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.
The Safe Money Retirement Show
Paychecks vs. Playchecks: The Retirement Shift Most People Miss
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Most retirees plan for bills—but forget to plan for fun. In this episode, Tim Wood explains why separating “paychecks” from “playchecks” is a critical step in retirement planning. He breaks down how to identify essential expenses, build guaranteed income for necessities, and intentionally create a fun‑money bucket for travel, hobbies, and family experiences. The conversation also explores why market volatility, healthcare costs, and emotional spending decisions can derail retirement if they aren’t addressed early. Tim shares why planning isn’t just for millionaires—and how clarity and structure matter regardless of account size.
Join Certified Financial Fiduciary®, Retirement Income Certified Professional®, and bestselling author Tim Wood each week to discuss protecting your retirement dollars, guaranteeing your lifetime income, wisely planning for taxes, and more. Visit us online at www.SafeMoneyRetirement.com for more information, to join us for this week's webinar, or to get a FREE copy of Tim's bestselling book.
Safe Money Retirement® - Insuring Your Retirement Dreams
