Podcast
Secure Your Retirement
Hosted by Radon Stancil, CFP® & Murs Tariq, CFP® · EN
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
43episodes
Episodes
Newest firstAll episodes
Is It Possible to Leave Work Before 65?
Sep 2200:25:24Tap to summarizeIn this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss what it really takes to retire before 65 and the key strategies you need to make early retirement not only possible but sustainable. Many people assume that leaving work before Medicare at 65 is too expensive or too risky, especially when it comes to health insurance before Medicare, tax planning, and long-term income strategies. But with the right process, tools, and guidance, you can build a retirement plan that helps you retire early and retire comfortably.Listen in to learn about the essential areas you must think through: ACA health plans, Medicare at 65, the 59 and a half rule, the 401k rule of 55, Roth conversions, Social Security timing, and more. Radon and Nick Hymanson, CFP®, break down the critical details around investment strategy, retirement withdrawal strategy, sequence of returns risk, and bucket strategy investing. This conversation highlights not just the numbers, but also the emotional side of retirement—building confidence and clarity to truly secure your retirement.In this episode, find out:· Why health insurance before Medicare is the #1 concern for early retirees, and how ACA health plans and subsidies fit into your strategy.· How to navigate tax rules like the 59 and a half rule, the 401k rule of 55, and smart Roth conversions.· The importance of a retirement withdrawal strategy that considers taxes, cash flow, and long-term goals.· How to protect yourself from sequence of returns risk with bucket strategy investing.· Why budgeting for retirement and addressing the emotional side of leaving work is just as important as the numbers.Tweetable Quotes:Radon Stancil: “Retirement planning is like turning knobs—when you adjust one, it impacts the others. The key is making sure they all move in the right direction.”Murs Tariq: “The confidence to retire doesn’t come from guessing—it comes from having a written plan that helps you make decisions with clarity.”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.
Transcribe →The High Net Worth Guide to Secure Your Retirement
Mar 10, 2025Tap to summarizeIn 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 TariqResources: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.
Transcribe →Anne Rhodes – Estate Planning in Retirement – Simplified
Dec 4, 2023Tap to summarizeIn this Episode of the Secure Your Retirement Podcast, Radon and Murs have Anne Rhodes discuss how the wealth.com platform simplifies estate planning. Anne is the Chief Legal Officer at wealth.com with a mission to make estate planning and cross-generational wealth transfer affordable and accessible to more Americans.She describes the two buckets where the core documents every American must have fall and their importance in estate planning.Listen in to learn about the importance of documents like the HIPAA form, certification of trust, and why you should consider a trust versus a will. You will also learn how wealth.com is set up to reduce estate planning friction and simplify estate planning for financial advisors and their clients.In this episode, find out:The core documents every American needs to have in case of death or incapacitation and their importance.The HIPAA form – What does it allow you to do?The certification of trust – accompanies a living trust as a cover sheet, so you don’t have to reveal your trust’s private information.Reasons to consider having a trust versus a will, like privacy and reducing the cost and time of probate. Anne explains the process from signing the documents to making them legal.Tweetable Quotes:“The HIPAA release form is important to accompany the advanced healthcare directive.”- Anne Rhodes“We really want to give financial advisors and their clients a tool that they can trust to go deeply into this estate planning world.”- Anne RhodesGet in Touch with Anne:LinkedIn: https://www.linkedin.com/in/annexrhodes/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.
Transcribe →