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.

09/07/2026

Can a fiduciary recommend an annuity and still put your best interests first? When does an annuity actually make sense in a retirement plan, and when might you be better off without one?

Listen to Episode 383 of the Secure Your Retirement Podcast to learn how annuities can fit into a three-bucket retirement strategy, help address sequence of returns risk, and provide stability without chasing the market. Listen here: https://pomwealth.net/podcast/episode-383/

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.

09/02/2026

Why should long-term care be part of your retirement plan even if you’ve saved well for the future? How can the right funding strategy help you prepare for care while protecting the retirement savings you’ve worked hard to build?

Listen to Episode 382 of the Secure Your Retirement Podcast as Radon and Murs explain long-term care options and strategies that can help you prepare financially for the unexpected. Listen here: https://pomwealth.net/podcast/episode-382/

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.

08/31/2026

Have you thought about how you would pay for long-term care without putting your retirement savings at risk? Do you know the different options available today that can help protect your assets while giving you more choices for care?

Listen to Episode 382 of the Secure Your Retirement Podcast as Radon and Murs discuss long-term care planning, including life insurance with long-term care benefits, long-term care annuities, and the important tax differences between these strategies. Listen here: https://pomwealth.net/podcast/episode-382/

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

08/26/2026

Could saving diligently in your 401(k) or IRA actually create a bigger tax problem later in retirement? Why is it important to plan for RMDs, Roth conversions, and Medicare IRMAA surcharges before they begin affecting your retirement income?

Listen to Episode 381 of the Secure Your Retirement Podcast to learn how planning ahead could help reduce the impact of future taxes and Medicare costs. Listen here: https://pomwealth.net/podcast/episode-381/

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.

08/25/2026

Could your disciplined retirement savings eventually create a bigger tax problem than you expect? How could required minimum distributions, Roth conversions, and Medicare IRMAA surcharges affect the taxes you pay in retirement?

Listen to Episode 381 of the Secure Your Retirement Podcast to learn how planning ahead can help you better manage future taxes and Medicare costs. Listen here: https://pomwealth.net/podcast/episode-381/

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.

08/14/2026

You would think saving $1 million would end the money stress in retirement.

For a lot of people, it doesn't.

The paycheck stops, the market moves, and suddenly you're worried about making one wrong decision.

In Episode 372 of Secure Your Retirement, we sit down with Nick, one of our planners who's in client meetings every day, to talk about why this happens and why having a plan you can actually look at can make such a difference.

If this sounds familiar, listen to Episode 372 of the Secure Your Retirement podcast.

08/12/2026

How to Build a Retirement Plan That Actually Fits Your Life

Do you know exactly how much you can afford to spend in retirement without worrying about running out of money? And does your retirement plan account for your investments, Social Security, taxes, required minimum distributions, and the bigger goals you still want to accomplish?

Listen to Episode 379 of the Secure Your Retirement Podcast to see how a personalized retirement financial plan is built using your real numbers and goals—not guesswork.

Listen here: https://pomwealth.net/podcast/episode-379/

08/11/2026

What if your spouse has handled the investments and finances for the last 30 years?

They may have done a great job, but there's still an important question to ask: If something happened to them tomorrow, would you feel comfortable knowing what to do?

You shouldn't have to become a financial expert overnight.

We believe both spouses should have a plan they understand in plain English, know where everything stands, and have a team they already know and can call when they need help.

Because if that day ever comes, you shouldn't be sitting at the kitchen table trying to decode a financial system only your spouse understood.

To learn more about our planning process, schedule a complimentary 15-minute introductory call at POMWealth.net.

08/11/2026

If you've got a grandchild born in the eligible age window, there's a new government account worth knowing about called a Trump Account.

For eligible children, the government provides a one-time $1,000 deposit into an account in the child's name. Additional contributions are optional, and the account is designed to provide a long-term, tax-advantaged way to invest for the child.

For grandparents, it's another opportunity to think about how planning for the next generation fits into the bigger picture of what you're already building for your family.

If you have questions about Trump Accounts and how they may fit into your family's financial plan, visit POMWealth.net to learn more or schedule a complimentary 15-minute introductory call.

08/10/2026

How to Build a Retirement Plan That Actually Fits Your Life

Do you know if your retirement plan is actually built around your real accounts, income needs, and long-term goals? Have you tested whether your Social Security, investments, required minimum distributions, and retirement spending can support the life you want without relying on guesswork?

Listen to Episode 379 of the Secure Your Retirement Podcast to learn how a personalized retirement financial plan is built step by step using real numbers. Listen here: https://pomwealth.net/podcast/episode-379/

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.

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4101 Lake Boone Trl, Ste 111
Raleigh, NC
27607

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 1pm

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