Podcast Episodes

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, 5 months 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, 5 months 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, 5 months 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, 5 months 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, 6 months 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, 6 months ago

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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, 6 months ago

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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, 6 months ago

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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, 6 months ago

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Retirement's Biggest Expenses

Season 2024 Episode 1214

Retirement comes with its own set of significant expenses that can impact your savings. This episode takes a closer look at the biggest costs retiree…

1 year, 7 months ago

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