Member Since August 2024
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About
My name is Shawn Maloney, and I am a certified retirement planning, fiduciary and the owner and president of Retire Wise, LLC. With a burning passion for helping people be ready for retirement and retire happy, I have dedicated my life to ensuring that individuals are equipped with the tools they need to grow and protect their retirement savings. Utilizing our transparent and comprehensive approach to planning, known as the "Retire Happy Framework," we provide our clients with peace of mind about their future. I find solace in spending time with my family, studying scripture, and giving back to my community and church. Join me on this journey towards a fulfilling retirement and let's make the most out of every day!
Shawn Maloney
Published content
expert panel
Even when the market ebbs and flows, you can keep your retirement investments stable with these proactive strategies. With unpredictable markets and economic uncertainty, it's important to take steps to safeguard your retirement savings. Market volatility can lead to significant losses if you’re not properly prepared, but there are many effective strategies for protecting your hard-earned nest egg. According to the financial professionals of Kiplinger Advisor Collective, you can help shield your retirement funds from the impact of market fluctuations with a few strategic moves. If you’re looking to secure your future, consider these expert-recommended tips for managing retirement savings during turbulent times.
Company details
Retire Wise, LLC
Company bio
We help clients grow and protect their retirement savings so they can Retire Happy! Giving them peace of mind about their future using my transparent, comprehensive approach to planning and our “Retire Happy Framework”. We also offer core financial services, as it all starts with the core basics. Secure your future with Retire Wise, LLC - where retirement and financial planning meet to make your golden years shine! Customized, proven, and holistic strategies designed to meet your goals and risk tolerance. We analyze your situation to make personalized recommendations. Building long- and short-term strategies that help you realize your retirement success. Every successful retirement/financial plan starts with an excellent client relationship. Our mission and values include providing unmatched service and exceeding our client’s expectations. Acting as a fiduciary, we make sure your best interest is always upheld. We believe in being transparent and educating clients as we go, not just throwing numbers and a plan at them. Part of the planning also includes what else goes into your retirement happiness and wellbeing, beyond the finances.