The Safe Money Retirement Show

Jan 10 2025 176 ep. 11 mins 1
The Safe Money Retirement Show Podcast artwork

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.

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The 4 potential outcomes in retirement (you WILL be in one of these)

Jan 10 2025 14 mins  
In this week's episode, we'll discuss the 4 possible outcomes in retirement and how you can influence where you wind up. Will you retire because you have to or because you want to? Will you have to work after retirement? Is there something you are passionate about that you can do after you retire? What plans need to be put in place to help you achieve your desired outcome? Isn't it

Tom Hegna interview discussing why it's vital to make a plan for long-term care and the difference between needs and wants in retirement

Jan 03 2025 15 mins  
In this week's episode, we'll discuss why it's so important to make a plan for long-term care with multi-bestselling author Tom Hegna. What if you have medical issues and cannot get approved for a traditional LTC plan? What is the difference between what you need and what you want your income to do in retirement? Isn't it time to get answers to the tough retirement questions now?Jo

Tom Hegna interview discussing what an optimal retirement plan looks like and if you can do it yourself

Dec 17 2024 15 mins  
In this week's episode, we'll explore if being a do-it-yourself investor makes sense in retirement and what an optimal plan looks like with multi-bestselling author Tom Hegna. Is there a wise plan for younger people to follow to be in a great position for retirement? Does someone really need a retirement expert to help them plan their retirement? Isn't it time to get answers to the

Can loneliness in retirement be as harmful as smoking and what can you do to avoid this potential pitfall

Dec 11 2024 15 mins  
In this week's episode, we'll explore how doctors have proven that loneliness can be as harmful as smoking in retirement. What can you do to avoid the "sickness" of loneliness in retirement? How can you stay plugged into your social network after you retire? Isn't it time to get answers to the tough retirement questions now?Join Certified Financial Fiduciary® and bestselling autho

Tom Hegna interview discussing why replacing bonds with annuities can be wise and why some think they don't like annuities

Dec 03 2024 15 mins  
In this week's episode, we'll discuss if replacing bonds with annuities in retirement makes sense with multi-bestselling author Tom Hegna. Why would a retiree want to have annuities instead of bonds? Why do some people think they don't like annuities? Isn't it time to get answers to the tough retirement questions now?Join Certified Financial Fiduciary® and bestselling author Tim W

How to completely eliminate the biggest risk from your retirement plan

Nov 19 2024 15 mins  
In this week's episode, we'll discuss whether it's possible to completely eliminate longevity risk. What are your chances of living well beyond your expected lifespan? How should you plan your retirement income so you know you won't run out of money before you run out of life? Isn't it time to get answers to the tough retirement questions now?Join Certified Financial Fiduciary® an

Tom Hegna interview discussing if guaranteed lifetime income is too good to be true and how it works

Nov 13 2024 15 mins  
In this week's episode, we'll explore if guaranteed lifetime income is too good to be true with multi-bestselling author Tom Hegna. What are the risks to the companies offering these plans? What is retirement alpha and how does it apply to retirement income? Why are mortality credits vital to your income plan in retirement? Isn't it time to get answers to the tough retirement quest

How can you retire without having to worry about your income in a world without pensions

Nov 06 2024 14 mins  
In this week's episode, we'll discuss how you can retire without worrying about your income in retirement in today's world without pensions. How can you guarantee a lifetime income like a pension if you don't work for a company that offers a pension? How can you structure your income in retirement to cover your expenses now and higher prices due to inflation later? Isn't it time to

Why it's vital to work with a Social Security expert to plan when to start those payments

Oct 30 2024 15 mins  
In this week's episode, we'll explore why it is so important to work with a Social Security expert when planning your retirement with world-class economist Tom Hegna. How much is your Social Security benefit worth? How does the survivor benefit work in Social Security? What can you do to plan for retirement if you've never trusted the market? Isn't it time to get answers to the tou

How to transfer the risks in your retirement to a top-rated insurance company

Oct 24 2024 15 mins  
In this week's episode, we'll discuss if it is possible to transfer the risks in retirement to a top-rated insurance company. How can you completely remove the risk of running out of money before you run out of life? What are the options to remove the risk of a market event wiping out your life savings? How can you eliminate the risk of a long-term care event destroying your plan?