Let me introduce you to Terry "T-sizzle" Miles! Learn about his childhood in Morning Sun, his driving skills for roadtrips and more in this exciting series of interviews with our staff at Fortress Insurance.על ידי Fortress Insurance

Is your life insurance policy the right choice for you? Listen in as Tim provides 3 important considerations that you'll want to hear about in order to make the right choice for yourself!על ידי Fortress Insurance

Social Security is the backbone of retirement for millions of Americans, but big changes may be coming. In this episode, we dive into the recently released proposal to raise the full retirement age to 69 and what it means for your benefits, your future, and your financial security. Important Links: Website: https://www.estesfinancial.net/ Call: 817…

Confused about umbrella insurance? Maybe you've heard of it, but not totally certain what it includes. You're not alone! Most people have a misunderstanding of what it does. Don't be that guy! Listen in to learn exactly what umbrella insurance is!על ידי Fortress Insurance

It's Insurance Claim "draft day" with Tim & Jon. Listen to see what their first round picks are, what unexpected picks they have and learn a little (maybe a lot) along the way!על ידי Fortress Insurance

Let me introduce you to Jon Buller! Learn about his musical service in the military, his commitment to his commercial clients and more in this exciting series of interviews with our staff at Fortress Insurance.על ידי Fortress Insurance

Let's introduce you to Ben Sage! Learn about this lifelong friend of Tim's, what the "Silver Tuna" was on their street, and more in this first of many exciting interviews with our staff at Fortress Insurance.על ידי Fortress Insurance

Let's make you an auto insurance pro by talking about the "dashes" in your auto insurance policy! What do they mean? Why do they matter? What are the 3 P's? Find out in this episode.על ידי Fortress Insurance

We're talking about The Flow show - Progressive Insurance! A quick history, along with current details, so that you know more about their organization and if they're the right choice for us to help you make.על ידי Fortress Insurance

Are you and your spouse on the same page when it comes to what retirement is going to look like? If not, it’s time to talk. Listen to this episode where we'll explore why it’s so important for couples to have detailed conversations about their finances and retirement futures. We’ll cover exactly what you need to discuss, and how to handle any disag…

A TOP 10 frequently asked question: "Will my rate go up if I [insert claim here]?" ... Who's at fault? Who isn't? What rate will it go up? ... Listen in to get answers to these common questions about rate increases.על ידי Fortress Insurance

Do you have coverage on your solar panels or not? Is it even available? Listen in to learn more about solar panels and what's covered for your investment.על ידי Fortress Insurance

There's are a lot of individual specialties that our team members at Fortress Insurance focus on and we want to make it easy on you to contact us in order to answer your important questions! Listen in to find out more about us, and more about how we structure our time and efforts to be the most beneficial to you!…

In this episode Tim is talking about trees! Who is responsible for them? Who isn't? What else should I know? Listen for clarification on these commonly confusing questions.על ידי Fortress Insurance

The Medicare Open Enrollment Period will be here before we know it! But what does this mean for you? How does the process work, and who should be paying close attention? In this episode, we’ll break down everything you need to know about navigating this crucial period. Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402…

Listen for the top 3 things people assume are a big deal - that actually aren't! And also the top 3 things people assume aren't a big deal - that actually are!על ידי Fortress Insurance

Do you wonder if it might be cheaper for your child to be on their own plan instead of yours? Tim shares the answer from his experience to this common question.על ידי Fortress Insurance

Got a new roof from a recent claim? Don't forget an important, but often overlooked, step that Tim discusses in this episode!על ידי Fortress Insurance

In this series of Top 5 questions that get asked, #5 is "How to Add My New Vehicle?" ... Do you ask this question? Listen to find out the answer!על ידי Fortress Insurance

In this series of Top 5 questions that get asked, #4 is "When to Add My Kid & When to Remove My Kid?" ... Do you ask this question? Listen to find out the answer!על ידי Fortress Insurance

In this series of Top 5 questions that get asked, #1 is "Rock Chips & Glass?" ... Do you ask this question? Listen to find out the answer!על ידי Fortress Insurance

In this series of Top 5 questions that get asked, #2 is "Am I covered to rent a car?" ... Do you ask this question? Listen to find out the answer!על ידי Fortress Insurance

In this series of Top 5 questions that get asked, #1 is "Why'd my rate go up?" ... Do you ask this question? Listen to find out the answer!על ידי Fortress Insurance

How did Fortress Insurance start? Join Tim as he shares how high school classmates, WWF wrestling, and time created the Fortress Insurance you know and love!על ידי Fortress Insurance

Imagine retiring comfortably on just $42 per month—sounds too good to be true, right? Well, it’s exactly the assertion you might have seen in the headline of a recent article online. So today, we’ll dive into the sensational claim and uncover what it really takes to build your retirement nest egg. Article: https://www.fool.com/the-ascent/buying-sto…

One of the more exciting parts of the retirement planning process is dreaming about the lifestyle you want to enjoy. For many retirees, travel is a big part of that vision. However, budgeting for trips in retirement isn't quite the same as when you're working and can count on regular paychecks to replenish your bank account. So, how do we factor in…

While you dream about the leisurely days ahead of you in retirement, it’s also important to think about some of the less glamorous items, including insurance. In this new season of life, your old policies may no longer suit your needs or may come to an end. So, what types of coverage should you be considering for your golden years? What do you need…

