Is your retirement plan stuck in the past—like dial-up internet or outdated investments?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Is your retirement plan stuck in the past—like dial-up internet or outdated investments?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 will a rate drop by the Fed impact your retirement and should you embrace a "boring" retirement plan
The Safe Money Retirement Show
32 minutes
2 months ago
How will a rate drop by the Fed impact your retirement and should you embrace a "boring" retirement plan
In this week's episode, we discuss how the Fed changing the prime rate will impact your retirement plan. What if you've always heard that annuities are bad? Is it smart to embrace the boring, predictable returns that annuities bring when you are in retirement? Is the same plan you put in place 10 years ago still the best plan for you today? Is the 4% withdrawal rule still valid? Isn't it time to get answers to the tough retirement questions now? Join Certified Financial Fiduciary® and bestse...
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Is your retirement plan stuck in the past—like dial-up internet or outdated investments?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...