All Episodes
Retirement Evolved With Adam & Lauren — 62 episodes
Episode 64: Facts Not Fear: Navigating Market Noise
Episode 63: The Healthcare Liability: Why Medicare is a Core Financial Strategy w/ Brian Barrett
Episode 62: Black Friday, Gifting & Retirees
Episode 61: Smart Money: The Power of Asset Allocation
Episode 60: Predictable Income: The Foundation of Retirement Confidence
Navigating Probate, Trusts and More with Special Guest Attorney, Courtney Lovejoy
Episode 56: Year-end Tax Strategies
Episode 55: Navigating the Complexities of the "Golden years" with special guest Chris Austin
Episode 54: Estate Planning with Special Guest: Attorney, Kevin Kyle
Episode 53: The Triple Tax Benefits of HSA's
Episode 52: Maximizing Your Retirement Income Strategies for a Secure Future
Episode 51: Special Guest, Victor Wilkerson, President of Bison Wealth
Episode 50: Adam Bruno & David Brooks talk Roth Conversions, Spending more Money and the State of the IRS
Episode 49: IRMAA Gosh! Another episode with Adam & Lauren!
Episode 48: Banking 101 ft. Martha Wilson
Episode 47: Living Local & The Phases of Retirement
Episode 46: Win--- By Not Losing, Tax Troubles & The 3 E's
Episode 45: Introducing Tom Johnson
Episode 44: Liquid Strategies ft. Kurt Trauslen
Episode 43: Ask Adam Anything!
Episode 42: Frozen heads, Mummies & a TON of Questions
Episode 41: Roth Conversions, Reverse Mortgages & Rattle Snakes
Ep 40 - Wisdom and Strategies for YOUR Goal-Focused Retirement
Ep 39 - Wisdom from the Mentor: Bob Grace Joins the Show
Ep 38 - Unveiling the 5 Taboos of Financial Conversations
Ep 37 - Inflation's 3rd Wave & The Rocky Statue
Ep 36- Retirement Thrills & Pickleball Spills
Ep 35- Unlocking Your Retirement: The 5 Essential Elements for Goal-Focused Retirement
Ep 34 - Unretire? The Lost $12.2 Trillion, and 1973 Numbers
Ep 33 - Make Retirement Great Again
Ep 32 - "Beyond Average" Kurt's Path to Financial Success
Ep 31 - Making the Shift to the Evolution Yard
Ep 30 - Retire on Your Terms: Planning for a Goal-Focused Retirement
Ep 29 - Double Tap: Houston, We Have a Financial Problem
Ep 28 - Understanding the Stakes Behind Biden's Veto, Social Security Insolvency and the Crocodile Push
Ep 27 - National Credit Education Month in the Face of $543,000 Debt per Citizen and Retirement Anxieties
Ep 26 - Top 5 Retirement Risks, Biden's Zeros, & Adam's Butterfingers?
Ep 25 - Goals & Vision, The Secure Act 2.0, & The "D" Word
Ep 24 New Year’s Resolutions, Changes To your RMD & Crooks-R-Stupid
Ep 23 Year Financial To-Do’s, Is Cash Where It’s At Right Now & Christmas Movies
Ep 22 The Santa Rally, 401K’s And Is Die Hard A Christmas Movie
Ep 21 Good News On The Job Front? Are All High Prices Due To Inflation? Are You Fexting?
Ep20 Marathon Smoker, Crypto Uh-Oh & Is The Market Getting Better?
Ep 19 Year End Taxes, Good News From The Market & Black Wedding Dresses
Ep 18 Interest Rates, Holiday Spending & Mud Wrestling
Ep 17 Arby’s Bourbon, To Retire or Not & Healthcare In Retirement
Ep 16 Halloween Candy, RMD’s & Financial Physicals …Oh My!
Ep 15 Is Texas Pete A Fraud? Social Security Increase & The Market’s Future
Ep 13 Flying Motorbikes, Rising Interest Rates & Virtual Careers
Ep 14 Robot Pharmacists, Taxes and Roth IRA’s
Ep 12 Ferrari's & Fiduciaries
Ep 11 Cruise Ship Living, Credit Cards And The Inflation Reduction Act
Ep 10 Muscle Cars, Cookies And Everything About Annuities
Ep 09 New Doritos, The Inflation Reduction Act and What Is Retirment Age?
Ep 08 Customer Service, The Stock Market & Jobs
Ep 07 The Recession, Charity & Choco Tacos
Ep 06 BMW Is Doing What? And Are Tech Stocks The Way To Go
Ep 05 Inflation Then & Now, Mutual Funds And Lots Of Money
Ep 04 Big Brother Really Is Watching and The Recession
Ep 03 Nose Coins and Trump Tax Cuts Disappearing
Ep 02 Legos And What The Rate Hike Really Does
Ep 01 How Much Is Enough For Retirement & How Is Inflation Affecting You