When negative feedback shakes your confidence, it can be difficult to get back to feeling like yourself at work. In this episode, Anne and Frances help a struggling listener who has spent years toning herself down in the workplace after being told that she was too assertive — now, she feels that her modest approach is holding her back. Together, they use Anne and Frances’s “trust triangle” framework to explore how empathy, authenticity, and logic can help you rebuild confidence and trust with your colleagues, and share helpful confidence hacks for getting comfy with discomfort. What problems are you dealing with at work? Text or call 234-FIXABLE or email fixable@ted.com to be featured on the show. For the full text transcript, visit ted.com/podcasts/fixable-transcripts Want to help shape TED’s shows going forward? Fill out our survey ! Hosted on Acast. See acast.com/privacy for more information.…
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Вміст надано Radon Stancil, CFP® & Murs Tariq, CFP®, Radon Stancil, and Murs Tariq. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Radon Stancil, CFP® & Murs Tariq, CFP®, Radon Stancil, and Murs Tariq або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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Secure Your Retirement
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Вміст надано Radon Stancil, CFP® & Murs Tariq, CFP®, Radon Stancil, and Murs Tariq. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Radon Stancil, CFP® & Murs Tariq, CFP®, Radon Stancil, and Murs Tariq або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Retirement is the plan. You worked hard to get where you are, now have a retirement that works hard for you. If you want to achieve… confidence, peace of mind, control of your future, a rock-solid income plan, financial freedom, and unrestricted options in retirement this show is the right one for you! Retirement is approaching and you can’t afford to make mistakes with your money. In the back of your mind, there are concerns about what happens if there is another financial downfall as you are getting closer to having the life you have always dreamed about. Radon Stancil, CFP®, and Murs Tariq, CFP® are dedicated to guiding you through knowing what questions to ask and what information to gather in order to feel 100% confident about your retirement plan. For more information visit: https://pomwealth.net/podcast
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Вміст надано Radon Stancil, CFP® & Murs Tariq, CFP®, Radon Stancil, and Murs Tariq. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Radon Stancil, CFP® & Murs Tariq, CFP®, Radon Stancil, and Murs Tariq або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Retirement is the plan. You worked hard to get where you are, now have a retirement that works hard for you. If you want to achieve… confidence, peace of mind, control of your future, a rock-solid income plan, financial freedom, and unrestricted options in retirement this show is the right one for you! Retirement is approaching and you can’t afford to make mistakes with your money. In the back of your mind, there are concerns about what happens if there is another financial downfall as you are getting closer to having the life you have always dreamed about. Radon Stancil, CFP®, and Murs Tariq, CFP® are dedicated to guiding you through knowing what questions to ask and what information to gather in order to feel 100% confident about your retirement plan. For more information visit: https://pomwealth.net/podcast
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In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the important and often confusing world of Medicare Part D with Medicare expert Shawn Southard. With the implementation of the Inflation Reduction Act Medicare provisions in 2025, significant updates have changed the way Medicare drug coverage works, especially for those nearing or already in retirement. Whether you’re currently working and covered by an employer plan or about to transition to Medicare, this episode breaks down exactly what you need to know to avoid unnecessary costs and lifelong penalties. Listen in to learn about how Medicare Part D changes affect your coverage decisions, how employer coverage and Medicare interact, and why understanding creditable drug coverage is now more crucial than ever. Shawn also discusses HSA and Medicare rules , key timelines for enrollment, and strategies to avoid the dreaded Medicare late enrollment penalty . This is a must-listen for anyone planning to retire comfortably while staying informed and protected when it comes to their Medicare Part D options. In this episode, find out: · What exactly Medicare Part D covers and how it works. · How the Inflation Reduction Act Medicare provisions lower out-of-pocket drug costs. · What "creditable" drug coverage means and how to know if your employer plan qualifies. · When and how to enroll in Part D to avoid Medicare penalties . · How HSA and Medicare rules impact your decision to delay enrollment. Tweetable Quotes: “With Medicare Part D changes, what used to be a no-brainer may now require a complete reevaluation.” – Murs Tariq “Missing a 63-day window could mean a lifetime of penalties—knowing your coverage status is critical.” – Radon Stancil Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast .…
In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss the critical but often overlooked topic of Retirement Life Planning with special guest Dr. Corinne Auman a Ph.D. in geriatrics and author of Keenagers While financial strategies and retirement income are vital, this conversation emphasizes the non-financial aspects of retirement , helping you prepare for not just “how much to save for retirement,” but how to truly live well through it. As people live longer, healthier lives, planning for aging with intention has become essential. Listen in to learn about the difference between a financial plan and a Retirement Lifestyle Plan , how to proactively prepare for transitions like moving into a retirement community or making your home age-friendly, and how to find purpose beyond work. Whether you're looking into continuous care , exploring early retirement , or trying to stay mentally and socially engaged, this episode will help you build a vision that goes far beyond your nest egg. In this episode, find out: · Why retirement life planning is just as important as financial planning. · The SPIES framework: addressing Social, Physical, Intellectual, Emotional, and Spiritual needs in retirement. · When to start planning for retirement lifestyle goals and how to structure your future. · The importance of purpose and stimulation after leaving the workforce. · Why being on a waitlist for a retirement community is part of smart planning. Tweetable Quotes: “Retirement planning isn't just financial—it's emotional, intellectual, and deeply personal.” – Radon Stancil “We all need purpose after retirement. Don’t wait to plan your next chapter.” – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast .…
