Financial Freedom With Tim Decker

As a Fee-Only Financial Advisor, Tim brings his extensive knowledge and over 35 years of experience to the discussion of current financial and wealth management topics. Today Tim has a special guest, Greg Klechpner of Greenspring Advisors.

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As a Fee-Only Financial Advisor, Tim brings his extensive knowledge and over 35 years of experience to the discussion of current financial and wealth management topics. Every show also provides opportunities for you to call in and get Tim’s straightforwar

See omnystudio.com/listener for privacy information.

As a Fee-Only Financial Advisor, Tim brings his extensive knowledge and over 35 years of experience to the discussion of current financial and wealth management topics. Every show also provides opportunities for you to call in and get Tim’s straightforwar

See omnystudio.com/listener for privacy information.

• Tim encourages you to reflect on your approach as an investor: Are you proactive or reactive?
• "Financial fire drills": What are they, and how can they help investors?
• Greg asks Tim to explain how he and Greenspring Advisors are compensated.
• Dave from Palmyra asks about potential Roth conversion opportunities following the passage of the One Big Beautiful Bill Act.
Have a question or comment for Tim? You can call the live show on Saturday mornings from 10:00-11:00 a.m. ET by dialing 717-540-0580. You can also email him anytime at [email protected].

Please enjoy and feel free to share it with your friends and family!

See omnystudio.com/listener for privacy information.

Title: Winning the Lottery
Topics covered in this week's show include:

Should lottery winners choose a lump sum or annual payments? It depends.

Steve from Hershey wants to know if money held in a trust will be protected from a divorce.

Tim shares his recent experiences and observations from meetings with two new clients over the past few weeks.

Joan, a longtime friend of the show, shares her perspective on Tim's frequent use of the word "beautiful" when describing a "beautiful, globally diversified portfolio."

CAVEAT EMPTOR! Financial salespeople posing as educators are coming to a college near you.
Have a question or comment for Tim? You can call the live show on Saturday mornings from 10:00-11:00 a.m. ET by dialing 717-540-0580. You can also email him anytime at [email protected].

See omnystudio.com/listener for privacy information.

Title: Caveat Emptor!
Topics covered in this week's show include:

Tim highlights a very special video that was shown at Greenspring's annual client evening last week.

CAVEAT EMPTOR! Beware of an aggressive marketing campaign by a company called Yrefy. Ignore at your own risk.

RJ from Lancaster asks for investment suggestions for his 19-year-old son, who now has $200,000.

Sam from Hummelstown seeks guidance on a strategy to help him unload individual stocks he has accumulated over the years.Have a question or comment for Tim? You can call the live show on Saturday mornings from 10:00-11:00 a.m. ET by dialing 717-540-0580. You can also email him anytime at [email protected].

See omnystudio.com/listener for privacy information.

As a Fee-Only Financial Advisor, Tim brings his extensive knowledge and over 35 years of experience to the discussion of current financial and wealth management topics. Every show also provides opportunities for you to call in and get Tim’s straightforwar

• Michael asks Tim to review the Form ADV Part 2A brochures from two different advisory firms he is considering. Hear important key insights from Tim.
• What's really behind all the "safe money" infomercials being aired across the country, including many in Central PA?
• How many years did it take for the U.S. stock market to recover to its previous high, and what can be learned from this period?
• Don from Lancaster wants Tim's opinion regarding a fixed annuity versus laddered CDs.

Have a question or comment for Tim? You can call the live show on Saturday mornings from 10:00-11:00 a.m. ET by dialing 717-540-0580. You can also email him anytime at [email protected].

Please enjoy and feel free to share it with your friends and family!

Greenspring Advisors is a registered investment adviser. Registration does not imply a certain level of skill or training. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

See omnystudio.com/listener for privacy information.

• Do you still believe that investing in individual stocks is wise? Tim refers to an updated academic research paper that provides compelling evidence to the contrary.
• Looking to offer a young person a concise, introductory book on the fundamentals of sound investing? Tim shares one potential option.
• Sam from Grantville wants advice on some Vanguard funds he is considering investing in.
• Dennis shares some of the significant challenges he encountered while assisting a friend's wife with her finances following her husband's recent passing.
Have a question or comment for Tim? You can call the live show on Saturday mornings from 10:00-11:00 a.m. ET by dialing 717-540-0580. You can also email him anytime at [email protected].

Please enjoy and feel free to share it with your friends and family!

Greenspring Advisors is a registered investment adviser. Registration does not imply a certain level of skill or training. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

See omnystudio.com/listener for privacy information.

• One last reminder to make sure you don't miss the free webinar this week! Details and registration link are below.
• William from Camp Hill asks for some clarification on the "10-year rule" for inherited IRA accounts.
• Tim shares a recent article that suggests fewer than 5% of financial professionals are truly fee-only fiduciary advisors and discusses what this means to consumers.
• Steve from Boiling Springs has questions about his grandson’s interest in investing.
• Susan from Mechanicsburg seeks advice on moving money out of her state retirement funds.
Have a question or comment for Tim? You can call the live show on Saturday mornings from 10:00-11:00 a.m. ET by dialing 717-540-0580. You can also email him anytime at [email protected].

Please enjoy and feel free to share it with your friends and family!
Greenspring Advisors is a registered investment adviser. Registration does not imply a certain level of skill or training. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

See omnystudio.com/listener for privacy information.