Episodios
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Retirement planning involves more than just numbers. In this video, we discuss two key questions that can help you evaluate your readiness for retirement. These questions focus on understanding your goals and priorities to ensure you’re making informed decisions about this major life transition. Whether retirement is on the horizon or further down the road, these insights can provide clarity as you plan your next steps. For more information contact Tim Stearns, CFP® at (800) 640-2256 and visit the website at TjStearns.com
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Retirement comes with its own set of significant expenses that can impact your savings. This episode takes a closer look at the biggest costs retirees typically face, including healthcare, housing, and taxes. By understanding where your money might go, you can make more informed decisions and better manage your finances during this stage of life. For more information contact Tim Stearns, CFP® at (800) 640-2256 and visit the website at TjStearns.com.
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Understanding how to manage your finances in retirement is crucial. In this video, we explore the basics of building a retirement spending plan, covering key considerations like essential expenses, unexpected costs, and maintaining your desired lifestyle. Whether you’re just starting to think about retirement or are already there, this guide offers insights to help you navigate your financial future. For more information contact Tim Stearns, CFP® at (800) 640-2256 and visit the website at TjStearns.com.
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As the year wraps up, it's time to take a closer look at your retirement plan and consider adjustments that could impact your financial future. In this episode, we’ll explore essential steps for end-of-year retirement prep, including tax implications, investment rebalancing, and contribution strategies. We’ll also touch on how current market trends and inflation might influence your retirement savings. This guide is here to help you navigate year-end planning with a clearer perspective, whether you're approaching retirement or still building your nest egg. For more information contact Tim Stearns, CFP® at (800) 640-2256 and visit the website at TjStearns.com.
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Unlock the secrets to maximizing your retirement savings with our comprehensive guide to your 401(k)! Discover why employer-sponsored plans like the 401(k) are vital tools for securing your financial future. From the convenience of automatic contributions to the allure of employer matches, we explore every aspect of your retirement plan. Learn how to navigate tax-deferral options, seize control of your investments with in-service distributions, and avoid common pitfalls like leaving old 401(k)s behind. Plus, get expert insights on target date funds, managing risk, and understanding contribution limits and fees. Don't miss out on this opportunity to optimize your retirement strategy! Call now to get your personalized plan and take charge of your financial future in 2024 and beyond! For more information contact Tim Stearns, CFP® and his team at TjStearns at (800) 640-2256 and visit the website at www.tjstearns.com/.
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Curious about the biggest costs that retirees face? In this video, we break down three major expenses that often catch people off guard in retirement. From healthcare to housing, learn how these factors can affect your budget and what to keep in mind as you plan for the years ahead. For more information contact Tim Stearns, CFP® at (800) 640-2256 and visit the website at TjStearns.com.
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In this episode, we dive into 10 essential strategies for maximizing your Social Security benefits. Whether you're approaching retirement or already there, understanding the best timing for your claim, managing tax implications, and knowing how to coordinate with other income sources can make a big difference. We'll discuss when to claim, tips for increasing your monthly benefit, and ways to minimize taxes on Social Security income. Tune in for a comprehensive guide that can help you get the most out of the benefits you’ve earned over a lifetime of work! For more information contact Tim Stearns, CFP® at (800) 640-2256 and visit the website at TjStearns.com.
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This episode covers five common mistakes people make in retirement planning, from budgeting issues to tax missteps. Understanding these can help bring clarity to the retirement planning process. For more information contact Tim Stearns, CFP® at (800) 640-2256 and visit the website at TjStearns.com.
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Are you #readytoretire? Like, really ready? Not just tired of work and wishing to quit, but financially prepared for 20 to 30 years or more of unemployment? If you're retirement-minded and aiming for confidence when that day comes, tune in to this week's Protect and Grow as TimStearns, CFP® reviews the essential questions to answer to gauge your retirement readiness. For more information contact Tim Stearns, CFP® from TjStearns at (800) 640-2256 and visit the website https://www.tjstearns.com/.
