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy And Charlamagne Tha God!

      Crime Junkie

      Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.

    Advertise With Us
    Music, radio and podcasts, all free. Listen online or download the iHeart App.

    Connect

    © 2025 iHeartMedia, Inc.