Is your retirement plan stuck in the past—like dial-up internet or outdated investments?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...
All content for The Safe Money Retirement Show is the property of Tim Wood. Certified Financial Fiduciary® and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Is your retirement plan stuck in the past—like dial-up internet or outdated investments?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...
What is a Fact Finder and what is the process of working with Safe Money Retirement
The Safe Money Retirement Show
18 minutes
3 months ago
What is a Fact Finder and what is the process of working with Safe Money Retirement
In this week's episode, we'll explore what our process at Safe Money Retirement is when we work with new clients. What is a Fact Finder? Why is it important to do a complete, full Fact Finder appointment before even discussing plans or rates? What info do you need to have prepared for the 1st appointment in our process? 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 r...
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Is your retirement plan stuck in the past—like dial-up internet or outdated investments?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...
