On this episode of Retire Wise, Shawn Maloney breaks down the rising cost of healthcare in retirement and why planning for medical expenses is essential, not optional. Shawn also explains how Roth conversions, tax strategy, and long-term income planning can help protect your savings and give you more control over your financial future.

Website: https://retirewisepro.com/
Phone: (404) 692-1233
Contact our team: https://retirewisepro.com/contact/

Retirement Toolkit: https://bit.ly/4dqNS5M
The Priority of Retirement Book: https://bit.ly/4eNrKFg

Attend a Live Learning Event: https://bit.ly/4dlHeOb
Complementary guides here: https://bit.ly/4dIC2oV
 
Shawn’s Kiplinger Features: https://bit.ly/4d9rMGe

YouTube: https://bit.ly/4tFxIfd


Disclosure: https://bit.ly/4x9Aoo4

On this episode of Retire Wise, Shawn Maloney and James Parker break down what the latest Federal Reserve rate cuts could mean for retirees and their income. They explore how lower interest rates, inflation, and longer lifespans affect retirement planning—and what you can do to protect your income. Plus, Shawn shares strategies to balance growth with preservation, optimize Social Security, and avoid costly tax surprises.

Catch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)
www.retirewisepro.com

Disclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. 

Website: https://retirewisepro.com/
Phone: (404) 692-1233
Contact our team: https://retirewisepro.com/contact/

Retirement Toolkit: https://bit.ly/4dqNS5M
The Priority of Retirement Book: https://bit.ly/4eNrKFg

Attend a Live Learning Event: https://bit.ly/4dlHeOb
Complementary guides here: https://bit.ly/4dIC2oV
 
Shawn’s Kiplinger Features: https://bit.ly/4d9rMGe

YouTube: https://bit.ly/4tFxIfd


Disclosure: https://bit.ly/4x9Aoo4

On this episode of Retire Wise, Shawn Maloney and James Parker discuss what it really takes to create a reliable paycheck for life in retirement. From rising costs and longer lifespans to inflation and unexpected expenses, Shawn explains how to build an income plan that keeps up with life’s challenges. The conversation also covers planning for healthcare and long-term care costs, strategies to protect your savings, and the top five signs it might be time to find a new financial advisor.

Catch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)
www.retirewisepro.com

Disclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. 

Website: https://retirewisepro.com/
Phone: (404) 692-1233
Contact our team: https://retirewisepro.com/contact/

Retirement Toolkit: https://bit.ly/4dqNS5M
The Priority of Retirement Book: https://bit.ly/4eNrKFg

Attend a Live Learning Event: https://bit.ly/4dlHeOb
Complementary guides here: https://bit.ly/4dIC2oV
 
Shawn’s Kiplinger Features: https://bit.ly/4d9rMGe

YouTube: https://bit.ly/4tFxIfd


Disclosure: https://bit.ly/4x9Aoo4

This episode tackles one of the most common questions about retirement: “Do I have enough to last?” Shawn breaks down how to build a reliable income plan, determine your retirement date, and keep your standard of living through every phase — from the go-go years to the no-go years. You’ll also learn how to balance your income streams, plan for a surviving spouse, and adjust your strategy as life changes.

Catch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)
www.retirewisepro.com

Disclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. 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. 

Website: https://retirewisepro.com/
Phone: (404) 692-1233
Contact our team: https://retirewisepro.com/contact/

Retirement Toolkit: https://bit.ly/4dqNS5M
The Priority of Retirement Book: https://bit.ly/4eNrKFg

Attend a Live Learning Event: https://bit.ly/4dlHeOb
Complementary guides here: https://bit.ly/4dIC2oV
 
Shawn’s Kiplinger Features: https://bit.ly/4d9rMGe

YouTube: https://bit.ly/4tFxIfd


Disclosure: https://bit.ly/4x9Aoo4

In this episode, Shawn tackles the topic of market volatility and what it means for retirement planning. He explains the difference between crashes, corrections, and bear markets, and why downturns don’t always spell disaster.

Catch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)
www.retirewisepro.com

Disclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. 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. 

Website: https://retirewisepro.com/
Phone: (404) 692-1233
Contact our team: https://retirewisepro.com/contact/

Retirement Toolkit: https://bit.ly/4dqNS5M
The Priority of Retirement Book: https://bit.ly/4eNrKFg

Attend a Live Learning Event: https://bit.ly/4dlHeOb
Complementary guides here: https://bit.ly/4dIC2oV
 
Shawn’s Kiplinger Features: https://bit.ly/4d9rMGe

YouTube: https://bit.ly/4tFxIfd


Disclosure: https://bit.ly/4x9Aoo4

In this episode, Shawn Maloney explores the "Four Pillars of a Sturdy Retirement": protection, growth potential, income, and liquidity. The discussion covers strategies to protect retirement savings from risks like taxes and market downturns, and suggests ways to prepare for healthcare costs. Shawn looks at options for growing retirement funds both in and outside the markets, with an explanation of annuities—including their guarantees and limitations. The episode also highlights maximizing income sources such as Social Security and the importance of building an emergency fund.

