
Needs vs. Wants: The Real Retirement Equation
Published: November 28, 2025
Duration: 31:40
What if the biggest risk to your retirement isn’t the market, but failing to make a plan for taxes, income, and the unexpected? This episode dives into why RMDs aren’t a DIY project, how to avoid tax surprises, and the importance of sorting your “must haves” from your “nice to haves.” Tim Wood shares real stories and practical strategies for building a retirement that covers your needs, supports your wants, and adapts to curveballs—so you can enjoy life with confidence, not just hope.
Join Certified Financial Fiduciary®, Retirement Income Certified Professional®, and bestselling author Tim Wood each we...