In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss how you can design a fulfilling, adventurous, and meaningful retirement through immersive travel. Their guest, Andrew Motiwalla, founder of The Good Life Abroad , introduces an innovative take on retirement lifestyle planning through long-stay and slow-travel experiences in iconic European cities. More than just a vacation, Andrew's approach empowers retirees to live like a local , offering a stress-free way to enjoy extended travel in Europe without the hassle of planning every detail themselves. Listen in to learn about a lifestyle that blends cultural enrichment, flexible exploration, and social connection. Whether you’ve always dreamed of retiring in Europe , living abroad for a few months at a time, or simply traveling more deeply, Andrew’s concierge-style model offers a compelling alternative to rushed tours or crowded cruises. With thoughtful support, vetted accommodations, medical coverage, and built-in community, this is retirement travel planning designed for comfort, fun, and fulfillment. In this episode, find out: · How living abroad in retirement can offer an immersive and stress-free lifestyle. · What makes Andrew’s travel concierge service unique for retirees. · Why slow travel Europe is gaining popularity among those 55+. · How the community-based cohort model adds joy and connection to extended trips. · The difference between traditional travel planning and a concierge-guided experience. Tweetable Quotes: “Retirement is your time—and living abroad offers the freedom to enjoy it your way, at your pace.” – Murs Tariq “When you slow down and live like a local, you stop checking boxes and start truly experiencing the culture.” – Radon Stancil Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast .…
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the third and final step in the Peace of Mind Pathway— Nurture . After creating a retirement-focused plan and implementing key strategies, nurturing your plan is what keeps it strong and adaptive for the long haul. Much like maintaining a car on a long road trip, your financial plan needs regular checkups, updates, and care to remain effective. This episode walks through the structure and purpose of your ongoing financial advisor meetings , and how regular reviews help you manage changes in income, required minimum distributions (RMDs) , risk tolerance, and personal goals. Listen in to learn about the critical components of an annual retirement planning process —including the Roth conversion strategy , retirement tax planning , and long-term care considerations. Radon and Murs outline the cadence of two core strategy meetings each year: the Financial Plan Review and the Tax Strategy Meeting. You’ll also discover how their team supports clients with proactive retirement education , timely updates, and a collaborative, team-based approach to financial planning for retirement . In this episode, find out: · Why nurturing your plan is essential to retiring comfortably . · What happens in the Financial Plan Strategy Meeting and how it supports your evolving goals. · The value of the Tax Strategy Meeting and how it aligns with your retirement tax strategy . · How long term care planning and beneficiary reviews are integrated annually. · The importance of communication and ongoing retirement education to keep your plan on track. Tweetable Quotes: "Building a retirement plan is just the beginning—nurturing it ensures you stay on track through every stage of life." – Radon Stancil "Strategy meetings are not just check-ins; they’re where proactive planning meets real-life updates to secure your retirement." – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast .…
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the second step in the Peace of Mind Pathway— Implementation . This is where the planning becomes reality. After building your personalized retirement roadmap , it's time to put your financial planning for retirement into motion. From investment transitions to estate documents and tax strategy retirement planning, this episode walks you through what happens after you say, “I’m ready.” It's not just about moving assets—it’s about building a solid structure to retire confidently and comfortably. Listen in to learn about the intentional and methodical approach used at Peace of Mind Wealth Management to ensure your retirement income strategy , healthcare coverage, long term care planning , and retirement tax planning are all set up efficiently. This step-by-step retirement planning process also includes evaluating your current estate plan, understanding your Medicare and retirement options, and implementing a bucket strategy for retirement that aligns with your comfort level and goals. Discover how implementation isn’t a one-time task—it’s the beginning of a lasting, flexible retirement journey. In this episode, find out: · What happens when you decide to move forward with your retirement plan. · How asset transfers are managed through trusted custodians like Schwab or Fidelity. · Why implementation is paced over months to ensure thoughtful decision-making. · The key components of investment strategy for retirees , tax efficiency, and legal documentation. · How the Peace of Mind Pathway supports retiring comfortably through long-term care and Medicare strategy. Tweetable Quotes: “Implementation is not a one-and-done step—it’s the launchpad for long-term retirement success.” – Radon Stancil “We take baby steps with purpose, so every element of your retirement plan gets the attention it deserves.” – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit: POMWealth.net/podcast…
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the foundational first step in their three-part Peace of Mind Pathway: The Peace of Mind Roadmap. This step is all about creating a personalized retirement roadmap to help you clearly define where you are, where you want to go, and what your journey through retirement will look like. Through real examples and a GPS-style analogy, they break down the importance of clarity and confidence when beginning the retirement planning process . The roadmap goes far beyond investments—it covers your retirement goals , Retirement income strategy , tax planning , estate planning , and more. Listen in to learn about how building a retirement-focused financial plan can reduce stress, reveal opportunities, and help you retire comfortably. You'll hear how an introductory meeting evolves into a comprehensive, personalized strategy session that gives you direction and peace of mind. With topics ranging from Roth conversions in retirement to bucket strategy retirement , this episode is perfect for anyone who’s ready to take their first step toward a secure your retirement future. In this episode, find out: · Why the Peace of Mind Roadmap is critical to financial planning for retirement · How your personalized GPS for retirement guides your unique journey · The role of planning meetings and how they evolve into strategy sessions · How to evaluate your retirement destination and adjust along the way · The impact of Roth conversions , healthcare costs, and charitable giving on your plan Tweetable Quotes: "Your retirement plan should function like a GPS—clear, adaptable, and designed around your unique destination." – Radon Stancil "A well-crafted roadmap gives you more than numbers—it gives you the confidence to enjoy your retirement journey." – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast…