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Planning for income in your retirement is essential for financial security. In this episode, we'll discuss practical strategies for maintaining a steady income during your retirement years. Learn about budgeting, investment options, social security benefits, and ways to optimize your savings. Start planning now for a comfortable and stable retirement. Don't forget to like, share, and subscribe for more tips! For more information contact Tim Stearns, CFP® and his team at TjStearns at (800) 640-2256 and visit the website at www.tjstearns.com/.
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Knowing when to move your money can be crucial for maximizing your financial potential. In this episode, we explore 8 key moments where adjusting your investments or savings strategy might be the smartest move. From major life changes to market shifts, these are the times when moving your money can make a big impact. For more information contact Tim Stearns, CFP® and his team at TjStearns at (800) 640-2256 and visit the website at www.tjstearns.com/.
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In this episode, we explore the differences between brokers and advisors, offering a general overview of how each operates within the financial world. We'll touch on the distinctions in their responsibilities, how they earn money, and the services they provide. If you're curious about the roles brokers and advisors play in managing investments or helping with financial decisions, this episode offers a basic breakdown to help you understand their approaches. Don't forget to like, share, and subscribe for more tips! For more information contact Tim Stearns, CFP® and his team at TjStearns at (800) 640-2256 and visit the website at www.tjstearns.com
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Tim Stearns breaks down key insights from Tony Robbins’ The Holy Grail Of Investing" and strategies for long-term investing. In the fourth and final part of this series learn how top investors approach financial planning. For more information contact Tim Stearns, CFP® and his team at TjStearns at (800) 640-2256 and visit the website at www.tjstearns.com/.
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Tim Stearns breaks down key insights from Tony Robbins’ The Holy Grail Of Investing" and strategies for long-term investing. In the third part of this series learn how top investors approach financial planning. For more information contact Tim Stearns, CFP® and his team at TjStearns at (800) 640-2256 and visit the website at www.tjstearns.com/.
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Tim Stearns breaks down key insights from Tony Robbins’ The Holy Grail Of Investing" and strategies for long-term investing. Learn how top investors approach financial planning. For more information contact Tim Stearns, CFP® and his team at TjStearns at (800) 640-2256 and visit the website at www.tjstearns.com/.
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Explore key investment strategies inspired by Tony Robbins' book in this webinar. We discuss concepts that could reshape your approach to investing, offering insights for both beginners and seasoned investors. For more information contact Tim Stearns, CFP® and his team at TjStearns at (800) 640-2256 and visit the website at www.tjstearns.com/.
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Retirement planning can be confusing, and there's a lot of information out there. In this episode, we break down seven common myths that could be holding you back from a secure future. What do you need to know? Watch now to find out. For more information contact Tim Stearns, CFP® and his team at TjStearns at (800) 640-2256 and visit the website at www.tjstearns.com/.
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Wondering if you're truly prepared for the next stage of your life? In this episode, we explore key considerations that every individual should think about as they approach retirement. It's not just about the numbers—it's about your future. Are you ready? For more information contact Tim Stearns, CFP® and his team at TjStearns at (800) 640-2256 and visit the website at www.tjstearns.com/.
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Welcome to our latest episode where we sit down with esteemed attorney Don Cosley to delve into the intricacies of legal financial planning. From estate planning to understanding your rights in financial matters, Don offers invaluable insights and practical advice to help you navigate the complex legal landscape. For more information contact Tim Stearns, CFP® and his team at TjStearns at (800) 640-2256 and visit the website at www.tjstearns.com/.
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In this Episode, we explore the concept of the income gap, its causes, and its impact on society. Gain insight into the factors contributing to income disparities and their broader implications. For more information contact Tim Stearns, CFP® and his team at TjStearns at (800) 640-2256 and visit the website at www.tjstearns.com/.
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