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Retirement Evolved With Adam Bruno

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Retirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEpisode 58: "One Big Beautiful Bill"Send us a textIn this episode, Adam and Lauren break down one of the biggest tax and spending bills in recent history — and what it could mean for your money. From permanent tax cuts to new deductions for retirees and major estate planning changes, we unpack the headlines and give you practical insight on how to adjust your financial plan.Whether you're already retired or preparing for it, this is a must-listen for anyone looking to make smarter moves in a shifting financial landscape.Get your hands on a copy of Private We...2025-07-2329 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEpisode 57: The Forgotten Episode with 57 Questions!Send us a text 🎙️ Episode 57 of The Retirement Evolved Podcast is here—and we’re flipping the script! In this milestone episode, Lauren and Amber fire off 57 rapid-fire questions at Adam Bruno to celebrate our 57th show. From retirement planning and taxes to travel dreams and favorite snacks, nothing is off limits. It’s fast, fun, and packed with insight—and maybe a few laughs too. Don’t miss this special edition where the questions come quick and the answers come quicker! Get your hands on a copy of Private Wealth Manager and Certified Financi...2025-05-0645 minMind Pump: Raw Fitness TruthMind Pump: Raw Fitness Truth2587: This is What a Great Trainer Looks Like With Ben BrunoBen Bruno How long has he been training? (1:11) His love/hate relationship with the social media space with fitness. (2:05) The keys to building life-long clients. (16:25) The art of meeting a client where they are. (27:42) The simple traits that set good trainers apart. (29:52) Star f*****. (43:01) Do right by people. (50:50) His mentors in the fitness space. (55:59) Being a generalist vs. having a niche. (1:02:19) As a trainer you can only have good days and great days. (1:06:44) Training actors vs. athletes. (1:12:06)2025-05-011h 51Retirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenNavigating Probate, Trusts and More with Special Guest Attorney, Courtney LovejoySend us a text 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 explains the importance of proactive estate and Medicaid planning to protect assets, avoid costly mistakes like Medicaid’s five-year look-back period, and maximize benefits for long-term care. The episode also highlights valuable strategies such as irrevocable trusts, Medicaid-compliant annuities, and VA Aid and Attendance benefits, emphasizing the need for early planning to secure financial stability for retirees and their families. Get...2025-03-1142 minIFTTD - If This Then DevIFTTD - If This Then Dev#304.bin - Bilan 2024: Le début de la révolution avec Quentin Adam "il faut embrasser l'innovation" Le D.E.V. de la semaine est Quentin Adam, Fondateur @ Clever Cloud. C'est l'heure du bilan de l'année 2024 !Quentin revient sur les succès et défis de l'année, notamment la mise à niveau de l'architecture de Clever Cloud, alliant adaptation et innovation. Il met en lumière deux tendances majeures : la montée des services managés dans le cloud et l'intégration accrue de l'IA, transformant profondément le paysage technologique. Quentin anticipe également l'émergence des technologies quantiques, tout en appelant...2025-01-081h 48Retirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEpisode 56: Year-end Tax StrategiesSend us a textGet your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!2024-12-0928 minSchool District Leadership - hosted by Adam WelcomeSchool District Leadership - hosted by Adam Welcome314 - Dr. David Bruno (Assistant Superintendent of HR)First time podcaster on the show today with the amazing David Bruno who comes so highly recommended from friends of mine. Former Teacher, Dean, Principal and now Assistant Superintendent of Human Resources, we talk about all the things! How leaders can be successful Recruitment and retention Scheduling our day to optimize time AI Favorite book Working hard without burning out And so much more! Be sure to stay connected with David on LinkedIn ⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠ and Twitter/X here. Hope you en...2024-11-2225 minKidspodsKidspodsFitziputzi erzählt - Bruno, die zaubernde BananeFitziputzi hat Besuch. Sein alter Freund Bruno lässt sich mal wieder blicken und zeigt ihm zwei kleine verblüffende Zaubertricks...2024-11-2004 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEpisode 55: Navigating the Complexities of the "Golden years" with special guest Chris AustinSend us a text 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 discussed his unique role in protecting and honoring clients' legacies while ensuring their financial and personal needs are met. Tune in for an inspiring conversation about serving others and planning for the unexpected. Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by do...2024-11-1939 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEpisode 54: Estate Planning with Special Guest: Attorney, Kevin KyleSend us a text 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 insights on how to protect your legacy, minimize tax burdens, and ensure your assets are distributed according to your wishes. This episode is packed with expert advice to help listeners navigate the complex but crucial aspects of planning for the future. Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Ad...2024-10-3150 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEpisode 53: The Triple Tax Benefits of HSA'sSend us a textGet your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!2024-09-1823 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEpisode 52: Maximizing Your Retirement Income Strategies for a Secure FutureSend us a textGet your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!2024-08-3033 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEpisode 52: Inflation, Elections & 400 RabbitsSend us a Text Message.Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "The Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!2024-08-2034 minUnf*ck My StartupUnf*ck My StartupUnF*ck My Startup EP. 7 - EpisodeUser-Generated Content with with Bruno Estrella & Ryan BabenzienWATCH ON YOUTUBE Bruno Estrella & Ryan Babenzien join us to discuss the intricate in's and out's of User-Generated Content from their own experience with Jolie and Clay. --https://www.rb2b.comhttps://www.Retention.comhttps://jolieskinco.com/https://www.clay.com/?utm=lihttps://www.linkedin.com/in/ssharan/https://www.linkedin.com/in/retentionadam/https://www.linkedin.com/in/brunoestrella/https://www.linkedin.com/in/ryanbabenzien/Find out morehttps://www.linkedin.com/in/retentionadam/https://www.youtube.com/@r...2024-07-3157 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEpisode 51: Special Guest, Victor Wilkerson, President of Bison WealthSend us a textGet your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!2024-06-2746 minThe Arsenal Therapy PodcastThe Arsenal Therapy PodcastRashford, Eze, Olise, Bruno; Arsenal's Shortlist Is BIG feat. Jamie Kent (Ep. 223)Arsenal are once again expected to go big this summer and Adam Keys discusses with Monty and Jamie Kent. Marcus Rashford, Michael Olise, Eberechi Eze, Bruno Guimarães, Joao Neves, Douglas Luiz and more have been linked, but who does Mikel Arteta want? Alongside these rumours, we discuss the potential exits of Aaron Ramsdale, Reiss Nelson, Eddie Nketiah, Emile Smith Rowe, Gabriel Jesus, Olecksandr Zinchenko and Thomas Partey, and what the future holds for Fabio Viera. These players have all been mooted for the exit door, and would bring in nescessary funds for first team r...2024-06-131h 18Retirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEpisode 50: Adam Bruno & David Brooks talk Roth Conversions, Spending more Money and the State of the IRSSend us a textThank 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 without your engagement and enthusiasm—here's to many more episodes together!Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain ex...2024-05-2952 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEpisode 49: IRMAA Gosh! Another episode with Adam & Lauren!Send us a textIn episode 49 Adam and Lauren talk about IRMAA or Income-Related Monthly Adjustment Amount and the unique challenges facing baby boomers entering retirement.Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!2024-05-0633 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEpisode 48: Banking 101 ft. Martha WilsonSend us a textWhat can a banker do for you? Find out in Episode 48!Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!2024-04-0330 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEpisode 47: Living Local & The Phases of RetirementSend us a textIn 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 questions.Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a...2024-03-2132 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEpisode 46: Win--- By Not Losing, Tax Troubles & The 3 E'sSend us a textDive into Episode 46 where Adam, Tom and Martha discuss winning by not losing, tax trouble, The 3 E's and projectile wieners- the WURST!Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!2024-03-0538 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEpisode 45: Introducing Tom JohnsonSend us a textMeet 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.  Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this e...2024-02-2034 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEpisode 44: Liquid Strategies ft. Kurt TrauslenSend us a textIn Episode 44, we dive into Liquid Strategies with Kurt, our Vice President and Co-Founder of Evolution Retirement Services.Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!2024-01-2933 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEpisode 43: Ask Adam Anything!Send us a textGet your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!2024-01-1649 minLeoniFilesLeoniFilesIl ducetto: anno XXX dell'era fascista, con Alessandro De Nicola (Adam Smith Society) - Leonifiles, le intervisteCorre l'anno 1952: l'Italia non è mai entrata in guerra, e il regime fascista non è mai caduto.Galeazzo Ciano è il nuovo duce, ma sta per subire un attentato!Così comincia il nuovo romanzo distopico-poliziesco di Alessandro De Nicola, avvocato e presidente dell'Adam Smith Society, e ce lo racconta in una nuova intervista Leonifiles, a cura di Carlo StagnaroAcquista il libro sullo store online di Rubbettino: www.store.rubbettinoeditore.it/catalogo/il-ducetto/________________Feelin Good by Kevin MacLeodLink: https://incompetech.filmmusic.io/song/3744-feelin-goodLicense: https://filmmusic.io/standard-licenseFeelin Good Kevi...2024-01-0529 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEpisode 42: Frozen heads, Mummies & a TON of QuestionsSend us a textGet your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!2024-01-0331 minIFTTD - If This Then DevIFTTD - If This Then Dev#252.bin - Bilan 2023: Une année pleine d'IA ! avec Quentin Adam "Dans l'IA, on a encore des bouts de scotch qui tiennent tout ça" Le D.E.V. de la semaine est Quentin Adam, CEO de Clever Cloud. Comme chaque année nous faisons le bilan de l'année tech avec Quentin ! Et promis nous ne parlons pas que d'IA ! Liens évoqués pendant l'émission Podcast France Culture - Twitter: la plainte contre X 🎙️ Soutenez le podcast If This Then Dev ! 🎙️ Chaque contribution aide à maintenir et amél...2024-01-031h 49Retirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEpisode 41: Roth Conversions, Reverse Mortgages & Rattle SnakesSend us a textIn 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 their potential benefits and pitfalls for savvy investors. Delve into the world of Reverse Mortgages, uncovering the untapped financial possibilities they offer, and navigating the misconceptions that surround them. And, just for a touch of the unexpected, we'll share a tale or two about Rattlesnakes! Tune in for a captivating episode that promises valuable insights, financial wisdom, and...2023-11-2731 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp 40 - Wisdom and Strategies for YOUR Goal-Focused RetirementSend us a textWelcome 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 to maximize Social Security benefits. Additionally, we explore the idea of relocating during retirement and its financial implications.  Join us as we explore the wisdom and strategies needed for a goal-focused retirement.Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Y...2023-09-1339 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp 39 - Wisdom from the Mentor: Bob Grace Joins the ShowSend us a textJoin 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. Discover how to avoid the fear of running out of money and gain insights into the complex world of annuities, including the good, the bad, and the ugly. Do not miss this insightful episode!Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied...2023-08-2930 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp 38 - Unveiling the 5 Taboos of Financial ConversationsSend us a textIn 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, limited financial literacy, societal norms discouraging discussions about personal finances, apprehension about being perceived as greedy, and concerns about privacy.Adam  also delves into Roth IRA Contribution Rules, which he refers to as "The 3 Cs": Can't, Contribute, and Convert. He explores concepts like Backdoor Roth Conversions, Age Requirements, and methods to calculate potential payments.2023-08-1659 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp 37 - Inflation's 3rd Wave & The Rocky StatueSend us a textJoin 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 the complexities of the current economic landscape. Our "Join the Conversation" segment is gaining momentum, and Adam is eager to address your burning questions. Tune in for thought-provoking discussions and valuable insights on pressing financial matters. Don't miss out!Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam...2023-08-0231 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp 36- Retirement Thrills & Pickleball SpillsSend us a textIn 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, emphasizing the importance of goal-focused planning. Strategies for determining when to pay taxes are discussed, highlighting the significance of taking control over tax decisions. Additionally, the episode delves into the millionaire mindset, emphasizing the importance of establishing a reliable income stream. Get your hands on a copy of Private Wealth Manager and Certified Financial F...2023-07-1230 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp 35- Unlocking Your Retirement: The 5 Essential Elements for Goal-Focused RetirementSend us a textCome 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 exciting new possibilities for your retirement voyage.Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of retirement and gain expert insights on how to...2023-07-0428 minBringin\' it BackwardsBringin' it BackwardsInterview with Bruno MajorWe had the pleasure of interviewing Bruno Major over Zoom video!The antihero of music stardom, Bruno has been completely uncompromising in his craft, creating unrivaled lyrical landscapes that don’t conform to the musical status quo of today, but still deeply resonate with fans, as evidenced by his billion-stream career, propelled by viral hits the RIAA Gold-certified “Nothing” and the RIAA Platinum-certified “Easily.”Dubbed as “one to watch” (Billboard) Bruno returns with “We Were Never Really Friends” – his first release since his last album To Let a Good Thing Die in 2020. The track opens as a gentle piano balla...2023-06-2031 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp 34 - Unretire? The Lost $12.2 Trillion, and 1973 NumbersSend us a textJoin 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 journey through the realms of finance, lifestyle, and the future of retirement in this thought-provoking and insightful podcast. Get ready to challenge your perspectives and uncover new possibilities for your retirement journey.Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost...2023-06-2030 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp 33 - Make Retirement Great AgainSend us a textIn 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, shedding light on significant events and their impact on the nation's finances.Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.com/. Discover the truth about the hidden costs of...2023-06-1331 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp 32 - "Beyond Average" Kurt's Path to Financial SuccessSend us a textJoining us for the first time on this podcast episode is the one and only Kurt Traulsen. Together, we explore the realm of retirement savings, discovering that the average amount is a modest $144k. Additionally, we dive into the current state of customer service and uncover trustworthy avenues for financial advice. Kurt underscores the significance of crafting a Goal-Focused Retirement Plan and encourages listeners to strive "Beyond Average". Don't miss out on these valuable insights!Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's b...2023-06-0129 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp 31 - Making the Shift to the Evolution YardSend us a textAre you ready to Evolve your retirement? Join us on "Making the Shift to the Evolution Yard!" as we explore innovative retirement strategies. We'll help you shift from an investment-focused approach to a goal-focused one and highlight unique investment opportunities, such as investing in whiskey. Plus, we'll discuss how delaying retirement could benefit you and debunk the myth that good credit always leads to better financial fees. Our goal is to help you achieve a fulfilling retirement through personal growth and transformation. So, what are you waiting for? Tune in now and make...2023-05-1530 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp 30 - Retire on Your Terms: Planning for a Goal-Focused RetirementSend us a textJoin us as we explore the world of Goal-Focused Retirement  in the era of "70 is the new 65".  We also provide a deep dive into everything life insurance has to offer, exploring the different types of policies available and how they can factor into your overall financial plan. Join us for an informative and enlightening journey to retire on your terms.Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it at https://taxfreefortmyers.co...2023-05-0130 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp 29 - Double Tap: Houston, We Have a Financial ProblemSend us a textIn this podcast, we take a unique approach to discussing personal finance, exploring the resurgence of baby boomer names.  Along the way, we delve into practical tips for decluttering debt and becoming goal-focused, providing actionable advice to help listeners achieve financial freedom. Tune in and join the conversation about money and culture, and discover the power of a focused financial plan.  Join us on a journey to Evolve - Tune in Now!Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Br...2023-04-1831 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp 28 - Understanding the Stakes Behind Biden's Veto, Social Security Insolvency and the Crocodile PushSend us a textJoin Private Wealth Manager and Certified Financial Fiduciary, Adam Bruno, on this week's episode of The Retirement Evolved Podcast, as Adam & Lauren explore the crucial topic of Protecting the Future: Understanding the Stakes Behind Biden's Veto, Social Security Insolvency, and The Crocodile Push. Gain invaluable insights and practical strategies for taking charge of your financial future and securing a brighter tomorrow. Tune in now to stay ahead of the curve!Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real...2023-04-0329 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp 27 - National Credit Education Month in the Face of $543,000 Debt per Citizen and Retirement AnxietiesSend us a textTune in to The Retirement Evolved Podcast this week as we delve into the importance of National Credit Education Month. We'll examine the alarming national debt figure of $543,000 per citizen and provide actionable advice on how to manage debt efficiently. Additionally, we'll discuss the financial concerns that retirees face during their golden years and offer practical solutions for ensuring stability. Join Private Wealth Manager and Certified Financial Fiduciary, Adam Bruno, as he shares his expert insights and strategies for taking control of your finances and securing a brighter future.Get your...2023-03-1430 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp 26 - Top 5 Retirement Risks, Biden's Zeros, & Adam's Butterfingers?Send us a textOn this week's installment of The Retirement Evolved Podcast, Adam discusses several topics, including the potential impact of President Biden's infrastructure proposal, the top risks confronting retirees, and Adam's attempt to justify his clumsiness.   With his expertise as a Private Wealth Manager and Certified Financial Fiduciary, Adam offers insights on a variety of retirement planning issues such as 401k's, social security, investing, and more, making it a must-listen for all. Make sure to catch every episode.Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam B...2023-03-0630 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp 25 - Goals & Vision, The Secure Act 2.0, & The "D" WordSend us a textIn this week's episode of The Retirement Evolved Podcast, Adam shares his goals and vision for 2023, while also discussing the "D" word and the potential impact of the Secure 2.0 act on retirement. Be sure to tune in to learn more about these topics. As a personal wealth manager and certified financial fiduciary, Adam covers a wide range of retirement planning topics including 401k's, social security, investing, and more, so be sure not to miss an episode.Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam...2023-02-2131 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp 24 New Year’s Resolutions, Changes To your RMD & Crooks-R-StupidSend us a textThis week Adam talks about the changes for RMD’s (Required Minimum Distributions) that have just passed with the Secure Act 2.0 as well as changes coming at us as far as social security is concerned.  Yes, the Social Security COLA went up to 8.7% but other numbers have gone up as well and Adam discusses what those are.  And everyone loves a good Crook-R-Stupid story, wait until you hear this one where the guy basically arrested himself!  The Retirement Evolved Podcast with Adam Bruno covers anything, and everything so don’t miss an episode.  Join us...2023-01-0423 minIFTTD - If This Then DevIFTTD - If This Then Dev#189.bin - Bilan tech 2022: 2022, année de l'équilibre avec Quentin Adam "On a de meilleurs outils, qui vont permettre aux développeurs d'être plus efficace mais il reste encore beaucoup à automatiser" Le D.E.V. de la semaine est Quentin Adam, CEO Clever Cloud.C'est l'heure du bilan ! L'année 2022 terminée, nous retrouvons Quentin pour débriefer de tout ce qui s'est passé cette année. Et quelle annéee ! Nous parlons réglementation, Clever Cloud, Dall E, GPT2, Copilot, Twitter, Javascript, &hellip et j'en passe !Les épisodes avec Quentin sont toujours trop courts ! Liens évoqués penda...2023-01-021h 34Retirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp 23 Year Financial To-Do’s, Is Cash Where It’s At Right Now & Christmas MoviesSend us a textThis week Adam talks about the importance of being sure you’re doing what you need to do financially at the end of the year.  Also, with the way the market is behaving lately, is cash really king right now?  Adam discusses the advantages and pitfalls of that idea, and the top grossing Christmas movie list is out, did his beloved Die Hard actually make the list?  The Retirement Evolved Podcast with Adam Bruno covers anything, and everything so don’t miss an episode.  Join us every week as personal wealth manager and certifie...2022-12-2225 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp 22 The Santa Rally, 401K’s And Is Die Hard A Christmas MovieSend us a textOn this week’s podcast Adam discusses the Santa Rally – what is it and what is the likelihood of having one this year?  Also,, how often are you checking your 401K?  Some of us are doing too much and it’s causing serious issues.  Plus we talk favorite Christmas movies and Adam settles the long debat of whether or not Die Hard is indeed a Christmas movie.  The Retirement Evolved Podcast with Adam Bruno covers anything, and everything so don’t miss an episode.  Join us every week as personal wealth manager and certified fin...2022-12-1524 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp 21 Good News On The Job Front? Are All High Prices Due To Inflation? Are You Fexting?Send us a textThis week Adam talks some interesting numbers from the jobs front, does he think they’re real?  Also, with inflation all around us are some companies taking advantage and raising prices where they don’t need to?  Adam gives his thoughts on that and the new fad of “fexting”…what is it, do you do it and should you be doing it?  The Retirement Evolved Podcast with Adam Bruno covers anything, and everything so don’t miss an episode.  Join us every week as personal wealth manager and certified financial fiduciary Adam Bruno talks retirement...2022-12-1327 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp20 Marathon Smoker, Crypto Uh-Oh & Is The Market Getting Better?Send us a textThis week Adam talks about the recent feeling that the market is doing a little better, bonds are back and the 60/40 rule.  