The Safe Money Retirement Show
249 episodes - English - Latest episode: 5 days ago - ★★★ - 2 ratingsJoin 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.
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Episodes
How do your "Who's" impact your happiness in retirement and how "Who Not How" can change your perspective
July 03, 2024 16:00 - 11 minutes - 7.62 MBIn this week's episode, we'll discuss how having "Who's" in your life is more important than knowing how to do everything, especially in retirement. Who is the "Who" in your retirement? Do you need to know everything about everything or do you just need to know WHO already knows and you can trust and can help you? Is your current WHO working for you or for their own interests? Isn't it time to get answers to the tough retirement questions now? Join Certified Financial Fiduciary® Tim Wood ea...
Are all beneficiaries created equally and how can you plan wisely when it comes to beneficiaries
June 26, 2024 23:00 - 10 minutes - 7.01 MBIn this week's episode, we'll explore whether all beneficiaries are created equally. Where should you leave your pre-tax money? Is there any way to not have to pay taxes on pre-tax money? How can you keep from potentially bumping your beneficiary's tax brackets up for 10 years? Is a life insurance benefit always tax-free? Isn't it time to get answers to the tough retirement questions now? Join Certified Financial Fiduciary® Tim Wood each week for a discussion about protecting your retiremen...
An incredible health advancement and how it relates to longevity risk and YOUR plan
June 19, 2024 22:00 - 11 minutes - 7.62 MBIn this week's episode, we'll discuss an exciting new health innovation and how that will affect your retirement plan. What is your plan to get rid of longevity risk? How can you overcome the risk of running out of money before you run out of life? How are you hedging inflation? How long will your current plan last? Isn't it time to get answers to the tough retirement questions now? Join Certified Financial Fiduciary® Tim Wood each week for a discussion about protecting your retirement doll...
The CORE 4 key principals to retirement happiness from the top financial minds in the world
June 12, 2024 21:00 - 11 minutes - 7.62 MBIn this week's episode, we'll explore the core 4 keys to a successful retirement as derived from the top financial minds in the world. What is the #1 rule that the ultra-wealthy use with all their assets? What do they say is the most important thing in retirement? What does asymmetric risk/reward mean? What about taxes? Isn't it time to get answers to the tough retirement questions now? Join Certified Financial Fiduciary® Tim Wood each week for a discussion about protecting your retirement ...
Why is it important for BOTH spouses to do the RISA® assessment while making a plan for retirement income
June 05, 2024 23:00 - 11 minutes - 7.62 MBIn this week's episode, we'll discuss why it is so important for both spouses to do the RISA® assessment before we design a retirement plan for them as a couple. Is there a way to ensure both spouses are happy with the plan? How can someone who likes growth and someone who wants guaranteed income both get what they want in the same plan? How important is it for your plan to be designed specifically for you? Isn't it time to get answers to the tough retirement questions now? Join Certified F...
4 BIG uncomfortable questions to ask about your retirement
May 29, 2024 21:00 - 11 minutes - 7.62 MBIn this week's episode, we'll explore some uncomfortable questions about retirement. What could happen to make your current plan ineffective? How will your later years in retirement look? What do you want to happen to your money when you're gone? Would you prefer a set income that will cover your expenses or have the chance for more growth and it not be guaranteed? Isn't it time to get answers to the tough retirement questions now? Join Certified Financial Fiduciary® Tim Wood each week for ...
The 5 Most Important Things in Your Retirement Today
May 23, 2024 01:00 - 11 minutes - 7.62 MBIn this week's episode, we'll discuss the 5 most important things that need to be in your retirement plan today. Is retirement really all about how your retirement assets will be taxed? Can decisions you make really affect the tax rate you will pay? Why is a Roth account so smart long-term? How many years should you be planning for in retirement? Isn't it time to get answers to the tough retirement questions now? Join Certified Financial Fiduciary® Tim Wood each week for a discussion about ...
How will inflation impact YOUR retirement now and in the future and what can you do about it?
