Secure Your Retirement podcast

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Radon Stancil, CFP® & Murs Tariq, CFP®, Radon Stancil, and Murs Tariq에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Radon Stancil, CFP® & Murs Tariq, CFP®, Radon Stancil, and Murs Tariq 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Lost Cultures: Living Legacies

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Bermuda: The Crossroads of the Atlantic 51:57

22일 전51:57

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51:57

On the Season 2 debut of Lost Cultures: Living Legacies , we travel to Bermuda, an Atlantic island whose history spans centuries and continents. Once uninhabited, Bermuda became a vital stop in transatlantic trade, a maritime stronghold, and a cultural crossroads shaped by African, European, Caribbean, and Native American influences. Guests Dr. Kristy Warren and Dr. Edward Harris trace its transformation from an uninhabited island to a strategic outpost shaped by shipwrecks, colonization, the transatlantic slave trade, and the rise and fall of empires. Plus, former Director of Tourism Gary Phillips shares the story of the Gombey tradition, a vibrant performance art rooted in resistance, migration, and cultural fusion. Together, they reveal how Bermuda’s layered past continues to shape its people, culture, and identity today. You can also find us online at ⁠travelandleisure.com/lostcultures Learn more about your ad choices. Visit podcastchoices.com/adchoices…

Secure Your Retirement

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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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Secure Your Retirement

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Secure Your Retirement

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Beyond the Nest Egg – Crafting Your Life Plan 22:34

3일 전22:34

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22:34

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 .…

Secure Your Retirement

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The Good Life Abroad 27:49

10일 전27:49

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27:49

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 .…

Secure Your Retirement

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The Peace of Mind Pathway – Step 3 – Nurture 19:25

17일 전19:25

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19:25

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 .…

Secure Your Retirement

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The Peace of Mind Pathway – Step 2 – Implementation 21:12

24일 전21:12

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21:12

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…

Secure Your Retirement

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The Peace of Mind Pathway – Step 1 – Your Roadmap 22:19

4 weeks 전22:19

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22:19

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…

Secure Your Retirement

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Retirement Hobbies and Activities - What Today's Retirees Love to Do 20:41

5 weeks 전20:41

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20:41

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 .…

Secure Your Retirement

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2025 1st Quarter Economic Update 33:15

6 weeks 전33:15

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33:15

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 .…

Secure Your Retirement

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Life in Focus – Preserving Memories in the Modern Age 21:57

7 weeks 전21:57

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21:57

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 .…

Secure Your Retirement

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Required Minimum Distributions – RMDs 20:08

8 weeks 전20:08

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20:08

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 .…

Secure Your Retirement

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Estate Planning Explained: Executor Duties 24:48

9 weeks 전24:48

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24:48

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…

Secure Your Retirement

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Tariffs – What They Are – How They Work – How They Impact You 21:19

10 weeks 전21:19

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21:19

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 .…

Secure Your Retirement

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The Retirement Checklist Challenge 18:01

11 weeks 전18:01

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18:01

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 .…

Secure Your Retirement

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Why Private Equity and Alternative Investments Matter 39:02

12 weeks 전39:02

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39:02

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 .…

Secure Your Retirement

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The High Net Worth Guide to Secure Your Retirement 31:28

13 weeks 전31:28

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31:28

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 .…

Secure Your Retirement

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Considering Retirement Planning Goals 24:29

14 weeks 전24:29

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24:29

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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