Financial Flight Plan Podcast

Tim Estes
  • 5.0 (4)
  • Investing
  • Updated Monthly

Weekly investing and financial planning guidance with Tim Estes and Brie Reyes, CFP® in Fort Worth, TX

  1. 4d ago

    Keep It or Toss It? A Financial Document Checklist

    Somewhere in a drawer, a filing cabinet, or a shoebox in the closet, most of us are holding onto financial paperwork we don't actually need. And we’re probably missing a few things we do need. Let's sort out what stays, what goes, and where it all belongs. Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402

  2. Aug 6

    The Financial Worries That Keep People Up at Night

    When it comes to financial planning, everybody has something that bothers them. Today we're walking through some of the most common pain points we see and the real conversations that happen around them.   Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402

  3. Jul 16

    The 5 D's of Retirement Planning

    Based on a recent article from Kiplinger, there are five keys to a retirement plan that actually holds up over time. They all happen to start with the same letter- which either means it's a great framework or someone really wanted it to work out that way. Either way, the five D's are worth knowing. Read the Kiplinger article HERE.   Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402

  4. Jul 2

    What Your 4th of July Traditions Can Teach You About Money

    This year's Fourth of July carries a little extra weight as we celebrate 250 years of American independence, and that's worth a moment. But between the hot dogs, the parades, and the fireworks, we started thinking about how many of our favorite holiday traditions have a pretty natural financial parallel. So that's what we're doing today… and the comparisons might surprise you.   Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402

  5. Jun 18

    OpenAI, SpaceX, and You — Should You Care About the IPO Boom?

    SpaceX. OpenAI. These and other names have been dominating the headlines. The IPO market is heating up and clients are asking questions. Today we're keeping it simple. What do retirees and pre-retirees need to understand about IPOs before they get caught up in the excitement?   Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402

  6. May 28

    54 Million Workers Had No Retirement Plan. That Just Changed

    There’s some big retirement news out of Washington worth understanding. President Trump recently signed an executive order aimed at expanding access to retirement savings for the tens of millions of Americans whose employers don't offer a plan. Today we're breaking down what was signed, what it means in practice, and what questions it raises for your own retirement picture.   Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402

  7. Apr 30

    Why Spending in Retirement Is Harder Than It Sounds

    Most retirement conversations are about saving enough. Today we're talking about the other side of that. What happens when you've saved, you're there, and you still can't bring yourself to spend it? It's more common than people admit. And it can quietly rob you of the retirement you worked so hard to build. Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402

  8. Mar 26

    Tax Mistakes New Retirees Make

    Nobody likes tax season. But for new retirees, it can come with a few unwelcome surprises. The rules have changed, the income sources have shifted, and strategies that made sense during your working years may no longer apply. Today, we're looking at some of the biggest tax mistakes retirees make, as discussed in a recent Kiplinger article, and whether these match what we see in the real world.   Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402

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5
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4 Ratings

About

Weekly investing and financial planning guidance with Tim Estes and Brie Reyes, CFP® in Fort Worth, TX

Information

  • Creator
    Tim Estes
  • Years Active
    2017 - 2026
  • Episodes
    31
  • Rating
    Clean
  • Copyright
    © Copyright 2017 All rights reserved.
  • Show Website
    Financial Flight Plan Podcast