הפודקאסטים הטובים ביותר ב-Tim Dyer (2025)

1
Year-End Tax Strategies: Smart Moves Before December 31 19:41

3d ago19:41

19:41

💬 Ready to take control of your financial future? Let’s chat! 📅 Book a time now 👉 https://www.dyerwealthmanagement.com/start-here.html As 2025 winds down, it’s the perfect time to tighten up your tax strategy and make sure you’re not leaving opportunities on the table. In this episode, Tim breaks down the practical steps that can help you manage yo…

1
Closing the Small Business Retirement Gap: Simple 401(k)s with Mark Fowler 38:19

11d ago38:19

38:19

💬 Ready to take control of your financial future? Let’s chat! 📅 Book a time now 👉 https://www.dyerwealthmanagement.com/start-here.html Small business owners often assume a 401(k) is too complicated, too expensive, or only for big companies, but that’s simply not true anymore. Tim sits down with Mark Fowler, Director of Retirement Education at Human…

1
Fred Steck on Legacy, Leadership & Connection: Lessons from Goldman Sachs and Beyond 41:35

17d ago41:35

41:35

💬 Ready to take control of your financial future? Let’s chat! 📅 Book a time now 👉 https://www.dyerwealthmanagement.com/start-here.html What does it mean to build real connections in an increasingly digital world? Tim sits down with Fred Steck (author, speaker, and former national sales manager at Goldman Sachs) to explore authenticity, leadership, …

1
Who Really Needs a Financial Advisor — And Who Doesn’t? 29:06

24d ago29:06

29:06

💬 Ready to take control of your financial future? Let’s chat! 📅 Book a time now 👉 https://www.dyerwealthmanagement.com/start-here.html Do you really need a financial advisor, or can you do it all yourself? Tim breaks down the biggest misconceptions about advisors and reveals the true value they bring beyond just picking investments. Learn how to di…

1
Government Shutdown: What It Means for Your Retirement 11:59

1M ago11:59

11:59

💬 Ready to take control of your financial future? Let’s chat! 📅 Book a time now 👉 https://www.dyerwealthmanagement.com/start-here.html Worried about the latest government shutdown and what it means for your finances? Tim breaks down the noise and shares how shutdowns have historically impacted markets and retirees. Discover why short-term volatilit…

1
Breaking Barriers in Hockey and Beyond with Toni Will 29:49

2M ago29:49

29:49

This week, Tim welcomes a trailblazer who knows a thing or two about leadership, resilience, and shaking things up: Toni Will, General Manager and Governor for the Kalamazoo Wings. Her path into sports leadership wasn’t planned, but her bold approach turned challenges into opportunities and reshaped what it means to lead in a male-dominated arena. …

1
The Qualcomm Advantage: Maximizing Your Benefits Package 25:26

2M ago25:26

25:26

💬 Ready to take control of your financial future? Let’s chat! 📅 Book a time now 👉 https://www.dyerwealthmanagement.com/start-here.html Qualcomm employees enjoy some of the best benefits in the corporate world, but many aren’t taking full advantage of them. After working with Qualcomm employees for nearly three decades, Tim has seen both the opportu…

1
Building a Relationship with Qualcomm Employees 12:55

2M ago12:55

12:55

💬 Ready to take control of your financial future? Let’s chat! 📅 Book a time now 👉 https://www.dyerwealthmanagement.com/start-here.html Southern California is know for tech companies and those corporations often offer unique benefits packages. Over the years, we’ve built a relationship with one of the biggest in San Diego, Qualcomm. Today we’re goin…

1
When Enough Isn’t Enough: Retirement Blind Spots 17:22

3M ago17:22

17:22

💬 Ready to take control of your financial future? Let’s chat! 📅 Book a time now 👉 https://www.dyerwealthmanagement.com/start-here.html You’ve been saving and investing for years, but is that enough to say you’re truly ready to retire? In this episode, Tim explains why building an investment portfolio is only the tip of the iceberg. Real retirement …