May 16, 2024 02:00 - 11 minutes - 7.62 MBIn this week's episode, we'll explore how inflation can impact your retirement. How has inflation affected the costs of everyday things? What can you do to overcome these inflated prices? Who is a good candidate to have a "ladder plan" for retirement? How can it help overcome inflation? Isn't it time to get answers to the tough retirement questions now? Join Certified Financial Fiduciary® Tim Wood each week for a discussion about protecting your retirement dollars, guaranteed lifetime incom...
What are the 4 "L's" in retirement and why are they important to your retirement plan?
May 08, 2024 00:00 - 11 minutes - 7.62 MBIn this week's episode, we'll discuss the 4 "L's" in retirement and why they are important. How long do you need to plan for in retirement? What is most important in making a long-term plan? How do you want to live in retirement? Do you need to have access to your funds? What do you want to pass on to those left behind once you're gone? Isn't it time to get answers to the tough retirement questions now? Join Certified Financial Fiduciary® Tim Wood each week for a discussion about protecting...
My RISA® (Retirement Income Style Awareness®) results and what they mean and how to get yours
May 02, 2024 00:00 - 11 minutes - 7.62 MBIn this week's episode, we'll explore the RISA® (Retirement Income Style Awareness®) assessment and what my results were. What is a Safety-First retirement versus a Probability-Based retirement and which is right for you? Should your retirement income be front-loaded or back-loaded? Should you continue to accumulate in retirement or concentrate on distribution? What lifestyle do you want in retirement? Isn't it time to get answers to the tough retirement questions now? Join Certified Financ...
What can you do to get to the MAGIC NUMBER for retirement today?
April 24, 2024 23:00 - 11 minutes - 7.62 MBIn this week's episode, we'll discuss what the "magic number" is for 2024 to retire comfortably. What do you NEED for income? Where does happiness come from in retirement? How can you plan for what your 401(k) or IRA will "buy" for you in retirement? How is it possible to offset inflation in the future? Isn't it time to get answers to the tough retirement questions now? Join Certified Financial Fiduciary® Tim Wood each week for a discussion about protecting your retirement dollars, guarante...
The 4 steps to take to "Spring Clean" your retirement plan
April 17, 2024 13:00 - 11 minutes - 7.62 MBIn this week's episode, we'll explore what steps to take annually to give your accounts a good "Spring Cleaning." What does a big-picture view of retirement look like? How much of your retirement accounts should be protected from market events depending on your age? Do you know what your fees are? Are you sure your estate plan and beneficiary elections are correct? Isn't it time to get answers to the tough retirement questions now? Join Certified Financial Fiduciary® Tim Wood each week for ...
How can you KNOW that you will have enough income in retirement? For as long as your retirement lasts...
April 11, 2024 00:00 - 11 minutes - 7.62 MBIn this week's episode, we'll discuss a few do's and don'ts for making a solid income plan in retirement. When should you start to take your Social Security payments? How can you combat inflation? How can you plan for the tax implications for the income you will take in the future? Should RMDs be a part of the plan? Isn't it time to get answers to the tough retirement questions now? Join Certified Financial Fiduciary® Tim Wood each week for a discussion about protecting your retirement doll...
How can you KNOW you have the best advisor for your specific situation
April 03, 2024 18:00 - 11 minutes - 7.64 MBIn this week's episode, we'll explore how someone can KNOW they have the best advisor for them. Can another advisor show you things that your current advisor can't? Is your current advisor a specialist in your specific situation? Are all those professional designations really important? Isn't it time to get answers to the tough retirement questions now? Join Certified Financial Fiduciary® Tim Wood each week for a discussion about protecting your retirement dollars, guaranteed lifetime incom...
When does -30=+42? What is the PURPOSE of your retirement savings?
March 21, 2024 00:00 - 11 minutes - 7.63 MBIn this week's episode, we'll discuss how taking withdrawals from your 401(k) before you get to retirement will affect you. When does minus 30 equal plus 42? What are you going to do with the money you've saved for retirement? What is the PURPOSE of that money? Isn't it time to get answers to the tough retirement questions now? Join Certified Financial Fiduciary® Tim Wood each week for a discussion about protecting your retirement dollars, guaranteed lifetime income plans, retirement tax pl...
