Parhaat Retirement Evolved With Adam Podcastit (2024)

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Episode 56: Year-end Tax Strategies 28:50

15d ago28:50

28:50

Send us a text Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't mis…

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Episode 55: Navigating the Complexities of the "Golden years" with special guest Chris Austin 39:56

1M ago39:56

39:56

Send us a text In the latest episode of The Retirement Evolved Podcast, Adam and Lauren welcomed Chris Austin, a fiduciary, guardian, and advocate dedicated to managing estates for individuals without family or trusted connections. They discussed his unique role in protecting and honoring clients' legacies while ensuring their financial and persona…

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Episode 54: Estate Planning with Special Guest: Attorney, Kevin Kyle 50:34

2M ago50:34

50:34

Send us a text In the latest episode of The Retirement Evolved Podcast, we sit down with Kevin Kyle, an estate planning attorney and partner from Green, Schoenfeld & Kyle LLP, to dive into the essentials of estate planning. Kevin shares insights on how to protect your legacy, minimize tax burdens, and ensure your assets are distributed according to…

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Episode 53: The Triple Tax Benefits of HSA's 23:59

3M ago23:59

23:59

Send us a text Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't mis…

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Episode 52: Maximizing Your Retirement Income Strategies for a Secure Future 33:11

4M ago33:11

33:11

Send us a text Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't mis…

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Episode 51: Special Guest, Victor Wilkerson, President of Bison Wealth 46:25

6M ago46:25

46:25

Send us a text Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't mis…

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Episode 50: Adam Bruno & David Brooks talk Roth Conversions, Spending more Money and the State of the IRS 52:16

7M ago52:16

52:16

Send us a text Thank you to all our listeners for subscribing and being the driving force behind The Retirement Evolved Podcast. With your support, we've reached an incredible milestone of 50 episodes and thousands of downloads. We couldn't have done it without your engagement and enthusiasm—here's to many more episodes together! Get your hands on …

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Episode 49: IRMAA Gosh! Another episode with Adam & Lauren! 33:11

8M ago33:11

33:11

Send us a text In episode 49 Adam and Lauren talk about IRMAA or Income-Related Monthly Adjustment Amount and the unique challenges facing baby boomers entering retirement. Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https…

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Episode 48: Banking 101 ft. Martha Wilson 30:50

9M ago30:50

30:50

Send us a text What can a banker do for you? Find out in Episode 48! Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insigh…

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Episode 47: Living Local & The Phases of Retirement 32:04

9M ago32:04

32:04

Send us a text In episode 47 Adam & Lauren dive into local events in Southwest Florida as well as what to do in pre and post-retirement. Don't forget-- your questions drive the agenda for this podcast! Email us at Info@evoretire.com to submit your questions. Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam B…

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Episode 46: Win--- By Not Losing, Tax Troubles & The 3 E's 38:45

10M ago38:45

38:45

Send us a text Dive into Episode 46 where Adam, Tom and Martha discuss winning by not losing, tax trouble, The 3 E's and projectile wieners- the WURST! Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.c…

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Episode 45: Introducing Tom Johnson 34:19

10M ago34:19

34:19

Send us a text Meet Tom Johnson, CFA, a seasoned financial advisor at Evolution Retirement Services. With over a decade of experience in the financial industry, Tom brings a wealth of expertise in retirement planning and investment management. Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "T…

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Episode 44: Liquid Strategies ft. Kurt Trauslen 33:22

11M ago33:22

33:22

Send us a text In Episode 44, we dive into Liquid Strategies with Kurt, our Vice President and Co-Founder of Evolution Retirement Services. Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discove…

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Episode 43: Ask Adam Anything! 49:24

11M ago49:24

49:24

Send us a text Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't mis…

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Episode 42: Frozen heads, Mummies & a TON of Questions 31:32

12M ago31:32

31:32

Send us a text Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't mis…

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Episode 41: Roth Conversions, Reverse Mortgages & Rattle Snakes 31:23

1y ago31:23

31:23

Send us a text In Episode 41 of our podcast, we embark on a diverse financial journey, exploring the intriguing intersection of Roth Conversions, Reverse Mortgages, and Rattlesnakes. Join us as we unravel the complexities of Roth Conversions, discussing their potential benefits and pitfalls for savvy investors. Delve into the world of Reverse Mortg…

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Ep 40 - Wisdom and Strategies for YOUR Goal-Focused Retirement 39:36

1+ y ago39:36

39:36

Send us a text Welcome to Episode 40 of "Retirement Evolved Podcast." In this episode, we delve into the essential elements of securing your financial future in retirement. We discuss Sequence of Returns Risk, strategies to combat inflation worries, and how to maximize Social Security benefits. Additionally, we explore the idea of relocating during…

