Podcast Episodes
Back to SearchThe Loan Options Worth Considering to Fund a Home Renovation?
Today we’re going to talk about a recent conversation Tim had with a client who was looking to borrow some money for a home ren…
1 year, 3 months ago
Finding Quick Wins Before the Planning Begins
We talk a lot about what happens during the planning process but the time we spend before starting the plan can uncover areas that can become quick w…
1 year, 4 months ago
2025 Outlook: Insights for the Year Ahead
As we step into 2025, understanding the key trends and potential changes in the economy and stock market can help individuals make informed decisions…
1 year, 5 months ago
3 College Savings Secrets Wealthy Parents & Grandparents Use In 2025
With college acceptances, school enrollments, and financial aid deadlines approaching, now’s the time to plan for education expenses. Whether it’s fo…
1 year, 5 months ago
Reflecting on a Recent Trip to Disneyland
The Dyer family recently enjoyed a big birthday weekend, which included a trip to Disney. Tim was in for an unexpected surprise when he got there and…
1 year, 6 months ago
Year-End Tax Planning Webinar Recap
Tim recently hosted his year-end tax webinar, and if you joined us – thank you! If you missed it, don’t worry. In today’s episode, we’re recapping th…
1 year, 7 months ago
Things I'm Learning in My Year-End Client Reviews
Year-end is always a busy season in financial planning, and at Dyer Wealth, we're in the midst of year-end client reviews. Today, we're sharing some …
1 year, 7 months ago
Happening Now: How Current Economic Shifts Could Affect Your Retirement
The financial landscape is changing rapidly, and if you’re focused on retirement, these shifts can’t be ignored. In today’s episode, we break down th…
1 year, 8 months ago
Financial Lessons from the Strangest Phobias
In this episode, we’re exploring some of the world’s most unique and quirky fears—and believe it or not, they have a lot more in common with your fin…
1 year, 8 months ago
What Happens to Certain Investments After Rate Cuts?
By now, you've probably heard of the recent Federal Reserve rate cut. With the announcement of a 50 basis points reduction, many investors are left w…
1 year, 9 months ago