Real World Retirement Podcast

Episode 24: High Net Worth Planning | Featuring Joe Wilkinson

What does it take to build, protect, and preserve your wealth?

In this episode of Real World Retirement, host Alex Pushman welcomes Foguth Financial Group advisor Joe Wilkinson to discuss high-net-worth financial planning. From investment strategies and proactive tax planning to estate planning and leaving a lasting legacy, they explore how thoughtful financial decisions can make a difference.

Whether you're managing significant wealth or planning for your financial future, this episode offers valuable insights to help you make more informed decisions.

What’s the difference between working with a large financial institution and a boutique, independent advisory firm?

In this episode of Real World Retirement, Drew Green joins Alex Pushman to share his perspective after nearly 15 years at a major financial institution. They break down the “Davids vs. Goliaths” of the financial industry, including differences in client experience, investment options, advisor availability, and personalized retirement planning.

In Episode 22 of the Real World Retirement Podcast, host Alex Pushman sits down with Kevin Beazley for Planning from the Heart.

This conversation looks at why meaningful financial planning goes far beyond numbers. Alex and Kevin discuss the importance of trust, strong relationships, family goals, and working with an advisor who truly understands what matters most to you.

Whether you are preparing for retirement, building a plan for your family, or simply looking for guidance you can feel confident in, this episode offers a thoughtful perspective on planning with both purpose and heart.

In Episode 21 of Real World Retirement, host Alex Pushman sits down with fellow Foguth Financial advisor Adam Spears to discuss generational wealth, legacy planning, tax efficiency, and the conversations families may want to have about the future.

Tune in for a practical discussion on understanding different types of money, preparing the next generation, and building a plan with purpose.

In Episode 20 of Real World Retirement, host Alex Pushman is joined by Foguth Financial advisor Matt Mackey from the Scottsdale, Arizona office for a conversation about what it means to serve as the “Family CFO.”

Drawing from his background in corporate finance, Matt shares how concepts like cash flow, net worth, taxes, and financial statements can help shape a more complete approach to planning. Together, Alex and Matt discuss the value of financial awareness, building strong habits early, and taking a broader view of long-term strategy.

This episode offers an educational look at the importance of organization, accountability, and understanding the full financial picture.

Episode 19: The Opportunity Cost of Waiting

In this episode of Real World Retirement, host Alex Pushman is joined by Foguth Financial Advisor Jacob Black for a practical conversation about what can happen when important financial decisions get pushed to “later.” Together, they explore the real-world trade-offs of waiting, how unexpected life events can change your timeline, and why proactive planning may create more flexibility and confidence over the long run.

You’ll hear them discuss:

• How waiting can create hidden costs in areas like taxes, income planning, and timing
• Why life events don’t wait—and how planning ahead can help you adapt
• The value of a coordinated strategy that connects investments, taxes, Medicare, Social Security, and estate planning
• Why transparency and education matter when working with a financial professional

Legal Disclaimer: This content is for informational and educational purposes only and should not be construed as financial, investment, tax, or legal advice. Advisory services are offered through appropriately registered entities. Investing involves risk, including the potential loss of principal. Any references to specific strategies are general in nature and may not be appropriate for your individual situation. Consult a qualified professional regarding your specific circumstances before making any financial decisions.

Episode 18: The Retirement Equation (Timing + Purpose = Peace)

What’s the “retirement equation,” and why does it matter so much as you get closer to retirement?

In this episode of Real World Retirement, host Alex Pushman sits down with Foguth Financial Group advisor Chad Barrios to break down a simple but powerful framework:

Timing + Purpose = Peace

Together, they walk through the three key phases of retirement planning—Contribution, Transition, and Distribution—and explain why the transition phase is often where the most important decisions are made. They also discuss what “holistic planning” can look like, including income strategy, Social Security considerations, investment allocation, tax planning concepts, legacy planning, and the role of ongoing communication.

If you’re preparing for retirement (or already retired) and want a clearer way to think about the moving pieces, this episode is for you.

Educational content only. Not individualized financial advice.

Episode 17 – Choosing Your Advisor (with Tim Alfieri)

Choosing a financial advisor is one of the most important decisions you’ll make for your retirement—but only 22% of Americans feel very confident they picked the right one.

In this episode of the Real World Retirement Podcast, host Alex Pushman sits down with guest Tim Alfieri to break down three key factors every retiree (or pre-retiree) should consider:

• Independent Fiduciary – What it really means and the critical follow-up question: “Who are you a fiduciary to?”
• Compatibility – Why trusting your gut, shared values, and communication style matter more than you think.
• Comprehensive Planning – How income, investments, taxes, Social Security, and legacy strategies should work together (not in silos).

Through real stories and practical insights, Alex and Tim uncover how to avoid common pitfalls, ask the right questions, and bring peace & purpose to your money™.

🎧 Tune in now to discover what to look for in an advisor—and whether your current one is truly the right fit.

Episode 16 — Purpose Behind Your Portfolio (with Cody Campbell, CFP®)

What does it really mean to give your portfolio purpose? In this episode of the Real World Retirement Podcast, host Alex Pushman is joined by advisor Cody Campbell, CFP® from Foguth Financial Group. Together, they break down how to align your investments with your lifestyle and retirement goals.

Here’s what you’ll learn:

• How to structure your money using a clear 3-bucket framework (safety, income, and growth)
• The challenges self-managers face—and how to stay disciplined when markets shift
• Why the traditional 60/40 stock-to-bond mix may not always fit your retirement needs
• The overlooked power of asset location when it comes to taxes and long-term planning

This episode is all about real-world education, not fear. Tune in and take away practical steps to make your money work with purpose.

🎧 Listen now on Spotify, Apple Podcasts, or YouTube.

Episode 15 |Ticking Tax Clock with Alex Pushman & Jeff Newsome

Required Minimum Distributions (RMDs) are a big part of retirement planning, but they don’t have to be confusing. In this episode of the Real World Retirement Podcast, host Alex Pushman and fellow Foguth Financial Advisor Jeff Newsome break down what RMDs are, why they matter, and how to approach them with confidence.

You’ll learn:

• What RMDs are and when they begin
• The common pitfalls retirees run into with withdrawals
• How thoughtful planning can help you avoid unnecessary tax surprises
• Ways to keep more of your hard-earned money working for you

If you’re preparing for retirement or already there, this conversation gives you real-world strategies to retire with greater peace and purpose.