1
The Fuzzy Math That Could Derail Your Retirement 15:21

4M ago15:21

15:21

💬 Ready to take control of your financial future? Let’s chat! 📅 Book a time now 👉 https://www.dyerwealthmanagement.com/start-here.html In this episode, Tim gives us a lesson on “fuzzy math” and shows how numbers that sound right can still be dangerously wrong. He breaks down three common myths that could undermine your income, investments, and tax …

1
Reality Check: What I Learned Being Chased by Bison in Montana 16:44

4M ago16:44

16:44

💬 Ready to take control of your financial future? Let’s chat! 📅 Book a time now 👉 https://www.dyerwealthmanagement.com/start-here.html Sometimes life comes at you fast, especially when you’re staring down a herd of bison in the middle of Montana. In this episode, Tim shares a personal story that starts with a scenic hike and ends with a wild remind…

1
What The “Big Beautiful Bill” Means For Your Retirement Plan 24:37

5M ago24:37

24:37

A new tax bill has officially passed (you’ve probably heard it mentioned as the “Big Beautiful Bill”). And while most headlines are focused on politics, we’re focused on what it means for your retirement. The choices you make in the next year or two could have a significant impact on how much you keep and how much goes to Uncle Sam. You’ll hear abo…

1
The Wall of Worry: Financial Strategies Amid Global Uncertainty 17:32

5M ago17:32

17:32

There’s always something in the headlines. Lately, it’s the intensifying conflict in the Middle East, which understandably has investors on edge. In this episode, Tim takes a big-picture view of what geopolitical events like this actually mean for your portfolio and retirement plan. Yes, markets react. Yes, oil prices jump. Yes, news cycles stir up…

1
The Lazy Way to Retire? Let’s Talk Target-Date Funds 20:25

6M ago20:25

20:25

Target-date funds just passed $4 trillion in assets. They’re now the default investment in many 401(k)s, and millions of Americans are using them without really understanding how they work. So, are they a smart choice… or just the easiest one? In this episode, Tim breaks down the pros and cons of target-date funds, those “set-it-and-forget-it” reti…

1
The Market Has Bounced Back...What Now? 26:15

7M ago26:15

26:15

Markets have rebounded recently, but does that mean you're in the clear? Today we’ll look deeper into what this bounce-back really means for long-term investors and retirees. Tune in to learn about how volatility, interest rates, inflation, and geopolitical tension all factor into today’s uncertain landscape, even as stocks appear to recover. You’l…

1
What the Greats Say About Market Crashes 22:30

7M ago22:30

22:30

When the market is volatile, it's easy to feel like you're the only one who's ever felt this anxious. But the truth is, some of the greatest investors in history have lived through chaos, and they left behind wisdom that still applies today. In this episode, Tim turns to voices like Warren Buffett, Benjamin Graham, and Jack Bogle to remind us how t…

1
What Should You Actually Do When the Market Drops? 27:51

8M ago27:51

27:51

When the market drops, the instinct to ‘do something’ can be overwhelming, but what should you actually be doing? With volatility the theme of the month, let’s talk about the steps you can take today to start putting you in a better position when things turn around. In this episode, Tim walks through a calm, strategic approach to market volatility …

1
Market Volatility in 2025: Opportunity or Panic? 24:31

9M ago24:31

24:31

Tariffs, stock markets, international geopolitical events. They all seem to be coming to a head, and we're starting to get a lot of questions about what could go wrong rather than what may have been going right. On today's show, we want to put some of these topics into context and give you an idea o…

1
The Loan Options Worth Considering to Fund a Home Renovation? 19:43

9M ago19:43

19:43

Today we’re going to talk about a recent conversation Tim had with a client who was looking to borrow some money for a home renovation project. There were a couple of options available to them, some of them pretty simple and some a little bit more in-depth. Tim was surprised to learn that some o…

