The Safe Money Retirement Show
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.
Podcasting since 2021 • 188 episodes
The Safe Money Retirement Show
Latest Episodes
When is an IRA an IOU to the IRS and what can you do NOW to reduce your exposure to taxes
In this week's episode, we'll discuss when your retirement plan is really an IOU to the IRS and what you can do about it. If you have a certain amount in a pre-tax type of account, do you really have that much for your retirement? Would a Roth ...
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18:33
How a Japanses proverb can help you plan your retirement as wisely as possible
In this week's episode, we'll explore the proverb of the train and see how it relates to your retirement plan. If your nest egg is completely exposed to risk, what "train" would that put you on? Are you going the right direction in regards to i...
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18:21
What is the right way to "buy" the S&P 500 in or near retirement and how does growth in a Fixed Indexed Annuity work
In this week's episode, we'll discuss how you can get gains based on the S&P 500 with NO losses. Are you ready for the next market event? How do Fixed Indexed Annuities work for growth? What's the difference between a fixed and a variable p...
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18:33
Does your current advisor REALLY listen to your retirement needs and concerns
In this week's episode, we'll explore if your current advisor is really hearing you or if they are just trying to "sell" you on some plan. How can you tell whether you have the right advisor? Can the same advisor you've worked with for years al...
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18:01
What are the outcomes you DO NOT want in your retirement and how to plan to avoid them
In this week's episode, we'll discuss things you DON'T want in your retirement. What is on your list of things you definitely don't want to happen in retirement? Do you NOT want to run out of money, or NOT lose your nest egg in the next market ...
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