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Ep 39 - Wisdom from the Mentor: Bob Grace Joins the Show 30:59

1+ y ago30:59

30:59

Send us a text Join host Adam as he welcomes his mentor, Bob Grace, for a deep dive into essential financial topics. They explore income strategies, dissect the impacts of inflation and social security, and navigate the challenges of DIY financial planning. Discover how to avoid the fear of running out of money and gain insights into the complex wo…

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Ep 38 - Unveiling the 5 Taboos of Financial Conversations

1+ y ago

—

Send us a text In this "Retirement Evolved" podcast, Adam & Lauren delve into the topic of "5 Reasons people are scared to talk about finances," providing his unique insights. These reasons include the pressure to keep up with others' financial status, limited financial literacy, societal norms discouraging discussions about personal finances, appr…

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Ep 37 - Inflation's 3rd Wave & The Rocky Statue 31:00

1+ y ago31:00

31:00

Send us a text Join us for an engaging and insightful podcast as we dive into the intriguing story behind the Rocky Statue's astonishing $58,000,000 take. Exploring the concept of Greedflation and pondering the existence of a 3rd Inflation wave, we unravel the complexities of the current economic landscape. Our "Join the Conversation" segment is ga…

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Ep 36- Retirement Thrills & Pickleball Spills 30:44

1+ y ago30:44

30:44

Send us a text In this podcast episode, the focus is on transitioning retirement planning from a retail advisor to a private wealth manager like Evolution Retirement Services. The question of whether $1.3 million is enough for retirement is explored, emphasizing the importance of goal-focused planning. Strategies for determining when to pay taxes a…

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Ep 35- Unlocking Your Retirement: The 5 Essential Elements for Goal-Focused Retirement 28:56

1+ y ago28:56

28:56

Send us a text Come and join us in this exciting episode where we discuss Unlocking Your Retirement: The 5 Essential Elements for a Goal-Focused Retirement. Brace yourself for a thought-provoking experience that will challenge your perspectives and reveal exciting new possibilities for your retirement voyage. Get your hands on a copy of Private Wea…

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Ep 34 - Unretire? The Lost $12.2 Trillion, and 1973 Numbers 30:48

1+ y ago30:48

30:48

Send us a text Join us as we delve into the disappearing $12.2 trillion and its profound impact on retirement. Discover the shifting costs of airfare, hotel rooms, and housing since 1973, and contemplate whether it's time to Unretire? Embark on a captivating journey through the realms of finance, lifestyle, and the future of retirement in this thou…

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Ep 33 - Make Retirement Great Again 31:02

1+ y ago31:02

31:02

Send us a text In this podcast episode, we delve into two important aspects of the United States' economic landscape: taxes and the national debt. We'll explore the evolution of taxation in the US and examine a historical timeline of the national debt, shedding light on significant events and their impact on the nation's finances. Get your hands on…

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Ep 32 - "Beyond Average" Kurt's Path to Financial Success 29:58

1+ y ago29:58

29:58

Send us a text Joining us for the first time on this podcast episode is the one and only Kurt Traulsen. Together, we explore the realm of retirement savings, discovering that the average amount is a modest $144k. Additionally, we dive into the current state of customer service and uncover trustworthy avenues for financial advice. Kurt underscores t…

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Ep 31 - Making the Shift to the Evolution Yard 30:14

1+ y ago30:14

30:14

Send us a text Are you ready to Evolve your retirement? Join us on "Making the Shift to the Evolution Yard!" as we explore innovative retirement strategies. We'll help you shift from an investment-focused approach to a goal-focused one and highlight unique investment opportunities, such as investing in whiskey. Plus, we'll discuss how delaying reti…

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Ep 30 - Retire on Your Terms: Planning for a Goal-Focused Retirement 30:14

1+ y ago30:14

30:14

Send us a text Join us as we explore the world of Goal-Focused Retirement in the era of "70 is the new 65". We also provide a deep dive into everything life insurance has to offer, exploring the different types of policies available and how they can factor into your overall financial plan. Join us for an informative and enlightening journey to reti…

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Ep 29 - Double Tap: Houston, We Have a Financial Problem 31:16

1+ y ago31:16

31:16

Send us a text In this podcast, we take a unique approach to discussing personal finance, exploring the resurgence of baby boomer names. Along the way, we delve into practical tips for decluttering debt and becoming goal-focused, providing actionable advice to help listeners achieve financial freedom. Tune in and join the conversation about money a…

