• The Priority of Retirement

  • 著者： Shawn Maloney
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The Priority of Retirement

著者： Shawn Maloney
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  • Welcome to "The Priority of Retirement," hosted by seasoned certified retirement planner and fiduciary, Shawn Maloney. In each episode, Shawn shares age-old wisdom combined with modern, proven methods to help you navigate the complex world of retirement planning.


    Drawing from the principles that have stood the test of time, Shawn's insights are designed to be easy to understand and apply. Whether you're looking to reduce retirement risks, plan for the critical drawdown phase, or identify your unique "Retirement Why," this podcast provides you with the knowledge you need.


    In "The Priority of Retirement," you'll discover how to navigate the three phases of retirement, implement the "Retire Happy Framework™," and approach retirement income planning effectively. Shawn also explores why generosity is key to retirement happiness and how to ensure you create a rewarding and fulfilling life by planning properly now.


    Join Shawn Maloney as he helps you blend timeless wisdom with modern strategies to secure a prosperous and joyful retirement. Don't miss an episode of "The Priority of Retirement," your guide to a well-planned and meaningful future.
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あらすじ・解説

Welcome to "The Priority of Retirement," hosted by seasoned certified retirement planner and fiduciary, Shawn Maloney. In each episode, Shawn shares age-old wisdom combined with modern, proven methods to help you navigate the complex world of retirement planning.


Drawing from the principles that have stood the test of time, Shawn's insights are designed to be easy to understand and apply. Whether you're looking to reduce retirement risks, plan for the critical drawdown phase, or identify your unique "Retirement Why," this podcast provides you with the knowledge you need.


In "The Priority of Retirement," you'll discover how to navigate the three phases of retirement, implement the "Retire Happy Framework™," and approach retirement income planning effectively. Shawn also explores why generosity is key to retirement happiness and how to ensure you create a rewarding and fulfilling life by planning properly now.


Join Shawn Maloney as he helps you blend timeless wisdom with modern strategies to secure a prosperous and joyful retirement. Don't miss an episode of "The Priority of Retirement," your guide to a well-planned and meaningful future.
リーダーシップ 個人ファイナンス 経済学
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  • The Power of Self-Assessment and Planning for a Fulfilling Retirement with Don Gleason

    The Power of Self-Assessment and Planning for a Fulfilling Retirement with Don Gleason
    2024/11/05

    About Don Gleason: Don Gleason, CEO and President of Achieve New Heights, leverages his passion to 'help people find the career that energizes them and the life that fulfills them.' He discovered early on his passion to 'clean America’s waters' and later to 'lead teams to new heights.' After 42 years in military and corporate leadership positions, he now helps others find their passion, as many know the destination but not the path.


    In this episode, Shawn and Don Gleason discuss:

    • The importance of early retirement planning and financial readiness
    • Balancing personal health and financial strategies in retirement
    • Personal growth through self-assessment and accountability practices
    • Mitigating risks in retirement and protecting against market volatility


    Key Takeaways:

    • Starting retirement planning by age 40 allows for the benefits of compounding and lowers the risk of financial strain, as waiting until later years significantly limits financial growth potential.
    • Balancing a financial retirement plan with healthcare preparation is crucial, as both health maintenance and potential rising healthcare costs become essential factors in financial stability.
    • Regular self-assessment, including identifying personal successes and gaps, enables individuals to make better life and career adjustments, which ultimately supports more fulfilling retirements.
    • Establishing multiple income sources—such as pensions, Social Security, savings, and personal investments—adds resilience to a retirement plan and helps ensure that financial goals can be met despite market fluctuations.


    "You don't wander into success. Success comes from planning—figuring out where I want to go, what I want to do, and how to get there." — Don Gleason


    Connect with Don Gleason:

    Website: https://achievenewheights.com/

    Email: dgleason2009@hotmail.com

    LinkedIn: https://www.linkedin.com/in/don-gleason/


    Get a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirement



    Contact Shawn:

    Website- https://www.retirewisepro.com/

    YouTube- https://www.youtube.com/channel/UCiIMGdosN-snkV5gFt7FRSg

    LinkedIn- https://www.linkedin.com/in/shawn-maloney-retire-wise

    Instagram- https://www.instagram.com/retirewise_llc/

    Facebook- https://www.facebook.com/ShawnMaloney.RetirementPlanning/


    Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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    28 分
  • Balancing Work, Family, and Finances: Why Early Retirement Planning Matters with Mark Hansen

