Best Tim Wood. Certified Financial Fiduciary® Podcasts (2024)

1
Are all beneficiaries created equally and how can you plan wisely when it comes to beneficiaries 10:06

2h ago10:06

10:06

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 answe…

1
An incredible health advancement and how it relates to longevity risk and YOUR plan 11:00

7d ago11:00

11:00

In 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 …

1
The CORE 4 key principals to retirement happiness from the top financial minds in the world 11:00

14d ago11:00

11:00

In 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…

1
Why is it important for BOTH spouses to do the RISA® assessment while making a plan for retirement income 11:00

21d ago11:00

11:00

In 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 import…

1
4 BIG uncomfortable questions to ask about your retirement 11:00

28d ago11:00

11:00

In 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 n…

1
The 5 Most Important Things in Your Retirement Today 11:00

1M ago11:00

11:00

In 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? I…

1
How will inflation impact YOUR retirement now and in the future and what can you do about it? 11:00

1M ago11:00

11:00

In 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…

1
What are the 4 "L's" in retirement and why are they important to your retirement plan? 11:00

2M ago11:00

11:00

In 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 ti…

1
My RISA® (Retirement Income Style Awareness®) results and what they mean and how to get yours 11:00

2M ago11:00

11:00

In 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 …

1
What can you do to get to the MAGIC NUMBER for retirement today? 11:00

2M ago11:00

11:00

In 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 ret…

1
The 4 steps to take to "Spring Clean" your retirement plan 11:00

2M ago11:00

11:00

In 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 elect…

1
How can you KNOW that you will have enough income in retirement? For as long as your retirement lasts... 11:00

3M ago11:00

11:00

In 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 …

1
How can you KNOW you have the best advisor for your specific situation 11:01

3M ago11:01

11:01

In 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…

1
When does -30=+42? What is the PURPOSE of your retirement savings? 11:00

3M ago11:00

11:00

In 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 Finan…

1
Can you retire safely WITHOUT a pension? How can you GUARANTEE an income without a pension? 11:00

3M ago11:00

11:00

In 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 n…

1
4 Rules for IRA contributions for the '23 tax year you need to know 10:53

4M ago10:53

10:53

In 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 …

1
What affect would another bank failure have on YOUR retirement accounts? 11:00

4M ago11:00

11:00

In 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 Financia…

1
The 15 BIGGEST MISTAKES retirees make in retirement and how to avoid them 11:30

4M ago11:30

11:30

In 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 Cer…

1
Why did the surprising demographic that bought the most annuities in 2023 choose to use annuities? 11:42

4M ago11:42

11:42

In 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…

1
How can you "Insure" your retirement against failure? What guarantees are available in retirement? 11:55

5M ago11:55

11:55

In 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…

1
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? 12:03

5M ago12:03

12:03

In 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 a…

1
How can you protect yourself from retirement scams? How can you protect your family? 11:35

5M ago11:35

11:35

In 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 i…

1
Can you retire happy? What makes someone happy in retirement? How can you plan for happiness? 11:47

5M ago11:47

11:47

In 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 …

1
The "Tax Code Reset" that is happening on Jan 1, 2026 and what you can do now to prepare 11:40

6M ago11:40

11:40

In 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…

1
How to not "gamble" with your retirement dollars 13:15

6M ago13:15

13:15

In 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? …

1
Safe Money Retirement: Your Game Plan for Success interview - 9.2 - Real People, Real Safe Money Retirement Game Plans 11:00

6M ago11:00

11:00

I 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 canno…

1
Safe Money Retirement: Your Game Plan for Success interview - 9.1 - Real People, Real Safe Money Retirement Game Plans 11:00

6M ago11:00

11:00

I 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 f…

1
Safe Money Retirement: Your Game Plan for Success interview - 8.4 - Safe Money Part III: The KEY to Peace of Mind 11:00

7M ago11:00

11:00

I 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 a…

1
Safe Money Retirement: Your Game Plan for Success interview - 8.3 - Safe Money Part III: The KEY to Peace of Mind 11:00

7M ago11:00

11:00

I 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 allo…

1
Safe Money Retirement: Your Game Plan for Success interview - 8.2 - Safe Money Part III: The KEY to Peace of Mind 11:00

