The Safe Money Retirement Show By cover art

The Safe Money Retirement Show

By: Tim Wood. Certified Financial Fiduciary®
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  • Summary

  • 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.
    © 2024 Safe Money Retirement®
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Episodes
  • How to "refinance" your retirement and get much higher rates

    How to "refinance" your retirement and get much higher rates
    Jul 10 2024

    In this week's episode, we'll explore how you can "refinance" your retirement plan. With rates still high, can you replace an older annuity with a newer one at today's much higher rates? What about those fees for changing plans? How does this relate to pension plans? What benefits does reworking your established plan bring? 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 planning, and more. Visit us online at www.SafeMoneyRetirement.com for more information or to get a FREE copy of Tim's bestselling book.

    Safe Money Retirement® - Insuring Your Retirement Dreams
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    11 mins
  • How do your "Who's" impact your happiness in retirement and how "Who Not How" can change your perspective

    How do your "Who's" impact your happiness in retirement and how "Who Not How" can change your perspective
    Jul 3 2024

    In 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 each week for a discussion about protecting your retirement dollars, guaranteed lifetime income plans, retirement tax planning, and more. Visit us online at www.SafeMoneyRetirement.com for more information or to get a FREE copy of Tim's bestselling book.

    Safe Money Retirement® - Insuring Your Retirement Dreams
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    11 mins
  • Are all beneficiaries created equally and how can you plan wisely when it comes to beneficiaries

    Are all beneficiaries created equally and how can you plan wisely when it comes to beneficiaries
    Jun 26 2024

    In 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 retirement dollars, guaranteed lifetime income plans, retirement tax planning, and more. Visit us online at www.SafeMoneyRetirement.com for more information or to get a FREE copy of Tim's bestselling book.

    Safe Money Retirement® - Insuring Your Retirement Dreams
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    10 mins
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