Retirement Power Play with Tim Dyer

Retirement Power Play with Tim Dyer

Join wealth manager Tim Dyer for consistent and reliable information about how to best prepare for retirement and your financial future on the Retirement Power Play podcast. Tim is the founder of Dyer Wealth Management, serving the San Diego area and based in La Jolla, California. He's the co-author of "Defuse", a book designed to help you learn the 7 steps to protecting your 401(k) from the ticking tax time bomb. Tim isn't afraid to run counter to the conventional wisdom of the financial world. Join him each episode as he'll point out problems and inconsistencies you need to be aware of in the retirement landscape so you can take full control of your portfolio to make empowered financial decisions. If you have a 401(k), an IRA, a pension (or maybe even better, no pension), not sure what to do about Social Security, healthcare, legacy planning, or any other number of financial planning issues then you're in the right place. Because Tim is going to cover anything and everything in the retirement planning spectrum. Call him with your questions at 858-459-3937 or go online to https://www.dyerwealthmanagement.com/ to find out more information!

Episodes

April 18, 2024 19 mins

It's an election year in America, and that means there could be a lot of volatility on the horizon. Tim is here to talk about what this could mean for retirement planning and your investments. Plus, what elections is he paying attention to this year? Tune in to find out!

CONTACT

Website
: https://www.dyerwealthmanagement.com/
Phone: 858-459-3937
Email: tim@dyerwm.com
Location: La Jolla, CA

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Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement and Generation X starting to think more about their retirement savings, these major life events come with a handful of financial planning questions. In today’s episode, we’ll focus on some of the common questions that these age groups are asking.

CONTACT

W...

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March Madness is upon us, and as you fill out your bracket and watch the NCAA Tournament this year, there are a few retirement planning lessons that you can learn along the way…

CONTACT

Website
: https://www.dyerwealthmanagement.com/
Phone: 858-459-3937
Email: tim@dyerwm.com
Location: La Jolla, CA

Disclosures:

The commentary on this Podcast reflects the personal opinions, viewpoints an...

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Every generation likes to talk about how much harder things used to be when they were kids. Like all of the people who used to have to walk five miles to school, in the snow, uphill both ways. But they had at least one thing that was EASIER…and that was retirement planning. Let’s talk about why on today’s episode.

CONTACT

Website
: https://www.dyerwealthmanagement.com/
Phone: 858-459-3937
Email: tim@dyerwm....

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Is 'Lazy Money' still a concern in 2024's higher interest rate landscape? In this episode, we explore this question, examining how the recent rise in interest rates affects the money sitting in savings accounts, CDs, and conservative investments. We'll discuss the new dynamics of managing your funds in a world where traditional saving methods are seeing better returns. Are these options now a viable part of a sa...

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We’ve all heard the apocalyptic predictions about social security, the national debt, and other major issues that are supposed to sink the economy. Do any of these predictions have merit in the years ahead? In this episode, we’ll try to separate sensationalism from reality.

CONTACT

Website
: https://www.dyerwealthmanagement.com/
Phone: 858-459-3937
Email: tim@dyerwm.com
Location: La Jolla, CA

D...

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January 22, 2024 19 mins

Everyone wants to know. Will the economy boom or bust in 2024? Join us as we explore a range of expert predictions, from the shifting trends in housing prices to the looming question of a potential recession or stock market crash. We'll balance our discussion with both optimistic and pessimistic perspectives from an array of sources to give you a comprehensive view. Tune in to navigate the uncertainties and opportunities of 20...

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January 11, 2024 14 mins

Despite initial expectations, 2023 unfolded as a surprisingly healthy year. So what does that mean for 2024? In today's episode, Tim will share his thoughts on the current landscape and offer his unique perspective on what we can anticipate as we step into the new year.

CONTACT

Website
: https://www.dyerwealthmanagement.com/
Phone: 858-459-3937
Email: tim@dyerwm.com
Location: La Jolla, CA

...

