Learn about Variable Annuities.  What is one?  How do they work?  And, what do they do and not do?

A commonly used word that many people pretend to fully understand.  Brush up on your understanding with this brief answer to the question - What is a Mutual Fund.

The new SECURE ACT 2.0 updated these plans.  Get some quick basics on what a 529 plan is and how they are most often used.

Learn what it means to be a fiduciary and so much more.  Tim and Tyler explain what mutual funds are, how DST's work with 1031 exchanges, typical basics of Variable Annuities, and ways to use the new and improved 529 Plan.  Learn all this lingo in our fun, information-packed, Clear Money Talk format!

Join Tim as he discusses the costs of long term care, the odds of needing care, what insurance does and doesn't cover, and other strategies to deal with the rising cost of long term care expenses.  Listen to the full podcast to hear the true story of long time clients, John and Susan, and how they handled their need for long term care.

Join Tim as he discusses the costs of long term care, the odds of needing care, what insurance does and doesn't cover, and other strategies to deal with the rising cost of long term care expenses.  Listen to the full podcast to hear the true story of long time clients, John and Susan, and how they handled their need for long term care.

Tim asked ChatGPT "What are the top 10 money mistakes made by people in the U.S.?"  Learn how to avoid many of these mistakes while having fun listening to Tim share his best tips and tricks to improving your financial life.

Tim asked ChatGPT "What are the top 10 money mistakes made by people in the U.S.?"  Learn how to avoid many of these mistakes while having fun listening to Tim share his best tips and tricks to improving your financial life.

Learn about debt!  Is there such a thing as “good debt”? Which credit cards should you pay off first? When should you consider investing rather than paying down your mortgage? Join Tim as he provides insights and answers to all of these questions and more in this episode of Clear Money Talk.

Learn about debt!  Is there such a thing as “good debt”? Which credit cards should you pay off first? When should you consider investing rather than paying down your mortgage? Join Tim as he provides insights and answers to all of these questions and more in this episode of Clear Money Talk.