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

July 1, 2025 13 mins
In this final episode of The Priority of Retirement podcast, Shawn Maloney reflects on the journey so far and shares exciting news: the show is transitioning to a new weekly radio broadcast on Extra 106.3 FM in Metro Atlanta. Sean recaps core principles of the Retire Happy™ Framework, emphasizing that retirement is about much more than finances. From planning for the go-go, slow-go, and no-go years to understanding market risk, tax...
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About Jacquie Doucette: Jacquie Doucette holds undergraduate degrees in Chemical Engineering and Pharmacy and spent 40 years working with Canada’s Department of National Defence, both in uniform and as a civilian. Through her journey, she discovered that life—and retirement—are about much more than simply leaving a job. In 2019, while house-sitting in Mexico, Jacquie stumbled into podcasting and launched Beyond Retirement, a show t...
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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 advanced medical degrees funded through scholarships and stipends, Brenda has carved out a future rooted in balance, preparation, and joy....
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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 stress-free retirement, no matter where you are in your planning journe...
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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 wealth, not just in terms of numbers, but in terms of meaning and autonomy. Today, he champions the concept of “meaningful freedom,” hel...
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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 decorated U.S. Army veteran, Raymond served with distinction in the 82nd Airborne and 173rd Airborne Brigade in Vietnam, where he earned t...
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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 enjoys snowboarding and surfing, Jet is passionate about helping professionals transition to meaningful, fulfilling retirements by emphasiz...
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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 making the most of retirement. Through his blog, book, and speaking engagements, he provides actionable strategies for navigating the emo...
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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 in history. With a strong foundation in financial planning and market strategies, Adam is committed to educating clients and empowering them with knowledge. His ethical approach to wealth management is deeply influenced by his father’s principles of integrity and transparen...
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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, evidence-based strategies. His journey into health coaching was inspired by personal experiences—his wife’s battle with chronic Lyme dis...
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About Andy Robin: Andy Robin, born in Chicago and raised in Mexico City, earned a BA in Computer Science from the University of Texas at Austin and an MBA from Harvard. An early entrepreneur in Mexico City's computer industry, he spent 22 years in the semiconductor sector, including roles in marketing, general management, and new business ventures. After serving as a housedad from 2002 to 2007, he now plays piano, serves on nonprof...
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About Lawrence Sprung: Lawrence Sprung, CFP®, is the Founder and Wealth Advisor at Mitlin Financial, Inc., which he established in 2004. With over 26 years of experience, he specializes in planning and asset management, helping families make informed financial decisions. He is the author of the Amazon best-selling book Financial Planning Made Personal: How to Create Joy and the Mindset for Success, which simplifies the financial pl...
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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 Mental Health Tech’ for 2023 by Mentl. She is a board member for griefstories.org, an ICF-accredited (PCC) coach, and a member of Gabor Mat...
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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 industry insights to help business owners take action and grow. With over 25 years of entrepreneurial experience and 23 years as a busines...
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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 such notable organizations as DLL Bank, GE, Xerox, EMC, and several Big I associations.
His latest book, B2B Is Really P2P: How to W...
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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 Leadership Award. Named one of the top 10 most influential people in the industry, he has published widely, spoken globally, and co-hosts ...
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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 Pension Professionals & Actuaries (ASPPA), Shannon currently serves as its Vice President. Her expertise in retirement plan desig...
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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 preparation and has trained at the highest level, holding two master’s degrees. Alexis grew up in a family of physicians and is married ...
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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 strategist and master facilitator, he helps leaders and teams navigate conflict, improve collaboration, and achieve better results. With expertise in Relationship Intelligence, his books Mission First People Always and Have a Nice Conflict have impacted thousands worldwide. Dr. P...
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In this episode, Shawn discusses:
  • The importance of financial security in retirement
  • Health and its role in a fulfilling retirement
  • Building and maintaining meaningful relationships
  • Finding purpose and passion after a career
  • The role of generosity in personal happiness

Key Takeaways:
  • Financial security in retirement requires a well-planned income stream, covering essential expenses, discretionary spending, and future risks li...
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