Secure Your Retirement

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss why retirement stress, retirement anxiety, and fear around market volatility are rarely about the markets themselves—and almost always about unanswered questions. After years of uncertainty driven by inflation, interest rate changes, and economic shocks, many people approaching retirement realize that stress doesn’t come from short-term market swings, but from not having a clear retirement financial plan. Without a defined withdrawal strategy, retirement income planning, tax planning in retirement, and estate planning basics, even strong market years can still feel overwhelming.
Listen in to learn about how holistic financial planning creates true peace of mind in retirement. Radon and Murs break down how retirement risk management, income planning in retirement, Social Security planning, Medicare planning, long-term care planning, and tax planning strategies work together to reduce anxiety. By focusing on structure—rather than speculation—you can build retirement confidence, follow a clear retirement checklist, and move toward retiring comfortably with a plan designed to secure your retirement.
In this episode, find out:
Why retirement anxiety is driven more by unanswered questions than market volatility
How the Three Bucket Strategy supports income planning, withdrawal strategy, and retirement confidence
The five critical areas of retirement planning, including tax planning, Medicare planning, and estate planning
How holistic financial planning helps manage required minimum distributions and early retirement strategy
Why having a written retirement financial plan reduces stress and supports peace of mind in retirement

Tweetable Quotes:
“A bad market day won’t ruin your retirement, and a great market day won’t make it successful—it’s the plan that matters.” — Radon Stancil
“Retirement stress fades when every part of your retirement financial plan is being monitored, implemented, and nurtured.” — 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.

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the launch of their new retirement planning book, The Peace of Mind Pathway, and why they felt compelled to create a clearer, more practical approach to Retirement Planning. After years of working with families approaching or already in Retirement, they saw a recurring challenge: people could be great savers yet still lack Retirement confidence. This episode explains how a truly holistic financial planning approach helps connect the dots between investments, income, taxes, healthcare, and legacy—so you can truly plan for retirement with clarity and purpose.
Listen in to learn about how Peace of Mind Wealth Management designed a comprehensive Retirement financial plan that goes beyond investments and focuses on real-life decision-making. From Income planning in retirement and Tax planning strategies to Medicare planning, Long term care planning, Estate planning, and Social Security planning, Radon and Murs break down the Peace of Mind Pathway framework that helps families retiring comfortably and working toward a goal to secure your retirement.
In this episode, find out:
Why a retirement planning book focused on holistic planning is critical for today’s retirees
How the Peace of Mind Pathway ties together risk management, income, taxes, healthcare, and legacy
What role Required minimum distributions play in your overall Retirement financial plan
How to think through early retirement strategy decisions, including healthcare before Medicare
Why having a connected team matters when planning retirement and following a retirement checklist

Tweetable Quotes:
“Retirement isn’t just about having money—it’s about having clarity, confidence, and a plan that works together.” — Radon Stancil
“Good savers often feel the most anxiety because they don’t know what questions to ask when planning 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.

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss a comprehensive portfolio update, economic update, and market update designed to help retirees and pre-retirees stay grounded during uncertain times. With headlines driving fear and optimism in equal measure, they break down how a disciplined retirement portfolio strategy and long-term investment strategy can help investors navigate volatility while staying positioned for growth. From geopolitical uncertainty to inflation pressures, this episode reinforces why planning—not prediction—is essential to secure your retirement.
Listen in to learn about how today’s economic environment connects directly to your retirement income planning and overall retirement planning process. Radon and Murs revisit the Three Bucket Strategy, explaining how a well-structured core portfolio strategy, tactical investing strategy, and exposure to alternative investments can work together to manage risk. As they explore the stock market outlook 2026, inflation and retirement concerns, and market volatility planning, you’ll gain clarity on how to plan for retirement, follow a practical retirement checklist, and ultimately focus on retiring comfortably.
In this episode, find out:
How the Three Bucket Strategy supports risk management investing and predictable retirement income
Why market headlines don’t always align with long-term market update realities
How tactical investing and alternative investments can reduce portfolio volatility
What inflation and retirement trends mean for planning retirement in 2026
Why sticking to a disciplined retirement investment strategy matters more than ever

Tweetable Quotes:
“You can’t control headlines or politics, but you can control your retirement plan and how much risk you take.” — Radon Stancil
“When different parts of your portfolio have different jobs, market volatility becomes much easier to live with.” — 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.

