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About This Podcast
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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Recent Episodes
Episode 63: The Healthcare Liability: Why Medicare is a Core Financial Strategy w/ Brian Barrett
Send 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…
Episode 62: Black Friday, Gifting & Retirees
Send 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…
Episode 61: Smart Money: The Power of Asset Allocation
Send 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…
Episode 60: Predictable Income: The Foundation of Retirement Confidence
Send 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…
Navigating Probate, Trusts and More with Special Guest Attorney, Courtney Lovejoy
Send a text In this episode of The Retirement Evolved Podcast, Adam and Lauren welcome attorney Courtney Lovejoy to discuss key estate planning topics, including probate, trust administration,…
Episode 56: Year-end Tax Strategies
Send 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…
Episode 55: Navigating the Complexities of the "Golden years" with special guest Chris Austin
Send 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…
Episode 54: Estate Planning with Special Guest: Attorney, Kevin Kyle
Send 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…
Episode 53: The Triple Tax Benefits of HSA's
Send 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…
Episode 52: Maximizing Your Retirement Income Strategies for a Secure Future
Send 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…
Episode 51: Special Guest, Victor Wilkerson, President of Bison Wealth
Send 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…
Episode 50: Adam Bruno & David Brooks talk Roth Conversions, Spending more Money and the State of the IRS
Send 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…
Episode 49: IRMAA Gosh! Another episode with Adam & Lauren!
Send 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…
Episode 48: Banking 101 ft. Martha Wilson
Send 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…
Episode 47: Living Local & The Phases of Retirement
Send 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…
Episode 46: Win--- By Not Losing, Tax Troubles & The 3 E's
Send a textDive into Episode 46 where Adam, Tom and Martha discuss winning by not losing, tax trouble, The 3 E's and projectile wieners- the WURST!Get your hands on a copy of Private Wealth Manager…
Episode 45: Introducing Tom Johnson
Send a textMeet Tom Johnson, CFA, a seasoned financial advisor at Evolution Retirement Services. With over a decade of experience in the financial industry, Tom brings a wealth of expertise in…
Episode 44: Liquid Strategies ft. Kurt Trauslen
Send a textIn Episode 44, we dive into Liquid Strategies with Kurt, our Vice President and Co-Founder of Evolution Retirement Services.Get your hands on a copy of Private Wealth Manager and Certified…
Episode 43: Ask Adam Anything!
Send 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…
Episode 42: Frozen heads, Mummies & a TON of Questions
Send 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…
Frequently Asked Questions
Retirement Evolved With Adam & Lauren has published 61 episodes since June 2022, covering topics in Business, Investing.
Retirement Evolved With Adam & Lauren is currently highly active with new episodes monthly. Average episode length is 29m.
Sign up on Grep.FM to access contact details for Retirement Evolved With Adam & Lauren, including email and social media links.
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