In this episode, Tim discusses estate planning, including why estate planning is important, common misconceptions about estate planning, and how to get started with estate planning.

For more information, visit the show notes at: https://erwealth.com/podcastblog/estate-planning-misconceptions

Tim goes more in depth to explain the“Don’t fight the Fed” line you’ve been hearing in some of our weekly emails. Then he wraps up with a Twitter thread from Peter Mallouk for more clarification on why the markets are bouncing back so well.

For more information, visit the show notes at https://erwealth.com/podcastblog/this-market-believe-it-or-not

Today, Tim covers the main types of insurance coverage and how to determine what coverage you need. The types of insurance covered are life, disability, umbrella liability, property and casualty, and long-term care insurance.

For more information, visit the show notes at https://erwealth.com/podcastblog/what-insurance-do-you-really-need

In this episode, Tim talks about the difference between a retirement rehearsal and a practice retirement and how either one can be used to help you determine if you are ready for the intangibles that go into retirement. Afterall, it's not just the dollars you need to think about when it comes to retirement. 

For more information, visit the show notes at  https://erwealth.com/podcastblog/how-to-rehearse-or-practice-for-retirement

This week Tim provides an update on the current market volatility, discusses important things to keep in mind during this uncertainty, and shares 3 action items he is recommending to his clients.

For more information, visit the show notes at: https://erwealth.com/podcastblog/update-on-current-market-volatility-with-3-action-items

In this week's episode of Retire Your Way Radio, Tim talks about how to assess the possible impact of the coronavirus (or any future pandemic) on your investment portfolio. He also uses the story of Andy Dufresne from Shawshank Redemption as a great example of playing the long game.

For more information, visit the show notes at: https://erwealth.com/podcastblog/coronavirus-the-long-game-and-andy-dufresne

Understanding investment fees is challenging! In this article, Tim discusses why investment fees are traditionally so high, how to think about value in relation to an advisor's fees, and why Eagle Ridge Wealth Advisors is different when it comes to value and transparency.

For more information, visit the show notes at https://erwealth.com/podcastblog/investment-returns-receiving-value-from-your-advisor

The SECURE Act has been called the most comprehensive, sweeping retirement security legislation in recent history, and is now the law. But does this act address the massive scale of millions of Americans that are unprepared for their retirement? Let's review seven provisions of The SECURE Act to determine how this act might affect you.

For more information, visit the show notes at https://erwealth.com/podcastblog/the-secure-act-what-it-means-to-you

The Story of the Mexican Fisherman has been bouncing around the internet for years in one form or another. It’s been an inspiration to many, that live in the rat race or try to keep up with the Joneses, to slow down, reassess their situations, and really think about the lives they want to live.

For more information, visit the show notes at https://erwealth.com/podcastblog/the-story-of-the-mexican-fisherman

There can be quite a bit of confusion over how and where your assets are actually held when you have an investment account in general or when you have an account with a registered investment advisor (RIA) firm like Eagle Ridge Wealth Advisors. This week, Tim covers what a custodian is and does and how to avoid getting Bernie Madoffed! For more information, visit the show notes at: https://erwealth.com/podcastblog/custody-of-assets-avoiding-bernie-madoff-situations