PODCAST · business
Retire Wise
by Shawn Maloney
Retire Wise with Shawn Maloney is a retirement-focused podcast designed to help pre-retirees and retirees make informed, confident financial decisions. Each episode covers the strategies and principles that impact life after work — from retirement income planning and tax strategy to Medicare, Social Security, estate planning, and long-term care considerations.Shawn breaks down complex financial topics into clear, practical guidance, helping listeners understand how to coordinate their investments, manage risk, reduce unnecessary taxes, and create sustainable income in retirement. The goal isn’t chasing trends — it’s building a thoughtful plan designed to support your lifestyle and protect what you’ve worked hard to save. Whether you’re five years from retirement or already there, Retire Wise offers straightforward conversations to help you prepare, adjust, and move forward with clarity.
-
32
Marathon of Her
How do inflation, interest rates, and market uncertainty affect your retirement plan? This episode breaks down how to prepare for economic shifts, why flexibility matters in retirement income planning, and the key strategies couples should consider to protect a surviving spouse.Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for youCatch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
-
31
Risks in Retirement (Pt. 2)
Rising inflation, global conflict, and market uncertainty can all impact your retirement—but do you have a plan for it? Shawn breaks down how to account for inflation, navigate volatility, and build a strategy designed to keep your income on track no matter what the economy throws your way.Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for youCatch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
-
30
Risks in Retirement
In this episode Shawn breaks down the key challenges that can impact your financial future—from market volatility and inflation to healthcare costs and longevity. Learn how identifying and planning for these risks can help you build a more secure and confident retirement strategy.Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for youCatch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
-
29
Boomers Up to Bat, Gen X On Deck
With recession fears, inflation, and market uncertainty in the spotlight, Shawn breaks down how to prepare—not panic—by building a retirement plan that can handle whatever comes next. From Gen X entering the “retirement hot zone” to smart saving strategies at any age, this episode focuses on taking control of your financial future before it’s too late.Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for youCatch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
-
28
Legacy Planning
On this episode of Retire Wise with Shawn Maloney, Shawn discusses how global headlines and market volatility can create fear for investors—and why a solid retirement plan helps you stay focused on long-term goals instead of reacting emotionally to short-term events. Plus, learn the basics of estate and legacy planning, including wills, trusts, and common mistakes that could leave your family dealing with unnecessary stress and complications.Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for youCatch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
-
27
Your 401(k) is Not a Plan
Global headlines can shake investor confidence, but should they change your retirement strategy? Shawn explains why market volatility tied to geopolitical events often has only short-term effects and why sticking to a well-designed financial plan matters more than reacting to the news. He also breaks down why a 401(k) alone isn’t a retirement plan, how old workplace accounts can be better utilized, and the role diversification plays in creating reliable income for retirement.Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for youCatch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
-
26
Retirement for Small Business Owners
On this episode of Retire Wise with Shawn Maloney, we explore what it really takes to retire early — and how to know if you’re truly ready. From identifying your “enough” number and building sustainable income streams to managing debt and planning for life’s unexpected expenses, Shawn breaks down the practical steps that help turn retirement from a dream into a workable plan.The conversation also shifts to small business owners, highlighting why an exit strategy is critical and how proper planning can help you transition from running a company to enjoying retirement with confidence.Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for youCatch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
-
25
Retirement Income Planning
On this episode of Retire Wise with Shawn Maloney, we focus on one of the most important questions in retirement: How do you turn a lifetime of savings into dependable income that lasts?Shawn explains why a “pile of money” isn’t the same as a plan, how today’s retirees are balancing on a two-legged stool of Social Security and personal savings, and the risks that come with relying too heavily on market-based withdrawals. We break down sequence of returns risk, building a protected income floor, closing income gaps, and why forward-looking tax planning plays a critical role in making your money last.Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for youCatch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
-
24
Retirement Optimism
On this episode of Retire Wise Radio, Shawn Maloney explores what “retirement optimism” really means in today’s economic climate. From market headlines and tax changes to inflation, income planning, and healthcare costs, Shawn explains why confidence in retirement doesn’t come from predictions — it comes from having a clear, coordinated plan. If you want to feel more certain about your future regardless of market noise, this episode outlines the framework to help you get there.Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for youCatch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
-
23
Act Your Age
On this episode of Retire Wise, Shawn Maloney breaks down why your retirement strategy should evolve as you move through different stages of life. From asset allocation and risk management to income planning and taxes, Shawn explains what it really means to “act your age” financially—and how aligning your plan with where you are today can help protect what you’ve built and support the retirement you want.Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for youCatch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
-
22
Preserving Your Retirement from Taxes
On this episode of Retire Wise with Shawn Maloney, we focus on preserving your retirement from taxes. Shawn explains the difference between tax preparation and proactive tax planning, how RMDs can impact your income, and why today’s tax environment may create planning opportunities. If you’re retired or nearing retirement, this conversation highlights strategies designed to help you keep more of what you’ve saveAre you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for youCatch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
-
21
Four Retirement Pillars
On this episode of Retire Wise, Shawn Maloney breaks down the four essential pillars of a strong retirement plan: preservation, growth potential, income, and liquidity. Learn how these pillars work together to help protect your savings, generate reliable income, and keep your retirement plan steady—even as taxes, inflation, and market volatility come into play. If you’re retired or approaching retirement, this episode explains why missing even one pillar can put your future at risk and how thoughtful planning can help keep everything balanced.Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for youCatch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
-
20
Preparing for Market Volatility
On this episode of Retire Wise, Shawn Maloney breaks down smart financial resolutions and practical strategies to help you protect your retirement from market volatility. From building a reliable income plan to avoiding emotional investing mistakes, Shawn explains how preparation—not prediction—can help you stay on track through changing markets and rising costs.Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for youCatch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
-
19
Running Out of Money in Retirement
