Secure Your Retirement

In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss how you can design a fulfilling, adventurous, and meaningful retirement through immersive travel. Their guest, Andrew Motiwalla, founder of The Good Life Abroad, introduces an innovative take on retirement lifestyle planning through long-stay and slow-travel experiences in iconic European cities. More than just a vacation, Andrew's approach empowers retirees to live like a local, offering a stress-free way to enjoy extended travel in Europe without the hassle of planning every detail themselves.

Listen in to learn about a lifestyle that blends cultural enrichment, flexible exploration, and social connection. Whether you’ve always dreamed of retiring in Europe, living abroad for a few months at a time, or simply traveling more deeply, Andrew’s concierge-style model offers a compelling alternative to rushed tours or crowded cruises. With thoughtful support, vetted accommodations, medical coverage, and built-in community, this is retirement travel planning designed for comfort, fun, and fulfillment.

·      How living abroad in retirement can offer an immersive and stress-free lifestyle.

·      What makes Andrew’s travel concierge service unique for retirees.

·      Why slow travel Europe is gaining popularity among those 55+.

·      How the community-based cohort model adds joy and connection to extended trips.

·      The difference between traditional travel planning and a concierge-guided experience.

“Retirement is your time—and living abroad offers the freedom to enjoy it your way, at your pace.” – Murs Tariq

“When you slow down and live like a local, you stop checking boxes and start truly experiencing the culture.” – Radon Stancil

Resources:

If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!

To access the course, simply visit POMWealth.net/podcast.

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the third and final step in the Peace of Mind Pathway—Nurture. After creating a retirement-focused plan and implementing key strategies, nurturing your plan is what keeps it strong and adaptive for the long haul. Much like maintaining a car on a long road trip, your financial plan needs regular checkups, updates, and care to remain effective. This episode walks through the structure and purpose of your ongoing financial advisor meetings, and how regular reviews help you manage changes in income, required minimum distributions (RMDs), risk tolerance, and personal goals.

Listen in to learn about the critical components of an annual retirement planning process—including the Roth conversion strategy, retirement tax planning, and long-term care considerations. Radon and Murs outline the cadence of two core strategy meetings each year: the Financial Plan Review and the Tax Strategy Meeting. You’ll also discover how their team supports clients with proactive retirement education, timely updates, and a collaborative, team-based approach to financial planning for retirement.

·      Why nurturing your plan is essential to retiring comfortably.

·      What happens in the Financial Plan Strategy Meeting and how it supports your evolving goals.

·      The value of the Tax Strategy Meeting and how it aligns with your retirement tax strategy.

·      How long term care planning and beneficiary reviews are integrated annually.

·      The importance of communication and ongoing retirement education to keep your plan on track.

"Building a retirement plan is just the beginning—nurturing it ensures you stay on track through every stage of life." – Radon Stancil

 "Strategy meetings are not just check-ins; they’re where proactive planning meets real-life updates to secure your retirement." – Murs Tariq

Resources:

If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!

To access the course, simply visit POMWealth.net/podcast.

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the second step in the Peace of Mind Pathway—Implementation. This is where the planning becomes reality. After building your personalized retirement roadmap, it's time to put your financial planning for retirement into motion. From investment transitions to estate documents and tax strategy retirement planning, this episode walks you through what happens after you say, “I’m ready.” It's not just about moving assets—it’s about building a solid structure to retire confidently and comfortably.

Listen in to learn about the intentional and methodical approach used at Peace of Mind Wealth Management to ensure your retirement income strategy, healthcare coverage, long term care planning, and retirement tax planning are all set up efficiently. This step-by-step retirement planning process also includes evaluating your current estate plan, understanding your Medicare and retirement options, and implementing a bucket strategy for retirement that aligns with your comfort level and goals. Discover how implementation isn’t a one-time task—it’s the beginning of a lasting, flexible retirement journey.

·      What happens when you decide to move forward with your retirement plan.

·      How asset transfers are managed through trusted custodians like Schwab or Fidelity.

·      Why implementation is paced over months to ensure thoughtful decision-making.

·      The key components of investment strategy for retirees, tax efficiency, and legal documentation.

·      How the Peace of Mind Pathway supports retiring comfortably through long-term care and Medicare strategy.

“Implementation is not a one-and-done step—it’s the launchpad for long-term retirement success.” – Radon Stancil

 “We take baby steps with purpose, so every element of your retirement plan gets the attention it deserves.” – Murs Tariq

Resources:

If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!