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the fun and fulfilling side of retirement: retirement hobbies and retirement activities . After years spent working and raising families, many retirees look forward to rediscovering passions or picking up new interests. Radon and Murs explore why hobbies after retirement are so important for mental, physical, and emotional well-being and share some of the most popular retirement lifestyle ideas embraced by today's retirees. Listen in to learn about fun things to do in retirement , from volunteering in retirement and gardening to traveling and staying active with sports like pickleball. They also discuss how participating in activities after retirement helps build social connections, promotes lifelong learning, and keeps retirees energized. If you're planning retirement lifestyle goals, this episode is full of practical inspiration to help you retire comfortably and secure your retirement . In this episode, find out: · Why it's crucial to plan hobbies for seniors ahead of retirement. · The best ways to incorporate fun things to do in retirement into daily life. · How volunteering in retirement benefits your health and social life. · Why activities like gardening, traveling, and learning are top picks for retirees. · Tips for trying new activities for retirees and building a fulfilling lifestyle. Tweetable Quotes: "Retirement is the perfect time to invest in yourself through hobbies that inspire, energize, and bring joy." — Radon Stancil "Having an active retirement isn't just fun—it's essential for your mental, physical, and emotional well-being." — Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast .…
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the " 2025 1st Quarter Economic Update " with special guest Tom Siomades, Chief Market Economist. Together, they break down the real story behind the numbers and headlines from the first quarter of 2025, offering valuable insights into the 2025 market outlook , economic trends 2025 , and the complexities around tariffs and the economy . As volatility and uncertainty persist, understanding the true state of the economy becomes crucial for anyone involved in Retirement Planning . Listen in to learn about the potential impact of the 2025 recession talk, the Inflation outlook 2025 , consumer behavior trends like Consumer spending 2025 , and how the Federal Reserve is navigating these turbulent times. Whether you're planning for retirement or adjusting your financial strategy, this economic update offers clear-eyed guidance for financial planning for 2025 and beyond. In this episode, find out: How the "January effect" influenced the 2025 market outlook . The role tariffs and the economy are playing in increased market volatility. The importance of consumer sentiment and Consumer spending 2025 . How the Federal Reserve 's decisions are being pressured by current economic conditions. Insights into the economic forecast 2025 and how it impacts Retirement Planning . Tweetable Quotes: "Economic uncertainty is a given, but having a well-structured retirement plan prepares you for whatever comes next." – Radon Stancil "Even in volatile times, sticking to a flexible, diversified strategy is the key to retiring comfortably." – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast .…
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the art and importance of Preserving Memories with Angela Andrew, Product Evangelist for the Mylio App. In an age where digital images accumulate rapidly but often remain disorganized, Mylio offers a transformative solution for families looking to protect and share their memories. This episode dives into how the app simplifies Digital photo organization , helps Backup family photos , and creates a seamless structure for Family photo storage that enhances your Legacy planning . Listen in to learn about the value of Memory preservation not just as a digital convenience, but as a way to remember loved ones and tell your family's story across generations. Whether you're looking to scan old photos , organize digital photos , or understand how to organize photos from multiple sources, this episode shows how Mylio empowers you to create a meaningful and secure photo backup plan. With privacy-first features, family sharing options, and facial recognition, this is a must-listen for anyone preparing to retire comfortably and pass on more than just financial assets. In this episode, find out: How the Mylio app helps centralize and organize photos from various sources. Why Photo legacy and Family history photos matter for future generations. The importance of Secure photo backup beyond just cloud services. How to use face-tagging, calendar views, and location data to enhance organization. Tips on Sharing photos with family while maintaining privacy. Tweetable Quotes: "Legacy isn’t always about wealth—it’s about memories, photos, and the stories we pass down." – Radon Stancil "We create memories every day, but organizing and preserving them ensures they actually live on." – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast .…
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss a crucial yet often confusing topic for retirees: Required Minimum Distributions (RMDs) . Joined by their colleague Taylor Wolverton, a Certified Financial Planner and Enrolled Agent, they break down the rules surrounding what are RMDs , how they’re calculated, and the updates brought by the Secure Act RMD changes . If you're unsure about RMD rules 2025 , or when and how much to take from your retirement accounts, this episode is for you. Listen in to learn about the mechanics of how do RMDs work , from when to take RMDs to how they’re taxed and the penalties for missing one. The episode also explores RMD for retirement accounts like IRAs and 401(k)s, RMD tax rules , and even strategies like RMD and charitable giving . Whether you're planning ahead or facing your first required withdrawal, understanding your obligations is key to effective retirement tax planning and preserving your wealth. In this episode, find out: · What qualifies as a required minimum distribution and who it applies to. · Updated RMD start ages under the Secure Act RMD changes . · How RMDs are calculated using the IRS Uniform Lifetime Table. · The tax implications of RMDs and how to manage them effectively. · Smart options for reinvesting or donating your RMD. Tweetable Quotes: "You can’t put RMDs back into an IRA or convert them to Roth—but you can reinvest them into a brokerage or give to charity tax-free." – Radon Stancil "Even if you don’t need the money, RMDs are required—it’s about paying back the taxes you’ve deferred for years." – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast .…
