Retirement Evolved With Adam & Lauren
Welcome to the Retirement Evolved podcast, where Adam Bruno, Certified Financial Fiduciary and Founder & President of Evolution Retirement Services, shares his insights and ideas to help you navigate your retirement years with confidence. Adam is passionate about helping families who have worked hard all their lives to achieve financial prosperity and accomplish their goals. He believes in building strong relationships with his clients and creating customized financial plans tailored to meet their specific needs, whether it's estate planning, taxes, 401k's, Roth IRA's, or more. Tune in and let Adam be your trusted resource for all your retirement planning needs. Join us on a journey to Evolve - Tune in Now! Investment advisory services are offered through Evolution Wealth Management Inc., an investment advisor registered with the State of Florida. Insurance services provided by Evolution Retirement Services. Evolution Wealth Management and Evolution Retirement Services are affiliated entities.
Episodes
57 episodes
Navigating Probate, Trusts and More with Special Guest Attorney, Courtney Lovejoy
In this episode of The Retirement Evolved Podcast, Adam and Lauren welcome attorney Courtney Lovejoy to discuss key estate planning topics, including probate, trust administration, Medicaid planning, and VA benefits. Courtney exp...
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Episode 58
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42:37
Episode 55: Navigating the Complexities of the "Golden years" with special guest Chris Austin
In the latest episode of The Retirement Evolved Podcast, Adam and Lauren welcomed Chris Austin, a fiduciary, guardian, and advocate dedicated to managing estates for individuals without family or trusted connections. They discuss...
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Episode 55
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39:56
Episode 54: Estate Planning with Special Guest: Attorney, Kevin Kyle
In the latest episode of The Retirement Evolved Podcast, we sit down with Kevin Kyle, an estate planning attorney and partner from Green, Schoenfeld & Kyle LLP, to dive into the essentials of estate planning. Kevin shares ins...
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Episode 54
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50:34
Episode 50: Adam Bruno & David Brooks talk Roth Conversions, Spending more Money and the State of the IRS
Thank you to all our listeners for subscribing and being the driving force behind The Retirement Evolved Podcast. With your support, we've reached an incredible milestone of 50 episodes and thousands of downloads. We couldn't have done it witho...
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Episode 50
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52:16
Episode 49: IRMAA Gosh! Another episode with Adam & Lauren!
In episode 49 Adam and Lauren talk about IRMAA or Income-Related Monthly Adjustment Amount and the unique challenges facing baby boomers entering retirement.
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Episode 49
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33:11
Episode 48: Banking 101 ft. Martha Wilson
What can a banker do for you? Find out in Episode 48!
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30:50
Episode 47: Living Local & The Phases of Retirement
In episode 47 Adam & Lauren dive into local events in Southwest Florida as well as what to do in pre and post-retirement. Don't forget-- your questions drive the agenda for this podcast! Email us at Info@evoretire.com to submit your questio...
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Episode 47
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32:04
Episode 46: Win--- By Not Losing, Tax Troubles & The 3 E's
Dive into Episode 46 where Adam, Tom and Martha discuss winning by not losing, tax trouble, The 3 E's and projectile wieners- the WURST!
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Episode 46
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38:45
Episode 45: Introducing Tom Johnson
Meet Tom Johnson, CFA, a seasoned financial advisor at Evolution Retirement Services. With over a decade of experience in the financial industry, Tom brings a wealth of expertise in retirement planning and investment management.
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Episode 45
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34:19
Episode 44: Liquid Strategies ft. Kurt Trauslen
In Episode 44, we dive into Liquid Strategies with Kurt, our Vice President and Co-Founder of Evolution Retirement Services.
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Episode 44
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33:22
Episode 41: Roth Conversions, Reverse Mortgages & Rattle Snakes
In Episode 41 of our podcast, we embark on a diverse financial journey, exploring the intriguing intersection of Roth Conversions, Reverse Mortgages, and Rattlesnakes. Join us as we unravel the complexities of Roth Conversions, discussing t...
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Episode 41
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31:23
Ep 40 - Wisdom and Strategies for YOUR Goal-Focused Retirement
Welcome to Episode 40 of "Retirement Evolved Podcast." In this episode, we delve into the essential elements of securing your financial future in retirement. We discuss Sequence of Returns Risk, strategies to combat inflation worries, and how t...
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Episode 40
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39:36
Ep 39 - Wisdom from the Mentor: Bob Grace Joins the Show
Join host Adam as he welcomes his mentor, Bob Grace, for a deep dive into essential financial topics. They explore income strategies, dissect the impacts of inflation and social security, and navigate the challenges of DIY financial planning. D...
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30:59
Ep 38 - Unveiling the 5 Taboos of Financial Conversations
In this "Retirement Evolved" podcast, Adam & Lauren delve into the topic of "5 Reasons people are scared to talk about finances," providing his unique insights. These reasons include the pressure to keep up with others' financial status, li...
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Ep 37 - Inflation's 3rd Wave & The Rocky Statue
Join us for an engaging and insightful podcast as we dive into the intriguing story behind the Rocky Statue's astonishing $58,000,000 take. Exploring the concept of Greedflation and pondering the existence of a 3rd Inflation wave, we unravel th...
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Episode 37
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31:00
Ep 36- Retirement Thrills & Pickleball Spills
In this podcast episode, the focus is on transitioning retirement planning from a retail advisor to a private wealth manager like Evolution Retirement Services. The question of whether $1.3 million is enough for retirement is explored, emphasiz...
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30:44
Ep 35- Unlocking Your Retirement: The 5 Essential Elements for Goal-Focused Retirement
Come and join us in this exciting episode where we discuss Unlocking Your Retirement: The 5 Essential Elements for a Goal-Focused Retirement. Brace yourself for a thought-provoking experience that will challenge your perspectives and reveal exc...
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Season 1
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Episode 35
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28:56
Ep 34 - Unretire? The Lost $12.2 Trillion, and 1973 Numbers
Join us as we delve into the disappearing $12.2 trillion and its profound impact on retirement. Discover the shifting costs of airfare, hotel rooms, and housing since 1973, and contemplate whether it's time to Unretire? Embark on a captivating ...
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30:48
Ep 33 - Make Retirement Great Again
In this podcast episode, we delve into two important aspects of the United States' economic landscape: taxes and the national debt. We'll explore the evolution of taxation in the US and examine a historical timeline of the national debt, sheddi...
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Episode 33
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31:02