PODCAST · business
Big Money Retirement Podcast
by Big Money Retirement
Build Big means doing the real work upfront: clarifying what you want, what matters most, and how you want to live.Live Bigger means creating a plan that actually delivers that life- so you can spend retirement doing everything you couldn't while you were working.
Episodes
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Episode 42: There Will Be Storms—How Smart Investors Stay the Course
Markets will have storms. The real question is: will your strategy survive them? In Episode 42 of the Big Money Retirement Podcast, Johnathan Burgess and Luke Maloney Grimes break down what long-term investing really requires—patience, conviction, perspective, and the discipline to stay the…
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Episode 41: What if the hardest part of retirement has nothing to do with how much money you saved?
What if the hardest part of retirement has nothing to do with how much money you saved? Welcome to Episode 41 of the Big Money Retirement Podcast. Johnathan Burgess shares a first look at his new book, More Than Money, and dives into the part of retirement planning that doesn’t always show up on…
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The 5 Biggest Fears Keeping You From a Confident Retirement | Big Money Retirement Podcast Ep. 40
In Episode 40 of the Big Money Retirement Podcast, Johnathan Burgess and Teddy Heiser break down the five biggest fears they hear from retirees—and what can be done to address them. From running out of money and rising healthcare costs to overpaying in taxes, leaving a mess for your family, and...
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You Saved Enough to Retire—Now Don’t Mess It Up | Big Money Retirement Podcast Ep. 39
You did the hard part. You saved enough to retire. Now comes the part most people underestimate—making sure you don’t mess up what you spent decades building. In Episode 39 of the Big Money Retirement Podcast, Johnathan Burgess breaks down the questions and fears that can show up when it’s…
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How Retirees Get Scammed—and How to Protect Your Money | Big Money Retirement Podcast Ep. 38
Could the person you trust with your retirement savings be putting your money at risk? In Episode 38 of the Big Money Retirement Podcast, Johnathan Burgess breaks down real investment scams, costly advisor red flags, and the warning signs every investor should recognize. From South Carolina Ponzi...
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The Real Goal of Retirement Isn’t Getting Rich—It’s Staying Rich | Episode 37
In Episode 37 of the Big Money Retirement Podcast, Johnathan Burgess sits down with Teddy Heiser, lead advisor of the Greenville office, to discuss what retirees are worried about right now. They break down market volatility, retirement readiness, tax planning, emotional investing, and the…
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The Hardest Part of Retirement Isn’t Money | Big Money Retirement Podcast Ep. 36
What happens after you have saved enough to retire? In Episode 36 of the Big Money Retirement Podcast, Johnathan Burgess explains why the financial plan is only one part of a successful retirement. Once work no longer controls your calendar, you must decide how you will spend your time…
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BBLB Episode 35: Why Simple Investing Still Wins in Retirement
In this episode of the Build Big Live Bigger podcast, Johnathan Burgess and Luke Maloney Grimes break down Luke’s experience at the Berkshire Hathaway annual meeting and the biggest lessons investors can take away from Warren Buffett, Greg Abel, Bill Ackman, and the broader investment community…
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BBLB Episode 34: Warren Buffett’s Best Advice Isn’t About Money
In this episode, Luke recaps his experience at the Berkshire Hathaway annual meeting and shares the biggest lessons he took away from Warren Buffett, Charlie Munger, Greg Abel, Guy Spier, and some of the most respected minds in the investing world. But this conversation goes deeper than stocks,...
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BBLB Episode 33: The Biggest Financial Opportunity Since the Internet? (AI, Investing & Retirement)
Most people think a great financial advisor picks investments. The best ones help you make better decisions. In Episode 33, we break down: 💰 How one client turned $1M into $1.283M 🤖 Why AI is changing the investing landscape 📈 The biggest opportunities and risks in today's market 🛡️ Why...
