The Safe Money Retirement Show Podcast Por Tim Wood. Certified Financial Fiduciary® arte de portada

The Safe Money Retirement Show

The Safe Money Retirement Show

De: Tim Wood. Certified Financial Fiduciary®
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Join me weekly for discussions about Retirement Tax Planning, Guaranteed Lifetime Income plans, ZERO-LOSS Growth Strategies, Legacy Planning, Long Term Care, Roth Conversions, and more.

Hosted by Certified Financial Fiduciary®, member of Ed Slott's Elite IRA Advisor Group℠, Founder of Safe Money Retirement®, and the #1 Bestselling Author of Safe Money Retirement: Your Game Plan for Success, Tim Wood.

You can get more info and a FREE copy of my book at www.SafeMoneyRetirement.com.

© 2025 Safe Money Retirement®
Episodios
  • Why is Warrenn Buffett changing his will and what can you learn from this, and why are most retirement accounts a tax bomb waiting to go off
    Aug 2 2025

    In this week's episode, we start a brand new chapter with a new show format and welcome a new co-host and former voice of the Atlanta Braves, Kevin McAlpin. Why is Warren Buffett updating his will at 93 years old and what can you learn from that? Why are most retirement accounts a tax bomb that will go off at some point? Isn't it time to get answers to the tough retirement questions now?

    Join Certified Financial Fiduciary® and bestselling author Tim Wood each week to discuss protecting your retirement dollars, guaranteeing your lifetime income, wisely planning for taxes, and more. Visit us online at www.SafeMoneyRetirement.com for more information, to join us for this week's webinar, or to get a FREE copy of Tim's bestselling book.

    Safe Money Retirement® - Insuring Your Retirement Dreams

    Más Menos
    16 m
  • What is a Fact Finder and what is the process of working with Safe Money Retirement
    Jul 24 2025

    In this week's episode, we'll explore what our process at Safe Money Retirement is when we work with new clients. What is a Fact Finder? Why is it important to do a complete, full Fact Finder appointment before even discussing plans or rates? What info do you need to have prepared for the 1st appointment in our process? Isn't it time to get answers to the tough retirement questions now?

    Join Certified Financial Fiduciary® and bestselling author Tim Wood each week to discuss protecting your retirement dollars, guaranteeing your lifetime income, wisely planning for taxes, and more. Visit us online at www.SafeMoneyRetirement.com for more information, to join us for this week's webinar, or to get a FREE copy of Tim's bestselling book.

    Safe Money Retirement® - Insuring Your Retirement Dreams

    Más Menos
    19 m
  • How many seasons do you have left and how can you be ready financially for whenever you pass
    Jul 19 2025

    In this week's episode, we'll discuss how you need to have a realistic mindset around how long you have left in your life and plan accordingly. How can you make sure you're not underliving or overliving your plan? Do you have a plan if you were to pass soon? What about if you live a very long life? Are you ready? Isn't it time to get answers to the tough retirement questions now?

    Join Certified Financial Fiduciary® and bestselling author Tim Wood each week to discuss protecting your retirement dollars, guaranteeing your lifetime income, wisely planning for taxes, and more. Visit us online at www.SafeMoneyRetirement.com for more information, to join us for this week's webinar, or to get a FREE copy of Tim's bestselling book.

    Safe Money Retirement® - Insuring Your Retirement Dreams

    Más Menos
    19 m
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