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss what it truly means to be an executor of an estate. Joined by special guest Dave Hutton, an estate attorney with Wealth.com, they break down the essential estate executor duties and estate executor responsibilities in a way that is easy to understand. Whether you've been named an executor or are considering who to appoint, this episode provides the foundational knowledge you need to make informed decisions. Listen in to learn about the critical role of an executor, how the probate process works, and how thoughtful estate planning for retirement can help streamline the experience for your loved ones. With practical tips, real-world scenarios, and an overview of executor compensation , this episode demystifies a process many find overwhelming. In this episode, find out: · What is an executor and what powers they actually have · The difference between executor vs trustee and why both may be needed · How the probate process works and why avoiding it might be preferable · Key executor responsibilities like settling debts, managing distributions, and navigating court timelines · The importance of aligning your estate plan with your retirement strategy Tweetable Quotes: “You don’t want the court to pick your executor—you want to make sure the right person is chosen by you.” – Radon Stancil “Being an executor comes with power, but also responsibility—and that includes understanding the law and honoring the will.” – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast…
In this Episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq discuss a timely and often misunderstood topic: tariffs . With tariffs frequently making headlines, especially in relation to trade disputes like the US China trade war , it’s critical to understand what tariffs are and how do they work —particularly for those in or nearing retirement. Radon and Murs break down how tariffs work , how they’re implemented, and most importantly, what the Impact of tariffs could mean for your personal financial plan. Listen in to learn about the ways tariffs and inflation can influence retirement expenses, affect your investment strategies, and ultimately play a role in your financial planning in retirement . By understanding the mechanics behind trade policies and their economic ripple effects, you’ll gain clarity on how to plan for retirement , regardless of how global politics unfold. Radon and Murs also discuss how their Peace of Mind Pathway and bucket investment strategy helps clients stay prepared for unpredictable changes like trade war effects . In this episode, find out: · What are tariffs and their role in trade policy. · How do tariffs work and how they're implemented. · The Impact of tariffs on inflation and consumer pricing. · Lessons from the US China trade war and how trade disputes evolve. · How to create a resilient retirement plan that addresses economic volatility. Tweetable Quotes: "We’re not here to judge whether tariffs are good or bad—but understanding how they work helps reduce financial anxiety." – Radon Stancil "A well-built retirement strategy should account for inflation, market volatility, and even things like tariffs and trade wars." – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast .…
In this episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq discuss the Retirement Checklist Challenge , a structured approach to evaluating how prepared you are for retirement. They introduce a Retirement Checklist covering Retirement Income Planning , Tax-Efficient Retirement Strategies , Medicare and Retirement , Long-Term Care Planning , Risk Management , and Estate Planning for Retirees . The goal of the challenge is to help you assess your readiness by scoring yourself on 34 key factors that contribute to a Secure Retirement Plan . Listen in to learn about Financial Planning for Retirement , strategies for Retirement Savings , and ensuring a stress-free transition to retirement. Whether you're already retired or preparing for the next phase, this episode will help you plan for retirement effectively, identifying potential gaps in your strategy. You’ll also learn how to access the full Retirement Checklist to take the challenge yourself! In this episode, find out: · Why Retirement Income Planning is crucial to maintaining financial security. · How to evaluate your Social Security Strategies and income sources. · The importance of Tax-Efficient Retirement Strategies to minimize tax burdens. · How to assess your Medicare and Retirement options effectively. · The role of Risk Management and diversification in protecting your retirement. Tweetable Quotes: "A well-prepared retirement starts with understanding your income, healthcare, and tax strategies—take the Retirement Checklist Challenge to see where you stand!" – Radon Stancil "Retirement planning isn't just about saving money—it's about ensuring you have the right strategy for income, taxes, healthcare, and long-term security." – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast .…
In this episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq discuss the world of Private Equity Investing and Alternative Investments with Christopher Zook, the founder and Chief Investment Officer of CAZ Investments. CAZ Investments specializes in Investing in Private Markets , including Private Equity , Private Credit , and even Investing in Sports Teams . Christopher, who co-authored "The Holy Grail of Investing" with Tony Robbins , shares valuable insights into how these Alternative Investment Strategies can provide access to high-quality opportunities typically unavailable to individual investors. Listen in to learn about Non-Correlated Assets and their role in Risk Management in Investing , helping to stabilize portfolios against market fluctuations. Christopher explains how his firm focuses on diversification with non-traditional investments, offering access to exclusive deals that can enhance wealth management strategies. Whether you're planning for retirement or looking for Secure Retirement Investments , this conversation provides valuable perspectives on how to plan for retirement using alternative investments beyond the public markets . In this episode, find out: · The key differences between Public Markets and Private Equity Investing . · How Alternative Investment Strategies provide diversification and risk reduction. · Why Investing in Sports Teams and other private markets is becoming more accessible. · The concept of Non-Correlated Assets and how they impact portfolio stability. · How to invest in private equity and access high-quality opportunities. Tweetable Quotes: "The key to risk management in investing is alignment—when you're invested alongside your clients, you're making decisions that benefit everyone." – Radon Stancil "Diversification isn't just about owning different stocks; it's about Non-Correlated Assets that perform independently, reducing overall risk." – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast .…
