Retirement Resources
Information and insights from Retire Wise across your favorite platforms
Find Out Your Retirement Tax Bill—For Free!
Ever wondered how much taxes you'll owe once you retire? Our Retirement Tax Bill Calculator gives you instant, personalized results so you can plan ahead—and keep more of your hard-earned savings.
Ready to know your numbers?
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.
The Retire Wise Video Channel
Commentary and conversations about money and retirement
"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
Georgia Teacher Retirement Planning: A Practical Guide towards Building a Confident Retirement
Retirement Withdrawal Mistakes and Ways to Help Avoid Them
The Hidden Costs of Retirement (and How to Plan for Them)
Rather Meet One-on-One?
Schedule a meeting with a member of our team to help create your financial strategy today.