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Ep 28 - Understanding the Stakes Behind Biden's Veto, Social Security Insolvency and the Crocodile Push 29:41

1+ y ago29:41

29:41

Send us a text Join Private Wealth Manager and Certified Financial Fiduciary, Adam Bruno, on this week's episode of The Retirement Evolved Podcast, as Adam & Lauren explore the crucial topic of Protecting the Future: Understanding the Stakes Behind Biden's Veto, Social Security Insolvency, and The Crocodile Push. Gain invaluable insights and practi…

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Ep 27 - National Credit Education Month in the Face of $543,000 Debt per Citizen and Retirement Anxieties 30:22

2y ago30:22

30:22

Send us a text Tune in to The Retirement Evolved Podcast this week as we delve into the importance of National Credit Education Month. We'll examine the alarming national debt figure of $543,000 per citizen and provide actionable advice on how to manage debt efficiently. Additionally, we'll discuss the financial concerns that retirees face during t…

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Ep 26 - Top 5 Retirement Risks, Biden's Zeros, & Adam's Butterfingers? 30:48

2y ago30:48

30:48

Send us a text On this week's installment of The Retirement Evolved Podcast, Adam discusses several topics, including the potential impact of President Biden's infrastructure proposal, the top risks confronting retirees, and Adam's attempt to justify his clumsiness. With his expertise as a Private Wealth Manager and Certified Financial Fiduciary, A…

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Ep 25 - Goals & Vision, The Secure Act 2.0, & The "D" Word 31:06

2y ago31:06

31:06

Send us a text In this week's episode of The Retirement Evolved Podcast, Adam shares his goals and vision for 2023, while also discussing the "D" word and the potential impact of the Secure 2.0 act on retirement. Be sure to tune in to learn more about these topics. As a personal wealth manager and certified financial fiduciary, Adam covers a wide r…

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Ep 24 New Year’s Resolutions, Changes To your RMD & Crooks-R-Stupid 23:09

2y ago23:09

23:09

Send us a text This week Adam talks about the changes for RMD’s (Required Minimum Distributions) that have just passed with the Secure Act 2.0 as well as changes coming at us as far as social security is concerned. Yes, the Social Security COLA went up to 8.7% but other numbers have gone up as well and Adam discusses what those are. And everyone lo…

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Ep 23 Year Financial To-Do’s, Is Cash Where It’s At Right Now & Christmas Movies 25:29

2y ago25:29

25:29

Send us a text This week Adam talks about the importance of being sure you’re doing what you need to do financially at the end of the year. Also, with the way the market is behaving lately, is cash really king right now? Adam discusses the advantages and pitfalls of that idea, and the top grossing Christmas movie list is out, did his beloved Die Ha…

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Ep 22 The Santa Rally, 401K’s And Is Die Hard A Christmas Movie 24:32

2y ago24:32

24:32

Send us a text On this week’s podcast Adam discusses the Santa Rally – what is it and what is the likelihood of having one this year? Also,, how often are you checking your 401K? Some of us are doing too much and it’s causing serious issues. Plus we talk favorite Christmas movies and Adam settles the long debat of whether or not Die Hard is indeed …

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Ep 21 Good News On The Job Front? Are All High Prices Due To Inflation? Are You Fexting? 27:33

2y ago27:33

27:33

Send us a text This week Adam talks some interesting numbers from the jobs front, does he think they’re real? Also, with inflation all around us are some companies taking advantage and raising prices where they don’t need to? Adam gives his thoughts on that and the new fad of “fexting”…what is it, do you do it and should you be doing it? The Retire…

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Ep20 Marathon Smoker, Crypto Uh-Oh & Is The Market Getting Better? 28:26

2y ago28:26

28:26

Send us a text This week Adam talks about the recent feeling that the market is doing a little better, bonds are back and the 60/40 rule. Also, with the recent debacle of the FTX collapse, what are crypto investors to do? And we talk a little about the Secure 2.0 act and the possible changes to your Required Monthly Distribution age; how does that …

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Ep 19 Year End Taxes, Good News From The Market & Black Wedding Dresses 21:11

2y ago21:11

21:11

Send us a text This week Adam talks about the importance of getting ready for tax season at this time of year. Also, we saw good news from the market for a day, is this a sign of things to come or a blip? Adam talks about that as well as the new fad of brides shopping for black wedding dresses. Make sure you listen to find out what that’s all about…

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Ep 18 Interest Rates, Holiday Spending & Mud Wrestling 25:44

2y ago25:44

25:44

Send us a text This week Adam talks about the interest rate hikes and one of the places we most often forget to think about them. Despite everything that’s going on with inflation and other economic issues, Adam talks about surprising predictions for holiday spending. Also, how high a social security payment could you get with the new Cost Of Livin…

