Peace of Mind Wealth Management

Peace of Mind Wealth Management Peace of Mind Wealth Management believes in working as a "TEAM" to assist our clients achieve more success in retirement.

06/03/2026

Why do so many surviving spouses face unnecessary financial stress after the loss of a loved one? Why is it so important to have a plan in place for Social Security benefits, retirement accounts, taxes, and estate documents before tragedy strikes?

Listen to Episode 369 of the Secure Your Retirement Podcast to learn the essential steps every couple can take to help protect a surviving spouse and create greater peace of mind for the future. Listen here: https://pomwealth.net/podcast/episode-369/

06/02/2026

Most people ask, “How do I get the most from Social Security?”

The better question might be: How do I keep more of my own money?

When evaluating Social Security strategies, it's easy to focus on the size of the benefit check. But the real impact comes from understanding how your claiming decision affects your overall retirement assets over time.

By comparing different claiming ages 62, 65, or 67, we can show how much of your personal portfolio may be left later in retirement. For many people, that insight completely changes the conversation.

Curious how your Social Security decision could impact your retirement plan?

Schedule a complimentary 15-minute introductory call at POMWealth.net and let's explore your options.

If something happened to you tomorrow, would your spouse know exactly what to do with your Social Security benefits, ret...
06/01/2026

If something happened to you tomorrow, would your spouse know exactly what to do with your Social Security benefits, retirement accounts, and financial assets? Have you taken the necessary steps to help protect them from costly mistakes, unexpected taxes, and financial confusion during one of life's most difficult seasons?

Listen to Episode 369 of the Secure Your Retirement Podcast to learn the critical financial, tax, Medicare, and estate planning strategies every couple should have in place before tragedy strikes. Listen here: https://pomwealth.net/podcast/episode-369/

06/01/2026

What Happens Financially When One Spouse Passes Away

Have you and your spouse prepared financially for the possibility that one of you may pass away first? Would your surviving spouse know how to navigate Social Security benefits, taxes, Medicare changes, and inherited retirement accounts during an already difficult time?

Listen to Episode 369 of the Secure Your Retirement Podcast, where Radon Stancil and Murs Tariq discuss the critical financial and estate planning steps every couple should take to protect a surviving spouse and reduce stress during life's most challenging transitions. Listen here:https://pomwealth.net/podcast/episode-369/

If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!

Could the SECURE Act 2.0 create new retirement planning opportunities that you may be overlooking? Do you fully understa...
05/31/2026

Could the SECURE Act 2.0 create new retirement planning opportunities that you may be overlooking? Do you fully understand how the latest IRA and retirement account changes could impact your financial future and your loved ones?

Listen to Episode 200 of the Secure Your Retirement Podcast as Radon and Murs sit down with Denise Appleby to break down the key provisions of the SECURE Act 2.0 and what they could mean for your retirement plan. Listen here: https://pomwealth.net/podcast/ep-200-how-secure-act-2-0-could-affect-your-retirement/

Are you feeling uncertain about how today’s market volatility, inflation, and global uncertainty could impact your retir...
05/30/2026

Are you feeling uncertain about how today’s market volatility, inflation, and global uncertainty could impact your retirement future? Do you have a disciplined retirement portfolio strategy in place that helps you stay focused on long-term growth instead of reacting emotionally to the headlines?

Listen to Episode 352 of the Secure Your Retirement Podcast as Radon and Murs break down the latest portfolio, economic, and market updates and explain why planning—not prediction—is key to securing your retirement. Listen here: https://pomwealth.net/podcast/episode-352/

Have you reviewed your beneficiary designations recently, or could one simple oversight create major complications for y...
05/29/2026

Have you reviewed your beneficiary designations recently, or could one simple oversight create major complications for your loved ones? Are your 401(k), IRA, and estate planning documents all aligned to ensure your assets go exactly where you intend?

Listen to Episode 368 of the Secure Your Retirement Podcast as Radon and Murs discuss the critical importance of beneficiary designations and the costly mistakes that can derail even the best estate plans. Listen here: https://pomwealth.net/podcast/episode-368/

Why do so many retirees run out of money even after years of saving and planning? Why is having a proactive retirement i...
05/27/2026

Why do so many retirees run out of money even after years of saving and planning? Why is having a proactive retirement income strategy so important to maintaining financial peace of mind throughout retirement?

Listen to Episode 351 of the Secure Your Retirement Podcast as Radon and Murs discuss the biggest reasons retirees run out of money and the strategies that can help you build a more secure retirement income plan. Listen here: https://pomwealth.net/podcast/episode-351/

05/27/2026

Why Reviewing Your Beneficiary Designations Could Protect Your Family

Have you reviewed your beneficiary designations recently, or could one simple mistake create major problems for your loved ones? Do you know that outdated beneficiary forms can override your will or trust and accidentally send your assets to the wrong person?

Listen to Episode 368 of the Secure Your Retirement Podcast as Radon and Murs discuss the importance of keeping your beneficiary designations up to date and how to avoid costly estate planning mistakes. Listen here: https://pomwealth.net/podcast/episode-368/

If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!
To access the course, simply visit POMWealth.net/podcast.

05/26/2026

When should you take Social Security? 🤔

The answer is different for everyone. While many focus on “break-even” calculations, Social Security should be considered as part of your overall retirement plan and long-term goals.

At Peace of Mind Wealth Management, we help clients make informed retirement decisions with confidence.

Visit pomwealth.net to learn more.

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4101 Lake Boone Trl, Ste 111
Raleigh, NC
27607

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