Best Murs Tariq Podcasts (2025)

1
2025 - Important Financial Numbers in Retirement 20:33

23h ago20:33

20:33

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss key updates to the important financial numbers for 2025 that impact tax planning, retirement contributions, and other critical aspects of financial planning. They explain how inflation adjustments have influenced tax brackets, 401(k) and IRA contribution limits, Medicare …

1
What Issues in Retirement Should I Consider at The Start of the Year 27:35

8d ago27:35

27:35

In this Episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq discuss how to approach the start of 2025 with clarity and purpose. They introduce a detailed checklist to help you organize and plan various aspects of your life, including cash flow management, estate planning updates, tax considerations, and more. This isn’t just…

1
How to Retire at 62 - All the Numbers You Need to Know 19:43

15d ago19:43

19:43

In this episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq continue their discussion from Episode 292 on How to Retire at 62. In this follow-up, they welcome their team member, Taylor Wolverton, to dive into the numbers of a real-world retirement financial plan. Together, they walk through detailed retirement scenarios for …

1
Navigating Life After Losing a Spouse: Financial and Emotional Steps 17:56

23d ago17:56

17:56

In this Episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq discuss the difficult yet essential topic of navigating life after losing a spouse. They dive into critical financial and emotional steps to help widows and widowers during this challenging time. Losing a spouse is an emotional whirlwind, and the decisions that foll…

1
How to Retire at 62 in 2026 With Peace of Mind 18:53

30d ago18:53

18:53

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss: How to build the foundational steps for retiring at age 62 and achieving peace of mind in retirement planning. They dive into the critical questions that need to be answered, the data required to assess retirement readiness, and the steps to create a retirement roadmap. …

1
Nationwide Monument Advisor For Tax Planning Strategies in Retirement 16:09

1M ago16:09

16:09

In this Episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq discuss the Nationwide Monument Advisor, a unique variable annuity designed to optimize tax planning strategies for retirement. While variable annuities often have a negative reputation due to high fees and restrictions, this product offers a refreshing alternative …

1
The Four Phases Of Retirement 31:36

1M ago31:36

31:36

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the fascinating journey of transitioning into retirement with special guest Dr. Ridley Moynes, author of The Four Phases of Retirement. This episode dives deep into the emotional, mental, and financial aspects of retirement, addressing the critical question: "Is retiremen…

1
How Much Money Do I Need Saved to Spend 10,000 Per Month in Retirement? 21:01

2M ago21:01

21:01

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the question many retirees and pre-retirees ask: "How much money do I need saved to spend $10,000 per month in retirement?" This is a highly specific question that requires a tailored approach to retirement planning. Radon and Murs reverse engineer this scenario to illust…

1
Annuities in Retirement as an Asset Class 18:44

2M ago18:44

18:44

In this episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq discuss the often-overlooked potential of annuities as a vital component of retirement portfolios. While traditionally, retirement planning relies on the 60/40 portfolio split between equities and bonds, Radon and Murs explore a fresh approach suited to today’s fina…

1
Estate Planning 101 - The Importance of a Letter to Your Heirs in Retirement 15:12

2M ago15:12

15:12

In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss the often overlooked but crucial topic of creating a letter to your heirs. This letter serves as an essential supplement to your estate planning documents and plays a significant role in ensuring a smooth transition for your loved ones. The episode highlights how this tho…

1
Medicare AEP in Retirement - 5 Things You Need to Know 20:18

2M ago20:18

20:18

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the critical aspects of the Medicare Annual Enrollment Period (AEP) with Medicare Specialist, Shawn Southard. As we dive into Medicare AEP 2024, they explore why reviewing your current plan is crucial and how it may impact your healthcare costs, coverage, and provider net…

1
Andrew Opdyke - 2024 - 3rd Quarter Economic Update for Retirement 32:38

3M ago32:38

32:38

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the state of the U.S. economy with insights from Andrew Opdyke, an economist for First Trust Investments. As we approach the end of 2024, Andrew shares his expert outlook on critical economic trends, including the Federal Reserve’s recent rate cuts, the potential impact o…

1
Long-Term Care in Retirement - Annuity and Life - Side by Side 20:20

3M ago20:20

20:20

In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss the final installment of their series on hybrid long-term care solutions, focusing on annuity versus life insurance. They provide an in-depth comparison of these two options, highlighting the pros and cons of each approach to help listeners determine which solution may be…

