The Priority of Retirement

About Andy Robin: Andy Robin, born in Chicago and raised in Mexico City, earned a BA in Computer Science from the University of Texas at Austin and an MBA from Harvard. An early entrepreneur in Mexico City's computer industry, he spent 22 years in the semiconductor sector, including roles in marketing, general management, and new business ventures. After serving as a housedad from 2002 to 2007, he now plays piano, serves on nonprofit boards, coaches executives, leads a foundation, supports a tech startup, and enjoys Bay Area culture.

In this episode, Shawn and Andy Robin discuss:

• Navigating the transition from a career to retirement
• Discovering purpose and meaning after full-time work
• Financial and practical preparation for a successful retirement
• Strengthening relationships and social connections in retirement

"You can’t analyze yourself into just being paralyzed. You really need to just do something, try something, do something else, try something else. And eventually, it starts to fall into shape." — Andy Robin

Get a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirement

Contact Shawn:

Website- https://www.retirewisepro.com/

YouTube- https://www.youtube.com/channel/UCiIMGdosN-snkV5gFt7FRSg

LinkedIn- https://www.linkedin.com/in/shawn-maloney-retire-wise

Instagram- https://www.instagram.com/retirewise_llc/

Facebook- https://www.facebook.com/ShawnMaloney.RetirementPlanning/

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

Andy Robin is not a client, nor should his appearance in this advertisement be construed as an endorsement of Shawn Maloney or Retire Wise LLC. Tapas Life is not affiliated with Retire Wise LLC. or AEWM.

The information and opinions contained are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual's situation. 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. Investing involves risk, including the potential loss of principal. Any references to protection, safety, or lifetime income generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims-paying abilities of the issuing carrier. This podcast radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual’s situation. Retire Wise, LLC. is not permitted to offer, and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein were provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Retire Wise, LLC. 2909872 – 5/25

About Lawrence Sprung: Lawrence Sprung, CFP®, is a wealth advisor. With over 26 years of experience, he in planning and asset management, helping families make informed financial decisions. He is the author of Financial Planning Made Personal: How to Create Joy and the Mindset for Success, which simplifies the financial planning process. Larry also hosts the Mitlin Money Mindset® podcast, where he engages in insightful conversations about building a positive relationship with money.

In this episode, Shawn and Lawrence Sprung discuss:

• Why retirement planning involves more than just accumulating wealth
• The role of psychological factors in achieving financial well-being and making sound investment decisions
• Diversification in wealth management

"If you have differing opinions, it might cause hesitation, which might drive you off course. Find that one person that you know, like, and trust—and rely on them." — Lawrence Sprung

Get a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirement 

Contact Shawn:

Website- https://www.retirewisepro.com/ 

YouTube- https://www.youtube.com/channel/UCiIMGdosN-snkV5gFt7FRSg 

LinkedIn- https://www.linkedin.com/in/shawn-maloney-retire-wise 

Instagram- https://www.instagram.com/retirewise_llc/ 

Facebook- https://www.facebook.com/ShawnMaloney.RetirementPlanning/ 

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

Lawrence Sprung is not a client, nor should his appearance in this advertisement be construed as an endorsement of Shawn Maloney or Retire Wise LLC. Mitlin Financial, Inc. is not affiliated with Retire Wise LLC. or AEWM.

The information and opinions contained are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual's situation.  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. Investing involves risk, including the potential loss of principal. Any references to protection, safety, or lifetime income generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims-paying abilities of the issuing carrier. This podcast radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual’s situation. Retire Wise, LLC. is not permitted to offer, and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein were provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Retire Wise, LLC. 2909872 – 5/25

About Lubna Forzley: Lubna Forzley is the CEO & Founder of Stories, a coaching portal that supports founders and corporate leaders tell the world the right stories and, most importantly, shift the stories they tell themselves. Under her leadership, Stories was just named ‘Most Innovative Mental Health Tech’ for 2023 by Mentl. She is a board member for griefstories.org, an ICF-accredited (PCC) coach, and a member of Gabor Maté’s Compassionate Inquiry Community. Lubna has coached leaders in Fortune 500 organizations, including: Coca-Cola, Google, American Express, BP, Bayer, Square, BASF, Whiteboard Advisors, the U.S. Department of the Air Force, the Federal Aviation Administration, DaVita, and CVS Health Corporation.