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BBLB Episode 32: Bull Markets, Bad Jokes, and Dad Energy
What happens when Teddy and Matt put retirement planning aside and go head-to-head in a finance dad joke showdown? From bull markets and hedge funds to nest eggs and taxes, nothing is off limits in this episode packed with terrible jokes, unexpected laughs, and plenty of financial humor. The only...
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BBLB Episode 30: What the World's Best Investors Know That Most People Don't
What can everyday investors learn from Warren Buffett, Berkshire Hathaway, and some of the greatest minds in investing?In Episode 30 of the Build Big Live Bigger podcast, Jonathan Burgess and Luke Grimes discuss the Berkshire Hathaway Annual Meeting, what makes great businesses stand the test of...
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BBLB Epidosde 31: How One Family Unknowingly Lost $16,000 Per Year
Episode 31 is all about one of the biggest retirement lessons we've seen this year: No two retirement plans should ever be the same. You'll learn: ✅ How one family was unknowingly losing over $16,000 per year to fees and taxes ✅ Why low-cost index funds can create major long-term savings ✅ The...
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BBLB Episode 29: The Plan Is the Confidence
In Episode 29 of the Build Big Live Bigger podcast, breaks down one of the biggest questions retirees are asking right now: How do war, oil prices, inflation, and market volatility actually impact your retirement? 🌍📈 This episode covers: • What rising oil prices really mean for the economy •…
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BBLB Episode 28 | You Can Have $1 Million… And Still Retire Wrong
In Episode 28 of the Build Big Live Bigger podcast, & break down a hard truth: You can have $1 million saved… and still retire wrong. This episode covers: 📈 Why retirement is more than just hitting a number 🧠 The importance of income + tax strategy working together 🎯 How great advisors listen...
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BBLB Episode 27: Why Simple Investing Matters
A lot of people spend years looking for the “secret” to better investment returns. But in retirement, the better question is often this: Do you need more complexity… or more clarity? In Episode 27, we walk through why so many investors get pulled toward exclusivity, high-fee products, and active...
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BBLB Episode 26: Can I Retire?
A great pilot doesn’t skip the checklist. A great retiree shouldn’t either. Episode 26 is your “pre-flight” for retirement — because hoping it works is not a plan. ✅ Income plan ✅ Taxes ✅ Social Security timing ✅ Risk + safety ✅ What to pull from, and when Text BOOK to 864-920-3155 or hit the…
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BBLB Episode 25: Pain is inevitable, but suffering is a choice
Pain is inevitable in retirement. Suffering isn’t. Episode 25 of the Build Big Live Bigger Podcast is a gut-check (in the best way) — because most people spend years preparing financially… and almost zero time preparing emotionally for what comes next. ✅ What happens when the paycheck stops and…
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BBLB Episode 24: AI Bubble or AI Boom?
AI Bubble or AI Boom? 🤖 Clients keep asking: “Should we be worried about all this tech exposure?” In Episode 24, Johnathan Burgess and Luke Maloney-Grimes break down AI adoption, what’s really driving the growth behind companies like the Magnificent Seven, and why this moment isn’t as simple as...
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BBLB Episode 23: The Tax Train Is Coming
When you retire, it’s not just you and your spouse at the table…You have a silent partner too — the IRS. And if you don’t have a tax plan?The IRS does. In Episode 23, Build Big Live Bigger Podcast we break down how to create tax-efficient income in retirement — so you can keep more of what you...
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BBLB Episode 22: Money will only get you so far
Money will only get you so far—relationships and real clarity are what protect your retirement. Welcome to Episode 22 of the Build Big Live Bigger podcast. In this episode, Johnathan Burgess and Luke Maloney-Grimes break down a retirement threat most people don’t see coming: portfolio fees—the...
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BBLB Episode 21: New year. Fresh focus.
Heading into 2026, here’s the question: What do you really want this year to look like? In Episode 21, we talk about getting intentional, staying consistent, and building a plan that supports your dreams — not your worries. Clarity first. Confidence follows. 💛
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BBLB Episode 20: Anyone can give retirement advice. Not everyone knows how to plan for retirement.