Can you retire safely WITHOUT a pension? How can you GUARANTEE an income without a pension?
March 15, 2024 00:00 - 11 minutes - 7.63 MBIn this week's episode, we'll explore if it is possible to retire safely without a pension plan. What choice do you have and how do these choices work? What is the #1 thing that leads to happiness in retirement? Wouldn't having guarantees rather than leaving things to chance be great? Isn't it time to get answers to the tough retirement questions now? Join Certified Financial Fiduciary® Tim Wood each week for a discussion about protecting your retirement dollars, guaranteed lifetime income ...
4 Rules for IRA contributions for the '23 tax year you need to know
March 06, 2024 20:00 - 10 minutes - 7.55 MBIn this week's episode, we'll discuss 4 rules relating to IRA contributions for the '23 tax year. Can your spouse contribute to an IRA if you are a stay-at-home spouse? Are there age limits on IRA contributions now? What is the deadline for '23 contributions? How can you protect your IRA retirement savings from a market event? Isn't it time to get answers to the tough retirement questions now? Join Certified Financial Fiduciary® Tim Wood each week for a discussion about protecting your reti...
What affect would another bank failure have on YOUR retirement accounts?
February 29, 2024 00:00 - 11 minutes - 7.63 MBIn this week's episode, we'll explore whether your retirement money is at risk if there are more bank issues. Does it depend on where your money is or what type of account it is in? Are there things you can do to limit or mitigate the risk of a bank failure? Isn't it time to get answers to the tough retirement questions now? Join Certified Financial Fiduciary® Tim Wood each week for a discussion about protecting your retirement dollars, guaranteed lifetime income plans, retirement tax plann...
The 15 BIGGEST MISTAKES retirees make in retirement and how to avoid them
February 21, 2024 21:00 - 11 minutes - 7.97 MBIn this week's episode, we'll discuss 15 mistakes that many retirees make and how to avoid these things. What happens if you don't have a proper estate plan? What about Long-Term Care? Who should you put first in your retirement plan? When should you claim Social Security? Isn't it time to get answers to the tough retirement questions now? Join Certified Financial Fiduciary® Tim Wood each week for a discussion about protecting your retirement dollars, guaranteed lifetime income plans, retir...
Why did the surprising demographic that bought the most annuities in 2023 choose to use annuities?
February 15, 2024 15:00 - 11 minutes - 8.12 MBIn this week's episode, we'll explore what demographic purchased more annuities than any other demographic in 2023. Why did they jump in front of the older generations? What benefits in annuities are attracting this younger demographic? Is market volatility avoidance the main reason these products are so popular? Isn't it time to get answers to the tough retirement questions now? Join Certified Financial Fiduciary® Tim Wood each week for a discussion about protecting your retirement dollars...
How can you "Insure" your retirement against failure? What guarantees are available in retirement?
February 07, 2024 20:00 - 11 minutes - 8.26 MBIn this week's episode, we'll discuss how you can use insurance products to "Insure" your retirement. Is there a way to guarantee you will have enough income no matter how long you live? What is the smart way to leave money to your heirs when you're gone? Are there ways to get guaranteed growth with no chance of losses? Isn't it time to get answers to the tough retirement questions now? Join Certified Financial Fiduciary® Tim Wood each week for a discussion about protecting your retirement ...
What are Mortality Credits and how can they make a HUGE impact on your retirement plan? What are the parts and parties of a fixed annuity?
January 31, 2024 21:00 - 12 minutes - 8.36 MBIn this week's episode, we'll explore what mortality credits are and how they can help you plan for a successful retirement. How can those who survive benefit from those who pass prematurely by using mortality credits? What are the parts of a fixed annuity, what parties are involved in it, and how do they all work together? Can you own an annuity and set someone else to get the payments? Isn't it time to get answers to the tough retirement questions now? Join Certified Financial Fiduciary® ...
How can you protect yourself from retirement scams? How can you protect your family?
January 25, 2024 00:00 - 11 minutes - 8.03 MBIn this week's episode, we'll discuss how to protect yourself and family members from common retirement scams that are out there everywhere. Where can you go for details on current scams? How can a Durable Power of Attorney help you and your family members in the future? What is the most important thing you can do to protect those you love? Isn't it time to get answers to the tough retirement questions now? Join Certified Financial Fiduciary® Tim Wood each week for a discussion about protec...