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the essential steps to creating a comprehensive financial plan designed for high-net-worth retirement. Joined by Nick Hymanson, CFP®, they walk through the emotional and financial transition from accumulating wealth during your working years to distributing that wealth to fund your retirement. They tackle the critical components of financial planning for retirement, including risk management, retirement income planning, and investment strategies that allow you to retire comfortably and confidently. Listen in to learn about how a solid retirement investment strategy, focused on the Three Bucket Strategy, can help reduce sequence of returns risk and provide clarity and peace of mind. With today’s market volatility and increasing long-term care costs, it’s more important than ever to create a retirement planning guide that ensures your income, protects your assets, and helps you secure your retirement future through thoughtful tax strategies in retirement, retirement withdrawal strategies, and more. In this episode, find out: · How the Peace of Mind Pathway guides you from working years to retirement with confidence. · Why sequence of returns risk can derail your plan and how to protect against it. · What makes the Three Bucket Strategy essential for high-net-worth retirement success. · The growing importance of long-term care planning in today’s retirement landscape. · Key retirement withdrawal strategies to create predictable, reliable income for decades. Tweetable Quotes: "Our whole concept revolves around the Peace of Mind Pathway—it's not just about investments, it's about creating a complete plan to secure your retirement." — Murs Tariq "The safety bucket is what allows you to sleep at night. It's the foundation that keeps you from worrying about daily market swings." — Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast .…
In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss the essential aspects of setting your retirement planning goals to ensure you're not only prepared but also confident in your transition into retirement. Whether you are five to ten years out or already retired, having a clear retirement planning checklist is crucial to help you address areas like financial goal planning , lifestyle desires, and family considerations. They share real-life experiences of how thoughtful preparation helps people retire comfortably and why retirement planning is important for creating peace of mind. Listen in to learn about the different categories of financial planning for retirement , from understanding retirement income sources to preparing for healthcare costs and legacy planning. Radon and Murs cover practical strategies to help you navigate questions like how to retire early , how to manage taxes, and what steps are needed to support both your family and business as you plan for retirement . Whether you're seeking clarity on your next move or aiming to build confidence in your retirement future, this episode will guide you through the process of securing your retirement with purpose. Listen in to learn about: · How to clarify retirement planning goals and gain confidence in your financial future. · Important considerations for retirement planning for families , like funding weddings or creating lasting memories. · What retirement planning for business owners looks like and how to prepare for selling a business or transitioning. · Why tax planning for retirement needs to happen early and strategies to reduce tax burdens. · How to approach estate planning for retirement , ensuring your loved ones and charitable goals are properly protected. Tweetable Quotes: · "When you plan ahead, retirement becomes something you get to enjoy on your own terms, with confidence." – Radon Stancil · "Understanding your retirement income sources and goals gives you the power to retire comfortably." – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast .…
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In this episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq discuss some of the biggest concerns retirees face in 2025: inflation and retirement, market volatility, and Social Security benefits. As economic uncertainty continues, many are wondering how interest rates and the economy will impact their financial future. Radon and Murs provide valuable insights into how retirees can develop a sound retirement income strategy to navigate stock market fluctuations, optimize Social Security, and ensure financial security. Listen in to learn about the importance of financial planning for retirees and how a well-structured plan can help you retire comfortably. They emphasize the need for investment risk management and safe investment strategies to mitigate the effects of inflation and market changes. Whether you're asking, "When should I retire?" or working through your retirement checklist, this episode offers actionable steps to plan for retirement effectively. In this episode, find out: · How inflation affects retirement and what retirees can do to manage increasing costs. · The impact of market volatility and interest rates on retirement planning. · Why Social Security optimization is crucial and how to maximize your benefits. · The role of a structured retirement income strategy in securing your retirement. · The importance of a well-balanced investment portfolio to mitigate financial risks. Tweetable Quotes: "Having a solid retirement plan means you won’t be blindsided by inflation or market volatility—it’s about peace of mind." – Radon Stancil "Social Security is just one piece of the puzzle; having a financial roadmap ensures long-term security and flexibility in retirement." – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast .…
In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss tax season preparation with their in-house tax strategist, Taylor Wolverton. As tax season approaches, understanding your tax documents and making informed filing decisions can help reduce stress and ensure accuracy. Taylor shares expert insights on essential documents, filing strategies, and common tax mistakes to help make tax filing easy and efficient. Whether you're planning retirement tax strategies or determining how to file taxes effectively, this episode will help you navigate tax season with confidence. Listen in to learn about the different IRS tax forms you should expect, including W-2 and 1099 forms, and how to differentiate between standard vs. itemized deductions. Taylor also covers the significance of Qualified Charitable Distributions (QCDs) in retirement planning and how they impact your tax filing. Get valuable tips on avoiding common tax mistakes and ensuring all necessary documents are included in your tax filing checklist. This episode is packed with expert filing tips to help you retire comfortably and secure your retirement. In this episode, find out: The key tax documents you need for tax season preparation, including IRS tax forms like W-2, 1099, and 1099-R. The difference between standard vs. itemized deductions and how to determine the best option for you. The importance of Qualified Charitable Distributions (QCDs) for retirement tax planning and how to report them correctly. Common tax mistakes to avoid when filing your return. Best practices for organizing and storing tax documents to streamline future filings. Tweetable Quotes: "The IRS receives all your tax forms, so ensuring accuracy in your tax filing is crucial to avoid unnecessary headaches." – Radon Stancil "If you made a Qualified Charitable Distribution (QCD), make sure to report it correctly—your 1099-R won’t automatically show it as tax-free!" – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast .…