To access the course, simply visit: POMWealth.net/podcast

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the foundational first step in their three-part Peace of Mind Pathway: The Peace of Mind Roadmap. This step is all about creating a personalized retirement roadmap to help you clearly define where you are, where you want to go, and what your journey through retirement will look like. Through real examples and a GPS-style analogy, they break down the importance of clarity and confidence when beginning the retirement planning process. The roadmap goes far beyond investments—it covers your retirement goals, Retirement income strategy, tax planning, estate planning, and more.

Listen in to learn about how building a retirement-focused financial plan can reduce stress, reveal opportunities, and help you retire comfortably. You'll hear how an introductory meeting evolves into a comprehensive, personalized strategy session that gives you direction and peace of mind. With topics ranging from Roth conversions in retirement to bucket strategy retirement, this episode is perfect for anyone who’s ready to take their first step toward a secure your retirement future.

·      Why the Peace of Mind Roadmap is critical to financial planning for retirement

·      How your personalized GPS for retirement guides your unique journey

·      The role of planning meetings and how they evolve into strategy sessions

·      How to evaluate your retirement destination and adjust along the way

·      The impact of Roth conversions, healthcare costs, and charitable giving on your plan

"Your retirement plan should function like a GPS—clear, adaptable, and designed around your unique destination." – Radon Stancil

"A well-crafted roadmap gives you more than numbers—it gives you the confidence to enjoy your retirement journey." – Murs Tariq

Resources:

If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!

To access the course, simply visit POMWealth.net/podcast

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the fun and fulfilling side of retirement: retirement hobbies and retirement activities. After years spent working and raising families, many retirees look forward to rediscovering passions or picking up new interests. Radon and Murs explore why hobbies after retirement are so important for mental, physical, and emotional well-being and share some of the most popular retirement lifestyle ideas embraced by today's retirees.

Listen in to learn about fun things to do in retirement, from volunteering in retirement and gardening to traveling and staying active with sports like pickleball. They also discuss how participating in activities after retirement helps build social connections, promotes lifelong learning, and keeps retirees energized. If you're planning retirement lifestyle goals, this episode is full of practical inspiration to help you retire comfortably and secure your retirement.

·      Why it's crucial to plan hobbies for seniors ahead of retirement.

·      The best ways to incorporate fun things to do in retirement into daily life.

·      How volunteering in retirement benefits your health and social life.

·      Why activities like gardening, traveling, and learning are top picks for retirees.

·      Tips for trying new activities for retirees and building a fulfilling lifestyle.

"Retirement is the perfect time to invest in yourself through hobbies that inspire, energize, and bring joy." — Radon Stancil

"Having an active retirement isn't just fun—it's essential for your mental, physical, and emotional well-being." — Murs Tariq

If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!

To access the course, simply visit POMWealth.net/podcast.

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the "2025 1st Quarter Economic Update" with special guest Tom Siomades, Chief Market Economist. Together, they break down the real story behind the numbers and headlines from the first quarter of 2025, offering valuable insights into the 2025 market outlook, economic trends 2025, and the complexities around tariffs and the economy. As volatility and uncertainty persist, understanding the true state of the economy becomes crucial for anyone involved in Retirement Planning. 

Listen in to learn about the potential impact of the 2025 recession talk, the Inflation outlook 2025, consumer behavior trends like Consumer spending 2025, and how the Federal Reserve is navigating these turbulent times. Whether you're planning for retirement or adjusting your financial strategy, this economic update offers clear-eyed guidance for financial planning for 2025 and beyond. 

In this episode, find out: 

• How the "January effect" influenced the 2025 market outlook. 
• The role tariffs and the economy are playing in increased market volatility. 
• The importance of consumer sentiment and Consumer spending 2025. 
• How the Federal Reserve's decisions are being pressured by current economic conditions. 
• Insights into the economic forecast 2025 and how it impacts Retirement Planning. 

Tweetable Quotes: 

"Economic uncertainty is a given, but having a well-structured retirement plan prepares you for whatever comes next." – Radon Stancil 

"Even in volatile times, sticking to a flexible, diversified strategy is the key to retiring comfortably." – Murs Tariq 

Resources: 

If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! 

To access the course, simply visit POMWealth.net/podcast. 

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the art and importance of Preserving Memories with Angela Andrew, Product Evangelist for the Mylio App. In an age where digital images accumulate rapidly but often remain disorganized, Mylio offers a transformative solution for families looking to protect and share their memories. This episode dives into how the app simplifies Digital photo organization, helps Backup family photos, and creates a seamless structure for Family photo storage that enhances your Legacy planning.

Listen in to learn about the value of Memory preservation not just as a digital convenience, but as a way to remember loved ones and tell your family's story across generations. Whether you're looking to scan old photos, organize digital photos, or understand how to organize photos from multiple sources, this episode shows how Mylio empowers you to create a meaningful and secure photo backup plan. With privacy-first features, family sharing options, and facial recognition, this is a must-listen for anyone preparing to retire comfortably and pass on more than just financial assets.

