Big Money Retirement Podcast

Big Money Retirement
  • 5.0 (2)
  • Investing
  • Updated Weekly

Build Big means doing the real work upfront: clarifying what you want, what matters most, and how you want to live. Live Bigger means creating a plan that actually delivers that life- so you can spend retirement doing everything you couldn't while you were working.

  1. 4d ago

    Episode 42: There Will Be Storms—How Smart Investors Stay the Course

    Markets will have storms. The real question is: will your strategy survive them? In Episode 42 of the Big Money Retirement Podcast, Johnathan Burgess and Luke Maloney Grimes break down what long-term investing really requires—patience, conviction, perspective, and the discipline to stay the course when emotions try to pull you off track. Using the idea of storms, sirens, and staying on course, they unpack why so many investors make costly mistakes chasing quick wins, reacting emotionally to volatility, or operating without real clarity around their plan. In this episode, they discuss: Why market storms are inevitableHow emotional investing can throw you off courseThe danger of chasing quick richesWhy a 5–10 year mindset mattersHow to think through best-case, average-case, and worst-case scenariosWhy the right strategy can help you invest with more confidence and less fearBecause in retirement planning, it’s not just about growing money. It’s about having the right plan, the right guidance, and the confidence to stay on course when life — and the market — gets rough. Ready to learn more? Visit BigMoneyRetirement.com Subscribe to the Big Money Retirement Podcast for straightforward conversations designed to help you approach retirement with greater clarity and confidence. This podcast is for educational and informational purposes only and should not be considered personalized financial, investment, tax, or legal advice.#RetirementPlanning #Investing #FinancialPlanning #BigMoneyRetirementPodcast

  2. 5d ago

    Episode 41: What if the hardest part of retirement has nothing to do with how much money you saved?

    What if the hardest part of retirement has nothing to do with how much money you saved? Welcome to Episode 41 of the Big Money Retirement Podcast. Johnathan Burgess shares a first look at his new book, More Than Money, and dives into the part of retirement planning that doesn’t always show up on a spreadsheet. In this episode:• Why a couple with $9 million saved was still afraid to spend• How your earliest experiences with money can follow you into retirement• Why retirement should be about experiences — not just preserving an account balance• The four types of regret on Johnathan’s “Regret Compass”• Why the relationships and opportunities you put off today may matter more than you realize From convincing retirees to actually enjoy what they’ve built to sharing deeply personal stories about regret, family, and loss, Johnathan explores why retirement is about far more than investments, taxes, and withdrawal rates. Because retirement isn’t just about having enough money.It’s about building a life you actually want to live. Learn more about Big Money Retirement and explore upcoming events at BigMoneyRetirement.com. For informational and educational purposes only. Nothing discussed should be considered individualized investment, tax, or legal advice.#BigMoneyRetirement #RetirementPlanning #Retirement #MoreThanMoney #FinancialPlanning #RetireRight

  3. Sep 3

    The 5 Biggest Fears Keeping You From a Confident Retirement | Big Money Retirement Podcast Ep. 40

    In Episode 40 of the Big Money Retirement Podcast, Johnathan Burgess and Teddy Heiser break down the five biggest fears they hear from retirees—and what can be done to address them.From running out of money and rising healthcare costs to overpaying in taxes, leaving a mess for your family, and getting crushed by a market downturn, these are the concerns that can keep even successful savers second-guessing retirement.The goal isn’t just having a portfolio. It’s having an integrated retirement strategy where your income, investments, taxes, healthcare, and estate plan work together—so you can spend less time worrying and more time actually enjoying retirement.📘 Get your complimentary copy of Retire RightText BOOK to 864-920-3155Ready to learn more? Visit BigMoneyRetirement.com.Subscribe to the Big Money Retirement Podcast for straightforward conversations designed to help you approach retirement with greater clarity and confidence.This podcast is for educational and informational purposes only and should not be considered personalized financial, investment, tax, or legal advice.#RetirementPlanning #Retirement #FinancialPlanning #BigMoneyRetirementPodcast

  4. Aug 13

    You Saved Enough to Retire—Now Don’t Mess It Up | Big Money Retirement Podcast Ep. 39

    You did the hard part. You saved enough to retire. Now comes the part most people underestimate—making sure you don’t mess up what you spent decades building. In Episode 39 of the Big Money Retirement Podcast, Johnathan Burgess breaks down the questions and fears that can show up when it’s finally time to turn your savings into a retirement strategy. What happens if the market crashes? Should you give up control of your investments? Is managing your own money still the right move? And most importantly—how do you build a strategy designed to last for the rest of your life? Because retirement is a different game. The margin for error gets smaller, the stakes get bigger, and having money is only part of the equation. 📘 Get your complimentary copy of Retire RightText BOOK to 864-920-3155 Ready to learn more? Visit BigMoneyRetirement.com. Subscribe to the Big Money Retirement Podcast for straightforward conversations designed to help you approach retirement with greater clarity and confidence. This podcast is for educational and informational purposes only and should not be considered personalized financial, investment, tax, or legal advice.#RetirementPlanning #Retirement #FinancialPlanning #BigMoneyRetirementPodc

