Education
Tim Wood. Certified Financial Fiduciary®
The Safe Money Retirement Show
Listen on
Podcast Details
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.
Episodes
229 episodes
-
Is Your Retirement Plan Ready for 2026?
31:22 • Jan 2, 2026 -
Autopilot Retirement? Why It’s Time to Grab the Controls
32:55 • Dec 5, 2025 -
Last-Minute Moves: The Year-End Retirement Checklist
30:30 • Dec 12, 2025 -
Audibles, Traditions, and the New Retirement Playbook
36:14 • Dec 26, 2025 -
-
Are You About to Fumble Your Retirement at the Goal Line?
30:47 • Nov 7, 2025 -
Retirement Tune-Up: Is Your Plan Ready for What’s Next?
30:46 • Oct 2, 2025 -
How to not "gamble" with your retirement dollars
13:15 • Jan 5, 2024 -
-
The theory of spend-down retirement planning, is the 4% rule dead?
11:00 • Apr 12, 2023 -
-
The retirement game show and how to ensure you win it
11:00 • Mar 2, 2023 -
Why a lifetime income stream is the key to happiness in retirement
11:00 • Apr 26, 2023 -
-
-
A decision you MUST make and how to not underlive your retirement
11:00 • Jun 8, 2022 -
-
Safe-Money vs Investments, Market volatility, and a plan just in case
10:47 • Aug 12, 2021 -
How the 3 main categories of retirement plans will impact your taxes in retirement
19:42 • May 21, 2025 -
-
Medicare Advantage vs Supplement plans, LTC alternatives, and funds for burial
11:07 • Nov 25, 2021 -
An Income for life, stimulus affect on taxes, and a plan that fits.
09:51 • Jul 22, 2021 -
How would you feel if your current retirement plan was devestated and what to do now
19:10 • Apr 17, 2025 -
Is it possible to be HAPPY spending money in retirement?
11:00 • Jul 17, 2024 -
-
-
-
-
-
The story of The Fishermen, how to have a growing income, and the right coverage
09:54 • Feb 24, 2022 -
-
-
How to get equity-like returns outside of the stock market and all of its risks
18:42 • May 1, 2025 -
-
-
-
-
-
How to design your own "safety-first" retirement plan and relive the stress
11:00 • Jan 26, 2023 -
-
-
-
-
What can you do to get to the MAGIC NUMBER for retirement today?
11:00 • Apr 24, 2024 -
An incredible health advancement and how it relates to longevity risk and YOUR plan
11:00 • Jun 19, 2024 -
-
-
-
-
-
-
-
When -30+43=0, what seniors care about most with Medicare, a 3 year plan like a CD
09:35 • Dec 30, 2021 -
-
-
-
-
The 4 potential outcomes in retirement (you WILL be in one of these)
14:44 • Jan 10, 2025 -
-
-
-
How to "refinance" your retirement and get much higher rates
11:00 • Jul 10, 2024 -
-
-
-
Tom Hegna's Don't Worry, Retire Happy; 7 Steps to Retirement Security
15:00 • Oct 16, 2024 -
-
-
What can Wayne Gretzky teach you about retirement planning
15:00 • Sep 24, 2024 -
-
-
-
-
-
Does your current advisor REALLY listen to your retirement needs and concerns
18:01 • Mar 14, 2025 -
-
-
How to be prepared for any potential cognitive decline with your retirement plans
11:00 • Jul 31, 2024 -
-
-
4 BIG uncomfortable questions to ask about your retirement
11:00 • May 29, 2024 -
-
When does -30=+42? What is the PURPOSE of your retirement savings?
11:00 • Mar 21, 2024 -
-
-
How can you protect yourself from retirement scams? How can you protect your family?
11:35 • Jan 25, 2024 -
What affect would another bank failure have on YOUR retirement accounts?
11:00 • Feb 29, 2024 -
-
The 15 BIGGEST MISTAKES retirees make in retirement and how to avoid them
11:30 • Feb 21, 2024 -
-
-
-
-
-
-
The one question to ask your financial advisor - how to avoid the conspiracy
11:00 • Mar 8, 2023 -
-
-
-
-
-
-
The 5 Most Important Things in Your Retirement Today
11:00 • May 23, 2024 -
-
-
-
-
-
-
-
The 4 steps to take to "Spring Clean" your retirement plan
11:00 • Apr 17, 2024 -
-
How can you KNOW you have the best advisor for your specific situation
11:01 • Apr 3, 2024 -
-
-
-
-
-
-
-
-
How to turn a "paper return" on your retirement money into a REAL return
11:00 • Apr 19, 2023 -
The history of Annuities, the rules for RMD's for '21, and a couple finds peace
10:49 • Sep 2, 2021 -
An income you can't outlive and a Safe-Money Retirement are possible!
