How do you know if you have enough to retire? What steps do you need to take? The team at Fitzwilliams Financial talk about navigating the shifting stock market and staying on top your retirement.

Whether you’re 5 years out or already retired, this conversation is for anyone tired of guessing and ready for clarity.

Hosts Brian Lindberg, Tim Fitzwilliams, Corrine Fitzwilliams, and CFA® Ron Wright explore the most common red flags in retirement planning and how to avoid them.

Topics Covered 💡:

▸ Changes in the stock market changing retirement accounts

▸ How to rebalance a portfolio If you’ve ever felt lost about your retirement future, this episode       will show you how to gain control and move forward with confidence.

The Job Market is Crazy right now, or is it? Ron dives deep into the numbers what they actually mean for you.

Rising Inflation from tariffs are complicating federal reserve decisions on interest rates. The Team at Fitzwilliams Financial look into these topics and more and how htey dive into the bigger picture of retirement.

Whether you’re 5 years out or already retired, this conversation is for anyone tired of guessing and ready for clarity.

Hosts Brian Lindberg, Tim Fitzwilliams, Corrine Fitzwilliams, and CFA® Ron Wright explore the most common red flags in retirement planning and how to avoid them.

Topics Covered 💡:

▸ The Job Market plus inflation fighting interest rates

▸ How to prepare for an economic downturn?

If you’ve ever felt lost about your retirement future, this episode will show you how to gain control and move forward with confidence.

AI is a powerful tool. How can you utilize it and how can it help you? It is better to proactive or Reactive with you financial future?

The team at Fitzwilliams Financial discuss their experiences and more on this episode! Whether you’re 5 years out or already retired, this conversation is for anyone tired of guessing and ready for clarity. Hosts Brian Lindberg, Tim Fitzwilliams, Corrine Fitzwilliams, and CFA® Ron Wright explore the most common red flags in retirement planning and how to avoid them.

Topics Covered 💡:

 ▸ AI: the good and the bad

▸ How to be proactive in your financial future

If you’ve ever felt lost about your retirement future, this episode will show you how to gain control and move forward with confidence.

Taking a different approach today, Tim and Corinne discuss their path to Real Estate Success and tips for you to follow. Also, how do you know you won't run out of money in retirement? All this and more on Today's episode!

00:00 Intro

02:16 Real Estate Investing

03:22 How to buy Investment Properties

05:27 Grossest House Ever!!

10:08 Rehab the house

12:14 Building Revenue

13:26 Refinancing the House

20:23 Why Use Company Name?

21:51 Benefits using BRRR correctly

24:59 Optimal Cash Flow Strategy

27:54 Don’t be Afraid to spend Money

29:10 Producing More Income

32:53 How To make this Money Last?

37:345 Talk with you Planner

In this episode, the Fitzwilliams Financial team breaks down how to build a retirement plan you can actually understand—and trust.

Whether you’re 5 years out or already retired, this conversation is for anyone tired of guessing and ready for clarity.

Hosts Brian Lindberg, Tim Fitzwilliams, Corrine Fitzwilliams, and CFA® Ron Wright explore the most common red flags in retirement planning and how to avoid them.

💡 Topics Covered:

• What it really means to have a plan you understand

• Why chasing market gains often backfires

• How financial noise creates confusion

• The importance of income clarity in retirement

If you’ve ever felt lost about your retirement future, this episode will show you how to gain control and move forward with confidence.

Recorded on February 17, 2025

In this episode of Do You Have the Greenlight to Retire?, the Fitzwilliams Financial team dives deep into the emotional side of investing—and why trying to chase returns can backfire.

Hosts Brian Lindberg, Tim Fitzwilliams, Corrine Fitzwilliams, and CFA® Ron Wright unpack the hidden dangers of market timing, explain how fear and greed impact decision-making, and show how clarity and strategy are the keys to lasting confidence.

💡 Topics Covered:

• Why chasing investment returns can be dangerous

• How emotional decisions affect long-term plans

• The difference between risk and volatility

• How to stay focused on your personal retirement goals

Whether you’re planning for retirement or already living it, this episode helps you understand the power of a steady, strategic approach.

Recorded on February 17, 2025

In this episode of Do You Have the Greenlight to Retire?, the Fitzwilliams Financial team tackles one of the biggest—and most overlooked—retirement roadblocks: taxes.

Hosts Tim Fitzwilliams, Corrine Fitzwilliams, Brian Lindberg, and CFA Ron Wright pull back the curtain on how taxes can eat away at your retirement income and legacy if you’re not properly prepared. They explain the critical tax changes on the horizon, the hidden cost of traditional IRAs, and how to take control of your plan before the rules change in 2026.

💡 Topics Covered:

• How the SECURE Act changed inherited IRAs forever

• Why relying on traditional IRAs could leave your heirs with a tax bomb

• The potential permanence of Trump’s tax cuts—and what it means for you

• How to use Roth conversions and legacy planning strategies to stay ahead

If you’re serious about building a tax-smart retirement plan, this is the episode you need to hear.

Recorded on February 10th, 2025 In this first episode of Do You Have the Greenlight to Retire?, the Fitzwilliams Financial team tackles one of the most common fears among retirees—outliving your money. Hosts Brian Lindberg, Tim Fitzwilliams, Corrine Fitzwilliams, and CFA Ron Wright share real stories from clients, explain why market losses can derail a plan, and offer clear, practical advice to start building retirement confidence now. 💡 Topics Covered: • Why so many people feel lost in their retirement plan • The risk of chasing gains vs. protecting what you’ve earned • How emotions can cloud financial decisions • What it means to approach retirement with clarity and strategy Whether you’re five years from retirement or already retired, this episode lays the foundation for a smarter, more secure financial future.