Can you retire happy? What makes someone happy in retirement? How can you plan for happiness?
January 18, 2024 01:00 - 11 minutes - 8.18 MBIn this week's episode, we will discuss what you can do to have the best chance to retire "happily". What makes people truly happy in retirement? Multiple studies have answered this question. Does having a purpose to still be living help? How can you decide what type of income in retirement will be the best for you, specifically? It takes about 15 minutes of your time to get the answer. Isn't it time to get answers to the tough retirement questions now? Join Certified Financial Fiduciary® T...
The "Tax Code Reset" that is happening on Jan 1, 2026 and what you can do now to prepare
January 11, 2024 23:00 - 11 minutes - 8.1 MBIn this week's episode, I discuss the "Tax Code Reset" that is coming on Jan 1, 2026. What does this change mean for you? Is there anything you can do to keep from having to pay potentially higher tax rates on your retirement accounts when you withdraw from them? How does a Roth conversion work and how is it different from contributions? Can you do a Roth conversion on only part of an account? Isn't it time to get answers to these tough questions now? Join Certified Financial Fiduciary® Tim...
How to not "gamble" with your retirement dollars
January 05, 2024 18:00 - 13 minutes - 9.19 MBIn this week's episode, I discuss how to keep from having to worry about market risk in your retirement accounts. Even gambling sites warn you not to bet money you can't afford to lose. Why would you want to do that with your hard-earned retirement? Are there ways to secure the retirement dollars you can't afford to lose? What does that look like? Isn't it time to get answers to these tough questions now? Join Certified Financial Fiduciary® Tim Wood each week for a discussion about protect...
Safe Money Retirement: Your Game Plan for Success interview - 9.2 - Real People, Real Safe Money Retirement Game Plans
December 27, 2023 23:00 - 11 minutes - 7.59 MBI was recently interviewed by top podcaster Doug Sandler about my bestselling book Safe Money Retirement: Your Game Plan for Success. This is part 2 of Chapter 9 (Real People, Real Safe Money Retirement Game Plans). We'll discuss a real-world example of a client that reduced their stress in retirement by guaranteeing themselves an income they cannot outlive and it includes an LTC benefit as well. We'll also discuss another real client that got guaranteed growth for 4 years followed by a guar...
Safe Money Retirement: Your Game Plan for Success interview - 9.1 - Real People, Real Safe Money Retirement Game Plans
December 21, 2023 03:00 - 11 minutes - 7.59 MBI was recently interviewed by top podcaster Doug Sandler about my bestselling book Safe Money Retirement: Your Game Plan for Success. This is part 1 of Chapter 9 (Real People, Real Safe Money Retirement Game Plans). We discuss the stories of Betty and Leon and how we were able to find their perfect retirement match. Are annuities always the right fit? How can they help offset LTC costs? Don't you think it's time to ask the right questions and get honest answers? Join me each week for a FREE...
Safe Money Retirement: Your Game Plan for Success interview - 8.4 - Safe Money Part III: The KEY to Peace of Mind
December 14, 2023 01:00 - 11 minutes - 7.59 MBI was recently interviewed by top podcaster Doug Sandler about my bestselling book Safe Money Retirement: Your Game Plan for Success. This is part 2 of section 2 of Chapter 8 (Safe Money Part III: The KEY to Peace of Mind). Can you make withdrawals from an annuity? How does that work? Is a fixed annuity an investment? Don't you think it's time to ask the right questions and get honest answers? Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! www.Safe...
Safe Money Retirement: Your Game Plan for Success interview - 8.3 - Safe Money Part III: The KEY to Peace of Mind
December 07, 2023 03:00 - 11 minutes - 7.59 MBI was recently interviewed by top podcaster Doug Sandler about my bestselling book Safe Money Retirement: Your Game Plan for Success. This is part 1 of section 2 of Chapter 8 (Safe Money Part III: The KEY to Peace of Mind). Is growth with no market losses really possible? What different options do you have in growth plans? Are there plans that allow you to change (or reallocate) your growth method annually? Don't you think it's time to ask the right questions and get honest answers? Join me...
