Retire Wise

Shawn Maloney
  • 5.0 (1)
  • Investing
  • Updated Weekly

Retire Wise with Shawn Maloney is a retirement-focused podcast designed to help pre-retirees and retirees make informed, confident financial decisions. Each episode covers the strategies and principles that impact life after work — from retirement income planning and tax strategy to Medicare, Social Security, estate planning, and long-term care considerations. Shawn breaks down complex financial topics into clear, practical guidance, helping listeners understand how to coordinate their investments, manage risk, reduce unnecessary taxes, and create sustainable income in retirement. The goal isn’t chasing trends — it’s building a thoughtful plan designed to support your lifestyle and protect what you’ve worked hard to save.  Whether you’re five years from retirement or already there, Retire Wise offers straightforward conversations to help you prepare, adjust, and move forward with clarity.

  1. 4d ago

    The 5 D's of Retirement Planning

    Want to retire wise? Book a discovery meeting ➡️ https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05 According to a recent Kiplinger article, there are five keys to a retirement plan that hold up over time. They all happen to start with the same letter — which either means it's a great framework or someone really wanted it to work out that way. In this episode, Shawn walks through the “5 D’s” of retirement planning and how each one plays a role in helping retirees build a plan that addresses longevity risk.   Here’s some of what we discuss in this episode: 🧩 Diversification: Coordinate income and investments ⏳ Duration: Plan for longevity risk 🛡️ Downside Protection: Review risk exposure 📍 Discretionary Income: Track real spending needs 🔎 Retirement Drag: Watch taxes and fees 🔄 Ongoing Reviews: Adjust as life changes Website: https://retirewisepro.com/ Phone: (404) 692-1233 Contact our team: https://retirewisepro.com/contact/ Retirement Toolkit: https://bit.ly/4dqNS5M The Priority of Retirement Book: https://bit.ly/4eNrKFg Attend a Live Learning Event: https://bit.ly/4dlHeOb Complementary guides here: https://bit.ly/4dIC2oV   Shawn’s Kiplinger Features: https://bit.ly/4d9rMGe YouTube: https://bit.ly/4tFxIfd Disclosure: https://bit.ly/4x9Aoo4

  2. Jul 16

    To Infinity… and Beyond! What Toy Story Teaches Us About Retirement

    Want to retire wise? Book a discovery meeting ➡️ https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05  The original Toy Story came out 30 years ago, which means some of you took your kids to see it in theaters. Now you can bring your grandkids to see the latest one. Before you do, we thought it would be fun to revisit some of the iconic moments from the franchise and see what they say about your retirement. Here’s some of what we discuss in this episode:   🚀 Retirement Leap: Plan before the jump. 🧠 Mindset Shift: Retirement changes identity. ❓Market Reality: Strategy beats guesswork. 🤝 Advisor Relationship: Planning is personal. 🏡 Legacy Planning: Protecting your loved ones. Website: https://retirewisepro.com/ Phone: (404) 692-1233 Contact our team: https://retirewisepro.com/contact/ Retirement Toolkit: https://bit.ly/4dqNS5M The Priority of Retirement Book: https://bit.ly/4eNrKFg Attend a Live Learning Event: https://bit.ly/4dlHeOb Complementary guides here: https://bit.ly/4dIC2oV   Shawn’s Kiplinger Features: https://bit.ly/4d9rMGe YouTube: https://bit.ly/4tFxIfd Disclosure: https://bit.ly/4x9Aoo4

  3. Jul 2

    Tax Prep vs Tax Planning (And Why It Matters)

