Podcast Episodes
Back to SearchOn the Road: Estate Planning and Retirement Conference Takeaways
Welcome back to the Retirement Power Play podcast! Tim recently attended a conference that was packed with a lot of relevant information regarding so…
3 years ago
The Biggest Money Mistakes in Retirement Planning
In the complex world of retirement planning, there are countless pitfalls one could fall into. In this episode, we've distilled it down to what we be…
3 years ago
Why Work with a Wealth Advisor?
Is it necessary to work with an advisor to manage your wealth? It's a question we've been asked many times before. In this episode, we'll break down …
3 years, 1 month ago
Continued Financial Uncertainty in 2023
The last few years have been anything but ordinary in the financial sector. Today we're going to dive into what individual investors can glean from t…
3 years, 2 months ago
What’s Your Biggest Financial Fear?
Episode 24
We took an informal poll of listeners to find out what their biggest financial fears are. On this episode, we’ll explore the most common fears and ta…
3 years, 2 months ago
Four Ways The SECURE Act 2.0 Might Impact You
Episode 23
After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. Listen to today’s episode to see what you need …
3 years, 3 months ago
10 Point Checklist For Retirement Preparedness
Episode 22
Another year is upon us and it’s a great time to ask yourself 10 questions to assess how ready you are for retirement to kick off 2023. If you’re ret…
3 years, 4 months ago
Financial Wisdom and Therapy
Episode 21
Sometimes it might seem like talking to your financial advisor feels like talking to a therapist, and that’s ok. Let’s discuss some scenarios where i…
3 years, 4 months ago
Listen To This If You Need Help Understanding Your Financial Statements
Episode 20
The end of the year (or start of a new year) probably means you’re getting a lot of financial statements in your mailbox (or inbox if you’re paperles…
3 years, 5 months ago
Is There Greener Grass On The Other Side?
Episode 19
Sometimes you need to find a new financial advisor. Other times, you might think you need a new advisor, but really, you’re just guilty of thinking t…
3 years, 5 months ago