Podcast thumbnail for Wealth Beyond Work

Wealth Beyond Work

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by Zach Morris

5.0(1 reviews)
18 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Overview

Wealth Beyond Work is a podcast that goes beyond the numbers — offering candid, behind-the-scenes conversations with professionals who shape, safeguard, and support the lives of high-net-worth individuals and families. Hosted by Zach Morris, founder of Paces Ferry Wealth Advisors, each episode explores a different angle of wealth, from technical strategies to the personal decisions that define a meaningful retirement.

Language

🇺🇲

Publishing Since

10/24/2025

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Recent Episodes

Episode thumbnail for Why a Pension Changes the Way You Should Plan for Retirement

June 13, 2026

Why a Pension Changes the Way You Should Plan for Retirement

<p>Are you planning to retire with a pension and want to make the most of it? Knowing how to optimize your retirement benefits is crucial, and this episode breaks down everything you should consider before making key decisions. Retirement planning goes beyond receiving monthly checks; it's about ensuring stability, flexibility, and financial freedom.</p> <p>We'll explore the history of pensions and why retirees today are part of a rare group with access to them. The episode explains the pros and cons of taking a lump sum versus monthly annuity payments and offers actionable tips to help you choose the option that fits your financial goals. You'll also learn how survivor benefits can provide security for your loved ones and how to bridge income gaps if you retire before your pension or Social Security starts.</p>

Episode thumbnail for Retire Stronger and Live Longer: Dr. Hillary Lin's Guide to Healthspan and Longevity

May 29, 2026

Retire Stronger and Live Longer: Dr. Hillary Lin's Guide to Healthspan and Longevity

<p>Most people spend years planning financially for retirement - but what if your health becomes the limiting factor?</p> <p>In this episode, Zach Morris sits down with Dr. Hillary Lin of CareCore to explore the science of longevity, biological aging, stress, nutrition, and preventive medicine. They discuss the key biomarkers that matter most, why purpose and relationships can influence lifespan, and the practical habits that help people stay active, independent, and healthy for decades. If you want to maximize both your wealth and your health, this conversation offers a roadmap for building a longer, stronger, and more fulfilling retirement. <!-- notionvc: 3ffe18dc-1602-411d-b2ce-5b4b86f0025d --></p>

Episode thumbnail for The Retirement Questions Everyone Thinks About But Rarely Asks

May 15, 2026

The Retirement Questions Everyone Thinks About But Rarely Asks

<p>In this episode, Zach Morris breaks down some of the most common retirement and financial planning questions people quietly wonder about for years — from how much money you actually need to retire to when to claim Social Security, Roth conversions, portfolio risk, withdrawal strategies, and more. Rather than focusing on one-size-fits-all answers, this conversation explores how taxes, spending, investing, healthcare, and lifestyle decisions all work together in retirement planning. If you want more clarity and flexibility heading into retirement, this episode provides a practical framework for thinking through the decisions that matter most.  </p> <p>Work with us: <span class= "link-annotation-unknown-block-id--1879527445"><a href= "https://info.pacesferrywealth.com/learn-about-us">https://info.pacesferrywealth.com/learn-about-us</a></span></p> <p>Send in questions for Q&A Episodes: <a class= "notion-link-token notion-focusable-token notion-enable-hover" tabindex="0" href="mailto:connect@pacesferrywealth.com" rel= "noopener noreferrer" data-token-index="3"><span class= "link-annotation-unknown-block-id--712876744">connect@pacesferrywealth.com</span></a><!-- notionvc: 40626542-ede3-4a54-9442-825887c6ced4 --></p>

18 total episodes available

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Frequently asked questions

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What is Wealth Beyond Work?

Wealth Beyond Work is a podcast that goes beyond the numbers — offering candid, behind-the-scenes conversations with professionals who shape, safeguard, and support the lives of high-net-worth individuals and families. Hosted by Zach Morris, founder of Paces Ferry Wealth Advisors, each episode explores a different angle of wealth, from technical strategies to the personal decisions that define a meaningful retirement.

How often does this podcast release new episodes?

This podcast updates daily.

Where can I listen to this podcast?

This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

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