Tim Wood. Certified Financial Fiduciary®

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.

Author

Tim Wood. Certified Financial Fiduciary®

Category

Education

Podcast website

www.SafeMoneyRetirement.com

Latest episode

Jul 10, 2026

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Episodes

An uphill battle against inflation, 5 biggest mistakes, and tired of losing value at 53 06.01.2022

We'll explore how retirement income streams face an uphill battle against inflation, discusses the 5 biggest mistakes most American’s make when it comes to getting their maximum social security benefits, and looks inside a case file where a 53 year old woman was tired of seeing her account value drop from market losses. Join me each week for a FREE education on how to keep your retirement saf...

When -30+43=0, what seniors care about most with Medicare, a 3 year plan like a CD 30.12.2021

We'll explore when negative 30 plus 43 equals zero, discusses what seniors care about most when it comes to Medicare, and looks inside a case file where a 71 year old man wanted a 3 year plan like a CD, but with a higher rate. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www. SafeMoneyRetirement.com

The Bucket Method for FIA's, an early retirement death spiral, and a short-term plan 23.12.2021

We'll explore how the bucket method works with Fixed Indexed Annuities, discusses how a market plunge early on in your retirement can start a portfolio death spiral, and looks inside a case file where a 61 year old businessman wanted a short term plan he could re-evaluate in a few years. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www. SafeMoneyReti...

Having Money vs True Wealth, 6 ways to prosper from annuities, and a plan for retirement 16.12.2021

We'll discuss the differences between having money and having true wealth, explores 6 ways to prosper from annuities, and looks inside a case file where a 45 year old small business owner needed to set up a retirement plan. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www. SafeMoneyRetirement.com

The challenge of blindly trusting your advisor and 3 steps to a purpose filled life 09.12.2021

We'll warn of the challenges blindly trusting your financial advisor can bring, discusses 3 steps to live a purpose filled life in retirement, and looks inside a case file where a single lady in her late 50’s needed to develop a plan for retirement. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www. SafeMoneyRetirement.com

Safe-Money vs typical investments, maximize social security, and a special needs plan 02.12.2021

We'll compare a safe-money product to a typical investment product, explores how to offset lower social security benefits when a spouse dies, and looks inside a case file where a lady with special needs was turning 65 and needed to make sure she was getting into the best Medicare plan for her unique situation. Join me each week for a FREE education on how to keep your retirement safe, REALLY...

Medicare Advantage vs Supplement plans, LTC alternatives, and funds for burial 25.11.2021

We'll discuss the differences in a Medicare Advantage plan and a Medicare Supplement plan, explores some alternatives to a traditional long term care policy, and looks inside a case file where a 69 year old man wanted to make sure his son had enough funds to cover his final expenses once he passed on. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www....

The bucket method, how to turn savings into income, and a short term plan 18.11.2021

We'll explore how you can use the bucket method with Fixed Indexed Annuities, discuss how to turn retirement savings into retirement income, and look inside a case file where a 66 year old businessman wanted a short term plan he could re-evaluate in a few years. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www. SafeMoneyRetirement.com

Taking an income from an annuity, Social Security from an ex-spouse, a dual-purpose plan 18.11.2021

We'll discuss the different ways you can take an income from an annuity, asks if you can take social security benefits based on an ex-spouse’s earnings, and looks inside a case file where a retiring businessman wanted to develop a plan to have part of his nest egg still grow and another part pay him an income. Join me each week for a FREE education on how to keep your retirement safe, REALLY...

The fear of running out of money, the benefits of working longer, and living as they want 11.11.2021

We'll discuss how you can overcome the fear of running out of money during retirement, weighs the benefits of working longer before you fully retire, and looks inside a case file where a couple in their mid 60’s wanted to make sure they could live as they wanted for the rest of their lives. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www. SafeMoneyR...

Income vs Growth based annuities, should you wait for rates to rise, and a bigger return 04.11.2021

We'll look at the differences between an income based annuity and a growth based annuity, discuss why waiting for fixed annuity rates to rise doesn’t pay, and peeks inside a case file where a 67 year old woman wanted to get a higher return on her money than she was in her money market account.. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www. SafeMo...

How to transfer your retirement funds, a trustee vs a beneficiary, and safe growth 28.10.2021

We'll look at how easy it is to transfer your retirement funds from an at-risk account to a safe-money account, discusses the differences between a trustee and a beneficiary, and looks inside a case file where a couple in their late 50’s wanted to protect their retirement savings while still allowing it to grow for the next 10 years. Join me each week for a FREE education on how to keep your...

