Retire Wise

Shawn Maloney

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. MAR 22

    Legacy Planning

    On this episode of Retire Wise with Shawn Maloney, Shawn discusses how global headlines and market volatility can create fear for investors—and why a solid retirement plan helps you stay focused on long-term goals instead of reacting emotionally to short-term events. Plus, learn the basics of estate and legacy planning, including wills, trusts, and common mistakes that could leave your family dealing with unnecessary stress and complications. Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for you Catch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA) www.retirewisepro.com Disclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.

    50 min

  2. MAR 15

    Your 401(k) is Not a Plan

    Global headlines can shake investor confidence, but should they change your retirement strategy? Shawn explains why market volatility tied to geopolitical events often has only short-term effects and why sticking to a well-designed financial plan matters more than reacting to the news. He also breaks down why a 401(k) alone isn’t a retirement plan, how old workplace accounts can be better utilized, and the role diversification plays in creating reliable income for retirement. Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for you Catch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA) www.retirewisepro.com Disclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.

    50 min

  3. MAR 8

    Retirement for Small Business Owners

    On this episode of Retire Wise with Shawn Maloney, we explore what it really takes to retire early — and how to know if you’re truly ready. From identifying your “enough” number and building sustainable income streams to managing debt and planning for life’s unexpected expenses, Shawn breaks down the practical steps that help turn retirement from a dream into a workable plan. The conversation also shifts to small business owners, highlighting why an exit strategy is critical and how proper planning can help you transition from running a company to enjoying retirement with confidence. Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for you Catch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA) www.retirewisepro.com Disclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.

    50 min

  4. MAR 1

    Retirement Income Planning

    On this episode of Retire Wise with Shawn Maloney, we focus on one of the most important questions in retirement: How do you turn a lifetime of savings into dependable income that lasts? Shawn explains why a “pile of money” isn’t the same as a plan, how today’s retirees are balancing on a two-legged stool of Social Security and personal savings, and the risks that come with relying too heavily on market-based withdrawals. We break down sequence of returns risk, building a protected income floor, closing income gaps, and why forward-looking tax planning plays a critical role in making your money last. Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for you Catch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA) www.retirewisepro.com Disclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.

    50 min

  5. FEB 22

    Retirement Optimism

    On this episode of Retire Wise Radio, Shawn Maloney explores what “retirement optimism” really means in today’s economic climate. From market headlines and tax changes to inflation, income planning, and healthcare costs, Shawn explains why confidence in retirement doesn’t come from predictions — it comes from having a clear, coordinated plan. If you want to feel more certain about your future regardless of market noise, this episode outlines the framework to help you get there. Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for you Catch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA) www.retirewisepro.com Disclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.

    50 min

  6. FEB 15

    Act Your Age

    On this episode of Retire Wise, Shawn Maloney breaks down why your retirement strategy should evolve as you move through different stages of life. From asset allocation and risk management to income planning and taxes, Shawn explains what it really means to “act your age” financially—and how aligning your plan with where you are today can help protect what you’ve built and support the retirement you want. Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for you Catch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA) www.retirewisepro.com Disclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.

    50 min

  7. FEB 11

    Preserving Your Retirement from Taxes

    On this episode of Retire Wise with Shawn Maloney, we focus on preserving your retirement from taxes. Shawn explains the difference between tax preparation and proactive tax planning, how RMDs can impact your income, and why today’s tax environment may create planning opportunities. If you’re retired or nearing retirement, this conversation highlights strategies designed to help you keep more of what you’ve save Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for you Catch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA) www.retirewisepro.com Disclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.

    50 min

  8. FEB 8

    Four Retirement Pillars

    On this episode of Retire Wise, Shawn Maloney breaks down the four essential pillars of a strong retirement plan: preservation, growth potential, income, and liquidity. Learn how these pillars work together to help protect your savings, generate reliable income, and keep your retirement plan steady—even as taxes, inflation, and market volatility come into play. If you’re retired or approaching retirement, this episode explains why missing even one pillar can put your future at risk and how thoughtful planning can help keep everything balanced. Are you ready to take charge of your retirement? Each week, Shawn Maloney breaks down the steps to help you build a brighter, more confident financial future. From taxes and retirement income to estate planning and investments, Shawn helps you make sense of it all — so you can enjoy life knowing your money is working for you Catch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA) www.retirewisepro.com Disclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.

    50 min
See All (28)

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
    28
  • Rating
    Clean
  • Copyright
    © Retire Wise, LLC
  • Show Website
    Retire Wise