Retirement Power Play with Tim Dyer

After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. Listen to today’s episode to see what you need to know and learn four ways the new changes might impact you. CONTACT Website : https://www.dyerwealthmanagement.com/ Phone : 858-459-3937 Email : tim@dyerwm.com Location : La Jolla, CA Disclosures: The commentary on this Podcast reflects the personal...

Another year is upon us and it’s a great time to ask yourself 10 questions to assess how ready you are for retirement to kick off 2023. If you’re retiring this year, it’s essential to have some concrete answers to these questions. If you’re still a few years from the milestone, tune in so you can start thinking about these critical conversations. CONTACT Website : https://www.dyerwealthmanagement....

Sometimes it might seem like talking to your financial advisor feels like talking to a therapist, and that’s ok. Let’s discuss some scenarios where it’s almost inevitable that a talk with your advisor seems like a counseling session. We will also be discussing how we can correlate Grandma's wisdom to financial planning. CONTACT Website : https://www.dyerwealthmanagement.com/ Phone : 858-459-3...

The end of the year (or start of a new year) probably means you’re getting a lot of financial statements in your mailbox (or inbox if you’re paperless). Ever wonder what some of those terms mean as you look at your 401(k), IRA and other account balances? Listen to this episode for a breakdown of some of the terms you might come across. CONTACT Website : https://www.dyerwealthmanagement.com/ Phone...

Sometimes you need to find a new financial advisor. Other times, you might think you need a new advisor, but really, you’re just guilty of thinking that the grass is greener on the other side. Let’s discuss some common scenarios and whether they’re legitimate reasons for leaving your advisor. CONTACT Website : https://www.dyerwealthmanagement.com/ Phone : 858-459-3937 Email : tim@dyerwm.com Locati...

Winning and losing streaks can help us recognize a pattern of either good, or bad things happening within a short amount of time. However, every streak will eventually come to an end as nothing lasts forever. CONTACT Website : https://www.dyerwealthmanagement.com/ Phone : 858-459-3937 Email : tim@dyerwm.com Location : La Jolla, CA Disclosures: The commentary on this Podcast reflects the personal o...

As the end of year approaches, Tim is meeting with clients to start strategizing for the new year. On this episode, he will discuss some of the main takeaways he has learned through these meetings. CONTACT Website : https://www.dyerwealthmanagement.com/ Phone : 858-459-3937 Email : tim@dyerwm.com Location : La Jolla, CA Disclosures: The commentary on this Podcast reflects the personal opinions, vi...

At this time of year, you can find football on TV almost every night of the week. So, let’s take some concepts from the game of football and apply them to our retirement planning. CONTACT Website : https://www.dyerwealthmanagement.com/ Phone : 858-459-3937 Email : tim@dyerwm.com Location : La Jolla, CA Disclosures: The commentary on this Podcast reflects the personal opinions, viewpoints and analy...

Just like the lights on your dashboard can indicate if something is wrong with your car (like low tire pressure or leaking oil), there are indicators in your financial life that might point out that you have a problem that needs to be addressed. CONTACT Website : https://www.dyerwealthmanagement.com/ Phone : 858-459-3937 Email : tim@dyerwm.com Location : La Jolla, CA Disclosures: The commentary on...

On this episode, we’re going to share stories with you of times when emotions like fear, greed, and pride led someone astray in their financial decisions. We’ll even cover the role positive emotions like hope and joy play in the retirement planning process. If you want to better understand and control your emotions to experience a better financial future, then this is the show for you. CONTACT Web...

You’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently, you’d be crazy not to immediately accept them as fact. But we don’t mind the threat of being called crazy, so let’s dive into some of the most popular retirement “rules of thumb” to see if they truly lead us down the path of good financial guidance or run a ch...

There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. On this episode, we’ll explain why these decisions are so important and can’t be undone. CONTACT Website : https://www.dyerwealthmanagement.com/ Phone : 858-459-3937 Email : tim@dyerwm.com Location : La Jolla, CA Disclosures: The commentary...

Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations to which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction. CONTACT Website : https://www.dyerwealthmanagement.com/ Phone : 858-459-3937 Email : tim@dyerwm.com Location : La Jolla, CA Disclosures: The com...

We always talk about the money side of financial and retirement planning. But what about the mental aspect of that big life change? Today we’ll break down an article written by a Licensed Professional Counselor (Kate Schroeder) for Psychology Today, titled The Psychological Investment In Retirement . CONTACT Website : https://www.dyerwealthmanagement.com/ Phone : 858-459-3937 Email : tim@dyerwm.co...

Inflation is one of the biggest financial buzzwords getting thrown around right now. We will be breaking down what this term really means and the factors that have lead up to the inflation rate that we see currently. CONTACT Website : https://www.dyerwealthmanagement.com/ Phone : 858-459-3937 Email : tim@dyerwm.com Location : La Jolla, CA Disclosures: The commentary on this Podcast reflects the pe...

It’s no secret the stock market is in turmoil. We’re in a bear market and the R-word (recession) is getting thrown around daily. So, what can you do to survive bear markets like the one we’re in now? We’ve collected advice from various commentators and “experts” from across the country. You might have even heard some of this advice yourself. But should you follow it or proceed with caution? We’ll...

Let’s see if your tolerance for risk matches your financial plan. What should you do if that balance is out of whack? What if you’re a natural risk taker, but you really shouldn’t be when it comes to your finances? We’ll explore all of these angles as we break down the role of risk in your financial and retirement plan. CONTACT Website : https://www.dyerwealthmanagement.com/ Phone : 858-459-3937 E...

In some ways, retirement planning was easier for past generations. Let’s explore how a good financial advisor helps people overcome the additional challenges of today. Our parents and grandparents may not have had to face these things, so just relying on the experiences of family members might not be enough to help us achieve our own financial success… CONTACT Website : https://www.dyerwealthmanag...

On today's episode, we're going to break down some of the current market trends we are seeing when it comes to stocks, inflation, investing, and more. CONTACT Website : https://www.dyerwealthmanagement.com/ Phone : 858-459-3937 Email : tim@dyerwm.com Location : La Jolla, CA Disclosures: The commentary on this Podcast reflects the personal opinions, viewpoints and analyses of Sage Capital...

 There are some important terms you’re going to come across as you prepare for retirement. Having a basic understanding of these will help you achieve financial success, so we’ll cover what they mean and what you should know on today’s episode. And don’t worry. We won’t go quite so far down the rabbit hole where we expect you to be able to explain how a company’s P/E ratio meshes with it’s Alpha a...

On today's show, we want to explore the ways in which advisors are interacting with clients, how the pandemic has shifted things, and set some expectations for what’s appropriate and effective. CONTACT Website : https://www.dyerwealthmanagement.com/ Phone : 858-459-3937 Email : tim@dyerwm.com Location : La Jolla, CA Disclosures: The commentary on this Podcast reflects the personal opinions, v...

We’ve assembled a list of priorities to keep in mind as you count down the days to retirement. CONTACT Website : https://www.dyerwealthmanagement.com/ Phone : 858-459-3937 Email : tim@dyerwm.com Location : La Jolla, CA Disclosures: The commentary on this Podcast reflects the personal opinions, viewpoints and analyses of Dyer Wealth Management DBA Sage Capital Advisors, LLC employees, and should no...

Welcome to the first episode of the Retirement Power Play Podcast! To kick things off, we get to know Tim and his business, goals for the podcast, and how he serves his clients as a financial advisor. CONTACT Website : https://www.dyerwealthmanagement.com/ Phone : 858-459-3937 Email : tim@dyerwm.com Location : La Jolla, CA The commentary on this Podcast reflects the personal opinions, viewpoints a...