Big Money Retirement Podcast

Retirement scams don’t always look like scams.In Episode 43 of the Big Money Retirement Podcast, Johnathan Burgess sits down with Tom Osmond, former Chief Securities Examiner for the State of South Carolina, to break down the warning signs retirees and investors should know before trusting someone with their money.Tom spent years examining investment advisors, reviewing financial records, and uncovering potential fraud. In this episode, he shares what actually raised red flags—from unrealistic “guaranteed” returns and checks written directly to advisors to promissory-note schemes and advisors pushing clients into their own businesses.Johnathan and Tom also discuss:-How to research an advisor before handing over your money-Common scams targeting retirees and seniors-Romance scams and “pig butchering”-Why isolation can make older adults more vulnerable to financial fraud-Investment fees that deserve a closer look-When annuities and other products may be inappropriate for a client-Why having a trusted family member or contact involved can matterThe biggest takeaway: know who you’re trusting, understand where your money is going, and don’t ignore the red flags.There are plenty of good advisors doing the right thing—but retirees are also being targeted by increasingly sophisticated scams. Doing your research and involving people you trust can make a major difference.Get your complimentary copy of Retire Right:Text BOOK to 864-920-3155Ready to learn more?BigMoneyRetirement.comSubscribe to the Big Money Retirement Podcast for straightforward conversations designed to help you approach retirement with greater clarity and confidence.This podcast is for educational and informational purposes only and should not be considered personalized financial, investment, tax, or legal advice.#RetirementPlanning #RetirementScams #FinancialFraud #FinancialPlanning #BigMoneyRetirementPodcast

Markets will have storms.The real question is: will your strategy survive them?In Episode 42 of the Big Money Retirement Podcast, Johnathan Burgess and Luke Maloney Grimes break down what long-term investing really requires—patience, conviction, perspective, and the discipline to stay the course when emotions try to pull you off track.Using the idea of storms, sirens, and staying on course, they unpack why so many investors make costly mistakes chasing quick wins, reacting emotionally to volatility, or operating without real clarity around their plan.In this episode, they discuss:Why market storms are inevitableHow emotional investing can throw you off courseThe danger of chasing quick richesWhy a 5–10 year mindset mattersHow to think through best-case, average-case, and worst-case scenariosWhy the right strategy can help you invest with more confidence and less fearBecause in retirement planning, it’s not just about growing money.It’s about having the right plan, the right guidance, and the confidence to stay on course when life — and the market — gets rough.Ready to learn more? Visit BigMoneyRetirement.comSubscribe to the Big Money Retirement Podcast for straightforward conversations designed to help you approach retirement with greater clarity and confidence.This podcast is for educational and informational purposes only and should not be considered personalized financial, investment, tax, or legal advice.#RetirementPlanning #Investing #FinancialPlanning #BigMoneyRetirementPodcast

What if the hardest part of retirement has nothing to do with how much money you saved?Welcome to Episode 41 of the Big Money Retirement Podcast.Johnathan Burgess shares a first look at his new book, More Than Money, and dives into the part of retirement planning that doesn’t always show up on a spreadsheet.In this episode:• Why a couple with $9 million saved was still afraid to spend• How your earliest experiences with money can follow you into retirement• Why retirement should be about experiences — not just preserving an account balance• The four types of regret on Johnathan’s “Regret Compass”• Why the relationships and opportunities you put off today may matter more than you realizeFrom convincing retirees to actually enjoy what they’ve built to sharing deeply personal stories about regret, family, and loss, Johnathan explores why retirement is about far more than investments, taxes, and withdrawal rates.Because retirement isn’t just about having enough money.It’s about building a life you actually want to live.Learn more about Big Money Retirement and explore upcoming events at BigMoneyRetirement.com.For informational and educational purposes only. Nothing discussed should be considered individualized investment, tax, or legal advice.#BigMoneyRetirement #RetirementPlanning #Retirement #MoreThanMoney #FinancialPlanning #RetireRight

In Episode 40 of the Big Money Retirement Podcast, Johnathan Burgess and Teddy Heiser break down the five biggest fears they hear from retirees—and what can be done to address them.From running out of money and rising healthcare costs to overpaying in taxes, leaving a mess for your family, and getting crushed by a market downturn, these are the concerns that can keep even successful savers second-guessing retirement.The goal isn’t just having a portfolio. It’s having an integrated retirement strategy where your income, investments, taxes, healthcare, and estate plan work together—so you can spend less time worrying and more time actually enjoying retirement.📘 Get your complimentary copy of Retire RightText BOOK to 864-920-3155Ready to learn more? Visit BigMoneyRetirement.com.Subscribe to the Big Money Retirement Podcast for straightforward conversations designed to help you approach retirement with greater clarity and confidence.This podcast is for educational and informational purposes only and should not be considered personalized financial, investment, tax, or legal advice.#RetirementPlanning #Retirement #FinancialPlanning #BigMoneyRetirementPodcast

You did the hard part. You saved enough to retire. Now comes the part most people underestimate—making sure you don’t mess up what you spent decades building.In Episode 39 of the Big Money Retirement Podcast, Johnathan Burgess breaks down the questions and fears that can show up when it’s finally time to turn your savings into a retirement strategy.What happens if the market crashes? Should you give up control of your investments? Is managing your own money still the right move? And most importantly—how do you build a strategy designed to last for the rest of your life?Because retirement is a different game. The margin for error gets smaller, the stakes get bigger, and having money is only part of the equation.📘 Get your complimentary copy of Retire RightText BOOK to 864-920-3155Ready to learn more? Visit BigMoneyRetirement.com.Subscribe to the Big Money Retirement Podcast for straightforward conversations designed to help you approach retirement with greater clarity and confidence.This podcast is for educational and informational purposes only and should not be considered personalized financial, investment, tax, or legal advice.#RetirementPlanning #Retirement #FinancialPlanning #BigMoneyRetirementPodc