Is your retirement plan stuck in the past—like dial-up internet or outdated investments? This episode of the Safe Money Retirement Show with Tim Wood uncovers surprising old habits that still trip up retirees, from lost 401(k)s and excessive fees to neglected beneficiary forms. Learn why couples must get on the same page, how to design income streams that last 20, 30, or even 40 years, and why regular plan reviews are essential as rates and rules change. Discover how to future-proof your fina...
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Is your retirement plan stuck in the past—like dial-up internet or outdated investments? This episode of the Safe Money Retirement Show with Tim Wood uncovers surprising old habits that still trip up retirees, from lost 401(k)s and excessive fees to neglected beneficiary forms. Learn why couples must get on the same page, how to design income streams that last 20, 30, or even 40 years, and why regular plan reviews are essential as rates and rules change. Discover how to future-proof your fina...
How do emotions impact your plan, what questions to ask aging partents, and how do Roth conversions work
The Safe Money Retirement Show
29 minutes
2 months ago
How do emotions impact your plan, what questions to ask aging partents, and how do Roth conversions work
In this week's episode, we'll explore the emotional side of retirement and how staying connected is vital. What questions should you be asking your aging parents? How do Roth conversions work and why are they a brilliant move for many retirees? Isn't it time to get answers to the tough retirement questions now? Join Certified Financial Fiduciary® and bestselling author Tim Wood each week to discuss protecting your retirement dollars, guaranteeing your lifetime income, wisely planning for tax...
The Safe Money Retirement Show
Is your retirement plan stuck in the past—like dial-up internet or outdated investments? This episode of the Safe Money Retirement Show with Tim Wood uncovers surprising old habits that still trip up retirees, from lost 401(k)s and excessive fees to neglected beneficiary forms. Learn why couples must get on the same page, how to design income streams that last 20, 30, or even 40 years, and why regular plan reviews are essential as rates and rules change. Discover how to future-proof your fina...
