Financial Check-Up

07/09/2025 50 min
Financial Check-Up

Listen "Financial Check-Up"

Episode Synopsis

On this episode of Retire Wise, Shawn Maloney explains how to turn your savings into steady income, why your “retirement number” is different for everyone, and why regular financial checkups matter—whether you’re just starting out, nearing retirement, or already retired.Catch Retire Wise each week at 10-11 a.m. Sundays on Extra 106.3 FM (Atlanta, GA)www.retirewisepro.comDisclosure: Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. Insurance products are offered through the insurance business Retire Wise, LLC. Retire Wise, LLC is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Retire Wise, LLC are not subject to Investment Adviser requirements. In this week’s episode, Shawn Maloney shares insight on how to turn uncertainty into opportunity when planning for retirement. With topics spanning tax efficiency, portfolio design, income generation, and long-term protection, Shawn and his team aim to help you coordinate every part of your financial life so you can focus on enjoying the next chapter.