In this episode, Shawn and Lubna Forzley discuss:

• The psychological transition of retirement
• The power of storytelling in leadership and team building
• The role of purpose in preventing burnout
• Common regrets and how to live a life without them

"Half of the world is living a life where they're asleep. They're not exactly awake. And I think it's important to wake up and to acknowledge the things that have made you who you are." — Lubna Forzley

Get a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirement

Contact Shawn:

Website- https://www.retirewisepro.com/

YouTube- https://www.youtube.com/channel/UCiIMGdosN-snkV5gFt7FRSg

LinkedIn- https://www.linkedin.com/in/shawn-maloney-retire-wise

Instagram- https://www.instagram.com/retirewise_llc/

Facebook- https://www.facebook.com/ShawnMaloney.RetirementPlanning/

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

Lubna Forzley is not a client, nor should his appearance in this advertisement be construed as an endorsement of Shawn Maloney or Retire Wise LLC. Stories is not affiliated with Retire Wise LLC. or AEWM.

The information and opinions contained are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual's situation. 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. Investing involves risk, including the potential loss of principal. Any references to protection, safety, or lifetime income generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims-paying abilities of the issuing carrier. This podcast radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual’s situation. Retire Wise, LLC. is not permitted to offer, and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein were provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Retire Wise, LLC. 2909872 – 5/25

About Dominic Rubino: Dominic Rubino is a serial entrepreneur, business coach, and dedicated family man with a passion for making businesses run smoothly, profitably, and enjoyably. As the host of “Profit Tool Belt” and “Cabinet Maker Profit System,” he shares real-world strategies, lessons, and industry insights to help business owners take action and grow. With over 25 years of entrepreneurial experience and 23 years as a business coach, Dominic has built and sold companies in industries ranging from construction and contracting to pharmaceuticals and real estate. Known for his engaging storytelling and practical advice, he is committed to delivering insights that business owners can apply immediately to achieve real results.

In this episode, Shawn and Dominic Rubino discuss:

• Staying in control of your schedule to maximize productivity
• Hiring and leading with the right attitude for success
• Identifying leaks and making a business financially strong
• Preparing early for a smooth and profitable transition

"If I don’t manage my time, I let other people manage it for me. And that’s the mistake that a lot of business owners get caught in." — Dominic Rubino

Get a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirement

Contact Shawn:

• Website- https://www.retirewisepro.com/ 
• YouTube- https://www.youtube.com/channel/UCiIMGdosN-snkV5gFt7FRSg 
• LinkedIn- https://www.linkedin.com/in/shawn-maloney-retire-wise 
• Instagram- https://www.instagram.com/retirewise_llc/ 
• Facebook- https://www.facebook.com/ShawnMaloney.RetirementPlanning/

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

Dominic Rubino is not a client, nor should his appearance in this advertisement be construed as an endorsement of Shawn Maloney or Retire Wise LLC. Profit Tool Belt and Cabinet Maker Profit System are not affiliated with Retire Wise LLC. or AEWM.

The information and opinions contained are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual's situation. 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. Investing involves risk, including the potential loss of principal. Any references to protection, safety, or lifetime income generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims-paying abilities of the issuing carrier. This podcast radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual’s situation. Retire Wise, LLC. is not permitted to offer, and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Retire Wise, LLC. 2909872 – 5/25

About Frank Somma: Frank Somma is a sales and communications expert, speaker, author, and lifelong charity fundraiser. Frank holds a degree in NLP, Neuro-Linguistic Programming, widely accepted as THE communications science, and has been speaking professionally for over 15 years, winning accolades from such notable organizations as DLL Bank, GE, Xerox, EMC, and several Big I associations.

His latest book, B2B Is Really P2P: How to Win With High Touch in a High Tech World, is selling well and has a 4.9-star rating on Amazon! Frank lives in Holmdel, NJ, and when he isn’t occupied with one of his businesses, he’s either raising money for The Cooley’s Anemia Foundation, out running with his dog, or in the kitchen cooking homemade pasta.

In this episode, Shawn and Frank Somma discuss:

• The impact of social connections on retirement happiness
• Communication skills as a tool for success and connection
• The fulfillment gained through charitable work
• Staying physically and mentally active in retirement

"Social connections will usually make you feel better… healthy social connections are a huge part of a healthy retirement mindset and life." — Frank Somma

Get a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirement

Contact Shawn:

• Website- https://www.retirewisepro.com/ 
• YouTube- https://www.youtube.com/channel/UCiIMGdosN-snkV5gFt7FRSg 
• LinkedIn- https://www.linkedin.com/in/shawn-maloney-retire-wise 
• Instagram- https://www.instagram.com/retirewise_llc/ 
• Facebook- https://www.facebook.com/ShawnMaloney.RetirementPlanning/

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

Frank Somma is not a client, nor should his appearance in this advertisement be construed as an endorsement of Shawn Maloney or Retire Wise LLC. The Somma Group is not affiliated with Retire Wise LLC. or AEWM.

