Retirement Power Play with Tim Dyer

Tim Dyer
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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!

  1. DEC 11

    Turning 50: Adventures, Insights & Retirement Reflections

    Tim’s 50th birthday wasn’t just a milestone, it became a trip filled with adventure, surprises, and a few unexpected lessons about life and retirement. The stories he shares today tie directly into the mindset shifts that often surface as retirement gets closer.  Here’s some of what we discuss in this episode: 🏙️ Miami Birthday Trip: milestone celebration with close friends 🎣 Deep Sea Fishing: early-morning catch and luxury boating 🐊 Everglades Adventure: airboat ride and alligator encounters 🚤 Flamingo Houseboats: quiet waters and nature-filled escape 🧭 Retirement Reflections: mindset shifts and future planning Book at Time to Chat: https://www.dyerwealthmanagement.com/start-here.html Website: https://www.dyerwealthmanagement.com/ Phone: 858-459-3937 Email: tim@dyerwm.com The commentary on this Podcast reflects the personal opinions, viewpoints and analyses of Sage Capital Advisors, LLC DBA Dyer Wealth Management employees making such comment, and should not be regarded as a description of advisory services provided by Dyer Wealth Management or performance returns of any Dyer Wealth Management Investments client. The views reflected in the commentary are subject to change at any time without notice. The opinions expressed in this Podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed...

    20 min

  2. DEC 4

    Year-End Tax Strategies: Smart Moves Before December 31

    💬 Ready to take control of your financial future? Let’s chat! 📅 Book a time now 👉 https://www.dyerwealthmanagement.com/start-here.html As 2025 winds down, it’s the perfect time to tighten up your tax strategy and make sure you’re not leaving opportunities on the table. In this episode, Tim breaks down the practical steps that can help you manage your income, optimize your accounts, and position yourself well heading into next year. It’s a straightforward, no-fluff conversation designed to help you make intentional moves before December 31. Here’s some of what we discuss in this episode: 🔄 Roth Conversion Windows: recognizing opportunities while the clock is ticking 📊 Loss & Gain Harvesting: using the market to your tax advantage 🎁 Charitable Giving Moves: smart ways to give and get a tax benefit 💼 Retirement Plan Tune-Up: maximizing contributions and account efficiency 🏢 Business Owner Breaks: deductions and strategies entrepreneurs often miss Book at Time to Chat: https://www.dyerwealthmanagement.com/start-here.html Website: https://www.dyerwealthmanagement.com/ Phone: 858-459-3937 Email: tim@dyerwm.com The commentary on this Podcast reflects the personal opinions, viewpoints and analyses of Sage Capital Advisors, LLC DBA Dyer Wealth Management employees making such comment, and should not be regarded as a description of advisory services provided by Dyer Wealth Management or performance returns of any Dyer Wealth Management Investments client. The views reflected in the commentary are subject to change at any time without notice. The opinions expressed in this Podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed...

    20 min

  3. NOV 26

    Closing the Small Business Retirement Gap: Simple 401(k)s with Mark Fowler

    💬 Ready to take control of your financial future? Let’s chat! 📅 Book a time now 👉 https://www.dyerwealthmanagement.com/start-here.html Small business owners often assume a 401(k) is too complicated, too expensive, or only for big companies, but that’s simply not true anymore. Tim sits down with Mark Fowler, Director of Retirement Education at Human Interest, to discuss how technology, tax incentives, and new state mandates have changed the retirement plan landscape for employers. Mark shares why offering a 401(k) isn’t just doable, it’s one of the smartest ways to attract talent, save on taxes, and stay compliant. Here’s some of what we discuss in this episode: 👤 Mark’s Mission: helping small businesses offer meaningful retirement benefits 🏪 Small Biz Challenges: why owners feel stuck on retirement plans 💼 Why 401(k)s Matter: retention, attraction, and owner retirement advantages 💸 Tax Incentives: credits, deductions & cost-saving opportunities most owners miss 📜 State Mandates: what new laws require and the penalties for ignoring them Book at Time to Chat: https://www.dyerwealthmanagement.com/start-here.html Website: https://www.dyerwealthmanagement.com/ Phone: 858-459-3937 Email: tim@dyerwm.com The commentary on this Podcast reflects the personal opinions, viewpoints and analyses of Sage Capital Advisors, LLC DBA Dyer Wealth Management employees making such comment, and should not be regarded as a description of advisory services provided by Dyer Wealth Management or performance returns of any Dyer Wealth Management Investments client. The views reflected in the commentary are subject to change at any time without notice. The opinions expressed in this Podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed...

