Clear Money Talk

In this new higher interest rate environment many investors are looking closer at CD's and Fixed Indexed Annuities.  Join Tim and Tyler as they discuss the pros and cons of these two conservative investment options.

In this new higher interest rate environment many investors are looking closer at CD's and Fixed Indexed Annuities.  Join Tim and Tyler as they discuss the pros and cons of these two conservative investment options.

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.

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

Learn about the Delaware Statutory Trust.  How to own a fractional interest in real estate that may qualify for a 1031 exchange.

Fiduciary can be a commonly used and often misunderstood word.  Learn about what this is, when a financial services professional is acting as one, and when they are not.

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.