A REAL Advisor works for you, 6 "Retirement Killers" to avoid, and removing the risk 21.10.2021

We'll look at how a REAL Advisor works for you, the client, not some big company, discuss 6 “retirement killers” that must be avoided at all costs, and look inside a case file where a couple in their mid 80’s wanted to remove the risk from their retirement accounts. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www. SafeMoneyRetirement.com

How to create a plan in CoVid times, what if you didn't save enough, and a larger payment 14.10.2021

We'll look at how we can create a plan for you in the age of CoVid, discusses what you can do if you didn’t save enough for retirement ahead of time, and peeks inside a case file where a 62 year old woman wanted to get a larger monthly payment than she was getting from her pension. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www. SafeMoneyRetirement...

The top 5 stressors in retirement, A-Rod's philosophy, and the best Medicare option 07.10.2021

We'll discuss the top 5 stressors in retirement and what you can do to avoid them, looks at A-Rod’s philosophy on how to reinvent yourself in retirement, and peeks inside a case file where a 64 year old man needed to make sure he was getting into the best Medicare option available.. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www. SafeMoneyRetiremen...

The Annuity you ALREADY own, overcoming the fear of retirement, and final expenses 30.09.2021

We'll discuss a type of annuity you already own, even if you think you “don’t like annuities”, discusses tips on ways to overcome the fear of retiring, and looks inside a case file where a couple needed to make sure their burial and service costs were covered so their kids wouldn’t have to foot the bill. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!w...

Should you transfer your 401K to an annuity, Gronk on retirement, and creating a plan 23.09.2021

We'll discuss whether you should consider transferring your 401K to a Safe-Money annuity or not, looks at what Rob Gronkowski can teach us all about saving for retirement, and opens a case file where a man in his mid 40's got a large death benefit and used it to create a retirement plan. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www. SafeMone...

Annuity do's and don'ts, how to protect your elder loved ones, and a couple wants safety 16.09.2021

We'll discuss some of the many Do's and Don'ts of Annuities, looks at ways you can protect your elder loved ones from caregivers ripping them off, and looks at a couple in their mid 60's that wanted to protect their retirement nest-egg from any losses of any kind. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www. SafeMoneyRetirement.co...

Solve a problem, don't buy a product, 10 things you'll spend more on, and starting a plan 09.09.2021

We'll discuss why it's important to find an advisor that will help you solve a problem, not sell you a product, looks at the Top 10 things you'll spend more on in retirement, and a 45 year old woman needs to start her own retirement plan on a limited budget. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www. SafeMoneyRetirement.com

The history of Annuities, the rules for RMD's for '21, and a couple finds peace 02.09.2021

We'll uncover the long history of annuities, looks at the Required Minimum Distribution (RMD) rules for 2021, and a couple in their mid 70's find peace in retirement through monthly checks they can never outlive. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www. SafeMoneyRetirement.com

Medicare A, B, C's, how CoVid will affect YOUR retirement, and a Medicare solution 26.08.2021

We'll look at the A, B, C's of Medicare, we'll discuss how CoVid-19 WILL affect YOUR retirement, and a 64 year old woman needed help determining what was the best fit for her Medicare plan. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www. SafeMoneyRetirement.com

The importance of PROCESS, my #1 question answered, and a plan for retirement 19.08.2021

We'll look at the importance of a proper process when looking at a Safe-Money plan, we'll get the answer to the #1 question I receive, and a 38 year old woman receives a lump sum from her grandmother's life insurance and wants to start a retirement plan. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www. SafeMoneyRetirement.com

Safe-Money vs Investments, Market volatility, and a plan just in case 12.08.2021

We'll discuss some of the differences between a Safe-Money product and an Investment product. We'll also look at some headlines surrounding all the market craziness recently, And, there's a case file on a 60 year old man who wanted to make sure his family was taken care of in case something happened to him. Join me each week for a FREE education on how to keep your retirement safe,...

A topic no one likes, what is a MYGA, and a better rate than a CD 05.08.2021

We'll discuss a topic no one wants to talk about, life insurance and how important it is. We'll also look at what a MYGA is and how it can work better than a traditional CD, There is also a case file on a 49 year old man who was looking for a better return than he could get from renewing his CD. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www....

How to retire happier, what is Safe Money Retirement, and a widow needs a lifetime income 05.08.2021

We'll discuss how to retire happier and healthier and explains exactly what these Safe Money Retirement products provide. There is also a case file on a 72 year old recent widow who needed to protect what she had and ensure her monthly income would never stop, no matter how long she lived. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www. SafeMoneyRe...

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