The Retirement Factors That Go Beyond the Numbers

Podcast: The Safe Money Retirement Show · Tim Wood. Certified Financial Fiduciary®

Opublikowano: 2026-10-09

Send us Fan Mail Retirement planning gets more complicated when spouses are at different stages of life. Tim and Mitzi Wood explores how age gaps can affect income timelines, health insurance, Social Security decisions, and long-term planning. They also discuss tax-efficient withdrawal strategies, Roth conversions, required minimum distributions, and the emotional transition that comes when work ends. Plus, the conversation examines ways to balance current market growth with the income needs, lifestyle goals, and uncertainties that may shape a decades-long retirement. Join Certified Financial Fiduciary®, Retirement Income Certified Professional®, and bestselling author Tim Wood each we...