Retire Wise

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.

Retire Wise is a business podcast hosted by Shawn Maloney, with 47 episodes on record and a Required Pod Score of 80.

Shawn Maloney hosts Retire Wise, a business show with 47 episodes published.

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  Retire Wise

  Picking a Retirement Date

  Sep 24, 202613 min

  Want to retire wise? Book a discovery meeting ➡️ https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05 "When can I retire?" might be the question we get asked more than any other. Some people are chasing an age. Others are chasing a number. Today, Shawn breaks down what actually determines the answer. The date on the calendar or the number in the account might feel like the finish line, but neither one tells the whole story. That's what the planning process is actually for. Here’s some of what we discuss in this episode: Income First: Why retirement depends more on generating income than reaching a specific asset level Healthcare Costs: Accounting for coverage when retiring before Medicare eligibility Beyond Expenses: Factoring inflation, taxes, healthcare, and future needs into the plan ⚠️ Unexpected Events: How health problems or job changes can suddenly move retirement forward Retirement Psychology: Why leaving a paycheck behind can be difficult even when the numbers work ️ Security Shift: Replacing the comfort of a job with confidence in a retirement plan ️ Retire Happy: Building a framework that connects income, healthcare, taxes, investments, and estate planning 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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  Retire Wise

  Conversation Starters: Questions Worth Asking About Your Financial Future

  Sep 17, 202617 min

  Want to retire wise? Book a discovery meeting ➡️ https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05 Talking about money can be hard for some people, and sometimes it just takes the right question to get things rolling. Here are a few that Shawn thinks are worth asking. None of these questions are really about money. That's kind of the point. Sometimes the easiest way into a financial conversation is to start somewhere else entirely. Here’s some of what we discuss in this episode: Tuesday Morning: Imagining what a normal day in retirement actually looks like Financial Genie : Identifying the three biggest problems you’d want solved ❤️ Retirement Passion: Thinking about what you want to pursue when work is no longer the focus Financial Personality: Learning from past money decisions and what shaped them Bucket List : Prioritizing goals based on when you’ll realistically want to do them Retirement Phases: Matching more active goals to the earlier years of retirement Life First : Building the financial strategy around the life you actually want 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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  Retire Wise

  Mailbag: 401(k) Rollover, Bonus Strategy & College vs. Retirement

  Sep 10, 202616 min

  Want to retire wise? Book a discovery meeting ➡️ https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05 In this mailbag episode, Shawn answers listener questions about retirement planning, extra cash, and competing financial priorities. Rather than quick, one-size-fits-all answers, Shawn walks you through how to think through each decision, so you can move forward confidently instead of guessing based on a “feeling.” When several good options are on the table, having the facts can make the path forward much clearer. Here’s some of what we discuss in this episode: 401(k) Rollovers : Consider flexibility before consolidating ️ Account Consolidation : Simplify scattered retirement accounts Extra Cash: Give bonuses a purpose College Costs: Retirement comes first Informed Decisions: Take emotion out 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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  Retire Wise

  Millions Are Retiring Earlier Than Planned — Are You Ready If You're Next?

  Aug 31, 202615 min

  Want to retire wise? Book a discovery meeting ➡️ https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05 Here's what caught our attention. Three separate studies came out this year — Allianz, EBRI, and the Society of Actuaries — and each one found the same basic thing from a different angle. Somewhere between 42% and 59% of retirees left the workforce sooner than they'd planned. Not by a little, either. On average, people expect to retire around 65 and actually leave closer to 62. That's three fewer years of contributing and three more years of drawing income. Shawn breaks down the part that really stands out: it's usually not a lifestyle choice. Health issues and job loss top the list of reasons… Not "I decided I was done." Thoughtful plans aren’t just designed for a target retirement date. They focus on flexibility and longevity, preparing for changes such as early retirement. Here’s some of what we discuss in this episode: ⏰ Early Retirement: Plans can change suddenly Health Concerns: Medical issues may force exits Job Changes: Layoffs can accelerate retirement Plan Adjustments: Temporary pivots may help ️ Preparedness Matters : Build flexibility before needed Millions Are Retiring Earlier Than Planned. Do Advisors Need To Rethink Planning? https://www.fa-mag.com/news/most-americans-retire-earlier-than-planned--here-are-the-top-reasons-87149.html 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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  Retire Wise

  Why People Keep Working In Their Retirement Years

  Aug 17, 202615 min

  Want to retire wise? Book a discovery meeting ➡️ https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05 More people in their 60s and 70s are staying on the job than ever before, and it's not always about the money. Today, Shawn digs into some real reasons retirees keep showing up to work. Working longer isn't automatically the wrong call. Sometimes it's exactly right. The real question is whether it's a choice or a fallback. That's worth figuring out before you assume the answer. Here’s some of what we discuss in this episode: Working in Retirement: Continuing to work can provide income, purpose, and flexibility Social and Mental Health: Work can preserve structure and meaningful interaction Financial Planning: Part-time income may help close retirement income gaps Spousal Interaction: Independent routines can support a healthier retirement relationship ️ Retirement Confidence: A detailed plan can reduce uncertainty and doubt 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

  ListenShow Notes

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