09:55 • Jul 15, 2021 -
What is spend-down retirement planning and is the 4% rule dead
11:00 • Aug 31, 2022 -
-
-
-
-
-
-
-
The importance of PROCESS, my #1 question answered, and a plan for retirement
11:20 • Aug 19, 2021 -
-
-
-
How building a house safely and building a retirement safely are alike
09:39 • Jan 19, 2023 -
-
-
-
-
-
-
-
-
-
The Bucket Method for FIA's, an early retirement death spiral, and a short-term plan
10:49 • Dec 23, 2021 -
A REAL Advisor works for you, 6 "Retirement Killers" to avoid, and removing the risk
11:27 • Oct 21, 2021 -
-
-
-
-
-
-
The Annuity you ALREADY own, overcoming the fear of retirement, and final expenses
11:20 • Sep 30, 2021 -
-
Medicare A, B, C's, how CoVid will affect YOUR retirement, and a Medicare solution
11:05 • Aug 26, 2021 -
-
Understanding The Secure Act 2.0 and how it will impact your retirement
14:33 • Jun 28, 2023 -
-
Don't be sold a plan, where is your money, and a plan where none existed
11:10 • May 5, 2022 -
-
-
-
-
Spending Volatility: The Retirement Risk You Didn’t See Coming
27:46 • Oct 17, 2025 -
Secrets of the Stealthy Wealthy
31:26 • Sep 19, 2025 -
The secret to only having WINS in your retirement plan
11:00 • Jul 26, 2024 -
-
How a Japanses proverb can help you plan your retirement as wisely as possible
18:21 • Mar 27, 2025 -
-
What conspiracy theories can tell us about retirement and how to avoid losses
11:00 • Dec 7, 2022 -
What is a "Honeyboomer" and how can you be one
16:05 • Jun 30, 2025 -
Spend Smart, Live Well: Avoiding Retirement Pitfalls
34:55 • Sep 25, 2025 -
4 Rules for IRA contributions for the '23 tax year you need to know
10:53 • Mar 6, 2024 -
-
-
"Fake News" and how to avoid the risks in retirement you DON'T have to take
11:00 • Jul 13, 2022 -
How to protect your retirement from the latest scam called "pig butchering"
15:00 • Feb 26, 2025 -
-
The "Cliff Young Shuffle" and how to make a plan with consistent gains and no losses
11:00 • Jun 29, 2022 -
The Sound of the Annual Reset and a Game You CAN'T Lose in Retirement
11:00 • Jun 1, 2022 -
-
-
-
Safe-Money vs Investment product, income to live longer, & protect a large sum
11:12 • Apr 27, 2022 -
-
-
-
-
-
The bucket method, how to turn savings into income, and a short term plan
11:14 • Nov 18, 2021 -
-
What is risk capacity and how does it relate to your plan in retirement
15:00 • Feb 19, 2025 -
How to completely eliminate the biggest risk from your retirement plan
15:00 • Nov 19, 2024 -
When is Safe Money Retirement NOT a good fit for a potential client
18:03 • Jul 13, 2025 -
What should you do with your pension or defined-benefit plan once you retire
16:54 • Jun 7, 2025 -
-
How to transfer the risks in your retirement to a top-rated insurance company
15:00 • Oct 24, 2024 -
-
-
Don't put a bandage on your retirement issues, fix them permanently
19:31 • Jun 12, 2025 -
How losses REALLY affects your retirement, is no-losses and growth even possible
11:00 • May 3, 2023 -
A topic no one likes, what is a MYGA, and a better rate than a CD
09:58 • Aug 5, 2021 -
Beyond the Bubble: Protecting Your Financial ‘Stuff'
31:20 • Oct 9, 2025 -
The Million-Dollar Myth: What Really Matters for Your Future
30:23 • Oct 27, 2025 -
What is a Fact Finder and what is the process of working with Safe Money Retirement
18:54 • Jul 24, 2025 -
-
-
-
-
-
-
-
-
-
-
-
-
How can you be insured against losing time and the power of an annual "reset"
11:00 • Sep 21, 2022 -
How to transfer your retirement funds, a trustee vs a beneficiary, and safe growth
11:03 • Oct 28, 2021 -
The annuity you already own, the Social Security COLA for '22, and a pastor's income
11:06 • Jan 27, 2022 -
Off the Roller Coaster: Finding Calm in Retirement and the Holidays
32:49 • Dec 19, 2025 -
The Million‑Dollar Myth: Why Most Retirees Don’t Need It
30:11 • Jan 29, 2026 -
Needs vs. Wants: The Real Retirement Equation
31:40 • Nov 28, 2025 -
Retirement Danger Zone: Are You Ready for the Sequence of Returns Risk?
31:49 • Nov 21, 2025 -
Stagflation, RMDs, and the Retirement Reality Check
32:50 • Nov 14, 2025 -
Biscuits, Broadway, and Christmas Magic with Trisha Yearwood
15:17 • Dec 16, 2025 -
Bubble Trouble: Is Your Retirement Ready for the Next Crash?
33:22 • Jan 9, 2026
Select an episode to play
Share podcast
The Safe Money Retirement Show
Tim Wood. Certified Financial Fiduciary®