    38 min

  4. NOV 20

    Fred Steck on Legacy, Leadership & Connection: Lessons from Goldman Sachs and Beyond

    💬 Ready to take control of your financial future? Let’s chat! 📅 Book a time now 👉 https://www.dyerwealthmanagement.com/start-here.html What does it mean to build real connections in an increasingly digital world? Tim sits down with Fred Steck (author, speaker, and former national sales manager at Goldman Sachs) to explore authenticity, leadership, and the human side of success. Fred shares stories from Wall Street to retirement, revealing how vulnerability, curiosity, and meaningful relationships shape a lasting legacy. Here’s some of what we discuss in this episode: 🔥 Personal Motivation: what inspired his new book 🏢 Goldman Sachs Culture: lessons in teamwork, trust, and collaboration 💡 Authenticity & Vulnerability: why openness builds stronger bonds 📱 Digital vs. Personal: how technology shapes (and strains) relationships 🌱 Life After Work: redefining purpose and connection in retirement 🏆 Legacy: how meaningful relationships outlast careers and achievements Buy on Amazon - Connectability: Mastering Relationship Building in Business, Sales, and Beyond: https://www.amazon.com/Connectability-Mastering-Relationship-Building-Business/dp/1639081577 Book at Time to Chat: https://www.dyerwealthmanagement.com/start-here.html Website: https://www.dyerwealthmanagement.com/ Phone: 858-459-3937 Email: tim@dyerwm.com The commentary on this Podcast reflects the personal opinions, viewpoints and analyses of Sage Capital Advisors, LLC DBA Dyer Wealth Management employees making such comment, and should not be regarded as a description of advisory services provided by Dyer Wealth Management or performance returns of any Dyer Wealth Management Investments client. The views reflected in the commentary are subject to change at any time without notice. The opinions expressed in this Podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed...

    42 min

  5. NOV 13

    Who Really Needs a Financial Advisor — And Who Doesn’t?

    💬 Ready to take control of your financial future? Let’s chat! 📅 Book a time now 👉 https://www.dyerwealthmanagement.com/start-here.html Do you really need a financial advisor, or can you do it all yourself? Tim breaks down the biggest misconceptions about advisors and reveals the true value they bring beyond just picking investments. Learn how to distinguish between advisors, planners, and wealth managers, and discover which life milestones make professional guidance essential. Tune in to find out if going it alone is putting your wealth at risk. Here’s some of what we discuss in this episode: 💬 Why An Advisor Matters: understanding when guidance can make the biggest difference 🧠 Behavioral Coaching: why emotions—not markets—often derail investors 🧩 Beyond the Portfolio: advisors add value through tax, estate, and insurance strategy 💰 Cost vs. Value: understanding what you pay for and why it can be worth it 🚀 Getting Started: how to begin the process and what to expect in your first meeting Book at Time to Chat: https://www.dyerwealthmanagement.com/start-here.html Website: https://www.dyerwealthmanagement.com/ Phone: 858-459-3937 Email: tim@dyerwm.com The commentary on this Podcast reflects the personal opinions, viewpoints and analyses of Sage Capital Advisors, LLC DBA Dyer Wealth Management employees making such comment, and should not be regarded as a description of advisory services provided by Dyer Wealth Management or performance returns of any Dyer Wealth Management Investments client. The views reflected in the commentary are subject to change at any time without notice. The opinions expressed in this Podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed...

    29 min

  6. OCT 30

    Government Shutdown: What It Means for Your Retirement

    💬 Ready to take control of your financial future? Let’s chat! 📅 Book a time now 👉 https://www.dyerwealthmanagement.com/start-here.html Worried about the latest government shutdown and what it means for your finances? Tim breaks down the noise and shares how shutdowns have historically impacted markets and retirees. Discover why short-term volatility doesn’t have to derail your retirement plans, and why emotional decisions, not headlines, pose the bigger risk. Tim also offers practical advice on staying grounded and focused, no matter the news cycle. Here’s some of what we discuss in this episode: 🎯 The Real Risk: reacting emotionally instead of staying the course 🏛️ Government Shutdown Impact: what it really means for your money and retirement 💡 Understanding the Shutdown: how essential and non-essential functions are affected 📈 Market Reactions: why short-term drops rarely change long-term outcomes 🧾 IRS Slowdowns: processing delays for refunds, not for payments Book at Time to Chat: https://www.dyerwealthmanagement.com/start-here.html Website: https://www.dyerwealthmanagement.com/ Phone: 858-459-3937 Email: tim@dyerwm.com The commentary on this Podcast reflects the personal opinions, viewpoints and analyses of Sage Capital Advisors, LLC DBA Dyer Wealth Management employees making such comment, and should not be regarded as a description of advisory services provided by Dyer Wealth Management or performance returns of any Dyer Wealth Management Investments client. The views reflected in the commentary are subject to change at any time without notice. The opinions expressed in this Podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed...

