The Safe Money Retirement Show

The Safe Money Retirement Show

Sobre

Time flies, and so do the old rules of retirement—so how do you prepare for a future that’s anything but predictable? In this episode, Tim Wood explores why flexibility is essential for today’s retirees, how to build a plan that adapts when life changes, and why “rules of thumb” like the 4% withdrawal rate or retiring at 65 may no longer apply. Plus, hear highlights from a heartfelt conversation with country superstar Trisha Yearwood, including her favorite holiday traditions and the power of...
226
Episódios
English
Idioma
0
Inscritos
0
Reproduções
Episódios25
Audibles, Traditions, and the New Retirement Playbook

Audibles, Traditions, and the New Retirement Playbook

Dec 26, 2025·

Time flies, and so do the old rules of retirement—so how do you prepare for a future that’s anything but predictable? In this episode, Tim Wood explores why flexibility is essential for today’s retirees, how to build a...

Off the Roller Coaster: Finding Calm in Retirement and the Holidays

Off the Roller Coaster: Finding Calm in Retirement and the Holidays

Dec 19, 2025·

A backstage conversation with country superstar Trisha Yearwood brings holiday magic and heartfelt stories to this special episode, as Tim Wood and Melissa share highlights from a Nashville concert, favorite Christmas...

Biscuits, Broadway, and Christmas Magic with Trisha Yearwood

Biscuits, Broadway, and Christmas Magic with Trisha Yearwood

Dec 16, 2025·

Country music superstar Trisha Yearwood brings holiday magic and heartfelt stories to this special episode, sharing behind-the-scenes moments from her new Christmas album and her symphony tour. Host Tim Wood and his...

Last-Minute Moves: The Year-End Retirement Checklist

Last-Minute Moves: The Year-End Retirement Checklist

Dec 12, 2025·

Year-end deadlines aren’t just for holiday shopping—they’re critical for your retirement plan too. In this episode, Tim Wood highlights the financial moves you need to make before December 31st, from RMDs and Roth...

Autopilot Retirement? Why It’s Time to Grab the Controls

Autopilot Retirement? Why It’s Time to Grab the Controls

Dec 5, 2025·

What if your retirement plan is stuck on autopilot while the world—and your options—have changed? In this episode, Tim Wood explains why regular reviews and independent advice are essential for navigating market...

Needs vs. Wants: The Real Retirement Equation

Needs vs. Wants: The Real Retirement Equation

Nov 28, 2025·

What if the biggest risk to your retirement isn’t the market, but failing to make a plan for taxes, income, and the unexpected? This episode dives into why RMDs aren’t a DIY project, how to avoid tax surprises, and the...

Retirement Danger Zone: Are You Ready for the Sequence of Returns Risk?

Retirement Danger Zone: Are You Ready for the Sequence of Returns Risk?

Nov 21, 2025·

What if the biggest threat to your retirement isn’t the market, but the timing of your withdrawals and the legacy you leave behind? In this episode, Tim Wood reveals how sequence of returns risk can derail your plans...

Stagflation, RMDs, and the Retirement Reality Check

Stagflation, RMDs, and the Retirement Reality Check

Nov 14, 2025·

What if the real danger to your retirement isn’t market swings, but the silent threats of inflation, stagflation, and common planning mistakes? This episode explores how economic uncertainty can erode your nest egg, why...

Is Your Retirement Plan Stuck in the Past? Outdated Habits That Could Derail Your Future

Is Your Retirement Plan Stuck in the Past? Outdated Habits That Could Derail Your Future

Nov 10, 2025·

Is your retirement plan stuck in the past—like dial-up internet or outdated investments? This episode of the Safe Money Retirement Show with Tim Wood uncovers surprising old habits that still trip up retirees, from lost...

Are You About to Fumble Your Retirement at the Goal Line?

Are You About to Fumble Your Retirement at the Goal Line?

Nov 7, 2025·

Is your retirement plan protected against market crashes, inflation, and costly mistakes—or are you risking a last-minute fumble? This episode of the Safe Money Retirement Show with Tim Wood reveals how to reduce risk...

The Million-Dollar Myth: What Really Matters for Your Future

The Million-Dollar Myth: What Really Matters for Your Future

Oct 27, 2025·

Is your retirement plan built to protect what matters most—or are you risking too much just to chase a magic number? This episode of the Safe Money Retirement Show with Tim Wood reveals why most retirees don’t need a...

Spending Volatility: The Retirement Risk You Didn’t See Coming

Spending Volatility: The Retirement Risk You Didn’t See Coming

Oct 17, 2025·

Is your retirement plan ready for the rollercoaster of spending volatility—or will unexpected expenses throw you off track? This episode of the Safe Money Retirement Show with Tim Wood explores why retirement spending...

