Moore Wealth Retirement Talk Podcast By Shawna Moore and David Moore cover art

Moore Wealth Retirement Talk

Moore Wealth Retirement Talk

By: Shawna Moore and David Moore
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference. Economics
Episodes
  • The Hidden Tax Traps Retirees Miss (and How High-Net-Worth Families Avoid Them)

    The Hidden Tax Traps Retirees Miss (and How High-Net-Worth Families Avoid Them)
    Apr 11 2026
    In this episode, we uncover the hidden tax traps that often catch retirees off guard—and the strategies high-net-worth families use to avoid them. From overlooked distribution rules to tax-efficient withdrawal planning, we break down how small missteps can lead to big tax consequences. If you want to keep more of what you’ve earned, this conversation offers practical insights you can apply right away.
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    Less than 1 minute
  • Turning the Page: What Smart Investors Do After Market Volatility

    Turning the Page: What Smart Investors Do After Market Volatility
    Mar 28 2026
    This episode explores how to maintain a clear-eyed perspective and re-evaluate your long-term strategy once the dust of a turbulent market has settled. We break down the specific steps successful investors take to rebalance their portfolios and identify new opportunities without letting emotion drive their decision-making.
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    Less than 1 minute
  • Market Volatility and Real Planning

    Market Volatility and Real Planning
    Mar 21 2026
    In this episode of Moore Wealth Retirement Talk, we dive into how unpredictable markets affect your retirement strategy. We explore practical approaches to stay on track despite fluctuations and separate noise from long-term planning essentials. Tune in to learn actionable steps to protect and grow your retirement portfolio, even in turbulent times.
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    Less than 1 minute
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