1
Retirement and The Power of FDIC Coverage and Competitive Rates 31:55

3M ago31:55

31:55

In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss an exciting new partnership with Flourish Cash, a high-yield, FDIC-insured cash management account offering competitive rates and massive FDIC coverage. Special guest Ben Cruikshank from Flourish Cash joins the conversation to explain how this account can protect your sav…

1
Long-Term Care Solutions in Retirement - Hybrid Life Insurance 22:40

3M ago22:40

22:40

In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss the life insurance-based hybrid long-term care solutions, building on their previous conversation about hybrid annuities. They explore the advantages of a hybrid approach, particularly focusing on the MoneyGuard Fixed Advantage policy as an example. Radon and Murs explain…

1
Retirement Long-Term Care Solutions - Hybrid Annuity 30:57

4M ago30:57

30:57

In this Episode of the Secure Your Retirement Podcast, Radon Stancil and Murs Tariq discuss hybrid long-term care insurance, with a focus on the Equitrust Bridge annuity and how it serves as a powerful tool for retirement planning. They explore the benefits of using hybrid annuities, a strategy that combines retirement income with long-term care co…

1
Long Term Care Insurance Options in Retirement 20:02

4M ago20:02

20:02

In this Episode of the Secure Your Retirement Podcast, Radon and Murs sets the stage for the next two episodes, which will dive deeper into long term care options. Listen in to learn about the changes in long-term care insurance over the past 20 years and why traditional policies are becoming less common. Discover alternative long-term care solutio…

1
Retirement Tax Withholding - Tips for Avoiding Tax Surprises 32:27

4M ago32:27

32:27

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the importance of understanding tax withholdings in retirement to avoid tax surprises. Unlike during your working years when taxes are automatically withheld from your paycheck, retirement requires a more strategic approach to managing taxes. To help navigate this complex…

1
Navigating Your Social Security Retirement Benefits 19:29

4M ago19:29

19:29

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the intricacies of Social Security retirement benefits and answer some of the most commonly asked questions. They break down key topics such as when and how to apply for Social Security benefits, understanding the taxation implications, and how to maximize your benefits. …

1
De-Risking Your Investment Portfolio as You Approach Retirement 23:12

4M ago23:12

23:12

In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss the crucial topic of de-risking your investment portfolio as you approach retirement. As you get closer to this significant life milestone, the question of whether to become more conservative with your investments becomes more pressing. Radon, Murs, and guest certified fi…

1
401K Rules in Retirement After Reaching Age 50 17:01

5M ago17:01

17:01

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the essential rules and considerations surrounding your 401K as you approach and surpass the age of 50. Age 50 is a pivotal milestone when it comes to retirement planning, with key changes in contribution limits, withdrawal rules, and rollover options that can significant…

1
What Documents Should I Keep on File in Retirement? 21:47

5M ago21:47

21:47

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the crucial documents you need to keep on file as you approach or enter retirement. It's not uncommon to feel overwhelmed by the amount of paperwork accumulated over the years, especially when it comes to tax returns, legal documents, and health care records. This episode…

1
Social Security Spousal Benefit in Retirement 26:57

5M ago26:57

26:57

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss Social Security spousal benefits. Social Security is a complex subject, and today, we're diving into the intricacies of spousal benefits. What are they? How do they work? And what strategies can be utilized to maximize these benefits? To help us navigate this important to…

1
Is Your Annuity Working For You in Retirement? - Key Reasons to Reevaluate Now 17:11

5M ago17:11

17:11

In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss the importance of reevaluating your annuity, especially in the current economic climate. The episode dives deep into scenarios where reassessing your current annuity product can be beneficial, highlighting how both banks and insurance companies have gained from the recent…

1
2025 Medicare Part D Overhaul in Retirement- Key Changes in Prescription Drug Coverage 28:03

6M ago28:03

28:03

In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss the upcoming changes to Medicare Part D in 2025, bringing on their in-house healthcare specialist, Shawn Southard. The discussion highlights significant updates to prescription drug coverage that will impact beneficiaries, especially concerning cost reductions and structu…

1
Social Security at 62 vs 67 in Retirement 28:37

6M ago28:37

28:37

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss whether to take Social Security at age 62 or wait until the full retirement age of 67. This is one of the most frequent and challenging questions they encounter from clients. Through a detailed example featuring their colleague Taylor, they explore the considerations that…

