What Is the Difference Between a Will and a Trust?

Full Episode: Listen as Tim & Tyler discuss the most common question their clients ask, how much should I take out each year in retirement? Explore the merits of the 4% Rule, the Trinity Study & sequence of returns risk while smiling along with Tim &...

How much should I take out each year in retirement?

Full Episode: Listen as Tim & Tyler discuss the most common question their clients ask, how much should I take out each year in retirement? Explore the merits of the 4% Rule, the Trinity Study & sequence of returns risk while smiling along with Tim &...

CD’s Vs. FIA’s – Who Wins?

Full Episode: 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. Just the Answer: Originally...