7M ago11:00

11:00

I 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…

1
Safe Money Retirement: Your Game Plan for Success interview - 8.1 - Safe Money Part III: The KEY to Peace of Mind 11:00

7M ago11:00

11:00

I 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 tha…

1
Safe Money Retirement: Your Game Plan for Success interview - 7.2 - Safe Money Part II: Somewhat Safe, Mostly Sorry (Savings, CDs, and Coffee Cans) 10:37

8M ago10:37

10:37

I 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 yo…

1
Safe Money Retirement: Your Game Plan for Success interview - 7.1 - Safe Money Part II: Somewhat Safe, Mostly Sorry (Savings, CDs, and Coffee Cans) 11:00

8M ago11:00

11:00

I 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 …

1
Safe Money Retirement: Your Game Plan for Success interview - 6.2 - Safe Money Part 1: From Wall Street to Your Street 11:00

8M ago11:00

11:00

I 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…

1
Safe Money Retirement: Your Game Plan for Success interview - 6.1 - Safe Money Part 1: From Wall Street to Your Street 11:00

8M ago11:00

11:00

I 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…

1
Safe Money Retirement: Your Game Plan for Success interview - 5.2 - Legacy Planning: More Than Just Peace of Mind 11:00

9M ago11:00

11:00

I 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? D…

1
Safe Money Retirement: Your Game Plan for Success interview - 5.1 - Legacy Planning: More Than Just Peace of Mind 11:00

9M ago11:00

11:00

I 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 car…

1
Safe Money Retirement: Your Game Plan for Success interview - 4.2 - With A Little Help From Uncle Sam 11:00

9M ago11:00

11:00

I 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 possibl…

1
Safe Money Retirement: Your Game Plan for Success interview - 4.1 - With A Little Help From Uncle Sam 11:00

9M ago11:00

11:00

I 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 …

1
Safe Money Retirement: Your Game Plan for Success interview - 3.2 - The Basics of a Safe Money Retirement Game Plan 11:00

10M ago11:00

11:00

I 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 I…

1
📰SPECIAL EDITION🗞️ Live interview with legendary broadcaster Carl Swann-What Is the RISA® 11:00

10M ago11:00

11:00

This 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 …

1
Safe Money Retirement: Your Game Plan for Success interview - 3.1 - The Basics of a Safe Money Retirement Game Plan 11:00

10M ago11:00

11:00

I 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 mo…

1
Safe Money Retirement: Your Game Plan for Success interview - 2.2 - The Making of a Certified Financial Fiduciary® 11:00

10M ago11:00

11:00

I 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…

1
Safe Money Retirement: Your Game Plan for Success interview - 2.1 - The Making of a Certified Financial Fiduciary® 11:00

10M ago11:00

11:00

I 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 fiduciar…

1
Safe Money Retirement: Your Game Plan for Success interview - 1.2 - How working at Disney helped shape my company's philosophy 11:00

11M ago11:00

11:00

I 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 experien…

1
Safe Money Retirement: Your Game Plan for Success interview - 1.1 - Why did I write my book and who can it help 10:27

11M ago10:27

10:27

I 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 answ…

1
What are mortality credits and how do they work, and what are the parts of an annuity and how do they work 11:00

11M ago11:00

11:00

We'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 h…

1
How much longer will Social Security be around, how is it funded, and how can you survive if the benefits drop 11:00

11M ago11:00

11:00

We'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 h…

1
How financially sound is YOUR retirement plan and how financially sound are top-rated life insurance companies? 11:00

12M ago11:00

11:00

We'll discuss how a financially sound plan can work for you. Are these Safe Money Retirement plans I talk about financially sound? How safe is life insurance? What guarantee do I have that an insurance company will pay? 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…

1
What questions do YOU need to answer about planning for your income in retirement now and for the rest of your life? 11:00

12M ago11:00

11:00

We'll explore the questions you should be asking yourself about your income in retirement. What do you need to do to ensure you have enough to cover your expenses no matter how long you live? Is there a way to offset inflation? Can an income plan cover both you and your spouse? Don't you think it's time to ask the right questions and get honest ans…

Podcasts Worth a Listen

Tim Wood. Certified Financial Fiduciary® Podcasts

Podcasts Worth a Listen

Quick Reference Guide