Timothy Fitzwilliams

Do You Have The Greenlight To Retire?

Business EN ↓ 9 episodes

Do You Have the Greenlight to Retire? is your guide to confident, stress-free retirement planning. Hosted by Brian Lindberg, Tim Fitzwilliams, Corrine Fitzwilliams, and CFA Ron Wright, we break down investments, wealth management, and market trends into clear, actionable strategies. Are you on track for financial independence? Whether you're preparing for retirement or refining your investment plan, this podcast helps you protect, grow, and enjoy your wealth. At FitzWilliams Financial, we believe retirement planning should be accessible to everyone—not just the ultra-wealthy.🚦 Subscribe now f...

Author

Timothy Fitzwilliams

Episodes

Ep. 10 Inflation and your Retirement plan 04.12.2025 20:23

How do you know if you have enough to retire? What steps do you need to take? The team at Fitzwilliams Financial talk about navigating the shifting stock market and staying on top your retirement. Whether you're 5 years out or already retired, this conversation is for anyone tired of guessing and ready for clarity. Hosts Brian Lindberg, Tim Fitzwilliams, Corrine Fitzwilliams, and CFA® Ron Wright e...

Ep. 9 Staying on Top of Portfolio Management 02.09.2025 24:57

Ep. 8 Navigating the job market flux 20.08.2025 22:50

The Job Market is Crazy right now, or is it? Ron dives deep into the numbers what they actually mean for you. Rising Inflation from tariffs are complicating federal reserve decisions on interest rates. The Team at Fitzwilliams Financial look into these topics and more and how htey dive into the bigger picture of retirement. Whether you're 5 years out or already retired, this conversation is for an...

Ep. 7 How to Utilize AI for your Financial future 30.07.2025 26:10

AI is a powerful tool. How can you utilize it and how can it help you? It is better to proactive or Reactive with you financial future? The team at Fitzwilliams Financial discuss their experiences and more on this episode! Whether you're 5 years out or already retired, this conversation is for anyone tired of guessing and ready for clarity. Hosts Brian Lindberg, Tim Fitzwilliams, Corrine Fitzwilli...

Ep. 5 Producing Income Through Real Estate 25.06.2025 2:35

Taking a different approach today, Tim and Corinne discuss their path to Real Estate Success and tips for you to follow. Also, how do you know you won't run out of money in retirement? All this and more on Today's episode! 00:00 Intro 02:16 Real Estate Investing 03:22 How to buy Investment Properties 05:27 Grossest House Ever!! 10:08 Rehab the house 12:14 Building Revenue 13:26 Refinancing the Hou...

Ep 4 - How to Stop Guessing with Your Retirement Plan 23.04.2025 44:34

In this episode, the Fitzwilliams Financial team breaks down how to build a retirement plan you can actually understand—and trust. Whether you're 5 years out or already retired, this conversation is for anyone tired of guessing and ready for clarity. Hosts Brian Lindberg, Tim Fitzwilliams, Corrine Fitzwilliams, and CFA® Ron Wright explore the most common red flags in retirement planning and how to...

Ep 3 - Why Chasing Returns Can Hurt Your Retirement 16.04.2025 17:06

Recorded on February 17, 2025 In this episode of Do You Have the Greenlight to Retire? , the Fitzwilliams Financial team dives deep into the emotional side of investing—and why trying to chase returns can backfire. Hosts Brian Lindberg, Tim Fitzwilliams, Corrine Fitzwilliams, and CFA® Ron Wright unpack the hidden dangers of market timing, explain how fear and greed impact decision-making, and sh...

Ep 2 - Are You on Track to Retire? | Avoiding the #1 Mistake Retirees Make 09.04.2025 51:59

Recorded on February 17, 2025 In this episode of Do You Have the Greenlight to Retire? , the Fitzwilliams Financial team tackles one of the biggest—and most overlooked—retirement roadblocks: taxes. Hosts Tim Fitzwilliams, Corrine Fitzwilliams, Brian Lindberg, and CFA Ron Wright pull back the curtain on how taxes can eat away at your retirement income and legacy if you're not properly prepared. T...

Ep 1 – The #1 Concern in Retirement: Running Out of Money 02.04.2025 46:57

Recorded on February 10th, 2025 In this first episode of Do You Have the Greenlight to Retire? , the Fitzwilliams Financial team tackles one of the most common fears among retirees— outliving your money . Hosts Brian Lindberg, Tim Fitzwilliams, Corrine Fitzwilliams , and CFA Ron Wright share real stories from clients, explain why market losses can derail a plan, and offer clear, practical adv...