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.
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Autor
Tim Wood. Certified Financial Fiduciary®
Categoria
Site do podcast
Último episódio
10 de jul de 2026
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Episódios
An uphill battle against inflation, 5 biggest mistakes, and tired of losing value at 53 06.01.2022 11:12
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 9:35
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 10:49
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 11:18
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 11:09
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 11:10
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 11:07
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 11:14
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 10:59
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 10:57
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 11:14
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 11:03
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 11:27
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 11:18
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 10:17
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 11:20
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 11:03
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 10:54
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 11:01
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 10:49
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 11:05
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 11:20
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 10:47
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 9:58
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 10:58
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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