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 • 237 episodes
The Safe Money Retirement Show
Latest Episodes
Why Timing Matters More Than Taxes Alone
The wrong tax move at the wrong time can quietly reshape retirement. In this episode, Tim Wood breaks down when Roth conversions make sense, why timing matters more than rules of thumb, and how partial conversions can offer flexibility as tax b...
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28:50
The Hidden Risks Lurking in the Retirement Red Zone
That million‑dollar nest egg may not be entirely yours once taxes, timing, and healthcare enter the picture. In this episode, Tim Wood explains why “paper wealth” can quickly turn into a surprise tax problem, especially after selling a business...
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26:49
The Hidden Math That Breaks Retirement Plans
One market downturn at the wrong time can permanently change a retirement. In this episode, Tim Wood explains why timing matters far more once withdrawals begin and how sequence‑of‑returns risk can quietly derail even well‑funded plans. The dis...
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27:45
The Double‑Stuff Illusion in Retirement Planning
That million‑dollar nest egg may not be as big as you think once taxes enter the picture. This episode uses a simple Double Stuff Oreo analogy to explain why retirement accounts can create false expectations around what’s actually yours. Tim Wo...
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27:38
The Retirement Shift Most Investors Aren’t Prepared For
Having a large retirement balance doesn’t automatically mean you have a retirement paycheck. In this episode, Tim Wood explains why the transition from saving to spending requires an entirely different strategy as retirement approaches. He disc...
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26:56