Catch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)
www.retirewisepro.com

Disclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. 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. 

Website: https://retirewisepro.com/
Phone: (404) 692-1233
Contact our team: https://retirewisepro.com/contact/

Retirement Toolkit: https://bit.ly/4dqNS5M
The Priority of Retirement Book: https://bit.ly/4eNrKFg

Attend a Live Learning Event: https://bit.ly/4dlHeOb
Complementary guides here: https://bit.ly/4dIC2oV
 
Shawn’s Kiplinger Features: https://bit.ly/4d9rMGe

YouTube: https://bit.ly/4tFxIfd


Disclosure: https://bit.ly/4x9Aoo4

On this episode of Retire Wise, Shawn Maloney uses the story of the Three Little Pigs to explain why a solid retirement plan starts with a strong foundation. He breaks down the “blueprint” for your financial house — from laying out your goals, to building walls of savings, and putting a roof of income protection over it all — so you can weather life’s unexpected storms and move into retirement with confidence.

Catch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)
www.retirewisepro.com

Disclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. 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. 

Website: https://retirewisepro.com/
Phone: (404) 692-1233
Contact our team: https://retirewisepro.com/contact/

Retirement Toolkit: https://bit.ly/4dqNS5M
The Priority of Retirement Book: https://bit.ly/4eNrKFg

Attend a Live Learning Event: https://bit.ly/4dlHeOb
Complementary guides here: https://bit.ly/4dIC2oV
 
Shawn’s Kiplinger Features: https://bit.ly/4d9rMGe

YouTube: https://bit.ly/4tFxIfd


Disclosure: https://bit.ly/4x9Aoo4

When should you start taking Social Security? On this episode of Retire Wise, Shawn Maloney breaks down the factors that go into making this critical decision. From understanding the impact of claiming early to strategies like spousal and survivor benefits, Shawn explains how the right timing can make a six-figure difference over your retirement. He also shares common mistakes to avoid and why having a plan in place matters more than following the advice of friends or family.


Catch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)
www.retirewisepro.com

Disclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. 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. 

Website: https://retirewisepro.com/
Phone: (404) 692-1233
Contact our team: https://retirewisepro.com/contact/

Retirement Toolkit: https://bit.ly/4dqNS5M
The Priority of Retirement Book: https://bit.ly/4eNrKFg

Attend a Live Learning Event: https://bit.ly/4dlHeOb
Complementary guides here: https://bit.ly/4dIC2oV
 
Shawn’s Kiplinger Features: https://bit.ly/4d9rMGe

YouTube: https://bit.ly/4tFxIfd


Disclosure: https://bit.ly/4x9Aoo4

On this episode of Retire Wise, Shawn Maloney explains how to turn your savings into steady income, why your “retirement number” is different for everyone, and why regular financial checkups matter—whether you’re just starting out, nearing retirement, or already retired.

Catch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)
www.retirewisepro.com

Disclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. 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. 

Website: https://retirewisepro.com/
Phone: (404) 692-1233
Contact our team: https://retirewisepro.com/contact/

Retirement Toolkit: https://bit.ly/4dqNS5M
The Priority of Retirement Book: https://bit.ly/4eNrKFg

Attend a Live Learning Event: https://bit.ly/4dlHeOb
Complementary guides here: https://bit.ly/4dIC2oV
 
Shawn’s Kiplinger Features: https://bit.ly/4d9rMGe

YouTube: https://bit.ly/4tFxIfd


Disclosure: https://bit.ly/4x9Aoo4

On this episode of Retire Wise, Shawn Maloney shares how to create income from your savings, the importance of regular financial checkups, and why updating your estate plan is a key part of retirement planning.

Catch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)
www.retirewisepro.com

Disclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. 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. 

Website: https://retirewisepro.com/
Phone: (404) 692-1233
Contact our team: https://retirewisepro.com/contact/

Retirement Toolkit: https://bit.ly/4dqNS5M
The Priority of Retirement Book: https://bit.ly/4eNrKFg

Attend a Live Learning Event: https://bit.ly/4dlHeOb
Complementary guides here: https://bit.ly/4dIC2oV
 
Shawn’s Kiplinger Features: https://bit.ly/4d9rMGe

YouTube: https://bit.ly/4tFxIfd


Disclosure: https://bit.ly/4x9Aoo4