In this first episode of the new year, we talk about what truly matters as you head into 2026 — not opinions, not hype, but real planning that replaces worry with confidence.We break down:• Why retirement planning is different than investing• Why losses matter more after you retire• What max...
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BBLB Episode 19: What if 2026 was the year your money finally matched the life you actually want to live? 🎯✨
In Episode 19 of the Build Big Live Bigger podcast, Johnathan & Luke walk through: How our clients (and our firm) grew nearly 80% this year—and what that means for your plan 📈 A simple year-end reflection ritual to keep the good memories, release the hard ones, and repeat what worked 🔥 How to...
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BBLB Episode 18: The Retirement Success Score
Most people measure success in retirement with one question: “Did I beat the S&P?” In Episode 18 of the Build Big Live Bigger podcast, Jonathan sits down with industry veteran Ryan Heath (who helped grow an advisory business from $0 to $22 billion) to reframe the benchmark that actually matters:...
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BBLB Episode 17: “If you don’t have a tax plan, the IRS does.” 😬
The IRS is going to make you take money out of your retirement accounts—even if you don’t want to. And if you don’t? There’s a 25% penalty waiting. In Episode 17, Johnathan and Luke break down how required minimum distributions (RMDs), mutual fund fees, and bond risk can impact a real couple’s...
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BBLB Episode 16: The Moment It Finally Makes Sense
Most people don’t need more jargon — they need a plan that feels simple, steady, and trustworthy. In this week's episode, Johnathan breaks down a real couple’s retirement strategy (fully anonymized) and shows how the right structure can turn anxiety into peace of mind.Your retirement should feel...
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BBLB Episode 15: A great retirement plan is equal parts strategy and stewardship. 📊
Markets go up. Markets go down. The right plan helps you win either way. 💪 In Episode 15, Jonathan and Luke break down why true retirement success isn’t about timing the market — it’s about building balance, protecting what matters, and growing with purpose....
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BBLB Episode 14: Don’t Build Your Financial House Alone
Building your own house sounds good—until you realize the stress that comes with every 2x4 and floor joist. The same goes for your financial house. This week, Jonathan and Luke break down how to balance growth vs. safety in your portfolio, why “margin” isn’t a shortcut worth taking, and how the...
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BBLB Episode 13: The Power of Teamwork
From dugout lessons to life lessons — this week’s conversation goes deeper than sports. ⚾️ Luke and Teddy talk about leadership, humility, and why no one wins alone — on the field or in retirement. You’ll laugh, nod, and leave thinking differently about what it means to build a plan that lasts.…
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BBLB Episode 12: Retirement Autopsy
⚰️ Retirement Autopsy: What goes wrong — even when you “did everything right.” Because the wrong product, no matter how good the story sounds, still fails the plan. #RetirementAutopsy #BuildBigLiveBigger #FinancialWisdom #RetireRight #RetirementClarity #BBLB ##BMRS
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BBLB Episode 11: Burning eyes. Bold truths. Bigger lessons. 🔥
They told him, “You could go blind.” 😳 But with 100,000+ successful surgeries, conviction replaced fear. Retirement works the same way—you need the disclosures, the clarity, and the courage to move forward. 👉 Are you leading with conviction or hesitating in uncertainty?...
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BBLB Episode 10: 🌴 Charleston, the wait is almost over!
🌴 Charleston, the wait is almost over! 🌴 In episode 10 of Build Big, Live Bigger we share why retirement should be filled with bold dreams, meaningful conversations, and clarity that changes everything. 🎙️ Join us as we kick off this exciting new chapter on Meeting Street — tune in now!...
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BBLB Episode 9: The Impact of Make-A-Wish SC
✨ Episode 9 is here! This week, we sit down with longtime client and friend Lane Lewis to talk about his journey with Big Money, the heart behind retirement, and the powerful impact of Make-A-Wish SC through our Big Money Cares Foundation. 💙🌟 🎧 Tune in now and discover why living bigger isn’t...
