The Priority of Retirement

By Shawn Maloney

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Category: Investing

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Episodes: 40

Description


Welcome to "The Priority of Retirement," hosted by seasoned certified retirement planner and fiduciary, Shawn Maloney. In each episode, Shawn shares age-old wisdom combined with modern, proven methods to help you navigate the complex world of retirement planning.
Drawing from the principles that have stood the test of time, Shawn's insights are designed to be easy to understand and apply. Whether you're looking to reduce retirement risks, plan for the critical drawdown phase, or identify your unique "Retirement Why," this podcast provides you with the knowledge you need.
In "The Priority of Retirement," you'll discover how to navigate the three phases of retirement, implement the "Retire Happy Framework™," and approach retirement income planning effectively. Shawn also explores why generosity is key to retirement happiness and how to ensure you create a rewarding and fulfilling life by planning properly now.
Join Shawn Maloney as he helps you blend timeless wisdom with modern strategies to secure a prosperous and joyful retirement. Don't miss an episode of "The Priority of Retirement," your guide to a well-planned and meaningful future.
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 particular 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.

Episode Date
Solo Cast: Conclusion, Transition to Radio Show Episode
Jul 01, 2025
Jacquie Doucette: Retirement Isn’t the End—It’s the Launchpad to Your Next Adventure
Jun 24, 2025
Brenda Olmos: Building Security, Community, and Confidence Through Retirement Planning
May 20, 2025
[Rewind Episode] Solo Cast: Retirement Are You Ready?
May 13, 2025
Brian Herriot: Designing Lifestyle Freedom Through Entrepreneurial Thinking
Apr 29, 2025
Raymond Lavine: From Combat to Care—Lessons in LTC Planning and Financial Strategy
Apr 22, 2025
Navigating Retirement with Purpose: Jet Vertz's Journey from Aviation Executive to Fulfilling Retirement
Apr 15, 2025
The Retirement Manifesto: How to Live with Purpose After Leaving the Workforce
Apr 08, 2025
The Ethics of Financial Advising: Transparency, Strategy, and Smart Investing with Adam Koós
Apr 01, 2025
Steuart Martens on Purposeful Retirement: Health, Longevity, and Giving Back
Mar 25, 2025
Retirement, Relationships, and Reinvention: The New Rules for a Happy Life with Andy Robin
Mar 18, 2025
The Three-Legged Stool of Retirement: Financial, Physical & Mental Wellness with Lawrence Sprung
Mar 11, 2025
The Mindset Shift for a Meaningful Retirement with Lubna Forzley
Feb 25, 2025
Managing Time, Teams, and Exit Strategies with Dominic Rubino
Feb 11, 2025
Staying Active, Giving Back, and Building Charisma in Retirement with Frank Somma
Jan 28, 2025
The Financial and Emotional Value of Life Settlements in Retirement with Rob Haynie
Jan 14, 2025
The State of Retirement Readiness Today with Shannon Edwards
Dec 31, 2024
Proactive Retirement and Tax Efficiency with Alexis Gallati
Dec 17, 2024
From Early Retirement Challenges to Finding Purpose with Dr. Mike Patterson
Dec 03, 2024
Solo Cast 2: What Makes Up a Happy Retirement
Nov 19, 2024
Early Retirement and the Comedy of Life: Finding Fulfillment After Leaving the Corporate World with Paul Ollinger
Nov 12, 2024
The Power of Self-Assessment and Planning for a Fulfilling Retirement with Don Gleason
Nov 05, 2024
Balancing Work, Family, and Finances: Why Early Retirement Planning Matters with Mark Hansen
Oct 29, 2024
The Future of Financial Advising: Technology, Planning, and Client Expectations with Ben Tuscai
Oct 15, 2024
Generosity, Stewardship, and Biblical Financial Literacy with Ron Blue
Oct 08, 2024
Transforming Lives with Values-Driven Financial Planning with George Kinder
Sep 24, 2024
Annuities, Risk, and the Art of Managing Wealth for a Secure Retirement with Stephen Kates
Sep 17, 2024
Unlocking Biblical Wisdom for Financial Stewardship with Shane Whybrew
Sep 10, 2024
Understanding Your Medicare and Health Insurance Options with Kevin Heath
Sep 03, 2024
Mastering the Art of a Secure and Happy Retirement with Tom Hegna
Aug 27, 2024
Solo Cast: Retirement Are You Ready?
Aug 20, 2024
Aligning Purpose with Practice in Financial Advisory with Rob Brown
Aug 06, 2024
Leaving Your Mark through Estate Planning with Adam Zuckerman
Jul 30, 2024
Welcome/Intro Episode
Jul 16, 2024
Chapter 6: Generous Giving: The Key to Retirement Happiness
Jul 09, 2024
Chapter 5: The Drawdown Strategies
Jul 02, 2024
Chapter 4: The Phases of Retirement
Jun 25, 2024
Chapter 3: Retirement Risks
Jun 18, 2024
Chapter 2: Financial Planning 101
Jun 11, 2024
Chapter 1: Your Retirement Why
Jun 04, 2024