1
Finding Quick Wins Before the Planning Begins 27:41

9M ago27:41

27:41

We talk a lot about what happens during the planning process but the time we spend before starting the plan can uncover areas that can become quick wins. It’s important that we take the time to assess your current financial standing because this initial evaluation sets the stage for everything that follows. In this episode, we’re going to going to…

1
2025 Outlook: Insights for the Year Ahead 38:09

11M ago38:09

38:09

As we step into 2025, understanding the key trends and potential changes in the economy and stock market can help individuals make informed decisions. Today we're going to highlight some key sectors and financial areas that are most important to wealth management. Find out what Tim's watching in 2025. CONTACT Website: https://www.dyerwealthmanageme…

1
3 College Savings Secrets Wealthy Parents & Grandparents Use In 2025 22:26

11M ago22:26

22:26

With college acceptances, school enrollments, and financial aid deadlines approaching, now’s the time to plan for education expenses. Whether it’s for your children or grandchildren, we’ll explore three smart strategies to invest in their future and make saving for college a step toward their dreams. CONTACT Website: https://www.dyerwealthmanagemen…

1
Reflecting on a Recent Trip to Disneyland 20:22

1y ago20:22

20:22

The Dyer family recently enjoyed a big birthday weekend, which included a trip to Disney. Tim was in for an unexpected surprise when he got there and had an unforgettable time. As always, he came away with valuable insights and lessons, which we’re excited to share with you on this episode of Retirement Power Play. CONTACT Website: https://www.dyer…

1
Year-End Tax Planning Webinar Recap 33:14

1y ago33:14

33:14

Tim recently hosted his year-end tax webinar, and if you joined us – thank you! If you missed it, don’t worry. In today’s episode, we’re recapping the key takeaways from the event and some important items you should be thinking about moving forward. CONTACT Website: https://www.dyerwealthmanagement.com/ Phone: 858-459-3937 Email: [email protected] Loc…

1
Things I'm Learning in My Year-End Client Reviews 22:07

1y ago22:07

22:07

Year-end is always a busy season in financial planning, and at Dyer Wealth, we're in the midst of year-end client reviews. Today, we're sharing some of the key topics and questions that have been coming up in these meetings. Stay tuned! CONTACT Website: https://www.dyerwealthmanagement.com/ Phone: 858-459-3937 Email: [email protected] Location: La Jol…

1
Happening Now: How Current Economic Shifts Could Affect Your Retirement 30:39

1y ago30:39

30:39

The financial landscape is changing rapidly, and if you’re focused on retirement, these shifts can’t be ignored. In today’s episode, we break down the trends that will define the rest of 2024 and what they mean for your retirement plan. View the Wall of Worry Timeline HERE CONTACT Website: https://www.dyerwealthmanagement.com/ Phone: 858-459-3937 E…

1
Financial Lessons from the Strangest Phobias 26:28

1y ago26:28

26:28

In this episode, we’re exploring some of the world’s most unique and quirky fears—and believe it or not, they have a lot more in common with your financial life than you might think. From the fear of long words to the fear of peanut butter sticking to the roof of your mouth, we’ll explore how these anxieties mirror some of the biggest concerns in f…

1
What Happens to Certain Investments After Rate Cuts? 21:02

1y ago21:02

21:02

By now, you've probably heard of the recent Federal Reserve rate cut. With the announcement of a 50 basis points reduction, many investors are left wondering how this will impact their portfolios. Tune in as Tim provides a thorough analysis of the situation and breaks down the effects on various asset classes. CONTACT Website: https://www.dyerwealt…

1
Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning 27:01

1y ago27:01

27:01

Remember when you were a kid, always asking 'How do you know?' about everything, like why the sky is blue or where the sun goes at night? That curiosity doesn't go away as we get older; it just turns into different questions, like the ones we face when planning for retirement. Today, we’re digging into the 'How Do You Knows' of retirement planning.…