1
Andrew Opdyke - 2nd Quarter Economic Update for Retirement 29:48

6M ago29:48

29:48

In this Episode of the Secure Your Retirement Podcast, Radon and Murs speak with Andrew Opdyke as he provides his expert analysis on the current economic landscape and what to expect moving forward. They discusses the divergence within the economy, the issues with the banks, the recession and market volatility, and much more. Listen in to learn Ana…

1
Understanding Holistic Wealth Management in Retirement– Beyond Just Investments 19:10

6M ago19:10

19:10

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss holistic wealth management, which goes beyond just savings and investments. While an investment manager looks at your investments or savings in your wealth accumulation phase, a holistic wealth manager helps you build a comprehensive retirement-focused financial plan. Lis…

1
How Much Income Do I Need in Retirement? 15:58

7M ago15:58

15:58

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the income needed during retirement. It’s important to understand that spending needs in retirement will differ significantly from your current earnings due to various factors such as taxes, savings, and job-related expenses. Listen in to learn about a comprehensive appro…

1
How to Avoid Scams in Retirement - Practical Tips for Preventing Fraud 21:23

7M ago21:23

21:23

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss practical tips on how to safeguard your information and prevent cybersecurity fraud. Fraudsters are continuously evolving their tactics, making it easy to fall victim with a simple click, which is why keeping yourself educated is important. Listen in to learn the importan…

1
Form 5498 Demystified - Essential Tax Information for Retirement 15:36

7M ago15:36

15:36

In this Episode of the Secure Your Retirement Podcast, Radon, Murs, and Taylor discuss the significance of Form 5498 as an essential tax information document. Taylor describes Form 5498 as an informational document that reports contributions, rollovers, and required minimum distributions (RMDs) related to IRAs. Listen in to learn why Form 5498 is i…

1
Annuitization Versus Deferred Annuities in Retirement 18:06

7M ago18:06

18:06

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the concept of annuitization and immediate annuities versus deferred annuities. Annuities can come from different sources, such as insurance companies or municipal pensions. Listen in to learn how immediate annuities work, their pros and cons, and risks such as the potent…

1
What's The Difference Between FDIC and SIPC in Retirement? 16:00

8M ago16:00

16:00

In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss the difference between FDIC (Federal Deposit Insurance Corporation) insurance and SIPC (Securities Investor Protection Corporation) insurance. Both FDIC and SIPC offer protection of funds held in accounts at financial institutions like Charles Schwab or Fidelity. Listen i…

1
Turning 65 in Retirement - What To Do for Medicare 23:37

8M ago23:37

23:37

In this Episode of the Secure Your Retirement Podcast, Radon, Murs, and Shawn discuss Medicare planning for people nearing the age of 65. Shawn explains the timelines and eligibility criteria for the Initial Enrollment Period (IEP), Special Enrollment Period (SEP), and General Enrollment Period (GEP). Listen in to learn the importance of understand…

1
Aging Gracefully at Home in Retirement 30:07

8M ago30:07

30:07

In this Episode of the Secure Your Retirement Podcast, Radon and Murs speak with Lynne Moore about the concept of aging in place, comparing it to continuous care retirement communities (CCRCs). Lynn has an extensive background in geriatrics and now works with ThriveMore, an organization specializing in helping people age in place. Listen in to lear…

1
Downsizing In Retirement 18:12

8M ago18:12

18:12

In this Episode of the Secure Your Retirement Podcast, Radon, Murs, and Nick discuss downsizing in retirement. Scenarios such as lifestyle preferences and financial needs are what make downsizing a consideration for retirees. Listen in to learn how we use practical scenarios to help clients visualize the potential outcomes of downsizing decisions. …

1
Why Savvy Savers Should Spend More in Retirement - Part 2 25:56

8M ago25:56

25:56

In this Episode of the Secure Your Retirement Podcast, Radon, Murs, and Taylor discuss in detail the importance of spending more in retirement as a savvy saver. Taylor provides a numerical analysis and insights into how spending habits in retirement can impact your financial plan in a scenario of a sample retired couple in their late 60s. Listen in…

1
Why Savvy Savers Should Spend More in Retirement 20:05

9M ago20:05

20:05

In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss the importance of spending more in retirement. The savings habits we build in our working years can unintentionally lead to a fear of spending money to enjoy life in retirement. Listen in to learn how to shift your mindset from fear of spending and start building good hab…

