Podcast Episodes
Back to SearchNow 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, 2 months ago
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, 2 months ago
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, 3 months ago
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, 3 months ago
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, 3 months ago
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, 3 months ago
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, 3 months ago
The Difference in Income & Spending
Season 2024 Episode 104
Join Tim Stearns, CFP®, as he discusses the two keywords that define finance: spending and income. Tim defines how income can sustain you before reti…
1 year, 4 months ago
5 Factors to Retire in 2025
Season 2024 Episode 1228
Retiring in 2025 comes with unique challenges and opportunities. In this video, we explore five important factors to keep in mind as you prepare for …
1 year, 4 months ago
2 Must Answer Questions To Retire
Season 2024 Episode 1221
Retirement planning involves more than just numbers. In this video, we discuss two key questions that can help you evaluate your readiness for retire…
1 year, 4 months ago