Ep 32 - "Beyond Average" Kurt's Path To Financial Success Retirement Evolved With Adam & Lauren podcast

Artwork

Trading Business Retirement Evolved Podcast Where Adam Bruno

Player FM - Internet Radio Done Right

Added two years ago

Content provided by Retirement Evolved With Adam & Lauren and Retirement Evolved With Adam. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Retirement Evolved With Adam & Lauren and Retirement Evolved With Adam or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

<

<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/ted-business">TED Business</a></span>

<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/ted-business">TED Business</a></span> podcast artwork

<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/ted-business">TED Business</a></span> podcast artwork

1
TED Business

4 days ago4d ago

Weekly

Whatever your business conundrum, there’s a TED Talk for that—whether you want to learn how to land that promotion, set smart goals, undo injustice at work, or unlock the next big innovation. Every Monday, host Modupe Akinola of Columbia Business School presents the most powerful and surprising ideas that illuminate the business world. After the talk, you'll get a mini-lesson from Modupe on how to apply the ideas in your own life. Because business evolves every day, and our ideas about it should, too. Follow Modupe on Instagram @mnakinola and LinkedIn @mnakinola Hosted on Acast. See acast.com/privacy for more information.

Retirement Evolved With Adam & Lauren « »
Ep 32 - "Beyond Average" Kurt's Path to Financial Success

2 years ago 29:58

Share

MP3•Episode home

Content provided by Retirement Evolved With Adam & Lauren and Retirement Evolved With Adam. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Retirement Evolved With Adam & Lauren and Retirement Evolved With Adam or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Joining 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 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!

… continue reading

58 episodes

#Trading #Business #Retirement Evolved Podcast Where Adam Bruno

Artwork

Ep 32 - "Beyond Average" Kurt's Path to Financial Success

Retirement Evolved With Adam & Lauren

published 2 years ago

Share

MP3•Episode home

Content provided by Retirement Evolved With Adam & Lauren and Retirement Evolved With Adam. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Retirement Evolved With Adam & Lauren and Retirement Evolved With Adam or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Joining 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 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!

… continue reading

58 episodes

#Trading #Business #Retirement Evolved Podcast Where Adam Bruno

All episodes

×

R

Retirement Evolved With Adam & Lauren

Retirement Evolved With Adam & Lauren podcast artwork

1
Episode 57: The Forgotten Episode with 57 Questions! 45:09

5 weeks ago45:09

45:09

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 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!…

R

Retirement Evolved With Adam & Lauren

Retirement Evolved With Adam & Lauren podcast artwork

1
Navigating Probate, Trusts and More with Special Guest Attorney, Courtney Lovejoy 42:37

13 weeks ago42:37

42:37

Send 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 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!…

R

Retirement Evolved With Adam & Lauren

Retirement Evolved With Adam & Lauren podcast artwork

1
Episode 56: Year-end Tax Strategies 28:50

27 weeks ago28:50

28:50

Send us a text 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!…

R

Retirement Evolved With Adam & Lauren

Retirement Evolved With Adam & Lauren podcast artwork

1
Episode 55: Navigating the Complexities of the "Golden years" with special guest Chris Austin 39:56

29 weeks ago39:56

39:56

Send 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 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!…

R

Retirement Evolved With Adam & Lauren

Retirement Evolved With Adam & Lauren podcast artwork

1
Episode 54: Estate Planning with Special Guest: Attorney, Kevin Kyle 50:34

32 weeks ago50:34

50:34

Send 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 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!…

R

Retirement Evolved With Adam & Lauren

Retirement Evolved With Adam & Lauren podcast artwork

1
Episode 53: The Triple Tax Benefits of HSA's 23:59

38 weeks ago23:59

23:59

Send us a text 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!…

R

Retirement Evolved With Adam & Lauren

Retirement Evolved With Adam & Lauren podcast artwork

1
Episode 52: Maximizing Your Retirement Income Strategies for a Secure Future 33:11

41 weeks ago33:11

33:11

Send us a text 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!…

R

Retirement Evolved With Adam & Lauren

Retirement Evolved With Adam & Lauren podcast artwork

1
Episode 51: Special Guest, Victor Wilkerson, President of Bison Wealth 46:25

50 weeks ago46:25

46:25

Send us a text 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!…

R

Retirement Evolved With Adam & Lauren

Retirement Evolved With Adam & Lauren podcast artwork

1
Episode 50: Adam Bruno & David Brooks talk Roth Conversions, Spending more Money and the State of the IRS 52:16

1 year ago52:16

52:16

Send us a text Thank 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 expert insights on how to live a Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!…

R

Retirement Evolved With Adam & Lauren

Retirement Evolved With Adam & Lauren podcast artwork

1
Episode 49: IRMAA Gosh! Another episode with Adam & Lauren! 33:11

1 year ago33:11

33:11

Send us a text In 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!…

R

Retirement Evolved With Adam & Lauren

Retirement Evolved With Adam & Lauren podcast artwork

1
Episode 48: Banking 101 ft. Martha Wilson 30:50

1 year ago30:50

30:50

Send us a text What 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!…

R

Retirement Evolved With Adam & Lauren

Retirement Evolved With Adam & Lauren podcast artwork

1
Episode 47: Living Local & The Phases of Retirement 32:04

1 year ago32:04

32:04

Send us a text In 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 Goal-Focused Retirement. Don't miss out on this essential read - download your copy today!…

R

Retirement Evolved With Adam & Lauren

Retirement Evolved With Adam & Lauren podcast artwork

1
Episode 46: Win--- By Not Losing, Tax Troubles & The 3 E's 38:45

1 year ago38:45

38:45

Send us a text Dive 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!…

R

Retirement Evolved With Adam & Lauren

Retirement Evolved With Adam & Lauren podcast artwork

1
Episode 45: Introducing Tom Johnson 34:19

1 year ago34:19

34:19

Send us a text Meet 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 essential read - download your copy today!…

R

Retirement Evolved With Adam & Lauren

Retirement Evolved With Adam & Lauren podcast artwork

1
Episode 44: Liquid Strategies ft. Kurt Trauslen 33:22

1 year ago33:22

33:22

Send us a text In 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!…

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

Listen to 500+ topics

Quick Reference Guide

Top Podcasts

The Bill Simmons Podcast

Comedy of the Week

How Did This Get Made?

Doug Loves Movies

TED Talks Daily

NBC Nightly News with Tom Llamas

The World This Hour

Daily Boost Motivation and Coaching

This American Life

Sword and Scale

Help/FAQ | Upgrade | Advertise

Arts|Business|Comedy|Economics|Entertainment|News|Politics|Religion

Science|Soccer|Sports|Storytelling|Technology|True Crime

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright

Listen to this show while you explore