    Want to retire wise? Book a discovery meeting ➡️ https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05  Tax prep is about filing last year’s return, but tax planning is about controlling what you’ll owe for the rest of your life. Shawn breaks down why many retirees don’t always end up in a lower tax bracket and how tax buckets, Roth conversions, and RMDs all fit together. We share simple ways to start optimizing what you keep, not just what you make. Want to see how much tax “planning dust” could change your own retirement picture?  Here’s some of what we discuss in this episode:  📉 Tax Brackets: Retirement may not lower them ⚡ Tax Efficiency: Keeping more of what you earn 🔄 Roth Conversions: Strategic tax management tool 🪣 Tax Buckets: Different money, different rules 📊 Optimization: Balancing taxes over time   ✅ Real Results: Strategy can help lower lifetime taxes Website: https://retirewisepro.com/ Phone: (404) 692-1233 Contact our team: https://retirewisepro.com/contact/ Retirement Toolkit: https://bit.ly/4dqNS5M The Priority of Retirement Book: https://bit.ly/4eNrKFg Attend a Live Learning Event: https://bit.ly/4dlHeOb Complementary guides here: https://bit.ly/4dIC2oV   Shawn’s Kiplinger Features: https://bit.ly/4d9rMGe YouTube: https://bit.ly/4tFxIfd Disclosure: https://bit.ly/4x9Aoo4

  4. Jun 25

    Investment Planning: Matching Money to Its Mission

    Want to retire wise? Book a discovery meeting ➡️ https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05 Retirement investing isn't just about growing your money- it's about giving every dollar a purpose. In this episode, Shawn explains how investment planning fits into a comprehensive retirement strategy and why your approach to investing should change as retirement approaches. Shawn and Marc discuss risk tolerance, emotional decision-making, active versus passive management, fee transparency, and the importance of staying disciplined when markets become unpredictable.  Here’s some of what we discuss in this episode: 🔨 Three Levels – Different investments serve different purposes 📈 Growth Matters – Preservation doesn't mean abandoning growth 🧠 Risk Reality – Conservative means different things to different people 👫 Couples Differ – Spouses often view risk very differently 🔍 Fee Transparency – Understanding what you're paying for ⚙️ Active Management – Monitoring and adjusting as conditions change Website: https://retirewisepro.com/ Phone: (404) 692-1233 Contact our team: https://retirewisepro.com/contact/ Retirement Toolkit: https://bit.ly/4dqNS5M The Priority of Retirement Book: https://bit.ly/4eNrKFg Attend a Live Learning Event: https://bit.ly/4dlHeOb Complementary guides here: https://bit.ly/4dIC2oV   Shawn’s Kiplinger Features: https://bit.ly/4d9rMGe YouTube: https://bit.ly/4tFxIfd Disclosure: https://bit.ly/4x9Aoo4

  5. Jun 18

    Income Planning: The Foundation of Every Retirement Plan

    Want to retire wise? Book a discovery meeting ➡️ https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05  Retirement isn't about hitting a magic number- it's about creating a reliable paycheck when the paychecks stop. In this episode, Shawn explains why income planning is the true foundation of a confident retirement and how many people enter retirement without a clear strategy for turning their savings into income. He discusses the role of Social Security, pensions, personal savings, taxes, and inflation while introducing his "financial house" framework.  Here’s some of what we discuss in this episode: 📍 Retirement planning starts with income planning- not account balances 🗂️ Many retirees accumulate a "junk drawer" of accounts that need organization and purpose 🏦 Social Security and pensions often aren't enough to fund retirement on their own 📈 Inflation and taxes must be accounted for when creating an income strategy 🗺️ Retirement is easier to navigate when you have a roadmap and a process for avoiding common pitfalls Website: https://retirewisepro.com/ Phone: (404) 692-1233 Contact our team: https://retirewisepro.com/contact/ Retirement Toolkit: https://bit.ly/4dqNS5M The Priority of Retirement Book: https://bit.ly/4eNrKFg Attend a Live Learning Event: https://bit.ly/4dlHeOb Complementary guides here: https://bit.ly/4dIC2oV   Shawn’s Kiplinger Features: https://bit.ly/4d9rMGe YouTube: https://bit.ly/4tFxIfd Disclosure: https://bit.ly/4x9Aoo4