1
Do You Have All Your Eggs In One Basket in Retirement? 17:13

9M ago17:13

17:13

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the meaning of portfolio diversification and why you shouldn’t put all your eggs in one basket. True portfolio diversification means spreading your money across multiple layers of different options. Listen in to learn about the four major strategies we use to significantl…

1
2024 1st Quarter Economic Update for Retirement 27:28

9M ago27:28

27:28

In this Episode of the Secure Your Retirement Podcast, Radon and Murs speak with Andrew Opdyke about a 2024 1st quarter economic update and the expected economic changes in the second quarter. Andrew is a Certified Financial Advisor and Economist at First Trust Advisor. Listen in to learn how the current concentration performance and the 2024 elect…

1
Sequence of Returns - How It Could Affect Your Retirement Plan 20:26

9M ago20:26

20:26

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the impact of the sequence of returns on your retirement plan. The sequence of returns is the risk associated with how your money makes or loses money, and it can significantly impact your retirement plan. Listen in to learn the importance of having income safety and grow…

1
Navigating Tax Withholding - A Guide for Retirees 19:44

10M ago19:44

19:44

In this Episode of the Secure Your Retirement Podcast, Radon, Murs, and Taylor discuss navigating tax withholding for retirees. When you retire, you have various sources of income, and you can choose to either withhold the tax on them, make estimated tax payments throughout the year, or do a combination of both. Listen in to learn about your tax wi…

1
Investing in Uncertain Times During Retirement – Election Edition 19:21

10M ago19:21

19:21

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the possible impact of the presidential election on your retirement investments. Political uncertainty causes increased volatility in the short term, and the idea here is to maintain security and peace of mind regarding your retirement plan. Listen in to learn why combini…

1
How To Keep Your Mobility in Retirement 24:00

10M ago24:00

24:00

In this Episode of the Secure Your Retirement Podcast, Radon and Murs speak with Mercedes Fernandez about keeping mobility in retirement. Mercedes is the founder of Movement, lead Geriatric Physiotherapist, a certified senior fitness instructor, and an authorized CPR/First Aid responder. Listen in to learn the most common mobility issues in older a…

1
Retirement Tips For Gifting and Loaning Money to Children 21:00

10M ago21:00

21:00

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss things to consider when gifting and loaning money to children. There are tax and financial implications when it comes to gifting, but you can do it right when you understand all the legalities. Listen in to learn the importance of understanding the purpose of gifting mone…

1
Harnessing the Power of Step-Up in Basis in Retirement 14:52

11M ago14:52

14:52

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss how to harness the power of step-up in basis when it comes to inheritance. A basis is the original investment into something and can be a big tax strategy as a step-up in inheritance. Listen in to learn about the tax advantage inheritors get when capital gains on investme…

1
Closing the Gap Strategies for Coping with Medicare's Doughnut Hole in Retirement 22:31

11M ago22:31

22:31

In this Episode of the Secure Your Retirement Podcast, Radon and Murs have Shawn Southard, our in-house Medicare expert, talk about Medicare's doughnut hole. Medicare’s doughnut hole is a temporary limit on what a Medicare drug plan will pay towards the course of the drug. Listen in to learn about the importance of enrolling into a prescription dru…

1
Beneficiary Best Practices in Retirement – A Yearly Check-In 19:21

11M ago19:21

19:21

In this Episode of the Secure Your Retirement Podcast, Radon, Murs, and Nick discuss beneficiary best practices and what’s discussed in a typical beneficiary’s meeting. Things can change in a year, and that’s why we believe it’s important to update or change beneficiaries annually. Listen in to learn how we prepare for the beneficiaries’ topic befo…

1
Preparing To File Your 2023 Taxes in Retirement 20:28

11M ago20:28

20:28

In this Episode of the Secure Your Retirement Podcast, Radon, Murs, and Taylor discuss how to prepare to file for the 2023 taxes. The first things you should be looking at include your different sources of income and tax forms connected to that income. Listen in to learn the importance of working with a professional tax preparer to avoid misreporti…

1
Cybersecurity Safety in Retirement 29:51

11M ago29:51

29:51

In this Episode of the Secure Your Retirement Podcast, Radon and Murs have Joseph O'Donnell, a cybersecurity safety expert, talk about cybersecurity safety in retirement. Joe explains the nature of phishing emails and texts, how they’re used to trap you into giving out personal information, and the two powerful ways to avoid falling victim to phish…

Podcasts Worth a Listen

Murs Tariq Podcasts

Podcasts Worth a Listen

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