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Sometimes it’s hard to make financial sacrifices when the reward might not be seen until several years in the future. Today we’ll talk about some of the situations where you might be inclined to take the immediate benefit when you should really consider the delayed rewards…

CONTACT

Website
: https://www.dyerwealthmanagement.com/
Phone: 858-459-3937
Email: tim@dyerwm.com
Location: La Jolla, CA

D...

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We're going to do something a bit different on today's show. Tim and Ben are going to open up the mailbag to answer some recent listener questions. Harriet asks whether she should take out a short-term loan for a new home purchase. Another listener asks if it's normal for financial advisors to be cryptic about what they're going to do with your money. Stay tuned to see how Tim answers these questions and more!  ...

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Ever thought that minor tweaks in your financial plan could lead to major wins? In this episode, we're exploring the surprisingly powerful world of simple financial adjustments. From overlooked savings tricks to smarter insurance choices, we're unpacking those seemingly small steps that can bring about big, positive ripples in your financial life.


CONTACT
Website
: https://www.dyerwealthmanagement.com/

November 16, 2023 28 mins

Join us for a thoughtful episode where we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come. Together, we'll navigate through essential topics like managing RMDs, explore tax-saving opportunities, and ev...

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October 19, 2023 12 mins

Ever wonder what a year-end review session looks like? In this episode, Tim delves into the significance of these strategic planning sessions and how they play a crucial role in wrapping up the current year while setting the stage for a successful year ahead. Listen in as we chat about what you can expect from these meetings.

CONTACT
Website
: https://www.dyerwealthmanagement.com/
Phone: 858-459-3937
Email: tim...

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October 5, 2023 18 mins

Welcome back to Retirement Power Play! In this episode, Tim recaps a recent trip to Nashville with other financial professionals. He also reflects on the concept of "idea partners" and shares how that benefits us and our clients.

CONTACT
Website
: https://www.dyerwealthmanagement.com/
Phone: 858-459-3937
Email: tim@dyerwm.com
Location: La Jolla, CA

Disclosures:

The commentary on t...

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September 21, 2023 21 mins

In this episode, we delve into the complex and often emotionally charged process of changing financial advisors. We'll discuss the telltale signs that it's time to consider a switch, the questions to ask your current advisor, and what to look for in a new one. Join us as we demystify the transition process and equip you with the knowledge you need to make informed decisions about who is best suited to guide your financial...

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In this episode, we're diving into an unforgettable event that recently took place - one that involved NHL players, Naval Special Warfare, and our very own Tim Dyer. Tim shares the story of an incredible weekend where 1,500 enthusiastic spectators gathered to witness the NHL alumni and the Warrior for Life Foundation, along with members of Naval Special Warfare, hit the ice for a game of hockey. Their goal? To raise money for ...

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Money can't buy love, but it can certainly start some spicy debates between you and your better half. In this episode, we're digging into the financial face-offs that make Monopoly fights look like child's play and exploring some money minefields that can test even the most solid relationships. Listen in as we explore how to resolve some of the most common financial sources of tension between couples.

CONTAC...

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On this episode, we'll uncover the secrets of guaranteed income versus the uncertain stuff and shed light on the consequences of retiring without a clear income plan. Don't worry if you're feeling lost - we've got your back with practical solutions and expert guidance. Tune in and take charge of your retirement cash flow!

CONTACT
Website
: https://www.dyerwealthmanagement.com/
Phone: 858-459-3937...

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Don’t get us wrong. In many cases, your 401(k) can be your best investment vehicle, offering numerous benefits and tax advantages and many times a 100% return on some of your contributions (also known as an employer match). However, it's important to recognize that it might not always be the optimal choice for everyone. Join us in this thought-provoking episode as we dissect the reasons why someone should NOT invest in a 401(k...

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Celebrate the spirit of July 4th with our latest episode as we tackle the concept of Financial Independence. While the American colonists fought for freedom from British rule, we’re here to discuss what you’re striving to be independent from in your retirement. We’ll unveil the common foes you’ll face on the journey. And good news, no muskets required for these battles.

CONTACT
Website
: https://www.dyerwealthmanagemen...

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