Safe Money Retirement: Your Game Plan for Success interview - 8.2 - Safe Money Part III: The KEY to Peace of Mind
November 25, 2023 00:00 - 11 minutes - 7.59 MBI was recently interviewed by top podcaster Doug Sandler about my bestselling book Safe Money Retirement: Your Game Plan for Success. This is part 2 of section 1 of Chapter 8 (Safe Money Part III: The KEY to Peace of Mind). How does a Guaranteed Lifetime Income plan actually work? Can it provide income for both spouses as long as either lives? What if either spouse ever gets into a Long Term Care situation? Can the income increase to cover those additional costs? Don't you think it's time to...
Safe Money Retirement: Your Game Plan for Success interview - 8.1 - Safe Money Part III: The KEY to Peace of Mind
November 16, 2023 00:00 - 11 minutes - 7.59 MBI was recently interviewed by top podcaster Doug Sandler about my bestselling book Safe Money Retirement: Your Game Plan for Success. This is part 1 of section 1 of Chapter 8 (Safe Money Part III: The KEY to Peace of Mind). Do you have INcome or IFcome for your retirement? When do you need to be on offense or defense in retirement and what does that mean? Why do so many people dislike annuities in retirement? Don't you think it's time to ask the right questions and get honest answers? Join...
Safe Money Retirement: Your Game Plan for Success interview - 7.2 - Safe Money Part II: Somewhat Safe, Mostly Sorry (Savings, CDs, and Coffee Cans)
November 08, 2023 23:00 - 10 minutes - 7.33 MBI was recently interviewed by top podcaster Doug Sandler about my bestselling book Safe Money Retirement: Your Game Plan for Success. This is part 2 of Chapter 7 (Safe Money Part II: Somewhat Safe, Mostly Sorry (Savings, CDs, and Coffee Cans)). How can you lose money if it is safe in a bank or under your mattress? How can you combat inflation in your retirement? Can you get a guaranteed return in an IRA? Don't you think it's time to ask the right questions and get honest answers? Join me e...
Safe Money Retirement: Your Game Plan for Success interview - 7.1 - Safe Money Part II: Somewhat Safe, Mostly Sorry (Savings, CDs, and Coffee Cans)
November 06, 2023 02:00 - 11 minutes - 7.59 MBI was recently interviewed by top podcaster Doug Sandler about my bestselling book Safe Money Retirement: Your Game Plan for Success. This is part 1 of Chapter 7 (Safe Money Part II: Somewhat Safe, Mostly Sorry (Savings, CDs, and Coffee Cans)). How can you lose money in savings, CDs, and coffee cans? How does inflation play a role in planning your retirement? Don't you think it's time to ask the right questions and get honest answers? Join me each week for a FREE education on how to keep y...
Safe Money Retirement: Your Game Plan for Success interview - 6.2 - Safe Money Part 1: From Wall Street to Your Street
October 28, 2023 18:00 - 11 minutes - 7.59 MBI was recently interviewed by top podcaster Doug Sandler about my bestselling book Safe Money Retirement: Your Game Plan for Success. This is part 2 of Chapter 6 (Safe Money Part 1: From Wall Street to Your Street). What is the "pesky math" that most advisors don't want you to know? When does -30=+43? Why is it VITAL to your retirement to determine a purpose for your money? Don't you think it's time to ask the right questions and get honest answers? Join me each week for a FREE education on...
Safe Money Retirement: Your Game Plan for Success interview - 6.1 - Safe Money Part 1: From Wall Street to Your Street
October 20, 2023 23:00 - 11 minutes - 7.59 MBI was recently interviewed by top podcaster Doug Sandler about my bestselling book Safe Money Retirement: Your Game Plan for Success. This is part 1 of Chapter 6 (Safe Money Part 1: From Wall Street to Your Street). Is your money "in the market"? Does that mean it's "at risk"? What about longevity and sequence of returns risks? Are there plans that can remove these risks from your retirement? Don't you think it's time to ask the right questions and get honest answers? Join me each week for ...