Running out of money is one of the biggest fears retirees face — and it’s not unfounded. In this episode of Retire Wise, Shawn Maloney breaks down the most common retirement planning mistakes, from withdrawal missteps and tax surprises to outdated rules like the 4% rule, and explains how to build an income strategy designed to last through a 30-year retirement. Learn how smart planning around income, risk, taxes, and Social Security can help protect both your lifestyle and your peace of mind.Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for youCatch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
-
18
Highly Appreciated Assets
As the year winds down, Shawn Maloney and host James Parker take a deep dive into what really happens when you sell a highly appreciated asset — and why doing it wrong could cost you a lot in taxes. He explains the most common mistakes people make and the strategies that can help reduce the tax hit before a sale ever happens. If you’re thinking about selling real estate, a business, or long-held stock, this is a must-listen.Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for youCatch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
-
17
Medicare Decoded
On this episode, Shawn Maloney breaks down the habits that separate retirees who keep their wealth from those who unintentionally drain it. He and James dive into the real risks of health-care and long-term-care costs, why legacy planning matters more than people realize, and how emotional decisions—like trying to time the market—can derail a retirement plan. A clear, steady strategy is the theme of the day, and Shawn shows how the right planning can help your money last as long as you do.Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for youCatch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
-
16
New Retirement Reality
On this episode of Retire Wise, Shawn Maloney breaks down the new realities of modern retirement—longer lifespans, rising costs, and the shift away from pensions. Shawn shares how to build reliable income, diversify wisely, and create a plan designed to last 35–40 years with confidence.Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for youCatch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
-
15
Roth Conversions
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.Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for youCatch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
-
14
Optimizing Retirement Income
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.comDisclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for youCatch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
-
13
Plan For The Worst and Hope For The Best
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.comDisclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for youCatch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
-
12
Four Questions About Retirement
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.comDisclosure: 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. Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for youCatch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
-
11
Creating a Lasting Legacy
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.comDisclosure: 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. Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for youCatch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
-
10
Four Retirement Pillars
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.comDisclosure: 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. Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for youCatch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
-
9
Build Your Financial House
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.comDisclosure: 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. Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for youCatch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
-
8
Maximize Your Retirement Income
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.comDisclosure: 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. Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for youCatch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
-
7
Financial Check-Up
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.comDisclosure: 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. Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for youCatch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
-
6
The Reality of Retirement Spending
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.comDisclosure: 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. Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for youCatch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
-
5
The Longevity Challenge
On this episode of Retire Wise, Shawn Maloney and co-host James Parker dive into one of the biggest challenges facing retirees today: longevity. With people living 20, 30, or even 40 years after leaving the workforce, retirement planning isn’t just about saving — it’s about creating sustainable income that lasts a lifetime. Shawn explains how retirement requires a mindset shift from pure growth investing to a careful balance of growth and preservation and why the old 4% withdrawal rule may fall short.Catch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: 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. Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for youCatch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
-
4
Retirement for Small Business Owners
This week, Shawn Maloney tackles growing concerns over Social Security’s future after a new report projects the trust fund could run out by 2033. Shawn also breaks down retirement planning for small business owners without employer-sponsored plans, the importance of exit strategies, and ways to make your savings last. Catch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: 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. Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for youCatch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
-
3
Preserving and Optimizing Your 401k
This episode of Retire Wise Radio discusses one of the biggest fears people have in retirement—running out of money. Shawn shares easy-to-understand tips on how to create steady income in retirement, protect against inflation, handle rising healthcare costs, and avoid common mistakes. Whether you're close to retirement or already there, this episode gives you helpful ideas to make sure your money lasts and your plan stays on track.Catch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: 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. Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for youCatch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
-
2
Tax Savvy Strategies
Shawn shares practical advice on building resilient retirement strategies, including the importance of annual and quarterly plan reviews, how diversified investments help fight inflation, and the critical role of “mailbox money” — consistent, reliable income in retirement.Catch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: 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. Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for youCatch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
-
1
Optimizing Social Security
Catch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3FM.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. Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for youCatch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
Retire Wise with Shawn Maloney is a retirement-focused podcast designed to help pre-retirees and retirees make informed, confident financial decisions. Each episode covers the strategies and principles that impact life after work — from retirement income planning and tax strategy to Medicare, Social Security, estate planning, and long-term care considerations.Shawn breaks down complex financial topics into clear, practical guidance, helping listeners understand how to coordinate their investments, manage risk, reduce unnecessary taxes, and create sustainable income in retirement. The goal isn’t chasing trends — it’s building a thoughtful plan designed to support your lifestyle and protect what you’ve worked hard to save. Whether you’re five years from retirement or already there, Retire Wise offers straightforward conversations to help you prepare, adjust, and move forward with clarity.
HOSTED BY
Shawn Maloney
Loading similar podcasts...