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.
Want to retire wise? Book a discovery meeting ➡️ https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05 (https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05)
It’s a listener mailbag episode, and Shawn is answering real questions about some of the everyday decisions that can shape retirement. He explains why budgeting doesn’t have to feel restrictive and why understanding what your lifestyle actually costs becomes especially important once the paycheck stops. Shawn also shares what to consider when choosing a financial advisor, including whether there’s a clear plan for continuity down the road.
Here’s some of what we discuss in this episode:
💡 Retirement Budget: Know what you really need
🔎 Hidden Expenses: Find where money disappears
📊 Monthly Spending: Build from real numbers
🧭 Advisor Fit: Choose the right relationship
🔄 Succession Plan: Avoid future service gaps
Website: https://retirewisepro.com/ (https://retirewisepro.com/)
Phone: (404) 692-1233
Contact our team: https://retirewisepro.com/contact/ (https://retirewisepro.com/contact/)
Retirement Toolkit: https://bit.ly/4dqNS5M (https://bit.ly/4dqNS5M)
The Priority of Retirement Book: https://bit.ly/4eNrKFg (https://bit.ly/4eNrKFg)
Attend a Live Learning Event: https://bit.ly/4dlHeOb (https://bit.ly/4dlHeOb)
Complementary guides here: https://bit.ly/4dIC2oV (https://bit.ly/4dIC2oV)
Shawn’s Kiplinger Features: https://bit.ly/4d9rMGe (https://bit.ly/4d9rMGe)
YouTube: https://bit.ly/4tFxIfd (https://bit.ly/4tFxIfd)
Disclosure: https://bit.ly/4x9Aoo4 (https://bit.ly/4x9Aoo4)
15 Oct 2026
Five Financial Frights That Keep Retirees Up at Night
Want to retire wise? Book a discovery meeting ➡️ https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05 (https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05)
What scares you most about retirement? Running out of money? A market crash? Unexpected medical bills? In this Halloween-themed episode of Retire Wise, Shawn tackles five financial frights that can turn retirement dreams into nightmares, especially when they strike right as you're preparing to retire. From protecting your savings to preparing for life's toughest what-ifs, he explains why having a plan can make all the difference. The unknowns may never disappear, but they don't have to keep you up at night.
Here’s some of what we discuss in this episode:
🎃 Running Out of Money: Know your retirement income strategy
📉 Market Downturns: Protect savings from poorly timed losses
🏥 Healthcare Costs: Prepare for expenses Medicare won't cover
🏡 Long-Term Care: Explore options before care becomes necessary
❤️ Losing a Spouse: Plan for the surviving spouse's finances
Website: https://retirewisepro.com/ (https://retirewisepro.com/)
Phone: (404) 692-1233
Contact our team: https://retirewisepro.com/contact/ (https://retirewisepro.com/contact/)
Retirement Toolkit: https://bit.ly/4dqNS5M (https://bit.ly/4dqNS5M)
The Priority of Retirement Book: https://bit.ly/4eNrKFg (https://bit.ly/4eNrKFg)
Attend a Live Learning Event: https://bit.ly/4dlHeOb (https://bit.ly/4dlHeOb)
Complementary guides here: https://bit.ly/4dIC2oV (https://bit.ly/4dIC2oV)
Shawn’s Kiplinger Features: https://bit.ly/4d9rMGe (https://bit.ly/4d9rMGe)
YouTube: https://bit.ly/4tFxIfd (https://bit.ly/4tFxIfd)
Disclosure: https://bit.ly/4x9Aoo4 (https://bit.ly/4x9Aoo4)
8 Oct 2026
Your Parents’ Retirement Plan Won’t Work for You
Want to retire wise? Book a discovery meeting ➡️ https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05 (https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05)
Retirement planning doesn’t look the way it did for previous generations, and some of the old assumptions may no longer work. Shawn breaks down several realities retirees need to consider in 2026, including longer lifespans, the decline of traditional pensions, Social Security timing, and the growing influence of AI. Plus, find out why technology can be a valuable resource without replacing the need for a retirement plan built around your individual goals and circumstances.
Here’s some of what we discuss in this episode:
⏳ Living Longer — Plan for greater longevity
📋 Income Planning — Turn savings into retirement income
🏢 Fewer Pensions — More responsibility falls on retirees
📆 Social Security — Timing can have lasting consequences
🤖 AI & Retirement — Useful tool, not a personalized plan
🧭 Stay Flexible — Retirement plans need ongoing adjustments
Website: https://retirewisepro.com/ (https://retirewisepro.com/)
Phone: (404) 692-1233
Contact our team: https://retirewisepro.com/contact/ (https://retirewisepro.com/contact/)
Retirement Toolkit: https://bit.ly/4dqNS5M (https://bit.ly/4dqNS5M)
The Priority of Retirement Book: https://bit.ly/4eNrKFg (https://bit.ly/4eNrKFg)
Attend a Live Learning Event: https://bit.ly/4dlHeOb (https://bit.ly/4dlHeOb)
Complementary guides here: https://bit.ly/4dIC2oV (https://bit.ly/4dIC2oV)
Shawn’s Kiplinger Features: https://bit.ly/4d9rMGe (https://bit.ly/4d9rMGe)
YouTube: https://bit.ly/4tFxIfd (https://bit.ly/4tFxIfd)
Disclosure: https://bit.ly/4x9Aoo4 (https://bit.ly/4x9Aoo4)
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