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss: The US economic outlook for 2025 with returning guest Andrew Opdyke , an economist who provides valuable insights into the key economic factors shaping the year ahead. With Federal Reserve policies , inflation and interest rates , and market volatility dominating financial conversations, we break down what investors and retirees need to know. From employment trends to investment strategy , Andrew highlights how government policies , market shifts, and technological advancements—such as AI and automation —will influence US economic growth in 2025. Whether you're focused on your retirement plan , portfolio diversification, or simply trying to make sense of 2025 inflation trends , this episode is packed with expert analysis. Listen in to learn about: · How Federal Reserve policies and interest rates could impact your retirement planning · Why market volatility is expected in early 2025 and how to prepare · The economic impact of Trump’s policy changes , including tariffs, tax cuts, and regulatory shifts · The role of technology and economic growth , including the rise of AI · Why US employment trends could dictate how quickly the economy stabilizes In this episode, find out: · How inflation trends from 2024 set the stage for Federal Reserve policies in 2025 · Why market volatility explained matters for investors and retirees · The impact of US employment trends on economic growth · What to expect from Trump’s policy shifts in trade, taxation, and regulations · Why technology advancements could shape the future of the economy Tweetable Quotes: · "The Federal Reserve has a balancing act in 2025—cutting rates while ensuring inflation doesn’t spike again." — Radon Stancil · "2025 is shaping up to be a year that economic textbooks will reference—whether for policy success or political gridlock." — Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast .…
In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss how retirement opens the door to incredible travel opportunities. Joined by travel consultant Molly Glasgow, they explore the secrets behind curating unforgettable, once-in-a-lifetime trips. Molly shares her expertise on planning bucket list trips, luxury travel experiences, and personalized itineraries, making travel both accessible and extraordinary for retirees. Whether you dream of cultural immersion travel or relaxing in world-class destinations, this episode offers invaluable tips on crafting unique travel experiences tailored to your preferences. Listen in to learn about the process of designing the perfect trip, from idea to execution. Discover how professional travel planning ensures a stress-free journey, allowing you to focus on making memories. Molly explains the importance of timing, budgeting, and selecting the right destinations, ensuring that each trip is meaningful and special. In this episode, find out: · How to plan bucket list trips of a lifetime without the stress. · The benefits of personalized travel itineraries tailored to your preferences. · Why luxury travel planning offers unparalleled value and peace of mind. · The importance of timing and advanced preparation for exclusive travel experiences. · Insights into cultural immersion travel and how it transforms your journey. Tweetable Quotes: · "Travel isn't just about destinations; it's about the memories and connections you create along the way." – Radon Stancil · "A well-planned trip can turn dreams into unforgettable realities." – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast . For expert travel planning, visit Molly Glasgow’s website at www.mollyglasgowtravel.com .…
In this Episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq discuss: The current state of the economy as we move into 2025. Joined by Tom Siomades, a chief marketing economist, they analyze how the election results, policy changes, and global events are influencing the stock market trends and broader economic outlook. Tom’s straight-talking insights provide valuable perspectives on inflation vs. interest rates, long-term investment planning, and small business growth. Listen in to learn about: The challenges and opportunities shaping the 2025 economic outlook. Tom highlights key market trends, including the resilience of the stock market, the impact of energy policies, and the potential for economic growth amidst regulatory and political shifts. Whether you’re focused on retirement planning or seeking financial planning tips, this episode delivers actionable insights to secure your retirement. In this episode, find out: · How 2024’s lessons of patience in investing are shaping strategies for 2025. · The effects of the new administration's policies on the U.S. economy and stock market. · Why inflation and energy costs remain central to the economic forecast for 2025. · Opportunities for small business growth through deregulation. · Long-term investment planning strategies for navigating a shifting market landscape. Tweetable Quotes: · “2024 reminded us of the value of patience in long-term investing—missing one market rally could mean missing the next 56.” – Tom Siomades · “Energy costs and deregulation are the twin keys to unlocking sustainable economic growth.” – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast .…
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In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the complexities of the Medicare Advantage Open Enrollment Period with Shawn Southard, the Medicare aficionado at Peace of Mind Wealth Management. If you’ve ever felt overwhelmed by the intricacies of Medicare Advantage plans, prescription drug coverage, or Medigap policies, this episode is a must-listen. Shawn breaks down the options available, clarifies the rules for switching plans, and highlights key considerations for ensuring your Medicare coverage fits your unique needs. Listen in to learn about the differences between Medicare Advantage and original Medicare, how to navigate maximum out-of-pocket costs, and what to look for when considering switching plans. Whether you’re planning retirement, retiring comfortably, or just looking to secure your retirement, understanding your Medicare options is crucial for avoiding costly mistakes. In this episode, find out: · The key differences between Medicare Advantage plans and original Medicare. · How Medicare Advantage Open Enrollment works and what changes you can make. · The importance of evaluating Medicare Advantage networks and prescription drug coverage. · Potential pitfalls when switching to original Medicare and Medigap policies. · How maximum out-of-pocket costs and co-insurance impact your financial planning. Tweetable Quotes: · “Understanding your Medicare Advantage plan can mean the difference between peace of mind and unexpected financial stress.” – Radon Stancil · “Your healthcare coverage should work for you, not against you. Take the time to explore your options.” – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast .…