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss one of the biggest fears retirees face: How people run out of money in retirement—and more importantly, how to avoid it. Drawing from a widely shared Investopedia article, they break down five common mistakes that can derail even the best-laid plans and apply the Peace of Mind Wealth Management perspective to help you never run out of money in retirement. Whether you’re just beginning to plan for retirement or already retired, this conversation highlights why a thoughtful retirement spending plan and proactive retirement income planning are essential.
Listen in to learn about practical retirement planning tips that go beyond generic advice and focus on real-world retirement challenges like managing taxes, building a smart retirement withdrawal strategy, and revisiting your plan as life changes. Radon and Murs explain how knowing your spending, understanding IRA withdrawal rules, and implementing strategies like the Three Bucket Strategy and Roth conversion strategy can help you retire comfortably and secure your retirement for decades to come.
In this episode, find out:
Why knowing your spending is the foundation of a sustainable retirement spending plan
How retiring too early without a plan for retirement can increase the risk of running out of money
How tax planning in retirement, including Roth conversions and IRA withdrawal rules, impacts long-term success
How Medicare IRMAA and the IRMAA surcharge can surprise retirees without proper planning
Why revisiting your retirement checklist regularly is critical to retiring comfortably

Tweetable Quotes:
“It doesn’t matter how much money you have—if your spending isn’t aligned with your plan, you can still run out of money in retirement.” — Radon Stancil
“A successful retirement income plan isn’t set it and forget it; it’s something you nurture year after year.” — Murs Tariq

This episode reinforces why comprehensive retirement planning, thoughtful tax planning in retirement, and ongoing adjustments are key to planning retirement with confidence. By focusing on retirement income planning, balancing growth and protection, and understanding how taxes affect your withdrawals, you can reduce anxiety and move closer to truly retiring comfortably.
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.

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss why the beginning of the year is one of the most important times for smart tax decisions and how early planning can prevent costly mistakes later. With the help of their Director of Financial Planning and Tax Strategy, Taylor Wolverton, they walk through practical smart tax strategies designed to support effective tax planning in retirement and help you stay ahead with a proactive tax planning checklist. From contribution rules to charitable strategies, this episode focuses on building a strong foundation for retirement tax planning that supports long-term confidence.
Listen in to learn about key decisions that impact your ability to plan for retirement, reduce unnecessary taxes, and ultimately secure your retirement. Whether you are still working, transitioning into Retirement, or already planning retirement income, these insights can help you align your retirement checklist with current rules, deadlines, and opportunities—so you can focus on retiring comfortably without last-minute surprises.
In this episode, find out:
How the 401k catch up rule works, including 401k catch up contributions and updated 2026 401k contribution limits
Why the IRA contribution deadline matters and how a Roth IRA contribution can still be made after year-end
How qualified charitable distribution strategies work, including important QCD rules
When it may make sense to donate stock to charity versus giving cash and how this affects your charitable deduction
How income choices impact a long-term Roth conversion strategy and overall retirement tax planning

Tweetable Quotes:
“The beginning of the year is where smart tax planning really starts—what you do now determines how much flexibility you’ll have later.” — Radon Stancil
“Tax planning in retirement isn’t just about deductions; it’s about choosing the right accounts at the right time.” — Murs Tariq

Understanding how the standard deduction, charitable strategies, and income planning work together is a critical part of Retirement Planning. From managing distributions to timing conversions, early awareness helps avoid mistakes that can limit your ability to secure your retirement and maintain tax efficiency throughout the year.
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.