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Retire Wise

Shawn Maloney

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.

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Episodes

52 episodes

  1. Financial Moves That Are Aren't as Simple as They Seem 16:04
  2. Rates Up, Markets High, Midterms: What It Means for Retirement 12:50
  3. Mailbag: Budgeting & Picking the Right Advisor 14:15
  4. Five Financial Frights That Keep Retirees Up at Night 13:37
  5. Your Parents’ Retirement Plan Won’t Work for You 17:20
  6. Should You Be Doing Roth Conversions? 16:33
  7. Picking a Retirement Date 12:41
  8. Conversation Starters: Questions Worth Asking About Your Financial Future 17:10
  9. Mailbag: 401(k) Rollover, Bonus Strategy & College vs. Retirement 16:20
  10. Millions Are Retiring Earlier Than Planned — Are You Ready If You're Next? 14:39
  11. What a Viral Post About Parenting Taught Us About Financial Advice 18:33
  12. Why People Keep Working In Their Retirement Years 15:07
  13. 5 Social Security Myths That Could Cost You 16:53
  14. Signs You're Building Real Trust With Your Financial Advisor 13:22
  15. The 5 D's of Retirement Planning 15:20
  16. To Infinity… and Beyond! What Toy Story Teaches Us About Retirement 13:25
  17. Tax Prep vs Tax Planning (And Why It Matters) 15:32
  18. Investment Planning: Matching Money to Its Mission 14:56
  19. Income Planning: The Foundation of Every Retirement Plan 14:27
  20. Meet Shawn Maloney: The Story Behind Retire Wise 14:45
  21. Marathon of Her 50:01
  22. Risks in Retirement (Pt. 2) 50:01
  23. Risks in Retirement 50:01
  24. Boomers Up to Bat, Gen X On Deck 50:01
  25. Legacy Planning 50:01
  26. Your 401(k) is Not a Plan 50:01
  27. Retirement for Small Business Owners 50:01
  28. Retirement Income Planning 50:01
  29. Retirement Optimism 50:01
  30. Act Your Age 50:01
  31. Preserving Your Retirement from Taxes 50:01
  32. Four Retirement Pillars 50:01
  33. Preparing for Market Volatility 50:01
  34. Running Out of Money in Retirement 50:01
  35. Highly Appreciated Assets 50:01
  36. Medicare Decoded 50:01
  37. New Retirement Reality 50:01
  38. Roth Conversions 50:01
  39. Optimizing Retirement Income 50:01
  40. Plan For The Worst and Hope For The Best 50:01
  41. Four Questions About Retirement 50:01
  42. Creating a Lasting Legacy 50:01
  43. Four Retirement Pillars 50:01
  44. Build Your Financial House 50:01
  45. Maximize Your Retirement Income 50:01
  46. Financial Check-Up 50:01
  47. The Reality of Retirement Spending 50:01
  48. The Longevity Challenge 50:01
  49. Retirement for Small Business Owners 50:01
  50. Preserving and Optimizing Your 401k 50:01