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the strategies and rules surrounding common deductible charitable gifts in 2025. As the new year begins, many individuals are setting charitable giving goals while seeking to maximize their tax benefits. From understanding adjusted gross income (AGI) limits to choosing between donating cash, appreciated assets, or qualified charitable distributions, this episode walks you through everything you need to know to make informed decisions. Listen in to learn about the tax benefits of donations, the importance of choosing the right type of gift, and how to align your charitable goals with your overall retirement plan. Whether you're donating cash, assets with capital gains, or making qualified charitable distributions, Radon and Murs provide practical advice to help you navigate these options effectively. In this episode, find out: · The benefits of donating cash and how AGI limits affect tax deductions. · How to use donating appreciated assets to avoid capital gains taxes while gaining deductions. · The rules surrounding qualified charitable distributions (QCDs) for individuals over 70½. · How to leverage long-term and short-term capital gains in your charitable giving strategy. · The impact of the 2025 standard deduction on itemizing charitable deductions. Tweetable Quotes: · "Charitable giving isn’t just about generosity; it’s about maximizing impact and minimizing taxes." – Radon Stancil · "Understanding AGI limits can turn charitable donations into powerful tax-saving tools." – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast .…
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss key updates to the important financial numbers for 2025 that impact tax planning, retirement contributions, and other critical aspects of financial planning. They explain how inflation adjustments have influenced tax brackets, 401(k) and IRA contribution limits, Medicare IRMAA thresholds, and more. Whether you're planning your retirement or already enjoying it, this episode is packed with insights to help you navigate 2025 with confidence and clarity. Listen in to learn about the updated financial planning numbers that are essential for a secure retirement. Radon and Murs delve into tax brackets, Social Security adjustments, HSA limits, and strategies to make the most of these changes. You’ll gain actionable insights to optimize your financial decisions for the new year. In this Episode, find out: · The 2025 tax brackets and how inflation adjustments affect your tax planning. · Updates to 401(k), IRA, and HSA contribution limits for retirement savings strategies. · The latest changes to Social Security benefits, including COLA adjustments and taxation thresholds. · Medicare IRMAA updates and how income levels impact your premiums. · Key estate tax exemptions and what they mean for legacy planning. Tweetable Quotes: 1. Radon Stancil: "Understanding your tax brackets is crucial for making good decisions around tax strategy and retirement planning." 2. Murs Tariq: "Small changes in financial numbers can have a big impact—staying informed helps you retire comfortably and securely." Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast .…
In this Episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq discuss how to approach the start of 2025 with clarity and purpose. They introduce a detailed checklist to help you organize and plan various aspects of your life, including cash flow management, estate planning updates, tax considerations, and more. This isn’t just about setting New Year financial goals or resolutions; it’s about preparing comprehensively to ensure smoother transitions and better decision-making throughout the year. They also share practical steps for managing both personal and financial priorities effectively. Listen in to learn about actionable steps you can take now to set yourself up for success in 2025. From evaluating long-term care insurance options to reviewing retirement planning strategies, this episode is packed with valuable insights. Don’t miss the opportunity to access their checklist, which will guide you through every category you should be thinking about as the new year begins. In this episode, find out: · How to evaluate cash flow management and align your goals for the year. · The importance of reviewing estate planning updates to ensure everything is up-to-date. · Why assessing your investment risk is crucial as you plan for retirement. · Key tax strategies like Roth IRA conversion benefits and contribution limits. · Tips on when to consider long-term care insurance review and its advantages. Tweetable Quotes: · "The more we’re prepared, the smoother things usually go." – Radon Stancil · "Understanding what’s coming in and what’s going out is the foundation of good financial health." – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement ! To access the course, simply visit POMWealth.net/podcast .…
In this episode of the Secure Your Retirement Podcast , Radon Stancil and Murs Tariq continue their discussion from Episode 292 on How to Retire at 62 . In this follow-up, they welcome their team member, Taylor Wolverton, to dive into the numbers of a real-world retirement financial plan. Together, they walk through detailed retirement scenarios for someone looking to retire at 62, highlighting critical strategies to ensure a secure and sustainable retirement. From income and expenses to Social Security at 62 and withdrawals, they leave no stone unturned. Listen in to learn about how to build a financial plan that works for you, even when unexpected scenarios arise. You’ll also gain insight into why retirement planning at 62 requires more than simple calculations and how ongoing adjustments can help you retire comfortably and with peace of mind. In this episode, find out: · How much you need to retire at 62 and why a conservative approach matters · A step-by-step breakdown of Social Security income strategies for early retirees · How inflation impacts retirement expenses and why planning for it is crucial · Key insights into 401k withdrawal strategies and cash flow sustainability · Why a flexible and evolving retirement financial plan is essential Tweetable Quotes: · “Retirement planning isn’t about a one-time decision; it’s about creating a flexible, evolving plan that adapts to life changes.” - Radon Stancil · “The key to retiring at 62 is understanding your numbers and having a solid plan to sustain your lifestyle long-term.” - Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast .…