  5. Aug 11

    How Retirees Get Scammed—and How to Protect Your Money | Big Money Retirement Podcast Ep. 38

    Could the person you trust with your retirement savings be putting your money at risk?In Episode 38 of the Big Money Retirement Podcast, Johnathan Burgess breaks down real investment scams, costly advisor red flags, and the warning signs every investor should recognize.From South Carolina Ponzi schemes and online trading groups to product churning and offers that sound too good to be true, this episode explains why doing your research could protect everything you worked to build.📘 Get your complimentary copy of Retire RightText BOOK to 864-920-3155Subscribe for straightforward conversations designed to help you approach retirement with greater clarity and confidence.This podcast is for educational and informational purposes only and should not be considered personalized financial, tax, or legal advice.#RetirementPlanning #InvestmentScams #FinancialAdvisor #Retirement #BigMoneyRetirementPodcastHow Retirees Get Scammed—and How to Protect Your Money | Big Money Retirement Podcast Ep. 38

  6. Aug 10

    The Real Goal of Retirement Isn’t Getting Rich—It’s Staying Rich | Episode 37

    In Episode 37 of the Big Money Retirement Podcast, Johnathan Burgess sits down with Teddy Heiser, lead advisor of the Greenville office, to discuss what retirees are worried about right now.They break down market volatility, retirement readiness, tax planning, emotional investing, and the dangers of chasing highly speculative opportunities. They also explain why some people are more prepared to retire than they realize—while others may need an honest conversation about their spending and expectations.The biggest takeaway: retirement isn’t about getting rich quick. It’s about protecting what you’ve built, avoiding the hype, and following a plan designed to help your money last.Subscribe for straightforward conversations about retirement income, investments, taxes, Social Security, Medicare, and building a retirement you can enjoy with confidence.This content is for educational purposes only and should not be considered individualized financial, investment, tax, or legal advice.#RetirementPlanning #Investing #FinancialPlanning #BigMoneyRetirement

  7. Jul 22

    The Hardest Part of Retirement Isn’t Money | Big Money Retirement Podcast Ep. 36

    What happens after you have saved enough to retire? In Episode 36 of the Big Money Retirement Podcast, Johnathan Burgess explains why the financial plan is only one part of a successful retirement. Once work no longer controls your calendar, you must decide how you will spend your time, strengthen your relationships, develop new interests, serve others, and create real purpose in your next chapter. Johnathan also shares an internal leadership lesson about curiosity—why asking better questions can improve the way we handle problems, communicate with others, and avoid making decisions based on assumptions. You’ll also hear how retirement planning brings together cash flow, taxes, Social Security, Medicare IRMAA, and the bigger question of what you want your life to look like. Money is an important tool, but it cannot create a meaningful retirement by itself. 📘 Get your complimentary copy of Retire RightText BOOK to 864-920-3155Subscribe to the Big Money Retirement Podcast for practical conversations about retirement planning, investing, taxes, purpose, and making the most of the years ahead. This content is for educational and informational purposes only and is not personalized financial, investment, or tax advice. #BigMoneyRetirement #RetirementPlanning #RetirementPodcast #RetireRight

  8. Jul 8

    BBLB Episode 35: Why Simple Investing Still Wins in Retirement

    In this episode of the Build Big Live Bigger podcast, Johnathan Burgess and Luke Maloney Grimes break down Luke’s experience at the Berkshire Hathaway annual meeting and the biggest lessons investors can take away from Warren Buffett, Greg Abel, Bill Ackman, and the broader investment community in Omaha. From Buffett’s warning that investors are in a “gambling mood,” to the importance of staying within your circle of competence, this conversation brings the focus back to what matters most: keeping your retirement plan simple, disciplined, and built around common sense. If your investment strategy is too complicated to explain to your niece, nephew, or grandchild, it may be time to rethink it. In this episode, we cover:• Luke’s biggest takeaway from Berkshire Hathaway• Why “perspective” matters in investing and retirement• What Buffett’s comments may say about today’s market• Why investors may be taking on unnecessary risk• The importance of safe money in your retirement plan• How simple, common-sense investing can help protect what you’ve built Retirement clarity matters. Don’t wait. Text BOOK to (864) 920-3155 or click the link in the description to get a free copy of Johnathan’s book, Retire Right.

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Build Big means doing the real work upfront: clarifying what you want, what matters most, and how you want to live. Live Bigger means creating a plan that actually delivers that life- so you can spend retirement doing everything you couldn't while you were working.

Information

  • Creator
    Big Money Retirement
  • Years Active
    2025 - 2026
  • Episodes
    42
  • Rating
    Clean
  • Copyright
    © Big Money Retirement
  • Show Website
    Big Money Retirement Podcast