Episodios

  • Solo Cast: Conclusion, Transition to Radio Show Episode

    Solo Cast: Conclusion, Transition to Radio Show Episode
    Jul 1 2025
    In this final episode of The Priority of Retirement podcast, Shawn Maloney reflects on the journey so far and shares exciting news: the show is transitioning to a new weekly radio broadcast on Extra 106.3 FM in Metro Atlanta. Sean recaps core principles of the Retire Happy™ Framework, emphasizing that retirement is about much more than finances. From planning for the go-go, slow-go, and no-go years to understanding market risk, taxes, and healthcare needs, Sean outlines what a real retirement plan should look like. He thanks his team, listeners, and family while inviting everyone to continue the journey with him on the airwaves.In this episode, Shawn discusses:Why does this mark the final episode of The Priority of Retirement podcastThe launch of his new retirement-focused radio show on Extra 106.3 FM in Metro AtlantaAn overview of the Retire Happy™ FrameworkWhy retirement isn’t just about savings, but about purpose, planning, and personalizationKey risks in retirement, from healthcare to market volatility, and how a proper plan helpsThe emotional and spiritual gratitude behind building RetireWise and serving the communityKey Takeaways:Retirement planning goes beyond numbers—it’s about designing a lifestyle that brings joy and meaning.A good plan must fund all stages of retirement: the go-go, slow-go, and no-go years.Most people have an account, not a plan. True planning involves income strategy, tax efficiency, and risk mitigation.Emotions can derail financial decisions—having a personalized plan helps you stay steady during market swings."We firmly believe you’ve all worked hard your whole life. You deserve that happy retirement, and we just want you to enjoy what brings you purpose and joy in your retirement and in your days." - Shawn MaloneyGet a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirementContact Shawn:WebsiteYouTubeLinkedInInstagramFacebookAudio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.The information and opinions contained are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual's situation. 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. Investing involves risk, including the potential loss of principal. Any references to protection, safety, or lifetime income generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims-paying abilities of the issuing carrier. This podcast radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual’s situation. Retire Wise, LLC. is not permitted to offer, and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein were provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Retire Wise, LLC. Review # 03139754 - 07/25
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    14 m
  • Jacquie Doucette: Retirement Isn’t the End—It’s the Launchpad to Your Next Adventure

    Jacquie Doucette: Retirement Isn’t the End—It’s the Launchpad to Your Next Adventure
    Jun 24 2025
    About Jacquie Doucette: Jacquie Doucette holds undergraduate degrees in Chemical Engineering and Pharmacy and spent 40 years working with Canada’s Department of National Defence, both in uniform and as a civilian. Through her journey, she discovered that life—and retirement—are about much more than simply leaving a job. In 2019, while house-sitting in Mexico, Jacquie stumbled into podcasting and launched Beyond Retirement, a show that ran for 264 episodes and featured conversations with both experts and everyday individuals about building a fulfilling life outside the 9-to-5. Now fully living her Beyond Retirement lifestyle, Jacquie helps others design meaningful post-career lives filled with curiosity, freedom, and purpose. She enjoys traveling and international house/pet sitting, made possible thanks to the love and support of her husband and two adult daughters, who keep things running smoothly at home while she’s away.In this episode, Shawn and Jacquie Doucette discuss:How Jacquie transitioned from a military structure to an open-ended retirement lifeThe origin and impact of her podcast, Beyond RetirementWhy having a purpose is essential in retirementCommon fears around identity loss and how to find fulfillment beyond a careerThe power of play, exploration, and dreaming again as retirement strategiesKey Takeaways:Retirement isn’t a destination—it’s a new path that can be longer and more fulfilling than your career.You don’t need to figure out your post-retirement life in the first month—take time, explore, and adjust.Living with purpose doesn’t mean a rigid schedule—it means knowing which direction will move you forward.Your dreams from childhood might still have value—unpack them and see where they lead.Retirement planning is more than finances—it’s also about curiosity, community, and joy."Living with purpose means having a clear idea. It doesn't mean that every hour of your day is structured, but it means when you're faced with two alternatives, you know which one is going to move you forward, and that's the one you take to continue making life better." - Jacquie Doucette Email: retireabc@gmail.com Social Media Links: Linktr.ee: https://linktr.ee/retireABC LinkedIn: https://www.linkedin.com/in/beyondretirement/ YouTube: https://www.youtube.com/channel/UCUnX3hGL-cgHZggfSmNqfCA Podcast: https://podcasts.apple.com/ca/podcast/beyond-retirement/id1466313976 Get a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirementContact Shawn:WebsiteYouTubeLinkedInInstagramFacebookAudio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.The opinions and experience of Jacquie Doucette are her own and do not necessarily reflect the opinions nor experience with Retire Wise, LLC or AE Wealth Management. Jacquie Doucette is not a client of Retire Wise, LLC.The information and opinions contained are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual's situation.Review # 03123356 - 6/25
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    21 m
  • Brenda Olmos: Building Security, Community, and Confidence Through Retirement Planning

