The Safe Money Retirement Show Podcast By Tim Wood. Certified Financial Fiduciary® cover art

The Safe Money Retirement Show

The Safe Money Retirement Show

By: Tim Wood. Certified Financial Fiduciary®
Listen for free

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.

© 2025 Safe Money Retirement®
Episodes
  • What is a Fact Finder and what is the process of working with Safe Money Retirement

    What is a Fact Finder and what is the process of working with Safe Money Retirement
    Jul 24 2025

    In this week's episode, we'll explore what our process at Safe Money Retirement is when we work with new clients. What is a Fact Finder? Why is it important to do a complete, full Fact Finder appointment before even discussing plans or rates? What info do you need to have prepared for the 1st appointment in our process? Isn't it time to get answers to the tough retirement questions now?

    Join Certified Financial Fiduciary® 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
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    19 mins
  • How many seasons do you have left and how can you be ready financially for whenever you pass

    How many seasons do you have left and how can you be ready financially for whenever you pass
    Jul 19 2025

    In this week's episode, we'll discuss how you need to have a realistic mindset around how long you have left in your life and plan accordingly. How can you make sure you're not underliving or overliving your plan? Do you have a plan if you were to pass soon? What about if you live a very long life? Are you ready? Isn't it time to get answers to the tough retirement questions now?

    Join Certified Financial Fiduciary® 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
    Show more Show less
    19 mins
  • When is Safe Money Retirement NOT a good fit for a potential client

    When is Safe Money Retirement NOT a good fit for a potential client
    Jul 13 2025

    In this week's episode, we'll explore when a Safe Money Retirement plan would NOT be a good fit for you. If you don't want guarantees and like the excitement of wins and losses in the market, are we a good fit? Is your current advisor a retirement expert? Do you need a retirement expert? Isn't it time to get answers to the tough retirement questions now?

    Join Certified Financial Fiduciary® 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
    Show more Show less
    18 mins
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