In this Episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq discuss the difficult yet essential topic of navigating life after losing a spouse. They dive into critical financial and emotional steps to help widows and widowers during this challenging time. Losing a spouse is an emotional whirlwind, and the decisions that follow can feel overwhelming. However, with the right guidance and a structured approach, you can ensure a smoother transition. Listen in to learn about the importance of having a comprehensive Checklist for Surviving Spouse, which includes financial advice, legal matters, and practical steps to take when a loved one dies. From understanding Social Security benefits to estate planning, Radon and Murs provide actionable insights to help you regain clarity and peace of mind during this life-altering period. In this episode, find out: How cash flow changes when a spouse passes and what to do about it. The importance of retitling accounts, understanding wills, and updating estate plans. Key considerations for Social Security survivor benefits and tax implications. Why it’s vital to locate all accounts, insurance policies, and passwords. How to adjust your retirement plan to reflect your new reality. Tweetable Quotes: “Losing a spouse is overwhelming, but having a clear plan can turn chaos into clarity.” – Radon Stancil “Understanding your new financial picture is the first step to securing your future.” – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement ! To access the course, simply visit POMWealth.net/podcast .…
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss: How to build the foundational steps for retiring at age 62 and achieving peace of mind in retirement planning. They dive into the critical questions that need to be answered, the data required to assess retirement readiness, and the steps to create a retirement roadmap. With this episode as the first of a two-part series, Radon and Murs explain how understanding your financial situation and goals lays the groundwork for a secure retirement. Listen in to learn about: · The key elements of a retirement-focused financial plan and how to gather the right data. · Why organizing your accounts and understanding assets is essential for retiring comfortably. · The importance of identifying income sources like Social Security, pensions, and other retirement accounts. · How to categorize your retirement expenses into essentials, wants, and legacy goals. · The role of regular plan monitoring to adapt and adjust your retirement roadmap over time. In this episode, find out: · The initial steps to determine if retiring at age 62 is feasible. · How to use the Peace of Mind Pathway to clarify retirement goals. · The importance of understanding and organizing investment assets. · How to plan for retirement expenses, including big-ticket items. · Why estate planning and understanding liabilities are vital for retirement security. Tweetable Quotes: · "Retirement planning is about aligning your ins and outs: what you’ve saved and what you’ll spend." – Radon Stancil · "Gathering the right data upfront is the foundation of any successful retirement plan." – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast .…
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In this Episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq discuss the Nationwide Monument Advisor, a unique variable annuity designed to optimize tax planning strategies for retirement. While variable annuities often have a negative reputation due to high fees and restrictions, this product offers a refreshing alternative with minimal costs and significant tax deferral benefits. Learn why Radon and Murs believe this tool can be a game-changer for individuals with non-qualified assets, such as brokerage accounts, who are looking to improve their tax strategies while planning for retirement. Listen in to learn about how the Nationwide Monument Advisor provides tax-efficient investment opportunities for individuals with non-IRA, non-401(k) assets. Radon and Murs break down the product’s mechanics, compare it to traditional variable annuities, and explain how it fits into a well-rounded retirement planning strategy. Whether you’re looking to manage brokerage account taxes, avoid capital gains, or simplify your tax return, this episode sheds light on how this tool can help secure your retirement. In this episode, find out: · What makes the Nationwide Monument Advisor different from traditional variable annuities. · How tax deferral works and why it’s advantageous for non-qualified assets. · The importance of low costs in variable annuities and how this product excels. · The flexibility of liquidity options and absence of surrender charges. · How to leverage this product for retirement income planning and investment management. Tweetable Quotes: · “The Nationwide Monument Advisor flips the script on variable annuities by offering a low-cost, tax-efficient way to manage non-IRA investments.” – Radon Stancil · “With tax deferral and no surrender charges, this product removes the barriers that hold many back from optimizing their brokerage accounts.” – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast…
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the fascinating journey of transitioning into retirement with special guest Dr. Ridley Moynes, author of The Four Phases of Retirement . This episode dives deep into the emotional, mental, and financial aspects of retirement, addressing the critical question: "Is retirement only about money, or is there more to finding purpose in retirement?" Dr. Moynes shares the framework he developed after years of research and over 150 interviews, breaking down the stages of retirement that retirees commonly face. Whether you are planning retirement or already retired, this episode will equip you with insights to navigate these stages and achieve peace of mind. Listen in to learn about the emotional challenges many retirees encounter and how identifying your purpose can lead to fulfillment in this stage of life. Discover how the “Four Phases of Retirement” framework can help you plan for retirement beyond just finances and transition smoothly into a meaningful and joyful retirement life. In this episode, find out: · What the Four Phases of Retirement are and how they apply to your journey. · Why emotional preparation is as important as financial planning steps. · How to avoid feeling lost and overcome the challenges of retirement. · The importance of finding purpose and creating a sense of fulfillment after retirement. · Practical tips for retiring comfortably and planning retirement with confidence. Tweetable Quotes: 1. “Retirement isn’t just about leaving work; it’s about finding a renewed purpose that makes you excited to get up each morning.” – Radon Stancil 2. “The happiest retirees are those who commit to service—whether it’s mentoring, volunteering, or being the best grandparent they can be.” – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement ! To access the course, simply visit POMWealth.net/podcast .…
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