Skip to main content

Shawn Maloney, CEO of Retire Wise,, Featured in TV Interview Discussing His Approach to Serving Clients

Shawn Maloney, a certified retirement specialist, fiduciary, and national bestselling author, recently featured in a TV interview to unveil his holistic approach to retirement planning. As the founder and CEO of Retire Wise, LLC, Shawn brings over two decades of experience to the table, dedicated to equipping individuals with the strategies and tools needed to secure and enhance their retirement savings.

During his appearance on Coastal Living CBS News, Shawn delves into his innovative “Retire Happy Framework™” — a comprehensive method that integrates financial strategies with guidance on non-financial elements to ensure a well-rounded retirement plan. This approach underscores the importance of not only financial security but also personal happiness in retirement, providing clients with peace of mind about their future.

“Our mission transcends financial planning; it’s about crafting a life transition that clients can enjoy,” Shawn states. “We aim to prepare individuals for every aspect of retirement, empowering them to embrace this new chapter fully.”

At Retire Wise, LLC, Shawn offers a suite of services, including Retirement Planning, Social Security optimization, investment portfolio management, and retirement coaching. His commitment to personalized planning ensures that each client receives tailored advice aligned with their unique financial goals and risk tolerance.

Shawn’s dedication extends beyond his professional achievements to his community involvement. He actively engages in community service and supports his local church, illustrating his belief in giving back and fostering community well-being.

For more insights, watch Shawn Maloney’s full interview on Coastal Living CBS News here and explore Retire Wise, LLC to discover more about his services and the Retire Happy Framework™.

About Shawn Maloney: 

Shawn Maloney is a certified retirement planner, fiduciary, national bestselling author, and the owner and CEO of Retire Wise, LLC. With over twenty years of experience, he is passionate about helping people prepare for retirement and achieve happiness in their golden years. Shawn has dedicated his career to equipping individuals with the education and tools necessary to grow and protect their retirement savings. He emphasizes that retirement planning is not solely about finances; he also coaches clients on the non-financial aspects to create a more complete plan. His transparent and comprehensive approach, known as the “Retire Happy FrameworkTM,” provides clients with peace of mind about their future. In addition to his professional endeavors, Shawn enjoys spending time with his family and actively giving back to his community and church. He invites others to join him on the journey towards a fulfilling retirement, encouraging everyone to make the most out of every day.

Learn More: https://www.retirewisepro.com/

Data & News supplied by www.cloudquote.io
Stock quotes supplied by Barchart
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms and Conditions.