• How the Mylio app helps centralize and organize photos from various sources.
• Why Photo legacy and Family history photos matter for future generations.
• The importance of Secure photo backup beyond just cloud services.
• How to use face-tagging, calendar views, and location data to enhance organization.
• Tips on Sharing photos with family while maintaining privacy.

"Legacy isn’t always about wealth—it’s about memories, photos, and the stories we pass down." – Radon Stancil

"We create memories every day, but organizing and preserving them ensures they actually live on." – Murs Tariq

If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!

To access the course, simply visit POMWealth.net/podcast.

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss a crucial yet often confusing topic for retirees: Required Minimum Distributions (RMDs). Joined by their colleague Taylor Wolverton, a Certified Financial Planner and Enrolled Agent, they break down the rules surrounding what are RMDs, how they’re calculated, and the updates brought by the Secure Act RMD changes. If you're unsure about RMD rules 2025, or when and how much to take from your retirement accounts, this episode is for you.

Listen in to learn about the mechanics of how do RMDs work, from when to take RMDs to how they’re taxed and the penalties for missing one. The episode also explores RMD for retirement accounts like IRAs and 401(k)s, RMD tax rules, and even strategies like RMD and charitable giving. Whether you're planning ahead or facing your first required withdrawal, understanding your obligations is key to effective retirement tax planning and preserving your wealth.

·      What qualifies as a required minimum distribution and who it applies to.

·      Updated RMD start ages under the Secure Act RMD changes.

·      How RMDs are calculated using the IRS Uniform Lifetime Table.

·      The tax implications of RMDs and how to manage them effectively.

·      Smart options for reinvesting or donating your RMD.

"You can’t put RMDs back into an IRA or convert them to Roth—but you can reinvest them into a brokerage or give to charity tax-free." – Radon Stancil

"Even if you don’t need the money, RMDs are required—it’s about paying back the taxes you’ve deferred for years." – Murs Tariq

If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!

To access the course, simply visit POMWealth.net/podcast.

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss what it truly means to be an executor of an estate. Joined by special guest Dave Hutton, an estate attorney with Wealth.com, they break down the essential estate executor duties and estate executor responsibilities in a way that is easy to understand. Whether you've been named an executor or are considering who to appoint, this episode provides the foundational knowledge you need to make informed decisions.

Listen in to learn about the critical role of an executor, how the probate process works, and how thoughtful estate planning for retirement can help streamline the experience for your loved ones. With practical tips, real-world scenarios, and an overview of executor compensation, this episode demystifies a process many find overwhelming.

In this episode, find out:

·      What is an executor and what powers they actually have

·      The difference between executor vs trustee and why both may be needed

·      How the probate process works and why avoiding it might be preferable

·      Key executor responsibilities like settling debts, managing distributions, and navigating court timelines

·      The importance of aligning your estate plan with your retirement strategy

Tweetable Quotes:

“You don’t want the court to pick your executor—you want to make sure the right person is chosen by you.” – Radon Stancil

“Being an executor comes with power, but also responsibility—and that includes understanding the law and honoring the will.” – Murs Tariq

Resources:

If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!

To access the course, simply visit POMWealth.net/podcast

In this Episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq discuss a timely and often misunderstood topic: tariffs. With tariffs frequently making headlines, especially in relation to trade disputes like the US China trade war, it’s critical to understand what tariffs are and how do they work—particularly for those in or nearing retirement. Radon and Murs break down how tariffs work, how they’re implemented, and most importantly, what the Impact of tariffs could mean for your personal financial plan.

Listen in to learn about the ways tariffs and inflation can influence retirement expenses, affect your investment strategies, and ultimately play a role in your financial planning in retirement. By understanding the mechanics behind trade policies and their economic ripple effects, you’ll gain clarity on how to plan for retirement, regardless of how global politics unfold. Radon and Murs also discuss how their Peace of Mind Pathway and bucket investment strategy helps clients stay prepared for unpredictable changes like trade war effects.

·      What are tariffs and their role in trade policy.

·      How do tariffs work and how they're implemented.

·      The Impact of tariffs on inflation and consumer pricing.

·      Lessons from the US China trade war and how trade disputes evolve.

·      How to create a resilient retirement plan that addresses economic volatility.

"We’re not here to judge whether tariffs are good or bad—but understanding how they work helps reduce financial anxiety." – Radon Stancil

"A well-built retirement strategy should account for inflation, market volatility, and even things like tariffs and trade wars." – Murs Tariq

If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!

To access the course, simply visit POMWealth.net/podcast.