Episode 370 - How to Lower Taxes in Retirement Before the End of 2026
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss some of the most effective ways to lower taxes in retirement before the end of taxes 2026. Drawing from more than 150 client tax strategy meetings conducted by Peace of Mind Wealth Management, they break down the Retireme…
Episode 372 - Why So Many Retirees Feel Financially Stressed - Even with Millions
In this episode of the Secure Your Retirement Podcast, Murs and Nick discuss why retirement stress and retirement anxiety don't disappear when the account balance hits a certain number, and what it actually takes to plan for retirement with real confidence. Joined by Senior Wealth Advisor and Certi…
Episode 373 - GLP-1 Medications and Medicare - What Retirees Need to Know
Medicare's new GLP-1 Bridge Program gives eligible retirees access to Wegovy and Zepbound for $50 a month — but there are three financial catches worth knowing before you enroll.
In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss one of the biggest Medicare developments o…
Episode 374 - Markets, Rates, and Retirement A Mid-Year Economic Check-In
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss retirement planning 2026 with returning guest Tom Siomades, chief market economist, for a mid-year Economic Check on everything that's shaped the markets so far. From the Iran conflict's effect on oil prices and inflation…
Episode 375 - The ROUTE to Retirement - A Complete Evaluation of Your Retirement Plan
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss what really happens during an evaluation appointment, the first Financial Advisor Meeting most people have when they start exploring what it actually takes to plan for retirement. They break down the five critical areas t…
Episode 376 - Concentrated Stock Positions How to Diversify and Minimize Capital Gains Taxes
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss Concentrated Stock Positions and why so many pre-retirees and retirees are sitting on a mountain of Appreciated Stock without a plan for it. Whether it came from Company Stock Options at a long-time employer or from ridin…
Episode 378 - Trump Accounts Explained - Part 2
New Trump accounts are now open for enrollment, and the question we're hearing from clients isn't whether they're worth considering. It's how they stack up against the accounts families have already been using for years, 529 plans, UTMA and UGMA custodial accounts, brokerage accounts, and Roth or t…
Episode 384 - You Have $1 Million in Your 401K - Now What?
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss what actually happens once a household crosses the $1 million mark in their 401k, and why hitting that number raises new questions instead of settling old ones. They walk through why the balance on your statement isn't th…
Episode 386- Living Your Best Retirement - Meet Vid and Nupam
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the emotional side of the transition into retirement with clients Vid and Nupam Desai. Vid recently took early retirement after six years as chief information officer at the FDA, capping a 40-year career in pharmaceutical…
Episode 390 - The Domino Effect - Why One Smart Retirement Move Can Undo Another
In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the domino effect in retirement tax planning, where one smart move quietly knocks over another part of your plan. They walk through four cases from recent tax strategy meetings, including a guaranteed income annuity that …
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