Episodios

  • Is Your Advisor Actually Managing Your Money?

    Is Your Advisor Actually Managing Your Money?
    Aug 9 2025
    Many people rely on financial advisors, but what does "managing your money" actually mean? This episode explores the critical difference between having an advisor and having an actively managed portfolio. We'll give you the right questions to ask to ensure you understand exactly what you're paying for and if your advisor's strategy aligns with your goals.
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  • Advisory Fees, Are They Worth It?

    Advisory Fees, Are They Worth It?
    Aug 2 2025
    This episode tackles the perennial question: are the fees charged by financial advisors a worthwhile investment? We'll demystify common fee structures, from asset-under-management (AUM) fees to flat and hourly rates, helping you understand exactly what you're paying for. Join us to explore the tangible and intangible benefits a good advisor can provide, and learn how to assess if their expertise aligns with your financial goals.
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  • The New Budget Bill and You

    The New Budget Bill and You
    Jul 19 2025
    During today’s show, we’re going to discuss what the newly signed federal budget bill may mean for older Americans and retirees.
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  • What You Need to Know

    What You Need to Know
    Jul 12 2025
    During this show we’re going to take a close look at annuities, particularly their pros and cons.
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  • Women, Retirement & Real Advice: Planner vs. Income Advisor

    Women, Retirement & Real Advice: Planner vs. Income Advisor
    Jun 9 2025
    In this episode of Moore Wealth Retirement Talk, Shawna shares highlights from her recent LIVE interview on Real America’s Voice, discusses how more women are stepping up to take charge of their retirement planning—and how that’s opening the door for more female advisors in the industry. She also breaks down the important distinction between a financial planner and a retirement income advisor, and why that difference matters when planning for your future.
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  • Retirement Tax Reset: What New Laws Mean for You

    Retirement Tax Reset: What New Laws Mean for You
    Jun 7 2025
    New tax laws are here, and they carry significant implications for retirees. This episode breaks down the latest changes impacting everything from Social Security taxation and standard deductions to retirement account withdrawals and potential estate tax adjustments. We'll help you understand how these shifts could affect your financial plan and what strategies you can employ to optimize your tax situation in retirement.
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  • Two Retirement Rules You Should Know About

    Two Retirement Rules You Should Know About
    May 31 2025
    On this episode, we’ll discuss two common retirement rules: The rule of $1,000 and the rule of dying with zero.
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  • Is 2025 Still Your Year?

    Is 2025 Still Your Year?
    May 10 2025
    Can you still retire in 2025 if there's market volatility or if your portfolio is down? We look at strategies and options to help you protect against these things and more.
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