Safe Money Retirement: Your Game Plan for Success interview - 5.2 - Legacy Planning: More Than Just Peace of Mind
October 11, 2023 23:00 - 11 minutes - 7.59 MBI was recently interviewed by top podcaster Doug Sandler about my bestselling book Safe Money Retirement: Your Game Plan for Success. This is part 2 of Chapter 5 (Legacy Planning: More Than Just Peace of Mind). What role does Long-Term Care planning take in a Safe Money Retirement? What about estate plans? How should you plan for death and taxes? Don't you think it's time to ask the right questions and get honest answers? Join me each week for a FREE education on how to keep your retirement...
Safe Money Retirement: Your Game Plan for Success interview - 5.1 - Legacy Planning: More Than Just Peace of Mind
October 05, 2023 19:00 - 11 minutes - 7.59 MBI was recently interviewed by top podcaster Doug Sandler about my bestselling book Safe Money Retirement: Your Game Plan for Success. This is part 1 of Chapter 5 (Legacy Planning: More Than Just Peace of Mind). What is legacy planning? What are the different types of life insurance and how do they work? 70% of people over 65 will need long-term care at some point so what should you do to prepare? Don't you think it's time to ask the right questions and get honest answers? Join me each week ...
Safe Money Retirement: Your Game Plan for Success interview - 4.2 - With A Little Help From Uncle Sam
September 29, 2023 23:00 - 11 minutes - 7.59 MBI was recently interviewed by top podcaster Doug Sandler about my bestselling book Safe Money Retirement: Your Game Plan for Success. This is part 2 of Chapter 4 (With A Little Help From Uncle Sam). When can you enroll in Medicare and what options do you have? What is the biggest expense retirees have and how can you offset as much of it as possible? Don't you think it's time to ask the right questions and get honest answers? Join me each week for a FREE education on how to keep your retire...
Safe Money Retirement: Your Game Plan for Success interview - 4.1 - With A Little Help From Uncle Sam
September 20, 2023 22:00 - 11 minutes - 7.59 MBI was recently interviewed by top podcaster Doug Sandler about my bestselling book Safe Money Retirement: Your Game Plan for Success. This is part 1 of Chapter 4 (With A Little Help From Uncle Sam). What are the government programs that WILL impact your retirement happiness and how can you maximize them? When should you take Social Security? Don't you think it's time to ask the right questions and get honest answers? Join me each week for a FREE education on how to keep your retirement safe...
Safe Money Retirement: Your Game Plan for Success interview - 3.2 - The Basics of a Safe Money Retirement Game Plan
September 13, 2023 22:00 - 11 minutes - 7.59 MBI was recently interviewed by top podcaster Doug Sandler about my bestselling book Safe Money Retirement: Your Game Plan for Success. This is part 2 of Chapter 3 (The Basics of a Safe Money Retirement Game Plan). What are some common misconceptions about retirement? What creates happiness in retirement? What are the differences between INcome and IFcome? What are the 3 pillars of retirement? Don't you think it's time to ask the right questions and get honest answers? Join me each week for a...
📰SPECIAL EDITION🗞️ Live interview with legendary broadcaster Carl Swann-What Is the RISA®
September 07, 2023 23:00 - 11 minutes - 7.6 MBThis special edition episode is a replay of a live interview I did on AM910 WJCW with legendary broadcaster Carl Swann about the RISA®, a personality profile questionnaire designed specifically to help plan the retirement that matches your unique personality. How does this work? Who should do a Retirement Income Style Awareness® profile and how do you do one? Don't you think it's time to ask the right questions and get honest answers? Join me each week for a FREE education on how to keep yo...
Safe Money Retirement: Your Game Plan for Success interview - 3.1 - The Basics of a Safe Money Retirement Game Plan
August 30, 2023 19:00 - 11 minutes - 7.6 MBI was recently interviewed by top podcaster Doug Sandler about my bestselling book Safe Money Retirement: Your Game Plan for Success. This is part 1 of Chapter 3 (The Basics of a Safe Money Retirement Game Plan). What are the differences between having a retirement account (401(k), IRA, TSP, etc) and having a retirement plan? How do you take the money you saved in an account and turn that into a plan? Is it ever too late or too early to make a plan? Don't you think it's time to ask the right...
