Retirement Evolved With Adam & Lauren cover art

All Episodes

Retirement Evolved With Adam & Lauren — 64 episodes

#
Title
1

Episode 66: The Evolution RoadMap: A Simple Way to Think About Your Retirement Money

2

Episode 65: The Solo Ager’s Blueprint: Legacy & Guardianship When You Don't Have an Heir

3

Episode 64: Facts Not Fear: Navigating Market Noise

4

Episode 63: The Healthcare Liability: Why Medicare is a Core Financial Strategy w/ Brian Barrett

5

Episode 62: Black Friday, Gifting & Retirees

6

Episode 61: Smart Money: The Power of Asset Allocation

7

Episode 60: Predictable Income: The Foundation of Retirement Confidence

8

Navigating Probate, Trusts and More with Special Guest Attorney, Courtney Lovejoy

9

Episode 56: Year-end Tax Strategies

10

Episode 55: Navigating the Complexities of the "Golden years" with special guest Chris Austin

11

Episode 54: Estate Planning with Special Guest: Attorney, Kevin Kyle

12

Episode 53: The Triple Tax Benefits of HSA's

13

Episode 52: Maximizing Your Retirement Income Strategies for a Secure Future

14

Episode 51: Special Guest, Victor Wilkerson, President of Bison Wealth

15

Episode 50: Adam Bruno & David Brooks talk Roth Conversions, Spending more Money and the State of the IRS

16

Episode 49: IRMAA Gosh! Another episode with Adam & Lauren!

17

Episode 48: Banking 101 ft. Martha Wilson

18

Episode 47: Living Local & The Phases of Retirement

19

Episode 46: Win--- By Not Losing, Tax Troubles & The 3 E's

20

Episode 45: Introducing Tom Johnson

21

Episode 44: Liquid Strategies ft. Kurt Trauslen

22

Episode 43: Ask Adam Anything!

23

Episode 42: Frozen heads, Mummies & a TON of Questions

24

Episode 41: Roth Conversions, Reverse Mortgages & Rattle Snakes

25

Ep 40 - Wisdom and Strategies for YOUR Goal-Focused Retirement

26

Ep 39 - Wisdom from the Mentor: Bob Grace Joins the Show

27

Ep 38 - Unveiling the 5 Taboos of Financial Conversations

28

Ep 37 - Inflation's 3rd Wave & The Rocky Statue

29

Ep 36- Retirement Thrills & Pickleball Spills

30

Ep 35- Unlocking Your Retirement: The 5 Essential Elements for Goal-Focused Retirement

31

Ep 34 - Unretire? The Lost $12.2 Trillion, and 1973 Numbers

32

Ep 33 - Make Retirement Great Again

33

Ep 32 - "Beyond Average" Kurt's Path to Financial Success

34

Ep 31 - Making the Shift to the Evolution Yard

35

Ep 30 - Retire on Your Terms: Planning for a Goal-Focused Retirement

36

Ep 29 - Double Tap: Houston, We Have a Financial Problem

37

Ep 28 - Understanding the Stakes Behind Biden's Veto, Social Security Insolvency and the Crocodile Push

38

Ep 27 - National Credit Education Month in the Face of $543,000 Debt per Citizen and Retirement Anxieties

39

Ep 26 - Top 5 Retirement Risks, Biden's Zeros, & Adam's Butterfingers?

40

Ep 25 - Goals & Vision, The Secure Act 2.0, & The "D" Word

41

Ep 24 New Year’s Resolutions, Changes To your RMD & Crooks-R-Stupid

42

Ep 23 Year Financial To-Do’s, Is Cash Where It’s At Right Now & Christmas Movies

43

Ep 22 The Santa Rally, 401K’s And Is Die Hard A Christmas Movie

44

Ep 21 Good News On The Job Front? Are All High Prices Due To Inflation? Are You Fexting?

45

Ep20 Marathon Smoker, Crypto Uh-Oh & Is The Market Getting Better?

46

Ep 19 Year End Taxes, Good News From The Market & Black Wedding Dresses

47

Ep 18 Interest Rates, Holiday Spending & Mud Wrestling

48

Ep 17 Arby’s Bourbon, To Retire or Not & Healthcare In Retirement

49

Ep 16 Halloween Candy, RMD’s & Financial Physicals …Oh My!

50

Ep 15 Is Texas Pete A Fraud?  Social Security Increase & The Market’s Future

51

Ep 13 Flying Motorbikes, Rising Interest Rates & Virtual Careers

52

Ep 14 Robot Pharmacists, Taxes and Roth IRA’s

53

Ep 12 Ferrari's & Fiduciaries

54

Ep 11 Cruise Ship Living, Credit Cards And The Inflation Reduction Act

55

Ep 10 Muscle Cars, Cookies And Everything About Annuities

56

Ep 09 New Doritos, The Inflation Reduction Act and What Is Retirment Age?

57

Ep 08 Customer Service, The Stock Market & Jobs

58

Ep 07 The Recession, Charity & Choco Tacos

59

Ep 06 BMW Is Doing What? And Are Tech Stocks The Way To Go

60

Ep 05 Inflation Then & Now, Mutual Funds And Lots Of Money

61

Ep 04 Big Brother Really Is Watching and The Recession

62

Ep 03 Nose Coins and Trump Tax Cuts Disappearing

63

Ep 02 Legos And What The Rate Hike Really Does

64

Ep 01 How Much Is Enough For Retirement & How Is Inflation Affecting You