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Ep 17 Arby’s Bourbon, To Retire or Not & Healthcare In Retirement 26:52

2y ago26:52

26:52

Send us a text This week Adam talks about the growing trend of retirees either returning to the work force or only partially retiring. Also, how making that decision can have a domino effect on other things in your retirement like Medicare and social security. Adam helps you to understand how all those pieces fit together in this week’s show. Plus,…

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Ep 16 Halloween Candy, RMD’s & Financial Physicals …Oh My! 27:03

2y ago27:03

27:03

Send us a text This week Adam talks about this year's changes to your RMD’s and the best strategies to get ready for that. Also, what exactly is a “financial physical” and do you need to have one? Plus what is your favorite Halloween candy? The Retirement Evolved Podcast with Adam Bruno covers anything, and everything so don’t miss an episode. Join…

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Ep 15 Is Texas Pete A Fraud? Social Security Increase & The Market’s Future 26:41

2y ago26:41

26:41

Send us a text This week Adam talks about the Social Security COLA (Cost Of Living Adjustment) that we’ll see in 2023. Is it a good thing or just lipstick on a pig? Also, according to some high-ranking bank officials we could still see worse times ahead for the market, Adam reacts to that news as well. Plus, Texas Pete could be a fraud! Make sure y…

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Ep 13 Flying Motorbikes, Rising Interest Rates & Virtual Careers 29:28

2y ago29:28

29:28

Send us a text In this week's episode Adam discusses the continuing effects of rising inflation, mortgage rates and other factors affecting your retirement monies. Also, where have all the employees gone? Adam answers that question as well and talk flying motorbikes. Join us every week as personal wealth manager and certified fiduciary Adam Bruno t…

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Ep 14 Robot Pharmacists, Taxes and Roth IRA’s 26:18

2y ago26:18

26:18

Send us a text Adam is back up and running after Hurricane Ian and this week he talks about how important this time of year is to start getting ready for tax season. You’re thinking, it’s not even Halloween yet, but believe it or not this is the time to start planning for tax time. Also, Adam talks about the aftermath of Hurricane Ian as well as a …

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Ep 12 Ferrari's & Fiduciaries 24:22

2+ y ago24:22

24:22

Send us a text This week Adam Bruno peels back the curtain on the word fiduciary. We hear it a lot when it comes to folks who handle your money, but what does it really mean? Adam talks passionately about that as well as the new Ferrari Purosangue – is it really an SUV? Join us every week as personal wealth manager and certified fiduciary Adam Brun…

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Ep 11 Cruise Ship Living, Credit Cards And The Inflation Reduction Act 36:17

2+ y ago36:17

36:17

Send us a text Adam gives his take on the REAL numbers behind the Inflation Reduction Act and what it means for you. Also, he talks credit cards…yay or nay for your retirement years? Plus we talk about the new company that will be offering the chance to buy a condo on a cruise ship and why Adam would never do that. Join us as personal wealth manage…

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Ep 10 Muscle Cars, Cookies And Everything About Annuities 36:12

2+ y ago36:12

36:12

Send us a text In this episode Adam explains everything about annuities - the good and the bad. When you’re planning for retirement annuities could be one of the tools in your tool belt, but are all annuities right for you? Adam helps you to understand more about your annuity options. Plus, we talk about the end of an era for some muscle cars and t…

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Ep 09 New Doritos, The Inflation Reduction Act and What Is Retirment Age? 31:19

2+ y ago31:19

31:19

Send us a text Adam talks about the impact of the new Inflation Reduction Act and how it could affect everyday families like yours. Also, is there an actual "retirement age"? Adam answers that question as well and tackle the debate of whether we really need two new flavors of Doritos! Adam Bruno talks retirement planning, investing and more. See om…

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Ep 08 Customer Service, The Stock Market & Jobs 29:14

2+ y ago29:14

29:14

Send us a text In this episode Adam tackles the real numbers behind the latest jobs report as well as the waning confidence in the stock market. What do both of these things have to do with your retirement? Adam discusses that as well as where has customer service gone? Talking retirement planning, investing and more with Adam Bruno. See omnystudio…

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Ep 07 The Recession, Charity & Choco Tacos 30:25

2+ y ago30:25

30:25

Send us a text In this episode Adam talks about the recession and why it looks different than those in the past. Also, if you're thinking of retiring during a recession Adam runs down 7 things you should consider and if your retirement include making charitable contributions, Adam tells you the VERY important thing you can't forget. Planning is the…

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Retirement Evolved With Adam podcastit

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