The Priority of Retirement

By: Shawn Maloney
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  • Summary

  • Welcome to "The Priority of Retirement," hosted by seasoned certified retirement planner and fiduciary, Shawn Maloney. In each episode, Shawn shares age-old wisdom combined with modern, proven methods to help you navigate the complex world of retirement planning.


    Drawing from the principles that have stood the test of time, Shawn's insights are designed to be easy to understand and apply. Whether you're looking to reduce retirement risks, plan for the critical drawdown phase, or identify your unique "Retirement Why," this podcast provides you with the knowledge you need.


    In "The Priority of Retirement," you'll discover how to navigate the three phases of retirement, implement the "Retire Happy Framework™," and approach retirement income planning effectively. Shawn also explores why generosity is key to retirement happiness and how to ensure you create a rewarding and fulfilling life by planning properly now.


    Join Shawn Maloney as he helps you blend timeless wisdom with modern strategies to secure a prosperous and joyful retirement. Don't miss an episode of "The Priority of Retirement," your guide to a well-planned and meaningful future.
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Economics Leadership Personal Finance
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Episodes
  • Balancing Work, Family, and Finances: Why Early Retirement Planning Matters with Mark Hansen

    Balancing Work, Family, and Finances: Why Early Retirement Planning Matters with Mark Hansen
    Oct 29 2024
    About Mark Hansen: Mark Hansen is the host of The Quiet Part and the founder of Second Comma, where he specializes in financial planning for single-income families. As a devoted husband and father, Mark understands the challenges of balancing present needs with future goals. Passionate about empowering families to navigate their financial journeys, he transitioned from corporate roles to independent advising after realizing his true calling lay in helping others. Through his podcast and e-book, Mark shares his insights and process, guiding listeners toward a more intentional approach to personal finance.In this episode, Shawn and Mark Hansen discuss:Career transitions and their impact on personal fulfillmentThe role of family and personal priorities in major life decisionsThe importance of long-term financial and retirement planningCommon challenges in planning for future financial stabilityKey Takeaways:Mark transitioned from a corporate role after an HR email prohibited him from giving financial advice to coworkers, pushing him toward financial planning full-time.Spending uninterrupted time with his son during the COVID-19 lockdown helped Mark realize the importance of family and ultimately led him to choose family over career advancement.Delaying retirement savings means sacrificing the most impactful compounding interest growth, making early contributions vital to long-term financial success.Younger individuals often struggle to prioritize retirement planning due to immediate life demands, making it essential to shift focus toward long-term goals. "The last untouched year is the greatest potential for growth from compound interest. So when you delay retirement by a year, that’s the year you’re sacrificing. You’re not sacrificing the first year; you’re always sacrificing the last year. And the last year is always potentially the biggest year." — Mark Hansen Connect with Mark Hansen: Website: https://www.second-comma.com/Email: mark@second-comma.comShow: The Quiet Part Podcast: https://podcasts.apple.com/us/podcast/the-quiet-part/id1733096383LinkedIn: https://www.linkedin.com/in/second-comma/Twitter: https://x.com/Second__CommaFacebook: https://www.facebook.com/secondcommaGet a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirementContact Shawn:Website- https://www.retirewisepro.com/YouTube- https://www.youtube.com/channel/UCiIMGdosN-snkV5gFt7FRSgLinkedIn- https://www.linkedin.com/in/shawn-maloney-retire-wiseInstagram- https://www.instagram.com/retirewise_llc/Facebook- https://www.facebook.com/ShawnMaloney.RetirementPlanning/Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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    23 mins
  • The Future of Financial Advising: Technology, Planning, and Client Expectations with Ben Tuscai

    The Future of Financial Advising: Technology, Planning, and Client Expectations with Ben Tuscai
    Oct 15 2024

    About Ben Tuscai: Ben Tuscai is the Vice President of Financial Planning and a Wealth Advisor at Sunpointe Investments, where he focuses on helping Family Office and Wealth Management clients create personalized financial plans. He believes that understanding each individual involved is essential to successful planning. Ben holds an undergraduate degree from Immaculata University and a Master’s in Public Administration from West Chester University of Pennsylvania. Before joining Sunpointe, he spent seven years at The Vanguard Group, coaching advisors on financial planning, investments, and business management, and he is a Certified Financial Planner™ professional.


