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
The Estate Planning Mistake That Could Cost Your Family Everything
What if the documents you don’t have are the ones that could derail your entire retirement? In this episode, Tim Wood breaks down the often‑overlooked essentials of estate planning—from durable powers of attorney and healthcare surrogates to digital access and end‑of‑life wishes. He also shares how to replace your paycheck in retirement, create a stable income floor, and know whether you're truly ready to retire as millions of boomers hit age 65. Plus, Tim reveals a real‑life story of guiding a couple who thought they were unprepared but discovered a clear path forward.
Join Certified Financial Fiduciary®, Retirement Income Certified Professional®, and bestselling author Tim Wood each week to discuss protecting your retirement dollars, guaranteeing your lifetime income, wisely planning for taxes, and more. Visit us online at www.SafeMoneyRetirement.com for more information, to join us for this week's webinar, or to get a FREE copy of Tim's bestselling book.
Safe Money Retirement® - Insuring Your Retirement Dreams