Also, with the recent debacle of the FTX collapse, what are crypto investors to do?  And we talk a little about the Secure 2.0 act and the possible changes to your Required Monthly Distribution age; how does that affect you and why it may or may not be a good thing.  Are you a runner?  Ever light one up while running? Make sure you listen to find out what that’s all about...2022-12-0128 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp 19 Year End Taxes, Good News From The Market & Black Wedding DressesSend us a textThis week Adam talks about the importance of getting ready for tax season at this time of year.  Also, we saw good news from the market for a day, is this a sign of things to come or a blip?  Adam talks about that as well as the new fad of brides shopping for black wedding dresses. Make sure you listen to find out what that’s all about. The Retirement Evolved Podcast with Adam Bruno covers anything, and everything so don’t miss an episode.  Join us every week as personal wealth manager...2022-11-2221 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp 18 Interest Rates, Holiday Spending & Mud WrestlingSend us a textThis week Adam talks about the interest rate hikes and one of the places we most often forget to think about them.  Despite everything that’s going on with inflation and other economic issues, Adam talks about surprising predictions for holiday spending. Also, how high a social security payment could you get with the new Cost Of Living Adjustment coming next year?  Plus, somehow mud wrestling gets worked in to the podcast as well! Make sure you listen to find out what that’s all about. The Retirement Evolved Podcast with Adam Bruno covers...2022-11-1025 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp 17 Arby’s Bourbon, To Retire or Not & Healthcare In RetirementSend us a textThis week Adam talks about the growing trend of retirees either returning to the work force or only partially retiring.  Also, how making that decision can have a domino effect on other things in your retirement like Medicare and social security.  Adam helps you to understand how all those pieces fit together in this week’s show.  Plus, Arby’s meat flavored bourbon…are you in?  Make sure you listen to find out what that’s all about. The Retirement Evolved Podcast with Adam Bruno covers anything, and everything so don’t miss an episode.  J...2022-11-0326 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp 16 Halloween Candy, RMD’s & Financial Physicals …Oh My!Send us a textThis week Adam talks about this year's changes to your RMD’s and the best strategies to get ready for that.  Also, what exactly is a “financial physical” and do you need to have one?  Plus what is your favorite Halloween candy?  The Retirement Evolved Podcast with Adam Bruno covers anything, and everything so don’t miss an episode.  Join us every week as personal wealth manager and certified fiduciary Adam Bruno talks retirement planning, 401k’s, social security, investing and more.See omnystudio.com/listener for privacy information.Get your hands...2022-10-3127 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp 15 Is Texas Pete A Fraud?  Social Security Increase & The Market’s FutureSend us a textThis week Adam talks about the Social Security COLA (Cost Of Living Adjustment) that we’ll see in 2023.  Is it a good thing or just lipstick on a pig?  Also, according to some high-ranking bank officials we could still see worse times ahead for the market, Adam reacts to that news as well.  Plus, Texas Pete could be a fraud!  Make sure you listen to find out what that’s all about. The Retirement Evolved Podcast with Adam Bruno covers anything, and everything so don’t miss an episode.  Join us every week as personal...2022-10-2026 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp 13 Flying Motorbikes, Rising Interest Rates & Virtual CareersSend us a textIn this week's episode Adam discusses the continuing effects of rising inflation, mortgage rates and other factors affecting your retirement monies.  Also, where have all the employees gone?  Adam answers that question as well and talk flying motorbikes. Join us every week as personal wealth manager and certified fiduciary Adam Bruno talks retirement planning, 401k’s, social security, investing and more.See omnystudio.com/listener for privacy information.Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The R...2022-10-1429 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp 14 Robot Pharmacists, Taxes and Roth IRA’sSend us a textAdam is back up and running after Hurricane Ian and this week he talks about how important this time of year is to start getting ready for tax season.  You’re thinking, it’s not even Halloween yet, but believe it or not this is the time to start planning for tax time.  Also, Adam talks about the aftermath of Hurricane Ian as well as a new concept at drug stores…robot pharmacists!  The Retirement Evolved Podcast with Adam Bruno covers anything and everything so don’t miss an episode.  