Retirement Resources

Information and insights from Retire Wise across your favorite platforms

The Retire Wise Podcast

Retire Wise with Shawn Maloney is a retirement-focused podcast designed to help pre-retirees and retirees make informed, confident financial decisions. Each episode covers the strategies and principles that impact your financial journey, from the accumulation phase to life after work. We'll discuss topics including retirement income planning, investment strategies, tax strategy, Medicare, Social Security and long-term care considerations.

Shawn breaks down complex financial topics into clear, practical guidance, helping listeners understand how to coordinate their investments, manage risk, reduce unnecessary taxes, and create sustainable income in retirement. The goal isn't chasing trends - it's building a thoughtful plan designed to support your lifestyle and protect what you've worked hard to save.

Whether you're five years from retirement or already there, Retire Wise offers straightforward conversations to help you prepare, adjust, and move forward with clarity.

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The Retire Wise Video Channel

Commentary and conversations about money and retirement

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"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 Retire Wise Blog

Quick reads on financial and lifestyle trends in retirement

Retirement Withdrawal Mistakes and Ways to Help Avoid Them

After years of saving and planning, your retirement is finally here. But while many people focus on building their nest egg, far fewer folks spend time thinking about how they […]
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The Hidden Costs of Retirement (and How to Plan for Them)

When most people picture retirement, they imagine more freedom, fewer responsibilities, and finally having time to enjoy life. What can often get overlooked, though, are the hidden expenses that can […]
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The Legacy List: Conversations Every Retiree Should Have with Loved Ones

When most people think about “legacy,” they think about what money they’ll leave behind and who will receive it. But a meaningful legacy is about so much more than leaving […]
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