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. 5d ago

    BBLB Episode 33: The Biggest Financial Opportunity Since the Internet? (AI, Investing & Retirement)

    Most people think a great financial advisor picks investments. The best ones help you make better decisions. In Episode 33, we break down: 💰 How one client turned $1M into $1.283M 🤖 Why AI is changing the investing landscape 📈 The biggest opportunities and risks in today's market 🛡️ Why protecting gains can be just as important as making them Plus, a behind-the-scenes look at how real retirement planning works when life, markets, and emotions collide.Listen now and start building a retirement plan that serves your life—not the other way around.

    28 min

  2. 6d ago

    BBLB Episode 32: Bull Markets, Bad Jokes, and Dad Energy

    What happens when Teddy and Matt put retirement planning aside and go head-to-head in a finance dad joke showdown? From bull markets and hedge funds to nest eggs and taxes, nothing is off limits in this episode packed with terrible jokes, unexpected laughs, and plenty of financial humor. The only question is...Who won the dad joke battle: Teddy or Matt?Drop your vote below 👇 📖 Want a FREE copy of Retire Right? Text BOOK to **864-920-3155#RetirementPlanning #DadJokes #FinanceHumor #FinancialAdvisor #Podcast #Investing #BigMoneyRetirement**

    18 min

  3. Jun 10

    BBLB Episode 30: What the World's Best Investors Know That Most People Don't

    What can everyday investors learn from Warren Buffett, Berkshire Hathaway, and some of the greatest minds in investing?In Episode 30 of the Build Big Live Bigger podcast, Jonathan Burgess and Luke Grimes discuss the Berkshire Hathaway Annual Meeting, what makes great businesses stand the test of time, and the investing principles that continue to work year after year.In this episode:• What makes the Berkshire Hathaway Annual Meeting so unique• Key lessons from Warren Buffett's investing philosophy• How to identify high-quality businesses• Why long-term thinking matters more than market noise• The difference between investing and speculation• How AI is impacting companies like Adobe and other market leadersOne of the biggest takeaways:The best investors aren't chasing trends—they're focused on quality, patience, and the long game.#BuildBigLiveBigger #BerkshireHathaway #WarrenBuffett #Investing #RetirementPlanning #LongTermInvesting #FinancialEducation #BigMoneyRetirement

    19 min

  4. Jun 10

    BBLB Epidosde 31: How One Family Unknowingly Lost $16,000 Per Year

    Episode 31 is all about one of the biggest retirement lessons we've seen this year:No two retirement plans should ever be the same.You'll learn:✅ How one family was unknowingly losing over $16,000 per year to fees and taxes✅ Why low-cost index funds can create major long-term savings✅ The difference between planning for legacy and planning for income✅ How hidden risks can exist even in portfolios filled with great companies✅ Why retirement planning is about living your life—not obsessing over your portfolio every dayIf you're approaching retirement or already retired, this episode will challenge the idea that there is a "one-size-fits-all" retirement strategy.📘 Text BOOK to 864-920-3155 for your free copy of Retire Right.#RetirementPlanning #RetireRight #FinancialPlanning #RetirementIncome #WealthManagement #BigMoneyRetirement #RetirementTips #FinancialFreedom #Investing #RetirementStrategyYou, 28 min

    16 min

  5. May 27

    BBLB Episode 29: The Plan Is the Confidence

    In Episode 29 of the Build Big Live Bigger podcast, breaks down one of the biggest questions retirees are asking right now:How do war, oil prices, inflation, and market volatility actually impact your retirement? 🌍📈This episode covers:• What rising oil prices really mean for the economy• How inflation impacts retirees differently• The dangers of heavy bond exposure during stagflation• Why guaranteed income matters during uncertain markets• The difference between reacting emotionally vs planning intentionallyOne of the biggest takeaways:“The plan is the confidence.”If you’re nearing retirement and trying to make sense of today’s economy without getting lost in fear-driven headlines, this episode is for you.#BuildBigLiveBigger #RetirementPlanning #RetireRight #Inflation #FinancialFreedom #RetirementConfidence #BigMoneyRetirement #BMRS

    18 min

  6. May 20

    BBLB Episode 28 | You Can Have $1 Million… And Still Retire Wrong

    In Episode 28 of the Build Big Live Bigger podcast, & break down a hard truth:You can have $1 million saved… and still retire wrong.This episode covers:📈 Why retirement is more than just hitting a number🧠 The importance of income + tax strategy working together🎯 How great advisors listen first instead of pushing products💬 Why so many retirees feel like “just another number”✈️ The role purpose, travel, family, and lifestyle play in retirement planningPlus — a behind-the-scenes look at how we think about serving families, building real plans, and helping clients retire with confidence instead of confusion.If you’re serious about retiring with clarity, purpose, and a plan built around your life — this episode is for you.#BuildBigLiveBigger #RetirementPlanning #RetireRight #BigMoneyRetirement #Fiduciary #RetirementPodcast #RetirementIncome #FinancialPlanning #RetirementConfidence

    27 min

  7. Mar 18

    BBLB Episode 27: Why Simple Investing Matters

    A lot of people spend years looking for the “secret” to better investment returns. But in retirement, the better question is often this: Do you need more complexity… or more clarity? In Episode 27, we walk through why so many investors get pulled toward exclusivity, high-fee products, and active strategies — and why simple, disciplined investing often wins over time. This is a conversation about:• reducing unnecessary risk• avoiding shiny object syndrome• preparing the next generation well• and creating the kind of confidence that lets you rest, not second-guess Because the best retirement plan is not the one that sounds the most impressive.It’s the one that helps you live with the most peace. https://www.bigmoneyretirement.com/build-big-live-bigger-podcast/

    26 min

  8. Mar 4

    BBLB Episode 26: Can I Retire?

    A great pilot doesn’t skip the checklist. A great retiree shouldn’t either. Episode 26 is your “pre-flight” for retirement — because hoping it works is not a plan. ✅ Income plan ✅ Taxes ✅ Social Security timing ✅ Risk + safety ✅ What to pull from, and when Text BOOK to 864-920-3155 or hit the link to get your free copy of Retire Right. https://www.bigmoneyretirement.com/build-big-live-bigger-podcast/

    31 min
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Ratings & Reviews

5
out of 5
2 Ratings

About

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
    33
  • Rating
    Clean
  • Copyright
    © Big Money Retirement
  • Show Website
    Big Money Retirement Podcast

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