Retire Wise
Retire Wise with Shawn Maloney is a retirement-focused podcast designed to help pre-retirees and retirees make informed, confident financial decisions. Each episode covers the strategies and principles that impact life after work — from retirement income planning and tax strategy to Medicare, Social Security, estate planning, and long-term care considerations. Shawn breaks down complex financial topics into clear, practical guidance, helping listeners understand how to coordinate their investments, manage risk, reduce unnecessary taxes, and create sustainable income in retirement. The goal isn’t chasing trends — it’s building a thoughtful plan designed to support your lifestyle and protect what you’ve worked hard to save. Whether you’re five years from retirement or already there, Retire Wise offers straightforward conversations to help you prepare, adjust, and move forward with clarity.
Episodes
What scares you most about retirement? Running out of money? A market crash? Unexpected medical bills? In this Halloween-themed episode of Retire Wise, Shawn tackles five financial frights that can turn retirement dreams into nightmares, especially when they strike right as you're preparing...
Retirement planning doesn’t look the way it did for previous generations, and some of the old assumptions may no longer work. Shawn breaks down several realities retirees need to consider in 2026, including longer lifespans, the decline of traditional pensions, Social Security timing, and t...
Roth conversions can be a powerful retirement planning tool, but they’re not automatically right for everyone. In this episode, Shawn breaks down how Roth conversions work, why timing matters, and how taxes, Medicare premiums, required minimum distributions, and your overall retirement inco...
"When can I retire?" might be the question we get asked more than any other. Some people are chasing an age. Others are chasing a number. Today, Shawn breaks down what actually determines the answer. The date on the calendar or the number in the account might feel like the finish line, but ...
Talking about money can be hard for some people, and sometimes it just takes the right question to get things rolling. Here are a few that Shawn thinks are worth asking. None of these questions are really about money. That's kind of the point. Sometimes the easiest way into a financial conversati...
In this mailbag episode, Shawn answers listener questions about retirement planning, extra cash, and competing financial priorities. Rather than quick, one-size-fits-all answers, Shawn walks you through how to think through each decision, so you can move forward confidently instead of guessing ba...
Here's what caught our attention. Three separate studies came out this year — Allianz, EBRI, and the Society of Actuaries — and each one found the same basic thing from a different angle. Somewhere between 42% and 59% of retirees left the workforce sooner than they'd planned. No...
A post about a father, a baseball tryout, and a bad summer went viral this spring- and buried in it is a framework that applies just as much to money as it does to relationships. Today Shawn’s borrowing it. Bloom's recap of the concept is simple: stand tall, bend down, lift, repeat. T...
More people in their 60s and 70s are staying on the job than ever before, and it's not always about the money. Today, Shawn digs into some real reasons retirees keep showing up to work. Working longer isn't automatically the wrong call. Sometimes it's exactly right. The real question is whether i...
Confused by all the Social Security noise and myths swirling around your retirement? In this episode, Shawn uncovers some of the most common misconceptions and explains why your benefits should be part of a coordinated retirement income strategy. Tune in to cut through the hype and get a clearer,...
Working with a financial professional means opening up about personal details that many people are used to keeping private. Shawn breaks down what it can look like when that relationship starts with conversation, comfort, and understanding instead of jumping straight into numbers. A strong financ...
According to a recent Kiplinger article, there are five keys to a retirement plan that hold up over time. They all happen to start with the same letter — which either means it's a great framework or someone really wanted it to work out that way. In this episode, Shawn walks through the &ldq...
The original Toy Story came out 30 years ago, which means some of you took your kids to see it in theaters. Now you can bring your grandkids to see the latest one. Before you do, we thought it would be fun to revisit some of the iconic moments from the franchise and see what they say about ...
Tax prep is about filing last year’s return, but tax planning is about controlling what you’ll owe for the rest of your life. Shawn breaks down why many retirees don’t always end up in a lower tax bracket and how tax buckets, Roth conversions, and RMDs all fit together. We...
Retirement investing isn't just about growing your money- it's about giving every dollar a purpose. In this episode, Shawn explains how investment planning fits into a comprehensive retirement strategy and why your approach to investing should change as retirement approaches. Shawn and Marc discu...
Retirement isn't about hitting a magic number- it's about creating a reliable paycheck when the paychecks stop. In this episode, Shawn explains why income planning is the true foundation of a confident retirement and how many people enter retirement without a clear strategy for turning thei...
In the very first episode of Retire Wise, Shawn Maloney shares his journey into the financial industry, the passion that led him to start Retire Wise, and why being an independent advisor allows him to better serve clients. Shawn and Marc discuss the lack of financial education in America, ...
Website: https://retirewisepro.com/
Phone: (404) 692-1233
Contact our team: https://retirewisepro.com/contact/
Retirement Toolkit: http...
Website: https://retirewisepro.com/
Phone: (404) 692-1233
Contact our team: https://retirewisepro.com/contact/
Retire...
Website: https://retirewisepro.com/
Phone: (404) 692-1233
Contact our team: https://retire...
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