The information and opinions contained are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual's situation. 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. Investing involves risk, including the potential loss of principal. Any references to protection, safety, or lifetime income generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims-paying abilities of the issuing carrier. This podcast radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual’s situation. Retire Wise, LLC. is not permitted to offer, and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein were provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Retire Wise, LLC. 2909872 – 5/25

• Alternative options for utilizing life insurance in retirement planning
• The financial and emotional benefits of uncovering hidden value in existing assets
• Regulatory challenges and awareness gaps within the life insurance industry
• Innovative approaches to funding long-term care and retirement goals

About Shannon Edwards: Shannon Edwards is the founder of TriStar Pension Consulting and a seasoned professional with over 30 years of experience in the retirement plan industry. She has dedicated her career to helping individuals retire on their terms. A credentialed member of the American Society of Pension Professionals & Actuaries (ASPPA), Shannon currently serves as its Vice President. Her expertise in retirement plan design, compliance consulting, and administration has earned her widespread respect in the field. Outside of her professional life, Shannon is a devoted wife, mother, and grandmother who cherishes time with her family and volunteers for local non-profits.

In this episode, Shawn and Shannon Edwards discuss:

• Starting early to maximize retirement savings growth
• The critical role of financial literacy in retirement readiness
• The impact of mandates like SECURE 2.0 Act on retirement plans
• Key challenges for professionals in retirement planning and compliance

"I know nobody likes the word "mandate"—nobody likes that word—but honestly, [automatic enrollment] makes such a difference in the outcomes for these people that it's just hard to understand why we wouldn't do it." — Shannon Edwards

Get a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirement

Contact Shawn:

Website- https://www.retirewisepro.com/

YouTube- https://www.youtube.com/channel/UCiIMGdosN-snkV5gFt7FRSg

LinkedIn- https://www.linkedin.com/in/shawn-maloney-retire-wise

Instagram- https://www.instagram.com/retirewise_llc/

Facebook- https://www.facebook.com/ShawnMaloney.RetirementPlanning/

Shannon Edwards is not a client, nor should her appearance in this advertisement be construed as an endorsement of Shawn Maloney or Retire Wise LLC. TriStar Pension Consulting is not affiliated with Retire Wise LLC. or AEWM.

The information and opinions contained are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual's situation. 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. Investing involves risk, including the potential loss of principal. Any references to protection, safety, or lifetime income generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims-paying abilities of the issuing carrier. This podcast radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual’s situation. Retire Wise, LLC. is not permitted to offer, and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein were provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Retire Wise, LLC. 2909872 – 5/25

About Alexis Gallati: Alexis E. Gallati is the founder and Lead Tax Strategist at Cerebral Tax Advisors, Cerebral Wealth Academy, and the author of the book Advanced Tax Planning for Medical Professionals. She has over 20 years of experience in high-level strategic tax planning and multi-state tax preparation and has trained at the highest level, holding two master’s degrees. Alexis grew up in a family of physicians and is married to a private practice physician. That’s why she understands how hard medical professionals work to get where they are and why she provides simple and accessible tax solutions tailored to busy physicians.

In this episode, Shawn and Alexis Gallati discuss:

• Efficient tax planning tailored to medical professionals
• Planning for retirement while balancing financial priorities
• Emerging trends and tools in tax strategies
• Navigating multi-state tax complexities for businesses and individuals

"Saving for retirement is actually a huge problem that people have because they just don’t think about it until they’re almost ready to retire, and that’s a huge mistake." — Alexis Gallati

Get a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirement

Contact Shawn:

Website- https://www.retirewisepro.com/ 

YouTube- https://www.youtube.com/channel/UCiIMGdosN-snkV5gFt7FRSg 

LinkedIn- https://www.linkedin.com/in/shawn-maloney-retire-wise 

Instagram- https://www.instagram.com/retirewise_llc/ 

Facebook- https://www.facebook.com/ShawnMaloney.RetirementPlanning/

Alexis Gallati is not a client, nor should her appearance in this advertisement be construed as an endorsement of Shawn Maloney or Retire Wise LLC. Cerebral Tax Advisors and Cerebral Wealth Academy are not affiliated with Retire Wise LLC. or AEWM.