Beyond the Bubble: Protecting Your Financial ‘Stuff'

Beyond the Bubble: Protecting Your Financial ‘Stuff'

Oct 9, 2025·

What if the biggest threat to your retirement is failing to make a plan? Tim Wood shares lessons from sweepstakes winners, estate planning pitfalls, and market bubbles—revealing why a solid financial strategy is...

Retirement Tune-Up: Is Your Plan Ready for What’s Next?

Retirement Tune-Up: Is Your Plan Ready for What’s Next?

Oct 2, 2025·

What if your retirement plan needs a tune-up to keep pace with changing rules and falling interest rates? Tim Wood shares why building a solid financial “floor” of guaranteed income is essential, how to balance spending...

Spend Smart, Live Well: Avoiding Retirement Pitfalls

Spend Smart, Live Well: Avoiding Retirement Pitfalls

Sep 25, 2025·

What if your retirement plan is only as strong as the financial foundation beneath it? Tim Wood explains how to build a solid “floor” for your nest egg, balance spending with long-term security, and avoid common annuity...

Secrets of the Stealthy Wealthy

Secrets of the Stealthy Wealthy

Sep 19, 2025·

What if the first five years of retirement are the most critical for your financial future? Tim Wood breaks down why a spending plan matters as much as an income plan, how “do nothing” or “do all” phases can impact your...

How do emotions impact your plan, what questions to ask aging partents, and how do Roth conversions work

How do emotions impact your plan, what questions to ask aging partents, and how do Roth conversions work

Sep 15, 2025·

In this week's episode, we'll explore the emotional side of retirement and how staying connected is vital. What questions should you be asking your aging parents? How do Roth conversions work and why are they a...

How can you make a solid 30+ year plan for retirement and what impact will the Fed changing the prime rate have on your plan

How can you make a solid 30+ year plan for retirement and what impact will the Fed changing the prime rate have on your plan

Sep 8, 2025·

In this week's episode, we'll discuss how you can make a solid plan for a 30+ year retirement and what impact the Fed changing the rate will have on your retirement plan. Is the plan you moved forward with years ago...

How can you plan for a long retirement and what are your retirement and passing going to look like

How can you plan for a long retirement and what are your retirement and passing going to look like

Aug 29, 2025·

In this week's episode, we'll explore what you can do to plan for a long retirement and what your retirement will look like. When should you claim your Social Security? What is a part-time retirement and is it for you?...

How will a rate drop by the Fed impact your retirement and should you embrace a "boring" retirement plan

How will a rate drop by the Fed impact your retirement and should you embrace a "boring" retirement plan

Aug 21, 2025·

In this week's episode, we discuss how the Fed changing the prime rate will impact your retirement plan. What if you've always heard that annuities are bad? Is it smart to embrace the boring, predictable returns that...

How can you know when to retire and does where you get your advice from and when you start matter

How can you know when to retire and does where you get your advice from and when you start matter

Aug 18, 2025·

In this week's episode, we explore when you should retire and why many don't work with a retirement expert. How can you know your plan is the best for you? Do ALL advisors charge fees? Can you make a plan yourself...

Why is Warrenn Buffett changing his will and what can you learn from this, and why are most retirement accounts a tax bomb waiting to go off

Why is Warrenn Buffett changing his will and what can you learn from this, and why are most retirement accounts a tax bomb waiting to go off

Aug 2, 2025·

In this week's episode, we start a brand new chapter with a new show format and welcome a new co-host and former voice of the Atlanta Braves, Kevin McAlpin. Why is Warren Buffett updating his will at 93 years old and...

What is a Fact Finder and what is the process of working with Safe Money Retirement

What is a Fact Finder and what is the process of working with Safe Money Retirement

Jul 24, 2025·

In this week's episode, we'll explore what our process at Safe Money Retirement is when we work with new clients. What is a Fact Finder? Why is it important to do a complete, full Fact Finder appointment before even...

How many seasons do you have left and how can you be ready financially for whenever you pass

How many seasons do you have left and how can you be ready financially for whenever you pass

Jul 19, 2025·

In this week's episode, we'll discuss how you need to have a realistic mindset around how long you have left in your life and plan accordingly. How can you make sure you're not underliving or overliving your plan? Do...

When is Safe Money Retirement NOT a good fit for a potential client

When is Safe Money Retirement NOT a good fit for a potential client

Jul 13, 2025·

In this week's episode, we'll explore when a Safe Money Retirement plan would NOT be a good fit for you. If you don't want guarantees and like the excitement of wins and losses in the market, are we a good fit? Is your...

Você Também Pode Gostar