    In this episode, Shawn and Ben Tuscai discuss:

    • Personalization in financial planning
    • The evolving role of technology in financial advising
    • Generational wealth and family office complexities
    • Changing landscape of retirement planning


    Key Takeaways:

    • Tailoring financial advice requires a balance of structured questions and allowing conversations to develop naturally, ensuring each client’s unique emotional and financial concerns are addressed.
    • Financial advisors today are expected to handle a wider range of services, from traditional investment advice to more complex issues like student loan forgiveness or tax planning, due to the increased expectations from clients.
    • Managing wealth in family offices involves addressing concerns about wealth transfer across generations, ensuring that education and financial discipline are imparted to younger family members to avoid entitlement.
    • The financial planning profession now requires constant adaptation and learning, with changes in tax laws, retirement account regulations, and technology shaping how advisors provide value to clients.


    "As technology continues to progress, we're going to see ourselves continue to branch into other areas." — Ben Tuscai


    Connect with Ben Tuscai:

    Website: https://sunpointeinvestments.com/

    LinkedIn: https://www.linkedin.com/in/bentuscai/


    Get a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirement



    Contact Shawn:

    Website- https://www.retirewisepro.com/

    YouTube- https://www.youtube.com/channel/UCiIMGdosN-snkV5gFt7FRSg

    LinkedIn- https://www.linkedin.com/in/shawn-maloney-retire-wise

    Instagram- https://www.instagram.com/retirewise_llc/

    Facebook- https://www.facebook.com/ShawnMaloney.RetirementPlanning/


    Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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    26 mins
  • Generosity, Stewardship, and Biblical Financial Literacy with Ron Blue

    Generosity, Stewardship, and Biblical Financial Literacy with Ron Blue
    Oct 8 2024

    About Ron Blue: Ron Blue is the founder of the Ron Blue Institute and several other organizations, including Ronald Blue Trust, Kingdom Advisors (KA), and the National Christian Foundation (NCF). KA trains Christian financial professionals to integrate biblical wisdom, and NCF helps people develop biblically-based strategies for faithful and generous living. Ron has authored over twenty books on personal finance from a Biblical perspective. The Ron Blue Institute supports Christian universities, churches, schools, and financial professionals globally, sharing Ron’s decades of expertise through publications, curriculum development, courses, and consultations.


    In this episode, Shawn and Ron Blue discuss:

    • Integrating biblical principles into financial decisions
    • The role of generosity and financial stewardship in personal and spiritual growth
    • Viewing financial decisions as spiritual choices
    • Collaborating with educational and religious institutions


    Key Takeaways:

    • Biblical financial literacy is essential, with over 2,300 Bible verses on money, illustrating the importance of understanding and applying scriptural principles in making sound financial decisions.
    • Achieving contentment and generosity requires intentional limits, such as setting a "finish line" on lifestyle and accumulation, which allows individuals to focus more on giving and less on personal wealth.
    • Viewing financial decisions as spiritual choices encourages individuals to see actions like tithing, spending, or saving as reflections of their faith and values, aligning their money management with biblical teachings.
    • The Ron Blue Institute's partnerships with universities and churches are key in expanding access to financial education, using biblical principles to teach individuals how to manage money wisely while integrating faith-based wisdom into their financial lives.


    "Generosity and financial stewardship are outcomes of a transformed heart." — Ron Blue


    Connect with Ron Blue:

    Website: https://ronblueinstitute.com/

    Book: https://www.amazon.com/stores/author/B001IU0O5M


    Get a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirement



    Contact Shawn:

    Website- https://www.retirewisepro.com/

    YouTube- https://www.youtube.com/channel/UCiIMGdosN-snkV5gFt7FRSg

    LinkedIn- https://www.linkedin.com/in/shawn-maloney-retire-wise

    Instagram- https://www.instagram.com/retirewise_llc/

    Facebook- https://www.facebook.com/ShawnMaloney.RetirementPlanning/


    Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
    Show more Show less
    29 mins

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