Beyond the Bubble: Protecting Your Financial ‘Stuff'

What if the biggest threat to your retirement is failing to make a plan? Tim Wood shares lessons from sweepstakes winners, estate planning pitfalls, and market bubbles—revealing why a solid financial strategy is essential. Learn how to protect your nest egg, avoid common mistakes, and ensure your “stuff” goes where it should. Discover the importance of working with a certified fiduciary, updating beneficiaries, and adapting your plan as rules and markets change.

Join Certified Financial Fiduciary®, Retirement Income Certified Professional®, and bestselling author Tim Wood each week to discuss protecting your retirement dollars, guaranteeing your lifetime income...