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BBLB Podcast Episode 8: From Uncertain to Unstoppable
BBLB Podcast Episode 8: From Uncertain to Unstoppable: How Confidence Changes Retirement Lindsey and Matt sit down together for the first time on the Build Big Live Bigger Podcast to reveal how Big Money helps clients move from hesitation to clarity through a proven process — and why confidence,...
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BBLB Episode 7: Leaders don't wing it
💡 Leaders don’t wing it—they lead with conviction. Episode 7 is for the decision makers in the household who want to build a retirement plan that blesses their family’s future. 🎙️ Learn how clarity and confidence replace hesitation and fear in retirement....
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BBLB Podcast Episode 6: From Tax Stress to Tax Confidence
🎙️ Episode 6 is here! Chris joins Johnathan on the Build Big Live Bigger Podcast to tackle one of the biggest questions in retirement: How do you keep more of what you’ve worked so hard to save? 👉 Listen now and gain the clarity and confidence your retirement deserves....
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BBLB Episode 5: Retirement isn’t the end — it’s takeoff.
🏝️ Great retirements aren’t measured in dollars—they’re measured in memories. Episode 5 shows how to travel big and spend confidently in your dream years. 🌎✈️ #BuildBigLiveBigger #RetireRight #TravelGoals #DreamRetirement #BBLB #BMRS
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BBLB Episode 4: Retirement Shouldn't Feel Like a Risk
🚫 Retirement shouldn't feel like a risk. In 🎙️ Episode 4, we’re breaking down how to move from uncertainty to unshakable clarity—so you can stop stressing and start living. 🎧 Let’s make your next chapter your best one yet! 📽️ Watch the full episode:...
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BBLB Episode 3- Top Mistakes Retirees Make
The truth? Most retirement mistakes don’t show up until it’s too late. Episode 3 is your chance to get ahead of them. 🛑 Don’t wait. Listen now. 🎥 https://www.youtube.com/@bigmoneyretirement #BuildBigLiveBigger #BigMoneyRetirement #FinancialClarity #ConfidenceCreators #LiveYourDreamsNotYourWorries
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Build Big Live Bigger Podcast Episode 2: The Retirement Illusion—What Most Advisors Won’t Tell You
Build Big Live Bigger Podcast Episode 2: The Retirement Illusion—What Most Advisors Won’t Tell You Most people enter retirement with a plan full of numbers—but what they really need is confidence. In this episode of the Build Big Live Bigger Podcast, we unpack what it really takes to live your...
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BBLB Episode 1
Welcome to Episode 1 of the Build Big Live Bigger Podcast. This isn’t your average retirement talk. We’re here to challenge the norm, cut through the noise, and bring honest, real conversations to the people who need them most—successful, family-focused achievers wondering what’s next. 💡 In this...
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BBLB Episode 1: Coming Soon
Build Big, Live Bigger Episode #1 coming soon!
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ABOUT THIS SHOW
Build Big means doing the real work upfront: clarifying what you want, what matters most, and how you want to live.Live Bigger means creating a plan that actually delivers that life- so you can spend retirement doing everything you couldn't while you were working.
HOSTED BY
Big Money Retirement
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Frequently Asked Questions
How many episodes does Big Money Retirement Podcast have?
Big Money Retirement Podcast currently has 43 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Big Money Retirement Podcast about?
Build Big means doing the real work upfront: clarifying what you want, what matters most, and how you want to live.Live Bigger means creating a plan that actually delivers that life- so you can spend retirement doing everything you couldn't while you were working.
How often does Big Money Retirement Podcast release new episodes?
Big Money Retirement Podcast has 43 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Big Money Retirement Podcast?
You can listen to Big Money Retirement Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Big Money Retirement Podcast?
Big Money Retirement Podcast is created and hosted by Big Money Retirement.
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