    Balancing Work, Family, and Finances: Why Early Retirement Planning Matters with Mark Hansen
    2024/10/29
    About Mark Hansen: Mark Hansen is the host of The Quiet Part and the founder of Second Comma, where he specializes in financial planning for single-income families. As a devoted husband and father, Mark understands the challenges of balancing present needs with future goals. Passionate about empowering families to navigate their financial journeys, he transitioned from corporate roles to independent advising after realizing his true calling lay in helping others. Through his podcast and e-book, Mark shares his insights and process, guiding listeners toward a more intentional approach to personal finance.In this episode, Shawn and Mark Hansen discuss:Career transitions and their impact on personal fulfillmentThe role of family and personal priorities in major life decisionsThe importance of long-term financial and retirement planningCommon challenges in planning for future financial stabilityKey Takeaways:Mark transitioned from a corporate role after an HR email prohibited him from giving financial advice to coworkers, pushing him toward financial planning full-time.Spending uninterrupted time with his son during the COVID-19 lockdown helped Mark realize the importance of family and ultimately led him to choose family over career advancement.Delaying retirement savings means sacrificing the most impactful compounding interest growth, making early contributions vital to long-term financial success.Younger individuals often struggle to prioritize retirement planning due to immediate life demands, making it essential to shift focus toward long-term goals. "The last untouched year is the greatest potential for growth from compound interest. So when you delay retirement by a year, that’s the year you’re sacrificing. You’re not sacrificing the first year; you’re always sacrificing the last year. And the last year is always potentially the biggest year." — Mark Hansen Connect with Mark Hansen: Website: https://www.second-comma.com/Email: mark@second-comma.comShow: The Quiet Part Podcast: https://podcasts.apple.com/us/podcast/the-quiet-part/id1733096383LinkedIn: https://www.linkedin.com/in/second-comma/Twitter: https://x.com/Second__CommaFacebook: https://www.facebook.com/secondcommaGet a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirementContact Shawn:Website- https://www.retirewisepro.com/YouTube- https://www.youtube.com/channel/UCiIMGdosN-snkV5gFt7FRSgLinkedIn- https://www.linkedin.com/in/shawn-maloney-retire-wiseInstagram- https://www.instagram.com/retirewise_llc/Facebook- https://www.facebook.com/ShawnMaloney.RetirementPlanning/Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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    23 分
  • The Future of Financial Advising: Technology, Planning, and Client Expectations with Ben Tuscai

    The Future of Financial Advising: Technology, Planning, and Client Expectations with Ben Tuscai
    2024/10/15

    About Ben Tuscai: Ben Tuscai is the Vice President of Financial Planning and a Wealth Advisor at Sunpointe Investments, where he focuses on helping Family Office and Wealth Management clients create personalized financial plans. He believes that understanding each individual involved is essential to successful planning. Ben holds an undergraduate degree from Immaculata University and a Master’s in Public Administration from West Chester University of Pennsylvania. Before joining Sunpointe, he spent seven years at The Vanguard Group, coaching advisors on financial planning, investments, and business management, and he is a Certified Financial Planner™ professional.


    In this episode, Shawn and Ben Tuscai discuss:

    • Personalization in financial planning
    • The evolving role of technology in financial advising
    • Generational wealth and family office complexities
    • Changing landscape of retirement planning


    Key Takeaways:

    • Tailoring financial advice requires a balance of structured questions and allowing conversations to develop naturally, ensuring each client’s unique emotional and financial concerns are addressed.
    • Financial advisors today are expected to handle a wider range of services, from traditional investment advice to more complex issues like student loan forgiveness or tax planning, due to the increased expectations from clients.
    • Managing wealth in family offices involves addressing concerns about wealth transfer across generations, ensuring that education and financial discipline are imparted to younger family members to avoid entitlement.
    • The financial planning profession now requires constant adaptation and learning, with changes in tax laws, retirement account regulations, and technology shaping how advisors provide value to clients.


    "As technology continues to progress, we're going to see ourselves continue to branch into other areas." — Ben Tuscai


    Connect with Ben Tuscai:

    Website: https://sunpointeinvestments.com/

    LinkedIn: https://www.linkedin.com/in/bentuscai/


    Get a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirement



    Contact Shawn:

    Website- https://www.retirewisepro.com/

    YouTube- https://www.youtube.com/channel/UCiIMGdosN-snkV5gFt7FRSg

    LinkedIn- https://www.linkedin.com/in/shawn-maloney-retire-wise

    Instagram- https://www.instagram.com/retirewise_llc/

    Facebook- https://www.facebook.com/ShawnMaloney.RetirementPlanning/


    Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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    26 分

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