Peace of Mind Wealth Management

09/30/2026

What does it really feel like to transition into retirement after decades of working, saving, and planning? And how do couples adjust when one spouse retires first while learning to spend confidently, enjoy life, and make the most of the years ahead?

Listen to Episode 386 of the Secure Your Retirement Podcast to hear Vid and Nupam Desai share their real-life retirement journey and what they’ve learned along the way. Listen here: https://pomwealth.net/podcast/episode-386/

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.

09/28/2026

What does it really feel like to transition into retirement after decades of working, saving, and planning? And how do couples adjust when one spouse retires first while learning to spend confidently, enjoy life, and make the most of the years ahead?

Listen to Episode 386 of the Secure Your Retirement Podcast to hear Vid and Nupam Desai share their real-life retirement journey and what they’ve learned along the way. Listen here: https://pomwealth.net/podcast/episode-386/

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.

09/23/2026

What happens when you’re ready to retire, but your spouse plans to keep working? How should you handle health insurance before Medicare, retirement income, taxes, Social Security, and your 401(k) when your retirement dates don’t line up?

Listen to Episode 385 of the Secure Your Retirement Podcast to learn what couples should consider when one spouse retires before the other. Listen here: https://pomwealth.net/podcast/episode-385/

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.

09/16/2026

Is having $1 million in your 401(k) really enough to feel confident about retirement? What could taxes, required minimum distributions, market downturns, and the loss of a spouse mean for that million-dollar nest egg?

Listen to Episode 384 of the Secure Your Retirement Podcast as Radon and Murs explain what you need to know after reaching the $1 million 401(k) milestone. Listen here: https://pomwealth.net/podcast/episode-384/

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.

09/14/2026

You’ve reached $1 million in your 401(k)—but do you know how much of it you’ll actually get to spend in retirement? What tax, investment, and income strategies should you consider now to help protect that money and make it last?

Listen to Episode 384 of the Secure Your Retirement Podcast to learn what you should consider once your 401(k) reaches the $1 million milestone. Listen at POMwealth.net

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.

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09/10/2026

Can a fiduciary recommend an annuity and still put your best interests first? When does an annuity actually make sense in a retirement plan, and when might you be better off without one?

Listen to Episode 383 of the Secure Your Retirement Podcast to learn how annuities can fit into a three-bucket retirement strategy, help address sequence of returns risk, and provide stability without chasing the market. Listen here: https://pomwealth.net/podcast/episode-383/

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.

09/07/2026

Can a fiduciary recommend an annuity and still put your best interests first? When does an annuity actually make sense in a retirement plan, and when might you be better off without one?

Listen to Episode 383 of the Secure Your Retirement Podcast to learn how annuities can fit into a three-bucket retirement strategy, help address sequence of returns risk, and provide stability without chasing the market. Listen here: https://pomwealth.net/podcast/episode-383/

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.

09/02/2026

Why should long-term care be part of your retirement plan even if you’ve saved well for the future? How can the right funding strategy help you prepare for care while protecting the retirement savings you’ve worked hard to build?

Listen to Episode 382 of the Secure Your Retirement Podcast as Radon and Murs explain long-term care options and strategies that can help you prepare financially for the unexpected. Listen here: https://pomwealth.net/podcast/episode-382/

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.

08/31/2026

Have you thought about how you would pay for long-term care without putting your retirement savings at risk? Do you know the different options available today that can help protect your assets while giving you more choices for care?

Listen to Episode 382 of the Secure Your Retirement Podcast as Radon and Murs discuss long-term care planning, including life insurance with long-term care benefits, long-term care annuities, and the important tax differences between these strategies. Listen here: https://pomwealth.net/podcast/episode-382/

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

08/26/2026

Could saving diligently in your 401(k) or IRA actually create a bigger tax problem later in retirement? Why is it important to plan for RMDs, Roth conversions, and Medicare IRMAA surcharges before they begin affecting your retirement income?

Listen to Episode 381 of the Secure Your Retirement Podcast to learn how planning ahead could help reduce the impact of future taxes and Medicare costs. Listen here: https://pomwealth.net/podcast/episode-381/

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.