What happens after you have saved enough to retire?

In Episode 36 of the Big Money Retirement Podcast, Johnathan Burgess explains why the financial plan is only one part of a successful retirement.

Once work no longer controls your calendar, you must decide how you will spend your time, strengthen your relationships, develop new interests, serve others, and create real purpose in your next chapter.

Johnathan also shares an internal leadership lesson about curiosity—why asking better questions can improve the way we handle problems, communicate with others, and avoid making decisions based on assumptions.

You’ll also hear how retirement planning brings together cash flow, taxes, Social Security, Medicare IRMAA, and the bigger question of what you want your life to look like. Money is an important tool, but it cannot create a meaningful retirement by itself.

📘 Get your complimentary copy of Retire Right
Text BOOK to 864-920-3155
Subscribe to the Big Money Retirement Podcast for practical conversations about retirement planning, investing, taxes, purpose, and making the most of the years ahead.

This content is for educational and informational purposes only and is not personalized financial, investment, or tax advice.

#BigMoneyRetirement #RetirementPlanning #RetirementPodcast #RetireRight

In this episode of the Build Big Live Bigger podcast, Johnathan Burgess and Luke Maloney Grimes break down Luke’s experience at the Berkshire Hathaway annual meeting and the biggest lessons investors can take away from Warren Buffett, Greg Abel, Bill Ackman, and the broader investment community in Omaha.

From Buffett’s warning that investors are in a “gambling mood,” to the importance of staying within your circle of competence, this conversation brings the focus back to what matters most: keeping your retirement plan simple, disciplined, and built around common sense.

If your investment strategy is too complicated to explain to your niece, nephew, or grandchild, it may be time to rethink it.

In this episode, we cover:
• Luke’s biggest takeaway from Berkshire Hathaway
• Why “perspective” matters in investing and retirement
• What Buffett’s comments may say about today’s market
• Why investors may be taking on unnecessary risk
• The importance of safe money in your retirement plan
• How simple, common-sense investing can help protect what you’ve built

Retirement clarity matters. Don’t wait.

Text BOOK to (864) 920-3155 or click the link in the description to get a free copy of Johnathan’s book, Retire Right.

In this episode, Luke recaps his experience at the Berkshire Hathaway annual meeting and shares the biggest lessons he took away from Warren Buffett, Charlie Munger, Greg Abel, Guy Spier, and some of the most respected minds in the investing world.

But this conversation goes deeper than stocks, money, or compounding wealth.

It’s about building a life, business, and retirement plan with integrity.

From Buffett’s wisdom on choosing the right heroes, to the importance of treating people well, to what Berkshire’s future could look like under Greg Abel, this episode is packed with timeless lessons for investors, business owners, and anyone who wants to build wealth the right way.

Because at the end of the day, the goal isn’t just to make money.
It’s to build something meaningful.

Watch now and learn what one of the greatest investment communities in the world can teach us about money, character, and living bigger.

📘 Want more retirement clarity? Text BOOK to (864) 920-3155 to get a free copy of Retire Right.

Subscribe for more conversations on retirement planning, investing, financial confidence, and building a bigger life.

#WarrenBuffett #BerkshireHathaway #Investing #RetirementPlanning #BigMoneyRetirement #BuildBigLiveBigger #CharlieMunger #ValueInvesting

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 emotions collide.Listen now and start building a retirement plan that serves your life—not the other way around.

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?

Text BOOK to **864-920-3155
#RetirementPlanning #DadJokes #FinanceHumor #FinancialAdvisor #Podcast #Investing #BigMoneyRetirement**

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 Meeting so unique• Key lessons from Warren Buffett's investing philosophy• How to identify high-quality businesses• Why long-term thinking matters more than market noise• The difference between investing and speculation• How AI is impacting companies like Adobe and other market leadersOne of the biggest takeaways:The best investors aren't chasing trends—they're focused on quality, patience, and the long game.#BuildBigLiveBigger #BerkshireHathaway #WarrenBuffett #Investing #RetirementPlanning #LongTermInvesting #FinancialEducation #BigMoneyRetirement

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 great companies
✅ Why retirement planning is about living your life—not obsessing over your portfolio every day
If you're approaching retirement or already retired, this episode will challenge the idea that there is a "one-size-fits-all" retirement strategy.
📘 Text BOOK to 864-920-3155 for your free copy of Retire Right.
#RetirementPlanning #RetireRight #FinancialPlanning #RetirementIncome #WealthManagement #BigMoneyRetirement #RetirementTips #FinancialFreedom #Investing #RetirementStrategy
You, 28 min

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 matters during uncertain markets
• The difference between reacting emotionally vs planning intentionally
One of the biggest takeaways:
“The plan is the confidence.”
If you’re nearing retirement and trying to make sense of today’s economy without getting lost in fear-driven headlines, this episode is for you.
#BuildBigLiveBigger #RetirementPlanning #RetireRight #Inflation #FinancialFreedom #RetirementConfidence #BigMoneyRetirement #BMRS

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”
✈️ The role purpose, travel, family, and lifestyle play in retirement planning
Plus — a behind-the-scenes look at how we think about serving families, building real plans, and helping clients retire with confidence instead of confusion.
If you’re serious about retiring with clarity, purpose, and a plan built around your life — this episode is for you.
#BuildBigLiveBigger #RetirementPlanning #RetireRight #BigMoneyRetirement #Fiduciary #RetirementPodcast #RetirementIncome #FinancialPlanning #RetirementConfidence

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 unnecessary risk
• avoiding shiny object syndrome
• preparing the next generation well
• and creating the kind of confidence that lets you rest, not second-guess

Because the best retirement plan is not the one that sounds the most impressive.
It’s the one that helps you live with the most peace.

https://www.bigmoneyretirement.com/build-big-live-bigger-podcast/