Episode 8: Peace and Purpose – The Journey

In Episode 8 of Real World Retirement, host Alex Pushman sits down with fellow advisor Sheila Maloney for a heartfelt and eye-opening conversation on creating peace and purpose throughout your retirement journey. Sheila shares a powerful real-life case study of a couple who went from financial uncertainty to a future filled with confidence, control, and legacy planning—all thanks to a proactive approach.

They explore what it really means to find peace in your plan: not just knowing your retirement income is secure, but also building a tax-efficient strategy and establishing a legacy that truly impacts future generations. From distribution and investment plans to Roth conversions and education accounts for grandkids, this episode is packed with actionable insights for families who want more than just a retirement—they want purpose.

Whether you're five years from retirement or already in it, this episode will inspire you to think long-term, act early, and engage with a team that’s truly invested in your future.

🎧 Listen in to learn:

• How to create peace and purpose through proactive financial planning
• Why legacy planning isn’t just for the ultra-wealthy
• The surprising ways taxes can impact your future—and how to get ahead of them
• How one couple turned worry into generational wealth

💬 Like what you hear? Follow, subscribe, and reach out—your journey starts with one conversation.