Safe Money Retirement: Your Game Plan for Success interview - 2.2 - The Making of a Certified Financial Fiduciary®
August 23, 2023 22:00 - 11 minutes - 7.59 MBI was recently interviewed by top podcaster Doug Sandler about my bestselling book Safe Money Retirement: Your Game Plan for Success. This is part 2 of Chapter 2 (The Making of a Certified Financial Fiduciary®). What is Ed Slott's Elite IRA Advisor Group™ and why is it vital to work with a member? What is a Fact Finder appointment and why is having a process so important? What is my process? Don't you think it's time to ask the right questions and get honest answers? Join me each week for a...
afe Money Retirement: Your Game Plan for Success interview - 2.1 - The Making of a Certified Financial Fiduciary®
August 17, 2023 14:00 - 11 minutes - 7.59 MBI was recently interviewed by top podcaster Doug Sandler about my bestselling book Safe Money Retirement: Your Game Plan for Success. This is part 1 of Chapter 2 (The Making of a Certified Financial Fiduciary®). Why is it important to work with a Certified Financial Fiduciary® and how is that different from anyone else that says they are a fiduciary? What is a Disney-esque retirement planning experience and why is it important? Don't you think it's time to ask the right questions and get hon...
Safe Money Retirement: Your Game Plan for Success interview - 2.1 - The Making of a Certified Financial Fiduciary®
August 17, 2023 14:00 - 11 minutes - 7.59 MBI was recently interviewed by top podcaster Doug Sandler about my bestselling book Safe Money Retirement: Your Game Plan for Success. This is part 1 of Chapter 2 (The Making of a Certified Financial Fiduciary®). Why is it important to work with a Certified Financial Fiduciary® and how is that different from anyone else that says they are a fiduciary? What is a Disney-esque retirement planning experience and why is it important? Don't you think it's time to ask the right questions and get hon...
Safe Money Retirement: Your Game Plan for Success interview - 1.2 - How working at Disney helped shape my company's philosophy
August 09, 2023 15:00 - 11 minutes - 7.59 MBI was recently interviewed by top podcaster Doug Sandler about my bestselling book Safe Money Retirement: Your Game Plan for Success. This is part 2 of Chapter 1 (Dad and Disney). How did the principles of best-in-class service I learned at Disney translate to Safe Money Retirement? What is our process and how it can give you a Disney-like experience with your retirement planning? Don't you think it's time to ask the right questions and get honest answers? Join me each week for a FREE educa...
Safe Money Retirement: Your Game Plan for Success interview - 1.1 - Why did I write my book and who can it help
August 03, 2023 15:00 - 10 minutes - 7.23 MBI was recently interviewed by top podcaster Doug Sandler about my bestselling book Safe Money Retirement: Your Game Plan for Success. This is part 1 of Chapter 1 (Dad and Disney). Why did I write this book? Why am I so passionate about what I do? Can this book really help you? Don't you think it's time to ask the right questions and get honest answers? Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! www.SafeMoneyRetirement.com
What are mortality credits and how do they work, and what are the parts of an annuity and how do they work
July 26, 2023 18:00 - 11 minutes - 7.59 MBWe'll discuss what mortality credits are and all 4 parties to an annuity. Can you use the power of mortality credits to help fund your retirement? Who are the different parties involved in an annuity and how do they relate to each other? What is an annuity and is one even right for you? Don't you think it's time to ask the right questions and get honest answers? Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! www.SafeMoneyRetirement.com
How much longer will Social Security be around, how is it funded, and how can you survive if the benefits drop
July 19, 2023 23:00 - 11 minutes - 7.59 MBWe'll explore the future of Social Security. What are the latest projections of what will happen in the coming years to your Social Security benefits? How is the program funded today? What can you do to overcome the potential reduction in benefits that could be only about 10 years away? Don't you think it's time to ask the right questions and get honest answers? Join me each week for a FREE education on how to keep your retirement safe, REALLY safe! www.SafeMoneyRetirement.com