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Content provided by Tim Wood. Certified Financial Fiduciary®. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tim Wood. Certified Financial Fiduciary® or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Needs vs. Wants: The Real Retirement Equation

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Manage episode 521692090 series 3355963
Content provided by Tim Wood. Certified Financial Fiduciary®. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tim Wood. Certified Financial Fiduciary® or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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 importance of sorting your “must haves” from your “nice to haves.” Tim Wood shares real stories and practical strategies for building a retirement that covers your needs, supports your wants, and adapts to curveballs—so you can enjoy life with confidence, not just hope.

Join Certified Financial Fiduciary®, Retirement Income Certified Professional®, and bestselling author Tim Wood each week to discuss protecting your retirement dollars, guaranteeing your lifetime income, wisely planning for taxes, and more. Visit us online at www.SafeMoneyRetirement.com for more information, to join us for this week's webinar, or to get a FREE copy of Tim's bestselling book.
Safe Money Retirement® - Insuring Your Retirement Dreams

  continue reading

221 episodes

Artwork
iconShare
 
Manage episode 521692090 series 3355963
Content provided by Tim Wood. Certified Financial Fiduciary®. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tim Wood. Certified Financial Fiduciary® or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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 importance of sorting your “must haves” from your “nice to haves.” Tim Wood shares real stories and practical strategies for building a retirement that covers your needs, supports your wants, and adapts to curveballs—so you can enjoy life with confidence, not just hope.

Join Certified Financial Fiduciary®, Retirement Income Certified Professional®, and bestselling author Tim Wood each week to discuss protecting your retirement dollars, guaranteeing your lifetime income, wisely planning for taxes, and more. Visit us online at www.SafeMoneyRetirement.com for more information, to join us for this week's webinar, or to get a FREE copy of Tim's bestselling book.
Safe Money Retirement® - Insuring Your Retirement Dreams

  continue reading

221 episodes

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