    Brenda Olmos: Building Security, Community, and Confidence Through Retirement Planning
    May 20 2025
    About Brenda Olmos: Brenda Olmos is a nurse practitioner, educator, and lifelong learner based in Austin, Texas. With a decade-long journey toward financial independence, Brenda brings a thoughtful and intentional approach to retirement planning. From house hacking and real estate investments to advanced medical degrees funded through scholarships and stipends, Brenda has carved out a future rooted in balance, preparation, and joy. As a Latina woman in finance and healthcare, she also advocates for women to take charge of their money and build lives of security and freedom.In this episode, Shawn and Brenda discuss:The early lessons Brenda learned as a nurse and how they shaped her retirement mindsetReal estate, investing, and the moment she realized she was “Coast FIRE”Navigating financial planning as a woman and LatinaThe emotional and practical reasons to prepare early for healthcare and long-term careWhy involvement in community, not just work, is essential to a meaningful retirementKey Takeaways:Many older adults live on limited income and struggle to afford basic care. Brenda saw this firsthand in her medical practice.“Coast FIRE” means having invested enough that you could coast to retirement, even without additional contributions.Financial independence isn’t just about early retirement—it’s about choice, flexibility, and peace of mind.Community engagement can give life meaning after leaving the workforce and help prevent isolation.Women should feel empowered to understand and lead their financial futures, no matter their relationship status."My life is not centered around my work. I really try to make a point to be embedded in my community so that when I leave my work, I'm not isolated… that when the job that pays is not necessary anymore, my life is not empty." - Brenda OlmosConnect with Brenda Olmos: Email: almostbrenda@gmail.com Social Media LinksWebsite: https://www.bswhealth.com/nurse-practitioner/brenda-olmos LinkedIn: https://www.linkedin.com/in/olmosphd/ Get a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirementContact Shawn:WebsiteYouTubeLinkedInInstagramFacebookAudio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.The opinions and experience of Brenda Olmos are her own and do not necessarily reflect the opinions nor experience with Retire Wise, LLC or AE Wealth Management. Brenda Olmos is not a client of Retire Wise, LLC.The information and opinions contained are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual's situation.Review # 03024411 - 05/25
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    28 m
  • [Rewind Episode] Solo Cast: Retirement Are You Ready?

    [Rewind Episode] Solo Cast: Retirement Are You Ready?
    May 13 2025

    In this episode, Shawn breaks down the complexities of retirement planning into a clear, actionable framework designed to empower you. You'll discover how to overcome common fears, such as running out of money or needing to work past retirement age, by understanding Shawn's "Retire Happy Framework." This episode serves as your guide to securing a fulfilling and stress-free retirement, no matter where you are in your planning journey. Tune in to take control of your financial future with confidence.


    In this episode, Shawn discusses:

    • The need for comprehensive retirement planning
    • The changing nature of retirement benefits
    • Managing risks in retirement
    • Planning for healthcare in retirement


    Key Takeaways:

    • Merely having retirement accounts like a 401(k) or IRA is not enough; it is crucial to develop a comprehensive plan that includes a well-thought-out drawdown strategy to ensure you don't outlive your savings and maintain financial stability throughout retirement.
    • As the availability of company-sponsored pensions decreases, individuals must take greater responsibility for their retirement by starting to save early, carefully managing investments, and planning for a retirement that could span several decades.
    • Successfully navigating retirement requires a proactive approach to managing six key risks—market risk, taxation risk, inflation risk, withdrawal risk, sequence of returns risk, and longevity risk—each of which can significantly impact the sustainability of your retirement income.
    • Factoring in the potential costs of healthcare and long-term care is essential when planning for retirement, as these expenses can be substantial, unpredictable, and have a major impact on your financial resources over time.


