Épisodes

  • Running Out of Money in Retirement

    Running Out of Money in Retirement
    Jan 18 2026
    Running out of money is one of the biggest fears retirees face — and it’s not unfounded. In this episode of Retire Wise, Shawn Maloney breaks down the most common retirement planning mistakes, from withdrawal missteps and tax surprises to outdated rules like the 4% rule, and explains how to build an income strategy designed to last through a 30-year retirement. Learn how smart planning around income, risk, taxes, and Social Security can help protect both your lifestyle and your peace of mind.

    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.
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    50 min
  • Highly Appreciated Assets

    Highly Appreciated Assets
    Dec 21 2025
    As the year winds down, Shawn Maloney and host James Parker take a deep dive into what really happens when you sell a highly appreciated asset — and why doing it wrong could cost you a lot in taxes. He explains the most common mistakes people make and the strategies that can help reduce the tax hit before a sale ever happens. If you’re thinking about selling real estate, a business, or long-held stock, this is a must-listen.

    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.
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    50 min
  • Medicare Decoded

    Medicare Decoded
    Dec 14 2025
    On this episode, Shawn Maloney breaks down the habits that separate retirees who keep their wealth from those who unintentionally drain it. He and James dive into the real risks of health-care and long-term-care costs, why legacy planning matters more than people realize, and how emotional decisions—like trying to time the market—can derail a retirement plan. A clear, steady strategy is the theme of the day, and Shawn shows how the right planning can help your money last as long as you do.

    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.
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    50 min
  • New Retirement Reality

    New Retirement Reality
    Nov 23 2025
    On this episode of Retire Wise, Shawn Maloney breaks down the new realities of modern retirement—longer lifespans, rising costs, and the shift away from pensions. Shawn shares how to build reliable income, diversify wisely, and create a plan designed to last 35–40 years 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.
    Voir plus Voir moins
    50 min
  • Roth Conversions

    Roth Conversions
    Nov 16 2025
    On this episode of Retire Wise, Shawn Maloney breaks down the rising cost of healthcare in retirement and why planning for medical expenses is essential, not optional. Shawn also explains how Roth conversions, tax strategy, and long-term income planning can help protect your savings and give you more control over your financial future.

    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.
    Voir plus Voir moins
    50 min
  • Optimizing Retirement Income

    Optimizing Retirement Income
    Nov 2 2025
    On this episode of Retire Wise, Shawn Maloney and James Parker break down what the latest Federal Reserve rate cuts could mean for retirees and their income. They explore how lower interest rates, inflation, and longer lifespans affect retirement planning—and what you can do to protect your income. Plus, Shawn shares strategies to balance growth with preservation, optimize Social Security, and avoid costly tax surprises.

    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.

    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.
    Voir plus Voir moins
    50 min
  • Plan For The Worst and Hope For The Best

    Plan For The Worst and Hope For The Best
    Oct 28 2025
    On this episode of Retire Wise, Shawn Maloney and James Parker discuss what it really takes to create a reliable paycheck for life in retirement. From rising costs and longer lifespans to inflation and unexpected expenses, Shawn explains how to build an income plan that keeps up with life’s challenges. The conversation also covers planning for healthcare and long-term care costs, strategies to protect your savings, and the top five signs it might be time to find a new financial advisor.

    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.

    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.
    Voir plus Voir moins
    50 min
  • Four Questions About Retirement

    Four Questions About Retirement
    Oct 12 2025
    This episode tackles one of the most common questions about retirement: “Do I have enough to last?” Shawn breaks down how to build a reliable income plan, determine your retirement date, and keep your standard of living through every phase — from the go-go years to the no-go years. You’ll also learn how to balance your income streams, plan for a surviving spouse, and adjust your strategy as life changes.

    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. Insurance products are offered through the insurance business Retire Wise, LLC. Retire Wise, LLC is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Retire Wise, LLC are not subject to Investment Adviser requirements.

    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.
    Voir plus Voir moins
    50 min