Retirement Evolved With Adam & Lauren

Dec 09 2024 56 ep. 31 mins

Retirement Evolved With Adam & Lauren Podcast artwork

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.

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Episode 56: Year-end Tax Strategies

Dec 09 2024 28 mins

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 - down

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

Nov 19 2024 39 mins

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 in

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

Oct 31 2024 50 mins

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

Episode 53: The Triple Tax Benefits of HSA's

Sep 18 2024 23 mins

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 - down

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

Aug 30 2024 33 mins

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 - down

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

Jun 27 2024 46 mins

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 - down

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

May 29 2024 52 mins

Send 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 a

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

May 06 2024 33 mins

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 t

Episode 48: Banking 101 ft. Martha Wilson

Apr 03 2024 30 mins

Send 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 Ret

Episode 47: Living Local & The Phases of Retirement

Mar 21 2024 32 mins

Send 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 [email protected] 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 Rea