Psychologists have determined that retirement is one of the most stressful events that some people will experience in life. In this episode, we’ll look at the ways to proactively deal with the stress surrounding the retirement process. Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402…

As much as any other threat, recognizing and avoiding scams has become a necessary skill for today’s retirees to develop. Join us as we explore crucial steps you can take to safeguard your financial well-being against the growing tide of scams and identity theft. Learn from real-life stories and gain practical advice to keep your finances secure in…

401(k)s have changed a lot since the beginning of the game and many of them have a powerful tool that not many people know about. Join us in today's episode as we shed light on this often-overlooked feature within the 401(k) community and explore its potential benefits. And make sure to stick around until the end, where Brie helps a listener think …

Sometimes it’s hard to make financial sacrifices when the reward might not be seen until several years in the future. Today we’re back to talk more about some of the situations where you might be inclined to take the immediate benefit when you should really consider the delayed rewards… Important Links: Website: https://www.estesfinancial.net/ Call…

Sometimes it’s hard to make financial sacrifices when the reward might not be seen until several years in the future. Today we’ll talk about some of the situations where you might be inclined to take the immediate benefit when you should really consider the delayed rewards… Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-840…

Join us for a thoughtful episode where we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come. Together, we'll navigate through es…

In a digital world filled with evolving cyber threats, protecting your financial well-being has never been more crucial. In today's episode, we're going to take you through a checklist of some important issues to be aware of when it comes to cyber security. Tune in for some invaluable tips and best practices for protecting yourself against threats …

Are you over 55 and pondering retirement? Dive into the world of Required Minimum Distributions (RMDs) with us. In this episode, we demystify the reasons behind mandatory withdrawals from your retirement savings. Discover strategies to potentially avoid them and understand the risks of not preparing in advance. And for those fortunate to not rely o…

There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes. In this episode, we cover topics ranging from poor expense planning to outdated beneficiary designations and family conflict triggers. We also shed light on some misconceptions …

Get ready for part two of our Retirement Cash Flow series! This time, we're diving into the income side of the equation. In part one, we tackled the ins and outs of your expenses in retirement. Now, it's all about understanding the crucial role of income analysis. We'll uncover the secrets of guaranteed income versus the uncertain stuff and shed li…

In this episode, we’ll explore many of the expenses in your life that might drastically change (one way or another) in retirement. We’ll break those expenses down further to see which ones are the top priorities and analyze some of the other factors that impact your cash flow in retirement. Important Links: Website: https://www.estesfinancial.net/ …

In the complex world of retirement planning, there are countless pitfalls one could fall into. In this episode, we've distilled it down to what we believe are the top 5 mistakes to watch out for. Avoiding these crucial missteps can have a significant impact on the success of your retirement plan. So, join us as we delve into these key issues and le…

Have you ever wondered if the Social Security system will run out of money before you retire? Or if claiming benefits as soon as you're eligible is the best decision for your financial future? In this episode, we'll be debunking common myths about Social Security and answering the questions you've been curious about. Important Links: Website: https…

Are you preparing for retirement but feeling confident that you have covered all the expenses? Well, think again... It turns out that many retirees overlook some crucial expenses that can leave them financially vulnerable. In this episode, we explore the retirement expenses that most people tend to forget, including skyrocketing medical bills, unex…

The debt ceiling has been a big story in the news lately, so we wanted to discuss this item and how it could potentially impact your retirement. Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402על ידי Tim Estes

After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 has been passed. Let’s see what we need to know. Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402על ידי Tim Estes

Saving in your 401(k) can be an easy and painless way to build your retirement savings. But because it’s so easy and painless, it can also be easy to ignore for long periods of time, which often leads to mistakes. We’ll cover at least the top 5 mistakes people make in their 401(k)s. Important Links: Website: https://www.estesfinancial.net/ Call: 81…

Let’s explore some of the things you should be thinking about to make smart financial decisions when you encounter some of the most significant events in your life. Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402על ידי Tim Estes

Just like the lights on your dashboard can indicate if something is wrong with your car (like low tire pressure or leaking oil), there are indicators in your financial life that might point out that you have a problem that needs to be addressed... Important Links: Article: https://www.psychologytoday.com/us/blog/next-change-is-inevitable-growth-is-…

We always talk about the money side of financial and retirement planning. But what about the mental aspect of that big life change? Today we’ll break down an article written by a Licensed Professional Counselor (Kate Schroeder) for Psychology Today, titled The Psychological Investment In Retirement. Important Links: Article: https://www.psychologyt…

A recent article in The Hill paints the EARN Act (Enhancing American Retirement Now), the Senate’s version of the House’s Secure Act 2.0 bill, in a negative light as primarily a tool to give a tax break to rich Americans in a way that ultimately adds to the national deficit and only circumvents problems instead of solving them. We’ll breakdown the …

Do you know what red flags, but also some good signs, to be on the lookout for when you’re searching for an advisor to work with as you prepare for retirement? On this episode, we’ll give you some red flags to be aware of, teach you how to spot them, and illustrate the difference between an advisor who does the bare minimum versus one who goes abov…

On this episode, we will be discussing some new changes coming to TSPs and what this can mean for you. Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402על ידי Tim Estes