    "Remember, the only one who can help your older self is your younger self. Right? So let's plan today." — Shawn Maloney


    Get a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirement



    Contact Shawn:

    Website

    YouTube

    LinkedIn

    Instagram

    Facebook



    Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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    21 m
  • Brian Herriot: Designing Lifestyle Freedom Through Entrepreneurial Thinking

    Brian Herriot: Designing Lifestyle Freedom Through Entrepreneurial Thinking
    Apr 29 2025
    About Brian Herriot: Brian Herriot is an independent financial advisor for entrepreneurs and mid-career consultants and the founder of Herriot Financial. With a background in engineering and business, Brian’s journey took a transformative turn after a mid-life wake-up call that led him to redefine wealth, not just in terms of numbers, but in terms of meaning and autonomy. Today, he champions the concept of “meaningful freedom,” helping his clients craft customized lifestyle plans that prioritize time, purpose, and flexibility. Brian blends strategy and storytelling to guide others toward a balanced life that works for them, not the other way around.Key Takeaways:Meaningful freedom is about the autonomy to work when, where, and how you want, not necessarily quitting work altogether.Your money personality—whether you’re a saver, a maker, or a minimizer—can influence how you reach your time and financial goals.Adding flexible income to your retirement planning drastically shortens the timeline to freedom.You can start your journey with simple steps like taking the first Friday of every month off to experience “mini-sabbaticals.”"I call this thing finding your one thing. And so it's usually around a combination of what you love, what's so high value, and what will still maintain your time freedom." - Brian Herriot Connect with Brian Herriot: Email: brian@herriotconsulting.com Social Media Links: LinkedIn: https://www.linkedin.com/in/brianherriot/ Linktr.ee: https://linktr.ee/herriot Get a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirementContact Shawn:WebsiteYouTubeLinkedInInstagramFacebookAudio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.Brian Herriot is not a client, nor should his appearance in this advertisement be construed as an endorsement of Shawn Maloney or Retire Wise LLC. Herriot Financial is not affiliated with Retire Wise LLC. or AEWM.The information and opinions contained are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual's situation. 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. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual’s situation. Retire Wise, LLC. is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Retire Wise, LLC. 2909872 – 5/25Review # 03006119-04/25
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    30 m
  • Raymond Lavine: From Combat to Care—Lessons in LTC Planning and Financial Strategy

    Raymond Lavine: From Combat to Care—Lessons in LTC Planning and Financial Strategy
    Apr 22 2025
    About Raymond Lavine: Raymond Lavine is a seasoned advocate and expert in Long-Term Care (LTC) insurance and the principal at Lavine LTC Benefits. Drawing from personal family experiences and decades of industry insight, he is passionate about helping individuals prepare for future care needs. A decorated U.S. Army veteran, Raymond served with distinction in the 82nd Airborne and 173rd Airborne Brigade in Vietnam, where he earned the Bronze Star and Purple Heart. His military background instilled in him a deep sense of empathy and a mission-driven approach to serving others through financial planning and LTC advocacy.In this episode, Shawn and Raymond Lavine discuss:The real-life impacts of long-term care needs on families and financesWhy financial literacy and early planning are essential for LTCCommon myths and misconceptions about long-term care insuranceThe role of LTC in a comprehensive estate and retirement plan"Do you think that this plan can help you? If you don't think it can help you, or you don't understand why it can help you, that's where you first need to know." - Raymond Lavine Connect with Raymond Lavine: Email: raymond@lavineltcins.com LinkedIn: https://www.linkedin.com/in/ltc-benefits/Get a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirementContact Shawn:WebsiteYouTubeLinkedInInstagramFacebookAudio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.Raymond Lavine is not a client, nor should his appearance in this advertisement be construed as an endorsement of Shawn Maloney or Retire Wise LLC. Lavine LTC Benefits is not affiliated with Retire Wise LLC. or AEWM.The information and opinions contained are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual's situation. 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. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual’s situation. Retire Wise, LLC. is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Retire Wise, LLC. 2909872 – 5/25Review # 02958997-4/25
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    30 m
  • Navigating Retirement with Purpose: Jet Vertz's Journey from Aviation Executive to Fulfilling Retirement

