Big Money Retirement Podcast — All Episodes
Big Money Retirement
The Big Money Retirement Podcast
Real conversations about retirement planning, income strategies, estate planning, and how to build a financial plan that blesses your life instead of running it. Hosted by Johnathan Burgess, founder of Big Money Retirement.
Podcast • Episode 28
Johnathan Burgess & Matthew Hastings
You Can Have $1 Million and Still Retire Wrong
Hitting a million dollars feels like the finish line — but it’s not a retirement plan. Johnathan and Matthew break down what a real plan looks like and why income strategy matters more than the number.
Podcast • Episode 29
Johnathan Burgess (Solo)
Will War, Oil Prices, and Inflation Crash Your Retirement?
With oil prices surging and global conflict in the headlines, Johnathan explains how geopolitical tension flows into your portfolio — and what you can do to protect it.
Podcast • Episode 30
Johnathan Burgess & Luke Maloney-Grimes
What Warren Buffett Teaches Us About Retirement Investing
Luke Maloney-Grimes heads to the Berkshire Hathaway annual meeting. Before he goes, he and Johnathan break down the value investing principles that guide how they manage client portfolios.
Podcast • Episode 31
Johnathan Burgess (Solo)
3 Client Meetings That Reveal the Truth About Retirement Planning
Three clients, similar assets, completely different plans. Johnathan shares the real lessons on fees, tax drag, concentration risk, and how to actually enjoy your money in retirement.
Podcast • Episode 32
Matthew Hastings & Teddy Hauser
Finance Dad Jokes — The Episode That Will Make You Laugh About Money
What happens when two financial advisors who are also dads sit down with a stack of finance jokes? Episode 32 proves the Big Money team doesn’t take itself too seriously.
Podcast • Episode 33
Johnathan Burgess & Luke Maloney-Grimes
What Your Financial Advisor Relationship Should Really Feel Like
Johnathan compares a great client-advisor relationship to a marriage — built over time, constantly deepening. Plus: how AI is reshaping the market and what it means for your retirement security.
Podcast • Episode 34
Luke Maloney-Grimes (Solo)
Berkshire Hathaway 2025: What Warren Buffett Taught Me About Life and Investing
Luke recaps his full trip to Omaha — Warren Buffett’s final shareholder letter, the Value X conference, and the investing principles that matter most for the families he serves.
Podcast • Episode 35
Johnathan Burgess & Luke Maloney-Grimes
Warren Buffett Says People Are in a Gambling Mood — What That Means for Your Retirement
Luke and Johnathan finish unpacking the Berkshire Hathaway experience, including Buffett’s pointed warning about investor behavior and what it means for your retirement portfolio.
Podcast • Episode 36
Johnathan Burgess (Solo)
Curiosity Is the Retirement Skill Nobody Talks About
Johnathan shares an internal leadership memo and explains why curiosity is the mindset that separates people who truly thrive in retirement from those who just survive it.
Ready to build a retirement plan that actually works?