Retirement Evolved With Adam & Lauren Podcast Artwork Image

Retirement Evolved With Adam & Lauren

Retirement Evolved With Adam & Lauren

Welcome to the Retirement Evolved podcast, where Adam Bruno, Certified Financial Fiduciary and Founder & President of Evolution Retirement Services, shares his insights and ideas to help you navigate your retirement years with confidence. Adam is passionate about helping families who have worked hard all their lives to achieve financial prosperity and accomplish their goals. He believes in building strong relationships with his clients and creating customized financial plans tailored to meet their specific needs, whether it's estate planning, taxes, 401k's, Roth IRA's, or more. Tune in and let Adam be your trusted resource for all your retirement planning needs. Join us on a journey to Evolve - Tune in Now!  Investment advisory services are offered through Evolution Wealth Management Inc., an investment advisor registered with the State of Florida.  Insurance services provided by Evolution Retirement Services. Evolution Wealth Management and Evolution Retirement Services are affiliated entities.

Episodes
Episode 49: IRMAA Gosh! Another episode with Adam & Lauren!May 06, 2024
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Episode 48: Banking 101 ft. Martha WilsonApril 03, 2024
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Episode 47: Living Local & The Phases of RetirementMarch 21, 2024
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Episode 46: Win--- By Not Losing, Tax Troubles & The 3 E'sMarch 05, 2024
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Episode 45: Introducing Tom JohnsonFebruary 20, 2024
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Episode 44: Liquid Strategies ft. Kurt TrauslenJanuary 29, 2024
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Episode 43: Ask Adam Anything!January 16, 2024
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Episode 42: Frozen heads, Mummies & a TON of QuestionsJanuary 03, 2024
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Episode 41: Roth Conversions, Reverse Mortgages & Rattle SnakesNovember 27, 2023
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Ep 40 - Wisdom and Strategies for YOUR Goal-Focused RetirementSeptember 13, 2023
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Ep 39 - Wisdom from the Mentor: Bob Grace Joins the ShowAugust 29, 2023
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Ep 38 - Unveiling the 5 Taboos of Financial ConversationsAugust 16, 2023
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Ep 37 - Inflation's 3rd Wave & The Rocky StatueAugust 02, 2023
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Ep 36- Retirement Thrills & Pickleball SpillsJuly 12, 2023
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Ep 35- Unlocking Your Retirement: The 5 Essential Elements for Goal-Focused RetirementJuly 04, 2023
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Ep 34 - Unretire? The Lost $12.2 Trillion, and 1973 NumbersJune 20, 2023
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Ep 33 - Make Retirement Great AgainJune 13, 2023
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Ep 32 - "Beyond Average" Kurt's Path to Financial SuccessJune 01, 2023
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Ep 31 - Making the Shift to the Evolution YardMay 15, 2023
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Ep 30 - Retire on Your Terms: Planning for a Goal-Focused RetirementMay 01, 2023
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Ep 29 - Double Tap: Houston, We Have a Financial ProblemApril 18, 2023
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Ep 28 - Understanding the Stakes Behind Biden's Veto, Social Security Insolvency and the Crocodile PushApril 03, 2023
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Ep 27 - National Credit Education Month in the Face of $543,000 Debt per Citizen and Retirement AnxietiesMarch 14, 2023
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Ep 26 - Top 5 Retirement Risks, Biden's Zeros, & Adam's Butterfingers?March 06, 2023
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Ep 25 - Goals & Vision, The Secure Act 2.0, & The "D" WordFebruary 21, 2023
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