Meet Shawn Maloney: The Story Behind Retire Wise
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Meet Shawn Maloney: The Story Behind Retire Wise
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In the very first episode of Retire Wise, Shawn Maloney shares his journey into the financial industry, the passion that led him to start Retire Wise, and why being an independent advisor allows him to better serve clients. Shawn and Marc discuss the lack of financial education in America, the importance of building long-term relationships rather than transactional ones, and what truly motivates Shawn after more than two decades in the industry. If you're wondering what Retire Wise is all about, this episode is the perfect place to start.
Here’s some of what we discuss in this episode:
🎯 Independent Advantage: Why flexibility matters for clients
📚 Financial Education Gap: What schools aren't teaching
💡 Retirement Confidence: Helping people find clarity
🤝 Relationship First: Planning beyond transactions
🚀 Shawn's Journey: How an eighth-grade investment game sparked a career
Website: https://retirewisepro.com/
Phone: (404) 692-1233
Contact our team: https://retirewisepro.com/contact/
Retirement Toolkit: https://bit.ly/4dqNS5M
The Priority of Retirement Book: https://bit.ly/4eNrKFg
Attend a Live Learning Event: https://bit.ly/4dlHeOb
Complementary guides here: https://bit.ly/4dIC2oV
Shawn’s Kiplinger Features: https://bit.ly/4d9rMGe
YouTube: https://bit.ly/4tFxIfd
Disclosure: https://bit.ly/4x9Aoo4
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