Build Big Live Bigger

Big Money Retirement Solutions
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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.

  1. 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

  2. FEB 18

    BBLB Episode 25: Pain is inevitable, but suffering is a choice

    Pain is inevitable in retirement. Suffering isn’t. Episode 25 of the Build Big Live Bigger Podcast is a gut-check (in the best way) — because most people spend years preparing financially… and almost zero time preparing emotionally for what comes next. ✅ What happens when the paycheck stops and the “identity” shifts ✅ How to move from a saving mindset to a living mindset ✅ Why the best retirement plans don’t just manage money — they protect peace of mind ✅ The question that changes everything: “If money wasn’t the issue… what would your dream retirement look like?” If you’re heading into retirement soon — or you’re already there and still feeling that quiet “something’s missing” — don’t wait until uncertainty turns into regret. If retirement clarity matters, take action while you still have options. Text BOOK to 864-920-3155 for a FREE copy of Retire Right by Johnathan Burgess! https://www.bigmoneyretirement.com/build-big-live-bigger-podcast/

    23 min

  3. FEB 11

    BBLB Episode 24: AI Bubble or AI Boom?

    AI Bubble or AI Boom? 🤖 Clients keep asking: “Should we be worried about all this tech exposure?”In Episode 24, Johnathan Burgess and Luke Maloney-Grimes break down AI adoption, what’s really driving the growth behind companies like the Magnificent Seven, and why this moment isn’t as simple as “it’s a bubble.” But more importantly, we bring it back to what matters most in retirement:You don’t need perfect predictions. You need the right plan and asset allocation. You’ll hear a simple explanation of the AI ecosystem (chips, manufacturers, platforms, data centers), why “AI” doesn’t automatically equal a good investment, and how safe money + an income strategy can reduce worry—even if markets get volatile. 📩 Want more clarity? Text BOOK to 864-920-3155 to get a free copy of Retire Right.

    25 min

  4. FEB 4

    BBLB Episode 23: The Tax Train Is Coming

    When you retire, it’s not just you and your spouse at the table…You have a silent partner too — the IRS. And if you don’t have a tax plan?The IRS does. In Episode 23, Build Big Live Bigger Podcast we break down how to create tax-efficient income in retirement — so you can keep more of what you built, reduce unknowns, and protect the life you’ve worked so hard for. ✅ Why taxes may be your biggest long-term risk ✅ How Roth conversions can help you “get off the tracks” ✅ Why the first 10 years of retirement can change your lifetime tax outcome ✅ RMDs, IRMAA, Social Security taxation — what you need to understand Because retirement isn’t just about growing money…It’s about building a plan that lets you Dream Big. Live Bigger. 🔥 Text BOOK to 864-920-3155 or click: https://www.bigmoneyretirement.com/build-big-live-bigger-podcast/

    19 min
  5. BBLB Episode 22: Money will only get you so far

    JAN 28

    BBLB Episode 22: Money will only get you so far

    Money will only get you so far—relationships and real clarity are what protect your retirement. Welcome to Episode 22 of the Build Big Live Bigger podcast. In this episode, Johnathan Burgess and Luke Maloney-Grimes break down a retirement threat most people don’t see coming: portfolio fees—the hidden costs that can quietly reduce returns, limit income, and delay the life you’re working so hard to enjoy. You’ll learn: -Why fees can be one of the largest “invisible expenses” in retirement -How lower expected returns make fees more damaging over time -Where high fees often hide (mutual funds, variable annuities, advisory fees, and more) -The concept of “behavioral fees”—and how the wrong move in a downturn can cost far more than any expense ratio. -Why dormant old 401(k)s/IRAs can lead to unnecessary costs and missed growth. -How Big Money’s philosophy focuses on helping you keep more of your return—so your plan blesses your life instead of becoming it. If retirement clarity matters to you, don’t wait.📩 Text BOOK to 864-920-3155 or click the link below to get a free copy of Johnathan’s book, Retire Right. https://www.bigmoneyretirement.com/build-big-live-bigger-podcast/

    31 min

  6. JAN 22

    BBLB Episode 21: New year. Fresh focus.

    Heading into 2026, here’s the question:What do you really want this year to look like? In Episode 21, we talk about getting intentional, staying consistent, and building a plan that supports your dreams — not your worries. Clarity first. Confidence follows. 💛

    37 min

  7. JAN 14

    BBLB Episode 20: Anyone can give retirement advice. Not everyone knows how to plan for retirement.

    In this first episode of the new year, we talk about what truly matters as you head into 2026 — not opinions, not hype, but real planning that replaces worry with confidence.We break down:• Why retirement planning is different than investing• Why losses matter more after you retire• What max drawdown really means for your life• Why the old 4% rule may not be enough• And why taxes — not the market — could be your biggest riskRetirement isn’t about guessing.It’s about building a plan that protects what you’ve built and supports the life you want to live.If 2026 is the year you want more clarity, more confidence, and fewer financial surprises — this episode is for you. ✨

    13 min

  8. 12/20/2025

    BBLB Episode 19: What if 2026 was the year your money finally matched the life you actually want to live? 🎯✨

    In Episode 19 of the Build Big Live Bigger podcast, Johnathan & Luke walk through: How our clients (and our firm) grew nearly 80% this year—and what that means for your plan 📈 A simple year-end reflection ritual to keep the good memories, release the hard ones, and repeat what worked 🔥 How to pre-plan your travel calendar so you’re not just retired… you’re going somewhere ✈️🗓️ Smart ways to gift to kids & grandkids (UGMAs, Roth IRAs, annual gifting limits) so you see your legacy while you’re here to enjoy it 🎁👨‍👩‍👧‍👦 Critical year-end moves: RMDs, QCDs, Roth conversions, donor-advised funds, and why your 401(k) allocation might need a second look before the new year ⏰ If you’re 50+ and serious about making 2026 a year of clarity, confidence, and memorable moments, this one’s for you. #BuildBigLiveBigger #RetireRight #RetirementPlanning #PreRetirement #LegacyPlanning #RetirementIncome #FinancialClarity #BigMoneyRetirement

    27 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 Solutions
  • Years Active
    2025 - 2026
  • Episodes
    26
  • Rating
    Clean
  • Copyright
    © Big Money Retirement Solutions
  • Show Website
    Build Big Live Bigger