The Safe Money Retirement Show
Join me weekly for discussions about Retirement Tax Planning, Guaranteed Lifetime Income plans, ZERO-LOSS Growth Strategies, Legacy Planning, Long Term Care, Roth Conversions, and more.
Hosted by Certified Financial Fiduciary®, member of Ed Slott's Elite IRA Advisor Group℠, Founder of Safe Money Retirement®, and the #1 Bestselling Author of Safe Money Retirement: Your Game Plan for Success, Tim Wood.
You can get more info and a FREE copy of my book at www.SafeMoneyRetirement.com.
Podcasting since 2021 • 225 episodes
The Safe Money Retirement Show
Latest Episodes
Off the Roller Coaster: Finding Calm in Retirement and the Holidays
A backstage conversation with country superstar Trisha Yearwood brings holiday magic and heartfelt stories to this special episode, as Tim Wood and Melissa share highlights from a Nashville concert, favorite Christmas traditions, and the secret...
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32:49
Biscuits, Broadway, and Christmas Magic with Trisha Yearwood
Country music superstar Trisha Yearwood brings holiday magic and heartfelt stories to this special episode, sharing behind-the-scenes moments from her new Christmas album and her symphony tour. Host Tim Wood and his wife Melissa dive into fa...
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15:17
Last-Minute Moves: The Year-End Retirement Checklist
Year-end deadlines aren’t just for holiday shopping—they’re critical for your retirement plan too. In this episode, Tim Wood highlights the financial moves you need to make before December 31st, from RMDs and Roth conversions to charitable givi...
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30:30
Autopilot Retirement? Why It’s Time to Grab the Controls
What if your retirement plan is stuck on autopilot while the world—and your options—have changed? In this episode, Tim Wood explains why regular reviews and independent advice are essential for navigating market turbulence, inflation, taxes, an...
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32:55
Needs vs. Wants: The Real Retirement Equation
What if the biggest risk to your retirement isn’t the market, but failing to make a plan for taxes, income, and the unexpected? This episode dives into why RMDs aren’t a DIY project, how to avoid tax surprises, and the importance of sorting you...
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31:40
