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Moore Wealth Management

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United States
Peoria, AZ
Moore Wealth Management

Helping people build wealth & overcome challenges to secure their financial futures. Author of 'Retire With Moore'
Top of the Table Member MDRT

Nashville, TN office:

145 Bear Crossing, Ste 148
Mt Juliet, TN 37122
(615) 696-9178

06/01/2026

🎙️ Have you caught these recent episodes of Moore Wealth Retirement Talk?

Two retirement topics that generate a lot of questions are life insurance and annuities—and we've recently dedicated episodes to both.

📌 Life Insurance: It's Not About Dying, It's About Living
Learn how certain life insurance strategies may provide benefits during your lifetime and become a valuable part of your overall financial plan.

📌 Annuities or the Market? The Retirement Decision Most People Misunderstand
We break down the differences between guaranteed income and market growth strategies and discuss how each may fit into a retirement income plan.

Listen on Spotify, Apple Podcasts, Amazon Music, or directly on our website at www.moorewealthtalk.com. Links in our Bio.

What retirement topic would you like us to discuss next? Let us know in the comments!

05/28/2026

We’re excited to share that Shawna Moore of Moore Wealth Management has earned the Tax Planning Certified Professional® (TPCP®) designation through The American College of Financial Services.

This advanced designation reflects Shawna’s continued commitment to providing thoughtful, tax-aware financial guidance and staying at the forefront of strategies that help clients build, preserve, and transfer wealth efficiently.

The TPCP® curriculum includes advanced education in:
• Retirement tax strategies
• Investment tax considerations
• Estate planning
• Charitable giving
• Complex tax planning situations

“As retirement approaches, many families are surprised by how much taxes can impact their long-term income and financial strategy. We believe proactive planning can help create greater clarity and confidence.”
— Shawna Moore

We’re honored by the trust our clients place in us and remain committed to education, excellence, and personalized financial guidance.

If you or someone you know has questions about retirement taxes or tax-efficient planning strategies, we’d be happy to have a conversation.

05/25/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

05/10/2026

In celebration of Mother’s Day, we take a moment to honor all the incredible women who nurture, guide, and support us—mothers, grandmothers, stepmothers, and maternal figures of every kind.

Thank you for the love, wisdom, and care you bring into our lives each and every day.

We hope your day is filled with the appreciation, warmth, and joy you so richly deserve.

Happy Mother’s Day!

05/05/2026

Happy Cinco de Mayo! 🌮🎉

Today we celebrate the rich history, culture, and vibrant traditions of Mexico. It’s a time to enjoy great food, good company, and festive moments with those around us. 💃

Hoping there are some tacos and margs in your plans today! 🍹🌮

04/30/2026

What can a Super Bowl decision teach us about retirement planning?

In this episode of Moore Wealth Retirement Talk, we broke down the Seahawks’ Super Bowl moment—and how emotions, pressure, and overthinking can derail even the best strategy.

The same thing can happen in your financial life if you’re not careful.

🎧 Watch the full episode here: https://youtu.be/C0Tq2LyFdvQ?si=gaBnnldhytvlxiA_

04/28/2026

What does leadership have to do with retirement planning?

In this episode of Moore Wealth Retirement Talk, we sat down with leadership expert Sean Patton to explore how the same mindset that drives success in business can shape your financial future.

From discipline to decision-making, the way you lead your life today can have a direct impact on the retirement you experience tomorrow.

🎧 Watch the full episode here: https://youtu.be/C0Tq2LyFdvQ?si=gaBnnldhytvlxiA

04/23/2026

📚 Ready to feel more confident about your retirement?

If you haven’t grabbed your copy of Retire With Moore: The Holistic Approach for a Relaxed Retirement, now’s the perfect time.

After more than 25 years helping families navigate retirement, Shawna wrote this book to simplify the process and bring clarity to the big picture—income, taxes, healthcare, legacy, and everything in between. It’s not just about numbers… it’s about building a retirement that actually works for your life.

✔️ Want to purchase your copy?
Get it on Amazon here: https://a.co/d/eACtljc

✔️ Prefer a complimentary copy?
Give us a call at 833-4-MYWEALTH—we’re happy to send one your way.

👀 And a little sneak peek…
A new book is on the way and expected to be released next month. Stay tuned—we can’t wait to share what’s next.

04/21/2026

Market volatility and market risk are two terms that are often used interchangeably, but understanding the difference is essential for making informed investment decisions. Swipe through for a closer look at how each concept could impact portfolios.

We hope you found these insights helpful. As always, if you would like to discuss your portfolio or have any questions about your strategy, don’t hesitate to reach out. Our team is here to help. Call us today to start the conversation.

04/04/2026

With Easter upon us, We wanted to send over our warmest wishes for a blessed and joyful Easter. May we each feel the warmth of God’s love as we celebrate that Christ is risen!

Address

7025 W Bell Road Ste C9
Peoria, AZ
85308

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.moorewealthmanagement.net/

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