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.

07/15/2026

Do you know the difference between a true retirement plan and a simple investment portfolio review? Have you evaluated all five areas that could determine whether you retire with confidence or leave critical gaps in your financial future?

Listen to Episode 375 of the Secure Your Retirement Podcast as Radon and Murs walk through the ROUTE to Retirement, covering retirement risk management, income planning, healthcare planning, tax planning, and estate planning. Discover what really happens during a retirement evaluation appointment and why having a written strategy can make all the difference. Listen here: https://pomwealth.net/podcast/episode-375/

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!

07/09/2026

Most people know they'll pay a premium for Medicare.

What many don't realize is that higher-income retirees may also be subject to an additional Medicare surcharge known as IRMAA.

IRMAA is based on your income from two years earlier, which means decisions like a Roth conversion, the sale of an investment property, or another high-income year may affect your Medicare premiums in the future.

That's why it's important to consider Medicare planning alongside your retirement income and tax strategy.

To learn more about IRMAA and retirement planning, schedule a complimentary 15-minute introductory call at POMWealth.net.

07/08/2026

Why do headlines about inflation, interest rates, AI stocks, and global conflicts cause so much anxiety for retirees, and what should you really be paying attention to? Why could understanding today's market trends make a bigger difference to your retirement plan than reacting to the daily news cycle?

Listen to Episode 374 of the Secure Your Retirement Podcast as Radon and Murs are joined by Chief Market Economist Tom Siomades for a mid-year economic update. They break down the biggest market stories of 2026—including inflation, interest rates, recession risk, AI-driven market gains, the SpaceX IPO, and what retirees should focus on instead of the headlines. Listen here: https://pomwealth.net/podcast/episode-374/

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.

How are today's biggest headlines—from inflation and interest rates to the AI boom and global conflict—really affecting ...
07/06/2026

How are today's biggest headlines—from inflation and interest rates to the AI boom and global conflict—really affecting your retirement plan? Could recent market volatility be creating opportunities, or risks, that every retiree should understand?

Listen to Episode 374 of the Secure Your Retirement Podcast as Radon Stancil and Murs Tariq are joined by Chief Market Economist Tom Siomades for a mid-year economic update covering inflation, interest rates, recession risk, AI-driven markets, the SpaceX IPO, and what today's economy could mean for your retirement. Listen here: https://pomwealth.net/podcast/episode-374/

07/06/2026

Are today's headlines about inflation, interest rates, AI stocks, and global conflicts making you question your retirement plan? How should retirees separate the market noise from the economic trends that truly matter for their financial future?

Listen to Episode 374 of the Secure Your Retirement Podcast as Radon and Murs are joined by Chief Market Economist Tom Siomades for a mid-year economic update covering market volatility, recession risk, the Federal Reserve, inflation, AI-driven growth, and what it all means for your retirement plan. Listen here: https://pomwealth.net/podcast/episode-374/

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.

07/01/2026

Two retirement portfolios can earn the same average rate of return and still produce very different outcomes.

Why?

The timing of market returns and when withdrawals are taken can have a meaningful impact on a retirement portfolio. This concept is known as sequence of returns risk.

In this example, two portfolios started with the same balance, earned the same average return, and withdrew the same annual income. Yet the order in which returns occurred resulted in a difference of approximately $65,000 over time.

That's why retirement planning isn't just about investment performance. It's also about developing a thoughtful withdrawal strategy.

If you'd like to learn more about sequence of returns risk and retirement income planning, schedule a complimentary 15-minute introductory call at POMWealth.net.

07/01/2026

Could Medicare's new GLP-1 Bridge Program save you money on popular weight loss medications like Wegovy and Zepbound, or are there hidden financial details you need to understand first? How could this new benefit affect your retirement healthcare budget once the program ends?

Listen to Episode 373 of the Secure Your Retirement Podcast as Radon and Murs, joined by Medicare specialist Sean Southard, explain how the new GLP-1 Bridge Program works, who qualifies, and the three financial considerations every retiree should understand before enrolling. Listen here: https://pomwealth.net/podcast/episode-373/

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 new Medicare GLP-1 Bridge Program save you money on medications like Wegovy or Zepbound, and do you know the h...
06/29/2026

Could the new Medicare GLP-1 Bridge Program save you money on medications like Wegovy or Zepbound, and do you know the hidden costs you should consider before enrolling? How could this new benefit affect your long-term retirement healthcare budget once the program ends?

Listen to Episode 373 of the Secure Your Retirement Podcast as Radon and Murs are joined by Medicare specialist Sean Southard to explain how the new GLP-1 Bridge Program works, who qualifies, and the three financial considerations every retiree should understand before signing up. Listen here: https://pomwealth.net/podcast/episode-373/

06/29/2026

Are you eligible for Medicare's new GLP-1 Bridge Program, and do you understand the true cost beyond the advertised $50 monthly copay? Could this new benefit affect your long-term retirement budget more than you realize?

Listen to Episode 373 of the Secure Your Retirement Podcast as Radon and Murs, joined by Medicare specialist Sean Southard, explain how the new GLP-1 Bridge Program works, who qualifies, and the three financial considerations every retiree should understand before enrolling. Listen here: https://pomwealth.net/podcast/episode-373/

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!

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4101 Lake Boone Trl, Ste 111
Raleigh, NC
27607

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