30 episodes

Weekly investing and financial planning guidance with Certified Financial Planners Tim Estes and Brie Reyes in Fort Worth, TX

Financial Flight Plan Podcast Tim Estes

    • Økonomi

Weekly investing and financial planning guidance with Certified Financial Planners Tim Estes and Brie Reyes in Fort Worth, TX

    Retiree Insurance: The Basics You Must Know

    Retiree Insurance: The Basics You Must Know

    While you dream about the leisurely days ahead of you in retirement, it’s also important to think about some of the less glamorous items, including insurance. In this new season of life, your old policies may no longer suit your needs or may come to an end. So, what types of coverage should you be considering for your golden years? What do you need to keep in mind as you prep for the transition? We’re going to walk you through the fundamentals in today's episode, covering health insurance, long-term care insurance, life insurance, and more.
     
    Important Links:
    Website: https://www.estesfinancial.net/
    Call: 817-444-8402

    • 20 min
    Steering Clear of Retirement Stress

    Steering Clear of Retirement Stress

    Psychologists have determined that retirement is one of the most stressful events that some people will experience in life. In this episode, we’ll look at the ways to proactively deal with the stress surrounding the retirement process.
     
    Important Links:
    Website: https://www.estesfinancial.net/
    Call: 817-444-8402

    • 17 min
    Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud

    Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud

    As much as any other threat, recognizing and avoiding scams has become a necessary skill for today’s retirees to develop. Join us as we explore crucial steps you can take to safeguard your financial well-being against the growing tide of scams and identity theft. Learn from real-life stories and gain practical advice to keep your finances secure in this digital era, all from the perspective of a seasoned financial professional.
     
    Important Links:
    Website: https://www.estesfinancial.net/
    Call: 817-444-8402

    • 33 min
    The Best Kept Secret in 401(k)s

    The Best Kept Secret in 401(k)s

    401(k)s have changed a lot since the beginning of the game and many of them have a powerful tool that not many people know about. Join us in today's episode as we shed light on this often-overlooked feature within the 401(k) community and explore its potential benefits. And make sure to stick around until the end, where Brie helps a listener think about his retirement options!
     
    Important Links:
    Website: https://www.estesfinancial.net/
    Call: 817-444-8402

    • 18 min
    Patience Pays: The Power of Delayed Gratification (Part 2)

    Patience Pays: The Power of Delayed Gratification (Part 2)

    Sometimes it’s hard to make financial sacrifices when the reward might not be seen until several years in the future. Today we’re back to talk more about some of the situations where you might be inclined to take the immediate benefit when you should really consider the delayed rewards…
     
    Important Links:
    Website: https://www.estesfinancial.net/
    Call: 817-444-8402

    • 23 min
    Patience Pays: The Power of Delayed Gratification (Part1)

    Patience Pays: The Power of Delayed Gratification (Part1)

    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…
     
    Important Links:
    Website: https://www.estesfinancial.net/
    Call: 817-444-8402

    • 19 min

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