Media Resources
Information and insights from Retire Wise across your favorite platforms
“The Priority of Retirement” by Shawn Maloney
"A deep dive into the fundamentals of retirement, from the perspective of a 20-year financial professional. Get your own digital copy of this national bestseller!"
"The Priority of Retirement" Podcast
New episodes and a full archive on every retirement topic. Listen at your leisure!
The Retire Wise Video Channel
Commentary and conversations about money and retirement
The Retire Wise Blog
Quick reads on financial and lifestyle trends in retirement
Legacy Planning Essentials: Helping Protect Your Legacy
Planning for the future is one of the most important steps you can take to help protect your loved ones and make sure your legacy lives on. Legacy planning may […]
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Investment Diversification: Balancing Risk and Reward in Retirement
Retirement is a major transition in your life that will require careful financial planning. One of the key strategies to set yourself up for long-term financial preservation is to diversify […]
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How to Create a Retirement Vision and Set Achievable Goals
Retirement isn’t just an end to your working years – it’s the beginning of a new chapter filled with possibilities! Creating a clear retirement vision and setting achievable goals are […]
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Understanding Required Minimum Distributions (RMDs) and Your Retirement
Planning for retirement involves more than just saving; it also requires understanding the rules around how you can withdraw those savings. One important rule that comes into play after you […]
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Life After Retirement: Staying Active and Engaged Financially and Socially
Retirement is often thought of as the finish line after decades of work, but in reality, it’s the start of an exciting new chapter. At RetireWise, we believe that retirement […]
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The Role of Annuities in a Retirement Portfolio
Planning for retirement can feel overwhelming, especially when you’re hearing so many unfamiliar or confusing financial terms. One option that often comes up in conversations about retirement planning is annuities. […]
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The Benefits of a Financial Advisor in Retirement Planning
Retirement can feel like both an exciting and daunting milestone. After years of hard work, you’re finally ready to enjoy your golden years. However, navigating the financial complexities of retirement […]
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The Bucket Plan: Organizing Your Assets for Retirement Phases
The Bucket Plan is a smart way to manage your retirement savings by splitting them into three separate “buckets,” each designed for a different purpose and timeframe. This strategy helps […]
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IRA Showdown: Traditional vs. Roth – Which Is Right for You?
Planning for retirement can often feel like navigating a complex maze, with countless decisions to make along the way. One important choice to make is selecting the right Individual Retirement […]
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Financial Mapping: Your Key to a Secure Retirement
As a retirement planner, I’ve noticed that some people spend more time meticulously planning a week-long vacation than they do mapping out their retirement. Choosing immediate fun over future safety […]
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Minimizing Taxes in Retirement
Retirement planning isn’t just about saving enough money; it’s also about maximizing what you are able to keep. Taxes play a significant role in determining your net income during retirement. Minimizing taxes […]
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Healthcare Costs in Retirement: Planning for the Unpredictable
Retirement marks a significant transition in life, a time when you trade the daily grind of work for the leisurely pursuits of the golden years. While this stage of life […]
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The Psychological Transition to Retirement
Retirement is far more than just a financial milestone. It’s a major time of transition that requires careful planning and consideration in all aspects of your life. Our comprehensive approach […]
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Stop The Fees From Eating Into Your Old 401K!
Did you know that the 401k fees are even higher when you leave a company? This eats into your earnings, regardless of how the account is performing and takes away […]
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How Do You Stack Up For Retirement?
We all wonder how we compare to others – are we the average height, weight, etc.? Are we the typical age for marriage? When it comes to retirement, there are […]
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Financial planning and wellbeing
Research from PWC found that 58% of people cite financial issues as their top cause of stress, while Aviva found that 38% of generation X were kept up at night by their finances. A shocking […]
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Income for Life – Retirement Planning
If you’ve saved diligently, you can still convert your nest egg into a reliable source of income that will cover your basic needs, along with those vacations you hope to […]
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Retirement Savings Drawdown: Crucial Aspect of Proper Retirement Planning
When mapping out your drawdown strategy, you must consider factors that include: All of these factors will have an impact on how your retirement plan will be structured, both in […]
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Retirement Checklist
Whether the day you stop working is a decade away or around the corner, these to-do items will help you retire on your own terms. This is not a complete […]
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