    Navigating Retirement with Purpose: Jet Vertz's Journey from Aviation Executive to Fulfilling Retirement
    Apr 15 2025
    About Jet Vertz: Jet Vertz is a retired aviation executive with a distinguished career at Pratt Whitney Aircraft and US Navy service. Holding degrees in aerospace engineering and an MBA, he now leads the Purpose-Driven Retirement Workshop at the University of Rhode Island. An active retiree who enjoys snowboarding and surfing, Jet is passionate about helping professionals transition to meaningful, fulfilling retirements by emphasizing financial preparedness, continued learning, and community engagement.In this episode, Shawn and Jet Vertz discuss:Jeff's background in the Navy and aviationStaying physically and mentally active in retirementCreating meaningful activities after a careerFinancial planning for retirementImportance of continuing education and community engagementKey Takeaways:Prioritize financial planning with savings and annuities for retirement security.Find purpose beyond personal interests through meaningful activities.Maintain physical and mental health through active hobbies and engagement.Invest in continuous learning and community involvement during retirement."Continuing education is something you do for yourself to stay cognitively sharp. And community engagement is about giving back to your community, country, and a world. " - Jet Vertz Connect with Jet Vertz: Email: jet.vertz@gmail.com LinkedIn: https://www.linkedin.com/in/jetvertzprofile/ Get a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirementContact Shawn:WebsiteYouTubeLinkedInInstagramFacebookAudio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.Jet Vertz is not a client, nor should his appearance in this advertisement be construed as an endorsement of Shawn Maloney or Retire Wise LLC. Formerly with Pratt Whitney Aircraft and US Navy Service, is not affiliated with Retire Wise LLC. or AEWM.The information and opinions contained are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual's situation. 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. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual’s situation. Retire Wise, LLC. is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Retire Wise, LLC. 2909872 – 5/25Review # 02994394-04/25
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    18 m
  • The Retirement Manifesto: How to Live with Purpose After Leaving the Workforce

    The Retirement Manifesto: How to Live with Purpose After Leaving the Workforce
    Apr 8 2025
    About Fritz Gilbert: Fritz Gilbert is the founder of The Retirement Manifesto, a platform dedicated to helping people transition into retirement with confidence. After decades in the corporate world, Fritz retired early and now shares his insights on financial independence, purposeful living, and making the most of retirement. Through his blog, book, and speaking engagements, he provides actionable strategies for navigating the emotional and financial aspects of post-career life.In this episode, Shawn and Fritz Gilbert discuss:The biggest emotional challenges people face when transitioning into retirementHow to create a purpose-driven life after leaving the workforceSmart financial strategies to ensure a secure retirementThe importance of "Freedom, Friends, and Fun" in a fulfilling retirementMistakes to avoid when planning for early retirementKey Takeaways:Retirement isn't just about finances—it’s about having a clear purpose to maintain fulfillment.Planning for retirement should start early, focusing on savings, investment strategies, and lifestyle goals.A structured routine helps retirees avoid boredom and maintain a sense of direction.Downsizing and smart financial decisions can ensure long-term financial security."Once you get into retirement, you realize it's not about the money at all, right? It's about finding those fulfilling things, finding your purpose, finding things God wants you to do." - Fritz GilbertGet a free copy of Shawn’s book “The Priority of Retirement” here: https://www.retirewisepro.com/the-priority-of-retirementContact Shawn:WebsiteYouTubeLinkedInInstagramFacebookAudio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.Fritz Gilbert is not a client, nor should his appearance in this advertisement be construed as an endorsement of Shawn Maloney or Retire Wise LLC. The Retirement Manifesto is not affiliated with Retire Wise LLC. or AEWM.The information and opinions contained are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual's situation. 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. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual’s situation. Retire Wise, LLC. is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Retire Wise, LLC. 2909872 – 5/25Review # 02958997-3/25
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    25 m