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.

06/25/2026

One of the most common questions we hear is, "How do I know if I'm ready to retire?"

Before you can build a retirement plan, it's important to understand where you are today.

We often compare retirement planning to using a GPS. Before it can map the best route to your destination, it first needs to know your starting point.

The same is true for retirement. Understanding your current financial picture is an important first step in evaluating whether you're on track to meet your retirement goals.

This clip is from our TV show, Secure Your Retirement, airing every Sunday at 11:00 AM on WRAL, where we break down retirement planning topics in a way that's easy to understand.

If you'd like to learn more about our planning process, schedule a complimentary 15-minute introductory call at POMWealth.net.

06/25/2026

Not all retirement accounts are taxed the same.

Generally, retirement savings fall into one of three tax categories: taxable, tax-deferred, or tax-free.

Understanding where your assets are held can be an important part of retirement planning because each type of account may have different tax implications.

Many retirees have a significant portion of their savings in tax-deferred accounts, making it important to evaluate how withdrawals may affect their overall retirement income and tax strategy.

If you'd like to learn more about the three tax buckets and how they fit into a comprehensive retirement plan, schedule a complimentary 15-minute introductory call at POMWealth.net.

06/24/2026

Do you ever wonder why retirement anxiety can persist even when your savings have reached your target number? Are you confident that your retirement plan addresses income, taxes, healthcare, market volatility, and protecting your loved ones—not just your account balance?

Listen to Episode 372 of the Secure Your Retirement Podcast as Murs Tariq and CFP® Nick Hymanson discuss the real drivers of retirement confidence and the five critical areas of retirement planning that can help you move from financial stress to peace of mind. Listen here: https://pomwealth.net/podcast/episode-372/

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!

06/23/2026

Hiring a financial advisor is an important decision.

Before you do, consider asking these three questions:

Who handles my tax strategy and tax preparation?

Who helps me navigate Medicare decisions?

What support is available for my spouse or family if something happens to me?

The answers can provide valuable insight into how a firm approaches planning and client service.

In this clip, we discuss why these questions may help you better understand the resources, expertise, and support available when evaluating a financial advisor.

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

06/23/2026

A Roth conversion isn't right for everyone.

But we believe everyone should consider a Roth conversion analysis.

The goal isn't simply to reduce this year's taxes. It's to evaluate how today's decisions may impact your lifetime tax liability.

For some retirees, large IRA and 401(k) balances can lead to required minimum distributions later in retirement, which may affect taxable income and other planning considerations.

That's why Roth conversions are often evaluated as part of a broader retirement and tax planning strategy.

The key is understanding whether a conversion aligns with your goals, tax situation, and overall financial plan.

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

Do you worry that even after saving diligently for retirement, you still might not feel financially secure? What does it...
06/22/2026

Do you worry that even after saving diligently for retirement, you still might not feel financially secure? What does it really take to replace retirement stress and anxiety with true confidence in your financial future?

Listen to Episode 372 of the Secure Your Retirement Podcast as Murs Tariq and CFP® Nick Hymanson discuss the biggest retirement concerns clients face, including income planning, market volatility, healthcare costs, tax strategies, long-term care, and protecting a surviving spouse. Discover how a comprehensive retirement plan can help turn uncertainty into confidence. Listen here: https://pomwealth.net/podcast/episode-372/

06/22/2026

Do you ever wonder why retirement can still feel stressful, even when you've saved enough money? Are you confident your retirement plan addresses income, taxes, healthcare, long-term care, and protecting your spouse—not just your account balance?

Listen to Episode 372 of the Secure Your Retirement Podcast to discover the five critical areas of retirement income planning and learn how to turn retirement anxiety into lasting confidence with a comprehensive financial plan. Listen here: https://pomwealth.net/podcast/episode-372/

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!

06/19/2026

One of the biggest risks retirees face isn't necessarily market volatility itself. It's the combination of market declines and taking withdrawals at the same time.

This concept is often referred to as sequence of returns risk.

When retirement income is being withdrawn during a market downturn, the long-term impact on a portfolio can be different than many people expect.

While no one can control market performance, retirement planning often involves evaluating how assets are allocated and where retirement income may come from during different market environments.

Understanding sequence of returns risk can be an important part of building a retirement income strategy.

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

06/17/2026

When a company goes public, most investors hear about the excitement and the headlines.

What often gets less attention is what happens after the IPO.

Looking at data from 30 major IPOs over the past 15 years, the first few months after going public have often been positive. However, historical results also show that volatility has been common, with many companies experiencing significant declines from their peak prices during the first year.

Past performance does not guarantee future results, but understanding the historical risks and volatility associated with IPOs may help investors make more informed decisions.

To learn more about IPO investing and whether opportunities like SpaceX belong in a retirement portfolio, watch Episode 371 of the Secure Your Retirement podcast: The SpaceX IPO: Retirement Smart Opportunity or Risky Chase?

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4101 Lake Boone Trl, Ste 111
Raleigh, NC
27607

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

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