The Money & Meaning Podcast™

When your career ends, who are you beyond the business card? In this episode of The Money & Meaning Podcast, Damon and Joe explore one of the most overlooked (and most emotional) parts of retirement: the identity shift. After decades of structure, status, and a clear sense of role, many retirees find themselves asking: Now what? We’ll talk about: ✅ Why this transition can feel unsettling ✅ How to rediscover purpose outside of work ✅ What real retirees have done to find meaning again ✅ And how pl

Retirees are being targeted by increasingly sophisticated scams—and sometimes, the warning signs aren't so obvious. This week, Mark is joined by special guest Carrie Pasquarello, CEO and co-founder of GlobalSecure, to talk about how retirees can recognize, avoid, and respond to fraud. From phishing emails to imposters posing as family members or government officials, scammers are getting smarter—but so can you. ✔️ Learn what red flags to watch for ✔️ Hear real-life examples and expert tips ✔️ Di

Insurance in retirement isn’t about fear—it’s about flexibility. In this week’s episode of The Money & Meaning Podcast, Mark and Erica break down ways that tools like permanent (cash value) life insurance, annuities, and long-term care plans can support your income strategy, legacy goals, and evolving needs. ✅ What policies are worth keeping—or reconsidering ✅ Ways permanent (cash value) life insurance can help support your income and loved ones ✅ When to update your beneficiaries and coverage Y

The Money and Meaning Podcast™ | Episode 2 – June 2025 Retirement planning isn’t just about market returns or withdrawal strategies—it’s about decision-making. And as we age, emotional and cognitive changes can quietly influence the way we handle money. In this episode, Mark Rowlette and Damon La Tanzi talk about one of the most overlooked risks in retirement: the risk of being unprepared for how emotion and aging can affect your financial decisions. They cover: ✔️ Emotional triggers that ca

Reaching retirement is a major milestone—but the journey doesn’t stop at the summit. What comes next is just as important: creating a smart, flexible strategy for coming down the mountain. In this episode of The Money and Meaning Podcast, Mark explores ways you can turn your nest egg into income that adapts—so you can worry less and live more. You’ll learn: ✅ Why the order of withdrawals matters more than you think ✅ How to structure income “buckets” for today, tomorrow, and later ✅ Ways to help