  6. Jun 11

    Meet Shawn Maloney: The Story Behind Retire Wise

    Want to retire wise? Book a discovery meeting ➡️ https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05  In the very first episode of Retire Wise, Shawn Maloney shares his journey into the financial industry, the passion that led him to start Retire Wise, and why being an independent advisor allows him to better serve clients. Shawn and Marc discuss the lack of financial education in America, the importance of building long-term relationships rather than transactional ones, and what truly motivates Shawn after more than two decades in the industry. If you're wondering what Retire Wise is all about, this episode is the perfect place to start.  Here’s some of what we discuss in this episode: 🎯 Independent Advantage: Why flexibility matters for clients 📚 Financial Education Gap: What schools aren't teaching 💡 Retirement Confidence: Helping people find clarity 🤝 Relationship First: Planning beyond transactions 🚀 Shawn's Journey: How an eighth-grade investment game sparked a career Website: https://retirewisepro.com/ Phone: (404) 692-1233 Contact our team: https://retirewisepro.com/contact/ Retirement Toolkit: https://bit.ly/4dqNS5M The Priority of Retirement Book: https://bit.ly/4eNrKFg Attend a Live Learning Event: https://bit.ly/4dlHeOb Complementary guides here: https://bit.ly/4dIC2oV   Shawn’s Kiplinger Features: https://bit.ly/4d9rMGe YouTube: https://bit.ly/4tFxIfd Disclosure: https://bit.ly/4x9Aoo4

  7. May 3

    Marathon of Her

    How do inflation, interest rates, and market uncertainty affect your retirement plan? This episode breaks down how to prepare for economic shifts, why flexibility matters in retirement income planning, and the key strategies couples should consider to protect a surviving spouse. Website: https://retirewisepro.com/ Phone: (404) 692-1233 Contact our team: https://retirewisepro.com/contact/ Retirement Toolkit: https://bit.ly/4dqNS5M The Priority of Retirement Book: https://bit.ly/4eNrKFg Attend a Live Learning Event: https://bit.ly/4dlHeOb Complementary guides here: https://bit.ly/4dIC2oV   Shawn’s Kiplinger Features: https://bit.ly/4d9rMGe YouTube: https://bit.ly/4tFxIfd Disclosure: https://bit.ly/4x9Aoo4

  8. Apr 19

    Risks in Retirement (Pt. 2)

    Rising inflation, global conflict, and market uncertainty can all impact your retirement—but do you have a plan for it? Shawn breaks down how to account for inflation, navigate volatility, and build a strategy designed to keep your income on track no matter what the economy throws your way. Website: https://retirewisepro.com/ Phone: (404) 692-1233 Contact our team: https://retirewisepro.com/contact/ Retirement Toolkit: https://bit.ly/4dqNS5M The Priority of Retirement Book: https://bit.ly/4eNrKFg Attend a Live Learning Event: https://bit.ly/4dlHeOb Complementary guides here: https://bit.ly/4dIC2oV   Shawn’s Kiplinger Features: https://bit.ly/4d9rMGe YouTube: https://bit.ly/4tFxIfd Disclosure: https://bit.ly/4x9Aoo4

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About

Retire Wise with Shawn Maloney is a retirement-focused podcast designed to help pre-retirees and retirees make informed, confident financial decisions. Each episode covers the strategies and principles that impact life after work — from retirement income planning and tax strategy to Medicare, Social Security, estate planning, and long-term care considerations. Shawn breaks down complex financial topics into clear, practical guidance, helping listeners understand how to coordinate their investments, manage risk, reduce unnecessary taxes, and create sustainable income in retirement. The goal isn’t chasing trends — it’s building a thoughtful plan designed to support your lifestyle and protect what you’ve worked hard to save.  Whether you’re five years from retirement or already there, Retire Wise offers straightforward conversations to help you prepare, adjust, and move forward with clarity.

Information

  • Creator
    Shawn Maloney
  • Years Active
    2025 - 2026
  • Episodes
    38
  • Rating
    Clean
  • Copyright
    © Retire Wise, LLC
  • Show Website
    Retire Wise