1
Views on the Current Market & Economy 33:28

1+ y ago33:28

33:28

Given the recent market volatility in August and the uncertainty surrounding the upcoming election season, many of you have questions and concerns. We thought this would be a perfect time to provide a market update. Join us as Tim breaks it all down and addresses your questions in today's episode. CONTACT Website: https://www.dyerwealthmanagement.c…

1
A Memorable Trip with the Warrior For Life Fund: Lessons and Reflections 21:52

1+ y ago21:52

21:52

Tim recently returned from an eye-opening trip to Norfolk, Virginia, where he worked with the Warrior For Life Fund, supporting Navy SEALs and their families. He'll share some of his emotional and impactful experiences in today's episode, from a memorial hockey game to the opening of a new Human Performance Center. Tune in as we explore how these e…

1
The Top 401(k) FAQs In 2024 38:51

1+ y ago38:51

38:51

Tim gets a lot of questions about 401ks and knows they can be tricky to navigate. That's why we're tackling your top questions in one comprehensive episode. CONTACT Website: https://www.dyerwealthmanagement.com/ Phone: 858-459-3937 Email: [email protected] Location: La Jolla, CA Disclosures: The commentary on this Podcast reflects the personal opinion…

1
Beware of Retirement Half-Truths 19:57

1+ y ago19:57

19:57

We hear a lot of half-truths in the financial world, not necessarily because people try to make misleading statements, but because sometimes a simple statement just doesn’t quite tell the whole story. On this episode, we’ll discuss a few examples. CONTACT Website: https://www.dyerwealthmanagement.com/ Phone: 858-459-3937 Email: [email protected] Locat…

1
Stanley Cup Trip Recap & Retiree Travel Tips 26:55

1+ y ago26:55

26:55

Join us for an exciting episode where we dive into the world of retirement travel! Tim shares his recent adventure with his dad on their annual Stanley Cup trip. Then we'll discuss tips on preparing for retirement travel, maximizing your trip experience, and optimizing your budget. CONTACT Website: https://www.dyerwealthmanagement.com/ Phone: 858-4…

1
What Worries You Right Now? Navigating Today's Market 20:01

1+ y ago20:01

20:01

In today's episode, Tim and Ben take a break from their regularly scheduled content to help us make sense of the current economic landscape. They talk about the impact of inflation on everyday expenses, making smart financial moves, and the importance of sticking to your investment plan. Plus, they explore the dynamic housing market and the benefit…

1
Mistakes When Choosing A Financial Advisor 28:42

1+ y ago28:42

28:42

Next up: uncover the critical mistakes many make when choosing a financial advisor. We're cutting through the noise to highlight what often goes wrong—from misplaced trust in big names to overlooking the fine print. This episode is your essential guide to avoiding those pitfalls and making informed decisions that align with your financial goals. CO…

1
Retirement: Life's New Adventure featuring Jock Dyer 50:14

1+ y ago50:14

50:14

In today's episode, Tim and Ben are joined by a very special guest, Jock Dyer- Tim's father. At 80 years old, he's here to share his life experiences, from his battle with cancer to finding new passions post-retirement. With humor and wisdom, he reflects on the mindset shifts that come with leaving the workforce and how he's learned to embrace this…

1
How Will the Election Year Impact Retirement & Investing? 19:04

1+ y ago19:04

19:04

It's an election year in America, and that means there could be a lot of volatility on the horizon. Tim is here to talk about what this could mean for retirement planning and your investments. Plus, what elections is he paying attention to this year? Tune in to find out! CONTACT Website: https://www.dyerwealthmanagement.com/ Phone: 858-459-3937 Ema…

1
Retirement Questions That Baby Boomers & Gen X Are Asking 34:57

1+ y ago34:57

34:57

Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement and Generation X starting to think more about their retirement savings, these major life events come with a handful of financial planning questions. In today’s episode, we’ll focus on some …