Join us every week as pers...2022-10-1426 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp 12 Ferrari's & FiduciariesSend us a textThis week Adam Bruno peels back the curtain on the word fiduciary.  We hear it a lot when it comes to folks who handle your money, but what does it really mean?  Adam talks passionately about that as well as the new Ferrari Purosangue – is it really an SUV?  Join us every week as personal wealth manager and certified fiduciary Adam Bruno talks retirement planning, 401k’s, social security, investing and more.See omnystudio.com/listener for privacy information.Get your hands on a copy of Private Wealth Manager and Cer...2022-09-2324 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp 11 Cruise Ship Living, Credit Cards And The Inflation Reduction ActSend us a textAdam gives his take on the REAL numbers behind the Inflation Reduction Act and what it means for you.  Also, he talks credit cards…yay or nay for your retirement years?  Plus we talk about the new company that will be offering the chance to buy a condo on a cruise ship and why Adam would never do that.  Join us as personal wealth manager and certified fiduciary Adam Bruno talks retirement planning, 401k’s, social security, investing and more.See omnystudio.com/listener for privacy information.Get your hands o...2022-09-0836 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp 10 Muscle Cars, Cookies And Everything About AnnuitiesSend us a textIn this episode Adam explains everything about annuities - the good and the bad. When you’re planning for retirement annuities could be one of the tools in your tool belt, but are all annuities right for you?  Adam helps you to understand more about your annuity options.  Plus, we talk about the end of an era for some muscle cars and the newest girl scout cookie that’s on the way.  Personal wealth manager and fiduciary Adam Bruno talks retirement planning, investing and more.See omnystudio.com/listener for privacy informa...2022-09-0136 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp 09 New Doritos, The Inflation Reduction Act and What Is Retirment Age?Send us a textAdam talks about the impact of the new Inflation Reduction Act and how it could affect everyday families like yours.  Also, is there an actual "retirement age"?  Adam answers that question as well and tackle the debate of whether we really need two new flavors of Doritos!  Adam Bruno talks retirement planning, investing and more.See omnystudio.com/listener for privacy information.Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it...2022-08-1831 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp 08 Customer Service, The Stock Market & JobsSend us a textIn this episode Adam tackles the real numbers behind the latest jobs report as well as the waning confidence in the stock market.  What do both of these things have to do with your retirement?  Adam discusses that as well as where has customer service gone?  Talking retirement planning, investing and more with Adam Bruno.See omnystudio.com/listener for privacy information.Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by downloading it...2022-08-1129 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp 07 The Recession, Charity & Choco TacosSend us a textIn this episode Adam talks about the recession and why it looks different than those in the past.  Also, if you're thinking of retiring during a recession Adam runs down 7 things you should consider and if your retirement include making charitable contributions, Adam tells you the VERY important thing you can't forget.  Planning is the key to enjoying your retirement, making sure your IRA's, investments and cash are set up to take you through your golden years.See omnystudio.com/listener for privacy information.Get your hands on a co...2022-08-0430 min25 Pensatori Liberali25 Pensatori Liberali#2: Adam Smith. Con Maria Pia Paganelli- 25 Pensatori Liberali"Perseguendo il proprio interesse, l'individuo spesso promuove quello della società in modo più efficace di quando intenda realmente promuoverlo" - Adam SmithChi era Adam Smith, e qual è l'eredità del primo economista della storia?Il grande tema della ricerca di Smith è la cooperazione fra esseri umani. Se nella “Teoria dei sentimenti morali” (1759) Smith esamina la cooperazione nel piccolo gruppo, fra persone che si conoscono, nella “Ricchezza delle nazioni” si concentra sulla cooperazione nel grande gruppo, fra persone che magari nemmeno si conoscono, in Paesi diversi, e che tuttavia partecipano alla medesima divisione del lavoro.Protagonista...2022-08-0410 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp 06 BMW Is Doing What? And Are Tech Stocks The Way To GoSend us a textIn this episode, Adam talks about social security and how retirees get the short end of the stick every year.  Also, are tech stocks and crypto good ideas as investments? Adam Bruno, Certified Fiduciary, Personal Wealth Manager and founder of Evolution Retirement Services talks about your retirement and the best ways to invest for your golden years.  See omnystudio.com/listener for privacy information.Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Retirement," by...2022-07-2826 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp 05 Inflation Then & Now, Mutual Funds And Lots Of MoneySend us a textAdam dives in to the huge inflation numbers we're seeing today and talks with folks who lived through these same numbers in the '70's.  Also, are mutual funds still a good investment option?  And what's the best thing to do with your money if you have lots in cash right now. Retirement, investing, taxes, medicare and more can be hard on the Retirement Evolved podcast.See omnystudio.com/listener for privacy information.Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's bo...2022-07-2130 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp 04 Big Brother Really Is Watching and The RecessionSend us a textThis episode shines the light on what a true prognosticator George Orwell really was with 1984 and Adam talks about the recession.  Is one coming?  Are we already in a recession?  Adam talks about that and the importance of making sure your retirement money is being handled the right way.  Investments, 401k's, Roth IRA's, health care costs...things we need to protect and make sure they are working the way we need them to in retirement.See omnystudio.com/listener for privacy information.Get your hands on a copy of Priv...2022-07-1428 minGood Neighbor PodcastGood Neighbor PodcastEP #743: Evolution Retirement Services with Adam BrunoText the show!What Makes Evolution Retirement Services a Good Neighbor...Led by Certified Financial Fiduciary® Adam Bruno, our team at Evolution Retirement Services adheres to the National Association of Certified Financial Fiduciaries’ standards — no exceptions. We echo and exemplify the NACFF’s mission to create a strong and safe environment where investors are assured their best interests come first.Included among the qualifications necessary for a financial professional to attain Certified Financial Fiduciary® status:Exemplify the highest standards of morals, ethics and fiduciary standards of serviceSwear to uphold the CFF code...2022-07-1229 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp 03 Nose Coins and Trump Tax Cuts DisappearingSend us a textAdam talks about the guy in England who tried to save his money...in his nose!  And more importantly, Adam discusses what it will mean for us in 2026 when the Trump tax cuts get repealed. How will this affect your retirement saving? What's the best strategy to get ready for this and how to keep your investments working for you in your retirement years.  Certified fiduciary Adam Bruno discusses all these things.See omnystudio.com/listener for privacy information.Get your hands on a copy of Private Wealth Manager an...2022-07-0725 minCount Me In®Count Me In®Ep. 189: Bruno Pešec - Management Accountants as Partners (Not Roadblocks) to InnovationConnect with Bruno: https://www.pesec.no/ Full Episode Transcript:Adam (00:05):Welcome back to Count Me In, the podcast that explores the world of business from the management accounting perspective. I'm Adam Larson, and our guest today is Bruno Pešec. As you've probably noticed, we talk quite a bit about innovation here at Count Me In. After all, it's the mechanism for how companies create new products and services to drive profitable growth. Bruno is an engineer by training and an expert in helping companies think systematically about where continuous improvement ends a...2022-07-0426 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp 02 Legos And What The Rate Hike Really DoesSend us a textLegos is opening a new factory in Virginia and Adam has a little fun talking about that.  Also, the recent rate hikes by the Fed reach far beyond what we typically think of in retirement.  Adam talks about what these hikes affect and how they are affected and what that means to your 401k's, IRAS's and other investments you've made for retirement.See omnystudio.com/listener for privacy information.Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Re...2022-06-3028 minThe Nerd is the WordThe Nerd is the Word121: We Don't Talk About Bruno in this EpisodeCarolyn and Adam are joined by Dr. Carol Hundert Gonzales to sing with all the voices of the mountains (don't worry we don't sing... much) as we set out to find the best Disney song of all time! Can Hercules go the distance? How far will Moana go? You better be prepared for this awesome episode!2022-06-2844 minRetirement Evolved With Adam & LaurenRetirement Evolved With Adam & LaurenEp 01 How Much Is Enough For Retirement & How Is Inflation Affecting YouSend us a textIn this episode Adam talks about how much is enough in retirement and how the recent economic issues in our country are affecting what you've saved.  It's important to be up on the latest when it comes to medicare, social security, 40iK's and all of your money streams in retirement.  Adam talks about all these things and more!See omnystudio.com/listener for privacy information.Get your hands on a copy of Private Wealth Manager and Certified Financial Fiduciary Adam Bruno's book, "They Lied: The Real Cost of Your Re...2022-06-2329 min