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.
The Safe Money Retirement Show
Latest Episodes
The Senior Care Conversation Families Shouldn’t Put Off
The hardest time to make a senior living decision may be when your family is already in crisis. Tim and Mitzi Wood and Kayla Baker break down the differences between independent living, assisted living, skilled nursing, and long-term car...
Will Your Heirs Know What to Do With Their Inheritance?
Leaving a legacy is one thing, but making sure it’s handled wisely is another. Tim Wood explores strategies for passing assets to the next generation, including trusts, beneficiary planning, Roth conversions, and the tax considerations surround...
The Medicare Surcharge Hiding in Your Retirement Plan
One overlooked income spike could make Medicare more expensive than you expected. Tim Wood breaks down IRMAA, the Medicare surcharge tied to income, and explains why retirees should understand what may count toward those thresholds. He also exp...
Your Retirement Number Isn’t What the Headlines Say
The million-dollar retirement may be more myth than magic number. Tim Wood explores why retirement planning depends less on hitting a specific savings target and more on understanding your individual income, expenses, taxes, and goals. He also ...
The Retirement Factors That Go Beyond the Numbers
Retirement planning gets more complicated when spouses are at different stages of life. Tim and Mitzi Wood explores how age gaps can affect income timelines, health insurance, Social Security decisions, and long-term planning. They also discuss...
