31 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

    • Business
    • 5.0 • 3 Ratings

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

    Opportunities for Retirement‘s Late Bloomers

    Opportunities for Retirement‘s Late Bloomers

    Maybe you’re close to retirement and think you don’t have nearly enough money saved. But let’s talk about some reasons that the news might not be as bad as you think.


    Important Links:


    Website: https://www.estesfinancial.net/


    Call: 817-444-8402

    • 25 min
    Everything You Need to Know About the Federal Vaccine Mandate

    Everything You Need to Know About the Federal Vaccine Mandate

    With the vaccine mandate set to take effect for Federal employees in November, we wanted to help you understand what this could mean for your employment and how it might impact your retirement plans.


    Important Links:


    Website: https://www.estesfinancial.net/


    Call: 817-444-8402

    • 22 min
    Mind The Gaps In Your Retirement Planning

    Mind The Gaps In Your Retirement Planning

    If you’ve ever ridden the subway in London, you’ve probably seen the “Mind the Gap” signs warning you to be aware of the gap between the train door and the station platform. Let’s talk today about minding the gaps in retirement planning.


    Important Links:


    Website: https://www.estesfinancial.net/


    Call: 817-444-8402

    • 23 min
    What Makes Your Advisor Tick

    What Makes Your Advisor Tick

    It’s time to peel back the curtain a little bit to learn about your financial advisor.


    Important Links:


    Website: https://www.estesfinancial.net/


    Call: 817-444-8402

    • 25 min
    Understanding The SECURE Act 2.0

    Understanding The SECURE Act 2.0

    The SECURE Act became law at the beginning of 2020 and created some significant differences in how people should plan for retirement. And while it’s not law yet, there’s a SECURE Act 2.0 on the horizon that could very likely become law before the end of the year. Let’s talk about some of the provisions and why they could be important.


    Important Links:


    Website: https://www.estesfinancial.net/


    Call: 817-444-8402

    • 30 min
    3 Challenges Today's Retirees Face

    3 Challenges Today's Retirees Face

    If you’re of the age that your mom and dad retired 20 or 30 years ago, the world was a much different place when they walked away from their paychecks. Let’s talk about how things are different now.


    Important Links:


    Website: https://www.estesfinancial.net/


    Call: 817-444-8402

    • 21 min

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