The Safe Money Retirement Show

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

Published: July 13, 2025

Duration: 18:03

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 w...