Episodes

  • Income Planning: The Foundation of Every Retirement Plan

    Income Planning: The Foundation of Every Retirement Plan
    Jun 18 2026
    Want to retire wise? Book a discovery meeting ➡️ https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05

    Retirement isn't about hitting a magic number- it's about creating a reliable paycheck when the paychecks stop. In this episode, Shawn explains why income planning is the true foundation of a confident retirement and how many people enter retirement without a clear strategy for turning their savings into income. He discusses the role of Social Security, pensions, personal savings, taxes, and inflation while introducing his "financial house" framework.

    Here’s some of what we discuss in this episode:

    📍 Retirement planning starts with income planning- not account balances
    🗂️ Many retirees accumulate a "junk drawer" of accounts that need organization and purpose 🏦 Social Security and pensions often aren't enough to fund retirement on their own
    📈 Inflation and taxes must be accounted for when creating an income strategy
    🗺️ Retirement is easier to navigate when you have a roadmap and a process for avoiding common pitfalls

    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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    14 mins
  • Meet Shawn Maloney: The Story Behind Retire Wise

    Meet Shawn Maloney: The Story Behind Retire Wise
    Jun 11 2026
    Want to retire wise? Book a discovery meeting ➡️ https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05

    In the very first episode of Retire Wise, Shawn Maloney shares his journey into the financial industry, the passion that led him to start Retire Wise, and why being an independent advisor allows him to better serve clients. Shawn and Marc discuss the lack of financial education in America, the importance of building long-term relationships rather than transactional ones, and what truly motivates Shawn after more than two decades in the industry. If you're wondering what Retire Wise is all about, this episode is the perfect place to start.

    Here’s some of what we discuss in this episode:

    🎯 Independent Advantage: Why flexibility matters for clients
    📚 Financial Education Gap: What schools aren't teaching
    💡 Retirement Confidence: Helping people find clarity
    🤝 Relationship First: Planning beyond transactions
    🚀 Shawn's Journey: How an eighth-grade investment game sparked a career

    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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    15 mins
  • Marathon of Her

    Marathon of Her
    May 3 2026
    How do inflation, interest rates, and market uncertainty affect your retirement plan? This episode breaks down how to prepare for economic shifts, why flexibility matters in retirement income planning, and the key strategies couples should consider to protect a surviving spouse.

    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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    50 mins
  • Risks in Retirement (Pt. 2)

    Risks in Retirement (Pt. 2)
    Apr 19 2026
    Rising inflation, global conflict, and market uncertainty can all impact your retirement—but do you have a plan for it? Shawn breaks down how to account for inflation, navigate volatility, and build a strategy designed to keep your income on track no matter what the economy throws your way.

    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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    50 mins
  • Risks in Retirement

    Risks in Retirement
    Apr 12 2026
    In this episode Shawn breaks down the key challenges that can impact your financial future—from market volatility and inflation to healthcare costs and longevity. Learn how identifying and planning for these risks can help you build a more secure and confident retirement strategy.












    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
    Show More Show Less
    50 mins
  • Boomers Up to Bat, Gen X On Deck

    Boomers Up to Bat, Gen X On Deck
    Apr 5 2026
    With recession fears, inflation, and market uncertainty in the spotlight, Shawn breaks down how to prepare—not panic—by building a retirement plan that can handle whatever comes next. From Gen X entering the “retirement hot zone” to smart saving strategies at any age, this episode focuses on taking control of your financial future before it’s too late.

    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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    50 mins
  • Legacy Planning

    Legacy Planning
    Mar 22 2026
    On this episode of Retire Wise with Shawn Maloney, Shawn discusses how global headlines and market volatility can create fear for investors—and why a solid retirement plan helps you stay focused on long-term goals instead of reacting emotionally to short-term events. Plus, learn the basics of estate and legacy planning, including wills, trusts, and common mistakes that could leave your family dealing with unnecessary stress and complications.

    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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    50 mins
  • Your 401(k) is Not a Plan

    Your 401(k) is Not a Plan
    Mar 15 2026
    Global headlines can shake investor confidence, but should they change your retirement strategy? Shawn explains why market volatility tied to geopolitical events often has only short-term effects and why sticking to a well-designed financial plan matters more than reacting to the news. He also breaks down why a 401(k) alone isn’t a retirement plan, how old workplace accounts can be better utilized, and the role diversification plays in creating reliable income for retirement.

    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
    Show More Show Less
    50 mins