In this episode of The Retireable Podcast, Mike Wallace and John Sauger dive into what it really means to manage wealth once you’ve “made it.” They unpack lessons from John’s recent high net worth forum, exploring how financial planning changes when clients move from needing their money to wanting it to work smarter.

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In their “Holistic Happening,” Mike shares a powerful story of a client who thought his retirement plan was set—until a second look revealed hundreds of thousands of dollars in potential tax savings.

This conversation goes beyond wealth—it’s about clarity, control, and creating lasting value for your family.

In this Q&A-style episode of The Retireable Podcast, Mike Wallace and John Sauger tackle some of the most common and important questions they hear from pre-retirees and retirees. From “When can I retire?” to “What am I missing?”, they dive into both the financial and emotional sides of retirement planning.

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They also share examples and explain why having a trusted team can make all the difference. If you’re thinking about retirement—or already in it—this episode is packed with insights to help you move forward with confidence.

In this episode of The Retireable Podcast, Mike and John kick things off with travel stories, family celebrations, and a surprisingly passionate love for... Tang? But the heart of the conversation is all about indexing - what it is, how it’s evolved, and why it may no longer be the one-size-fits-all solution it once was.

They break down:

- The difference between traditional and direct indexing

- Why tax efficiency matters more than ever

- How technology is reshaping modern investment strategies

Plus, in the “Holistic Happening,” hear how one client is using real estate, gifting, and planning strategies to bless her grandkids - while avoiding unnecessary taxes.

Quick, fun, and packed with useful insight - this is indexing the Retireable way.

In this heartfelt and insightful episode, Mike Wallace and John Sauger dive deep into a topic many avoid but everyone will face – estate settlement. Beyond the documents and legalities, they explore the emotional and logistical realities families experience when a loved one passes.

With over five decades of combined experience helping families through the estate settlement process, Mike and John share powerful stories from their personal lives and client interactions – from forgotten safes disguised as footstools to the chaos of inaccessible digital assets. They emphasize the importance of not just having a plan, but communicating it clearly to your loved ones.

Listeners will gain practical advice on:

This episode isn’t just about planning – it’s about legacy, clarity, and easing the burden for those we love. Whether you’re in the middle of planning or just beginning to think about it, this conversation will leave you better prepared and more thoughtful.

Special Episode: Market Mayhem & Finding Peace of Mind with Tom Siomades

In this timely and impactful episode of the Retirable Podcast, hosts Mike Wallace and John Sauger are joined by Tom Siomades, Chief Market Strategist at AE Wealth Management, for a deep dive into one of the most volatile weeks in recent market history.

As tariff headlines shake investor confidence and media noise cranks up the panic, Tom brings clarity, context, and calm. With over three decades of experience tracking market trends, Tom shares why this volatility isn't unprecedented—and why it’s crucial to zoom out, stay grounded, and trust in a solid financial plan.

What you’ll learn:

Tom's insights offer a refreshing antidote to the fear-driven headlines, reminding us that the real power lies in preparation, not prediction. Whether you’re feeling anxious about the markets or simply seeking a steadier voice in uncertain times, this episode will leave you informed, reassured, and ready to move forward with confidence.

In this episode of the Retireable Podcast, Mike Wallace and John Sauger dive into two critical - but often misunderstood - concepts in retirement planning: asset allocation and asset location.

They break down the difference between what you’re invested in (allocation) and where your investments are held from a tax standpoint (location) - and why both matter for long-term financial health. From diversification strategies and sector exposure to the hidden tax traps of retirement income, Mike and John use real-world examples and a dash of humor to make complex ideas easy to understand.

You'll also hear a heartfelt story about the impact of planning ahead, even down to organizing collectibles, and how those thoughtful details can leave a lasting legacy for loved ones.

Whether you're planning your future or already retired, this episode will help you ask the right questions, avoid costly mistakes, and create a smarter, more strategic financial plan.

In this episode of Retireable Podcast, hosts Mike Wallace and John Sauger dive into one of the most important yet often overlooked aspects of retirement planning: taxes. They break down the different types of retirement accounts—tax-deferred, taxable, and tax-free—and learn ways on how strategic tax planning can help make a significant impact on your financial future.

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Whether you’re approaching retirement or already in it, understanding these strategies can help you keep more of your hard-earned money. Tune in to learn ways proper tax planning could save you hundreds of thousands of dollars over your lifetime!

In this engaging episode of the Retirable Podcast, hosts Mike Wallace and John Sauger dive into the art of financial analysis, breaking down the essential pillars: risk, fees, and taxes. From understanding investment performance to uncovering hidden fees and navigating complex tax implications, they offer insights to help listeners make more informed decisions about their financial future.

John shares a compelling story about a life-changing career switch and the holistic financial planning considerations involved, from tax strategies to retirement accounts. The hosts also discuss the importance of ongoing analysis and adapting plans as life and financial goals evolve.

Packed with practical advice and relatable examples, this episode is a must-listen for anyone seeking to build confidence in their financial journey. Tune in now to gain valuable insights for navigating life’s big transitions and help secure your retirement dreams!

Welcome to Season 3 of the FSA Podcast, Retireable! In this episode, we’re excited to share updates about our brand-new studio and take you behind the scenes of what happens when you choose to partner with Learn about the steps involved in our client process and the ways we help you navigate your journey toward financial confidence as we work with you to create your comprehensive financial plan designed to help secure your retirement goals and objectives. Tune in!

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Phone: 800-977-9292

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