    12 min

  7. OCT 16

    Breaking Barriers in Hockey and Beyond with Toni Will

    This week, Tim welcomes a trailblazer who knows a thing or two about leadership, resilience, and shaking things up: Toni Will, General Manager and Governor for the Kalamazoo Wings. Her path into sports leadership wasn’t planned, but her bold approach turned challenges into opportunities and reshaped what it means to lead in a male-dominated arena. Toni shares her story of taking risks, pushing boundaries, and resilience.   Toni doesn’t just talk about breaking barriers, she lives it. She pioneered the iconic ‘Rainbow Ice’ night, launched her own coaching business, delivered a TED Talk, and is preparing to release her first book, proving that purpose and passion can create real impact both on and off the ice. Get ready for an inspiring episode that’s helps us realize that sometimes the best opportunities are the ones you never saw coming.  Here’s some of what we discuss in this episode: 🏒 Toni’s journey into hockey leadership 🌈 Pioneering Rainbow Ice and championing inclusivity in hockey 💬 The best advice Toni ever got from her dad  📚 Leadership pillars from her TED Talk and coaching work 👩‍💼 Breaking barriers as one of few female GMs in pro sports Get in touch with Toni Will:  Toni’s Personal Website: https://www.toniwill.com  Kalamazoo Wings Hockey Club https://kwings.com/team/staff  Book at Time to Chat: https://www.dyerwealthmanagement.com/start-here.html Website: https://www.dyerwealthmanagement.com/ Phone: 858-459-3937 Email: tim@dyerwm.com The commentary on this Podcast reflects the personal opinions, viewpoints and analyses of Sage Capital Advisors, LLC DBA Dyer Wealth Management employees making such comment, and should not be regarded as a description of advisory services provided by Dyer Wealth Management or performance returns of any Dyer Wealth Management Investments client. The views reflected in the commentary are subject to change at any time without notice. The opinions expressed in this Podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed...

    30 min

  8. OCT 9

    The Qualcomm Advantage: Maximizing Your Benefits Package

    💬 Ready to take control of your financial future? Let’s chat! 📅 Book a time now 👉 https://www.dyerwealthmanagement.com/start-here.html Qualcomm employees enjoy some of the best benefits in the corporate world, but many aren’t taking full advantage of them. After working with Qualcomm employees for nearly three decades, Tim has seen both the opportunities and the pitfalls that come with these unique benefits. In this episode, he shares the strategies that help employees get the most from their compensation, stock options, and savings plans.  Find out why benefits planning isn’t one-size-fits-all, how to avoid common mistakes like confusing tax preparation with tax planning, and why overconcentration in company stock can create hidden risks. We’ll also go a little deeper with advanced opportunities and strategies that we help our clients with.  As a Qualcomm employee, your benefits hold hidden opportunities. Take advantage now to maximize their full value. Here’s some of what we discuss in this episode: 📊 Qualcomm stock, diversification, and smart tax planning 👪 Family & Education: Supporting family abroad, healthcare, and top-tier schooling 📈 Maximizing your ESPP, 401k, Roth, HSA, insurance ⚠️ What common mistakes to avoid  🛠️ Tools to help you evaluate what “quick wins” you can do right now  Book at Time to Chat: https://www.dyerwealthmanagement.com/start-here.html Website: https://www.dyerwealthmanagement.com/ Phone: 858-459-3937 Email: tim@dyerwm.com The commentary on this Podcast reflects the personal opinions, viewpoints and analyses of Sage Capital Advisors, LLC DBA Dyer Wealth Management employees making such comment, and should not be regarded as a description of advisory services provided by Dyer Wealth Management or performance returns of any Dyer Wealth Management Investments client. The views reflected in the commentary are subject to change at any time without notice. The opinions expressed in this Podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed...

    25 min
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About

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!

Information

  • Creator
    Tim Dyer
  • Years Active
    2022 - 2025
  • Episodes
    87
  • Rating
    Clean
  • Copyright
    © 2025 Copyright Retirement Power Play with Tim Dyer 2022
  • Show Website
    Retirement Power Play with Tim Dyer