This episode draws a powerful analogy between a sports coach and a financial advisor, highlighting the strategic guidance needed to win the game of retirement. We explore how both roles require a personalized game plan, diligent practice, and the ability to adjust to unexpected challenges. Join us to learn how to build your winning team and execute a flawless strategy for a secure and successful retirement.

On Networking Arizona with Carol Blonder, Retirement Income Certified Professional® Shawna Moore shares how to simplify retirement planning with a holistic, relationship-first approach. From navigating new Social Security rules and avoiding costly 401(k) mistakes to understanding advisor fees and building a personalized income plan, Shawna explains how to retire with clarity and confidence.

As September marks Life Insurance Awareness Month, this episode is a crucial guide to protecting your loved ones' financial future. We'll cut through the confusion to explain the different types of life insurance policies, debunk common myths, and help you determine how much coverage you actually need. Tune in to learn why life insurance is not just a policy, but a foundational piece of a sound financial plan.

This episode takes us "Back to School" as we unpack the crucial parallels between a student's backpack and your own retirement plan. We'll explore how to fill your "retirement backpack" with the essential financial tools and investment strategies needed for a secure future, much like a student prepares for a new school year. Plus, we'll suggest a few financial "classes" we wish were offered in middle or high school to help you get ahead.

Many people rely on financial advisors, but what does "managing your money" actually mean? This episode explores the critical difference between having an advisor and having an actively managed portfolio. We'll give you the right questions to ask to ensure you understand exactly what you're paying for and if your advisor's strategy aligns with your goals.

This episode tackles the perennial question: are the fees charged by financial advisors a worthwhile investment? We'll demystify common fee structures, from asset-under-management (AUM) fees to flat and hourly rates, helping you understand exactly what you're paying for. Join us to explore the tangible and intangible benefits a good advisor can provide, and learn how to assess if their expertise aligns with your financial goals.

During today’s show, we’re going to discuss what the newly signed federal budget bill may mean for older Americans and retirees.

During this show we’re going to take a close look at annuities, particularly their pros and cons.

In this episode of Moore Wealth Retirement Talk, Shawna shares highlights from her recent LIVE interview on Real America’s Voice, discusses how more women are stepping up to take charge of their retirement planning—and how that’s opening the door for more female advisors in the industry. She also breaks down the important distinction between a financial planner and a retirement income advisor, and why that difference matters when planning for your future.

New tax laws are here, and they carry significant implications for retirees. This episode breaks down the latest changes impacting everything from Social Security taxation and standard deductions to retirement account withdrawals and potential estate tax adjustments. We'll help you understand how these shifts could affect your financial plan and what strategies you can employ to optimize your tax situation in retirement.