1
Retirement Bracketology: Money Lessons While Filling Out Your March Madness Bracket 21:30

1+ y ago21:30

21:30

March Madness is upon us, and as you fill out your bracket and watch the NCAA Tournament this year, there are a few retirement planning lessons that you can learn along the way… CONTACT Website: https://www.dyerwealthmanagement.com/ Phone: 858-459-3937 Email: [email protected] Location: La Jolla, CA Disclosures: The commentary on this Podcast reflects…

1
Retirement Planning Is Harder Than It Used To Be 29:31

2y ago29:31

29:31

Every generation likes to talk about how much harder things used to be when they were kids. Like all of the people who used to have to walk five miles to school, in the snow, uphill both ways. But they had at least one thing that was EASIER…and that was retirement planning. Let’s talk about why on today’s episode. CONTACT Website: https://www.dyerw…

1
With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024? 12:42

2y ago12:42

12:42

Is 'Lazy Money' still a concern in 2024's higher interest rate landscape? In this episode, we explore this question, examining how the recent rise in interest rates affects the money sitting in savings accounts, CDs, and conservative investments. We'll discuss the new dynamics of managing your funds in a world where traditional saving methods are s…

1
Will These Apocalyptic Predictions Ever Come True? 23:33

2y ago23:33

23:33

We’ve all heard the apocalyptic predictions about social security, the national debt, and other major issues that are supposed to sink the economy. Do any of these predictions have merit in the years ahead? In this episode, we’ll try to separate sensationalism from reality. CONTACT Website: https://www.dyerwealthmanagement.com/ Phone: 858-459-3937 …

1
Will The Economy Boom Or Bust In 2024? 19:15

2y ago19:15

19:15

Everyone wants to know. Will the economy boom or bust in 2024? Join us as we explore a range of expert predictions, from the shifting trends in housing prices to the looming question of a potential recession or stock market crash. We'll balance our discussion with both optimistic and pessimistic perspectives from an array of sources to give you a c…

1
Reflections on 2023 and Outlook for 2024 14:56

2y ago14:56

14:56

Despite initial expectations, 2023 unfolded as a surprisingly healthy year. So what does that mean for 2024? In today's episode, Tim will share his thoughts on the current landscape and offer his unique perspective on what we can anticipate as we step into the new year. CONTACT Website: https://www.dyerwealthmanagement.com/ Phone: 858-459-3937 Emai…

1
Patience Pays: The Power of Delayed Gratification 23:45

2y ago23:45

23:45

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… CONTACT Website: https://www.dyerwealthmanagement.com/ Phone: 858-459-3937 …

1
Mailbag: Should I Take Out A Short-Term Loan For My New House? 21:53

2y ago21:53

21:53

We're going to do something a bit different on today's show. Tim and Ben are going to open up the mailbag to answer some recent listener questions. Harriet asks whether she should take out a short-term loan for a new home purchase. Another listener asks if it's normal for financial advisors to be cryptic about what they're going to do with your mon…

1
Financial Tweaks That Matter: Small Steps, Big Impact 25:17

2y ago25:17

25:17

Ever thought that minor tweaks in your financial plan could lead to major wins? In this episode, we're exploring the surprisingly powerful world of simple financial adjustments. From overlooked savings tricks to smarter insurance choices, we're unpacking those seemingly small steps that can bring about big, positive ripples in your financial life. …

1
End of Year Financial Planning For 2023 28:40

2y ago28:40

28:40

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…

1
The Goal for Year-End Reviews 12:38

2y ago12:38

12:38

Ever wonder what a year-end review session looks like? In this episode, Tim delves into the significance of these strategic planning sessions and how they play a crucial role in wrapping up the current year while setting the stage for a successful year ahead. Listen in as we chat about what you can expect from these meetings. CONTACT Website: https…

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פודקאסטים בנושא Tim Dyer

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