The information and opinions contained are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual's situation. 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. Investing involves risk, including the potential loss of principal. Any references to protection, safety, or lifetime income generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims-paying abilities of the issuing carrier. This podcast radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual’s situation. Retire Wise, LLC. is not permitted to offer, and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein were provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Retire Wise, LLC. 2909872 – 5/25

About Dr. Mike Patterson: Dr. Michael Patterson, Ed.D., is an author, speaker, consultant, and host of the Mission First People Always Podcast. A learning strategist and master facilitator, he helps leaders and teams navigate conflict, improve collaboration, and achieve better results. With expertise in Relationship Intelligence, his books Mission First People Always and Have a Nice Conflict have impacted thousands worldwide. Dr. Patterson works with corporate, government, and nonprofit clients to solve problems and enhance performance, focusing on the power of human connections in leadership and teamwork.

In this episode, Shawn and Dr. Mike Patterson discuss:

• Navigating purpose and fulfillment in retirement
• Transitioning from work to meaningful service
• Relationship-building is a cornerstone of life
• Challenges of early retirement and financial planning

"I literally failed retirement in two weeks because I got antsy, I got anxious, and it wasn’t so much about money—it was about still having something to contribute." — Dr. Mike Patterson

Get a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirement

Contact Shawn:

Website- https://www.retirewisepro.com/ 

YouTube- https://www.youtube.com/channel/UCiIMGdosN-snkV5gFt7FRSg 

LinkedIn- https://www.linkedin.com/in/shawn-maloney-retire-wise 

Instagram- https://www.instagram.com/retirewise_llc/ 

Facebook- https://www.facebook.com/ShawnMaloney.RetirementPlanning/

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

Dr. Mike Patterson is not a client, nor should his appearance in this advertisement be construed as an endorsement of Shawn Maloney or Retire Wise LLC. Mission First People Always Podcast is not affiliated with Retire Wise LLC. or AEWM.

The information and opinions contained are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual's situation. 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. Investing involves risk, including the potential loss of principal. Any references to protection, safety, or lifetime income generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims-paying abilities of the issuing carrier. This podcast radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual’s situation. Retire Wise, LLC. is not permitted to offer, and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein were provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Retire Wise, LLC. 2909872 – 5/25

In this episode, Shawn discusses:

• The importance of financial security in retirement
• Health and its role in a fulfilling retirement
• Building and maintaining meaningful relationships
• Finding purpose and passion after a career
• The role of generosity in personal happiness

Key Takeaways:

• Financial security in retirement requires a well-planned income stream, covering essential expenses, discretionary spending, and future risks like inflation and taxes.
• Maintaining physical and mental health through regular exercise, balanced nutrition, medical care, and mentally stimulating activities ensures retirees enjoy their years fully.
• Developing and nurturing meaningful relationships with family, friends, and communities provides emotional support and a sense of belonging.
• Identifying new passions and purposes through hobbies, volunteer work, or personal interests helps retirees transition from career-focused lives to fulfilling lifestyles.
• Acts of generosity, such as donating time, skills, or resources, contribute to personal fulfillment and positively impact others and communities.
• A happy retirement is a holistic experience that balances financial stability, health, relationships, purpose, and generosity, creating a life that is both secure and deeply fulfilling.

"A happy retirement is more than just financial security; it's a holistic experience that encompasses health, relationships, purpose, flexibility, and generosity." — Shawn Maloney

Get a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirement

Contact Shawn:

Website- https://www.retirewisepro.com/ 

YouTube- https://www.youtube.com/channel/UCiIMGdosN-snkV5gFt7FRSg 

LinkedIn- https://www.linkedin.com/in/shawn-maloney-retire-wise 

Instagram- https://www.instagram.com/retirewise_llc/ 

Facebook- https://www.facebook.com/ShawnMaloney.RetirementPlanning/

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

The information and opinions contained are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual's situation. 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. Investing involves risk, including the potential loss of principal. Any references to protection, safety, or lifetime income generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims-paying abilities of the issuing carrier. This podcast radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual’s situation. Retire Wise, LLC. is not permitted to offer, and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein were provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Retire Wise, LLC. 2909872 – 5/25