Podcast Episodes

Retire Ready

Season 2025 Episode 315

Preparing for retirement is one of the most important financial steps you'll take in life. In this video, we'll break down key strategies to help you…

11 months, 3 weeks ago

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Retire Ready

Season 2025 Episode 308

Roth accounts can be a valuable part of your retirement plan, but understanding how they work is key. This video answers common questions about Roth …

1 year ago

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Tax Opportunities

Season 2025 Episode 301

Retirement brings a new phase of financial planning, and taxes remain an important part of the equation. Understanding tax opportunities can help ret…

1 year ago

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Now is the Time for Planning

Season 2025 Episode 222

Planning for retirement is a step that can impact your financial security. The earlier you start, the more time you have to grow your savings, adjust…

1 year ago

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Navigating Tax Season

Season 2025 Episode 215

Tax season can be complicated, with changing laws, deductions, and filing deadlines to keep track of. This video covers important factors to consider…

1 year ago

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The Retirement Forecast Part 2

Season 2025 Episode 208

In Part 2, Tim Stearns continues exploring the key factors shaping the future of retirement. This time, he dives deeper into how evolving market cond…

1 year, 1 month ago

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The Forecast For Retirement

Season 2025 Episode 201

In this video, Tim Stearns takes a look at the factors shaping the future of retirement, including economic trends, market conditions, and tax change…

1 year, 1 month ago

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Planning for Long Term Care

Season 2025 Episode 125

Long-term care is an important topic that often gets overlooked until it's needed. In this episode, we'll discuss what long-term care involves, why i…

1 year, 1 month ago

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10 Things For A Successful Retirement

Season 2025 Episode 118

In this episode, we're focusing on essential tips for those nearing retirement. 🏝️ We'll discuss refining your goals, optimizing savings, making smar…

1 year, 1 month ago

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Tax Planning

Season 2024 Episode 111

Tax planning is a crucial part of managing your finances effectively and ensuring you're prepared for the future. In this video, I'll walk you throug…

1 year, 1 month ago

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