Podcast Episodes
Back to SearchWhy Timing Matters More Than Taxes Alone
The wrong tax move at the wrong time can quietly reshape retirement. In this episode, Tim Wood breaks down when Roth conversions make sense, why timi…
2 hours ago
The Hidden Risks Lurking in the Retirement Red Zone
That million‑dollar nest egg may not be entirely yours once taxes, timing, and healthcare enter the picture. In this episode, Tim Wood explains why “…
4 days, 2 hours ago
The Hidden Math That Breaks Retirement Plans
One market downturn at the wrong time can permanently change a retirement. In this episode, Tim Wood explains why timing matters far more once withdr…
2 weeks ago
The Double‑Stuff Illusion in Retirement Planning
That million‑dollar nest egg may not be as big as you think once taxes enter the picture. This episode uses a simple Double Stuff Oreo analogy to exp…
3 weeks ago
The Retirement Shift Most Investors Aren’t Prepared For
Having a large retirement balance doesn’t automatically mean you have a retirement paycheck. In this episode, Tim Wood explains why the transition fr…
1 month ago
Paychecks vs. Playchecks: The Retirement Shift Most People Miss
Most retirees plan for bills—but forget to plan for fun. In this episode, Tim Wood explains why separating “paychecks” from “playchecks” is a critica…
1 month, 1 week ago
The Tax Bill Waiting Inside Your Retirement Account
What if that “seven‑figure 401(k)” headline is hiding a much smaller number after taxes? In this episode, Tim Wood breaks down the reality of pre‑tax…
1 month, 2 weeks ago
The Estate Planning Mistake That Could Cost Your Family Everything
What if the documents you don’t have are the ones that could derail your entire retirement? In this episode, Tim Wood breaks down the often‑overlooke…
1 month, 2 weeks ago
The Million‑Dollar Myth: Why Most Retirees Don’t Need It
What if the “million‑dollar rule” is distracting you from what really matters in retirement? In this episode, Tim Wood and special guest Melissa Wood…
1 month, 2 weeks ago
Bubble Trouble: Is Your Retirement Ready for the Next Crash?
A market bubble can burst without warning—are you sure your retirement plan is ready? In this episode, Tim Wood explains why understanding your true …
2 months, 1 week ago