Podcast Episodes
Back to Search2025 Financial Year in Review
What lessons from 2025 should shape decisions going into 2026? In this episode, Tim reflects on a year marked by sharp swings, headline-driven fear, …
6 months ago
Turning 50: Adventures, Insights & Retirement Reflections
Tim’s 50th birthday wasn’t just a milestone, it became a trip filled with adventure, surprises, and a few unexpected lessons about life and retiremen…
6 months, 3 weeks ago
Year-End Tax Strategies: Smart Moves Before December 31
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As 2025 winds do…
6 months, 4 weeks ago
Closing the Small Business Retirement Gap: Simple 401(k)s with Mark Fowler
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Small business o…
7 months ago
Fred Steck on Legacy, Leadership & Connection: Lessons from Goldman Sachs and Beyond
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What does it mea…
7 months, 1 week ago
Who Really Needs a Financial Advisor — And Who Doesn’t?
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Do you really ne…
7 months, 2 weeks ago
Government Shutdown: What It Means for Your Retirement
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Worried about th…
8 months ago
Breaking Barriers in Hockey and Beyond with Toni Will
This week, Tim welcomes a trailblazer who knows a thing or two about leadership, resilience, and shaking things up: Toni Will, General Manager and Go…
8 months, 2 weeks ago
The Qualcomm Advantage: Maximizing Your Benefits Package
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Qualcomm employe…
8 months, 3 weeks ago
Building a Relationship with Qualcomm Employees
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Southern Califor…
9 months ago