When Is It Time to Change Advisors?

Retirement Power Play with Tim Dyer

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Black Mirror Season 7 28:30

cách đây 4 ngày trước28:30

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28:30

We're trying something different this week: a full post-show breakdown of every episode in the latest season of Black Mirror! Ari Romero is joined by Tudum's Black Mirror expert, Keisha Hatchett, to give you all the nuance, the insider commentary, and the details you might have missed in this incredible new season. Plus commentary from creator & showrunner Charlie Brooker! SPOILER ALERT: We're talking about the new season in detail and revealing key plot points. If you haven't watched yet, and you don't want to know what happens, turn back now! You can watch all seven seasons of Black Mirror now in your personalized virtual theater . Follow Netflix Podcasts and read more about Black Mirror on Tudum.com .…

cách đây 2 năm trước 21:19

MP3•Trang chủ episode

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 future.
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 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 professional.

Dyer Wealth Management provides advisory services through Sage Capital Advisors, LLC an SEC registered investment adviser. Advisory services are only offered to clients or prospective clients where Dyer Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Dyer Wealth Management unless a client service agreement is in place.

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

69 tập

#Trading #Business News #Business #News #Tim Dyer #Retirement #Financial Planning #California #IRA #401k #Money #Investing #Dyer #Wealth

When Is It Time to Change Advisors?

Retirement Power Play with Tim Dyer

published cách đây 2 năm trước

Chia sẻ

MP3•Trang chủ episode

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

69 tập

#Trading #Business News #Business #News #Tim Dyer #Retirement #Financial Planning #California #IRA #401k #Money #Investing #Dyer #Wealth

Tất cả các tập

1
Market Volatility in 2025: Opportunity or Panic? 24:31

cách đây 26 ngày trước24:31

24:31

Tariffs, stock markets, international geopolitical events. They all seem to be coming to a head, and we're starting to get a lot of questions about what could go wrong rather than what may have been going right. On today's show, we want to put some of these topics into context and give you an idea on where some of the potential opportunities may be moving forward. We’ll take a look at historical data and help put this volatility into context. Along the way, we’ll discuss the biggest market myths, how tariffs, government policies, and global events are affecting investor sentiment, and why long-term investing still works despite short-term fluctuations. Plus, we’ll explain the difference between pullbacks, corrections, and bear markets, and why staying invested is key to capturing growth. Here’s some of what we discuss in this episode: 📉 Market Volatility Explained – What’s happening & why it’s not unusual 📊 Pullback vs. Correction vs. Bear Market – Understanding market cycles 💰 Long-Term Investing Works – Why missing the best days in the market can cost you 🔄 The Role of Interest Rates & Valuations – How they impact stocks ⚠️ Avoid Emotional Investing – Why reacting to headlines can hurt your returns 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…

1
The Loan Options Worth Considering to Fund a Home Renovation? 19:43

cách đây 6 weeks trước19:43

19:43

Today we’re going to talk about a recent conversation Tim had with a client who was looking to borrow some money for a home renovation project. There were a couple of options available to them, some of them pretty simple and some a little bit more in-depth. Tim was surprised to learn that some of these things weren't as well-known as he thought they were so we wanted to share some of that information on the show to maybe get you thinking about some options that are available to you. Here’s what you’ll learn in this episode: 🏠 Margin Loans for Renovation · Borrow against your investment portfolio without liquidating assets · Avoid taxes and penalties that come with selling investments 💳 Securities-Backed Loans · Lower interest rates compared to margin loans · Use funds for non-investment purposes with less paperwork 💸 Traditional Financing Options · Personal loans, HELOCs, and cash-out refinancing · Understand the pros and cons of each choice and their impact on your financial future 🔍 Strategic Financial Planning · How to assess your goals and plan for repayment · Make informed decisions based on your financial situation We hope this episode provides essential tips on leveraging financing options to fund your renovation projects but reach out if you want to discuss what’s best for you. 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…

1
Finding Quick Wins Before the Planning Begins 27:41

cách đây 7 weeks trước27:41

27:41

We talk a lot about what happens during the planning process but the time we spend before starting the plan can uncover areas that can become quick wins. It’s important that we take the time to assess your current financial standing because this initial evaluation sets the stage for everything that follows. In this episode, we’re going to going to take you through the process and explain what we want to learn more about and why it’s important for long-term planning. By examining each of these areas, individuals can identify levers that can be adjusted for improved financial outcomes. Here’s what we’ll cover today: 🔍 Assess Your Current Financial Situation Ask yourself fundamental questions like "Am I okay?" and "Am I making the right decisions?" 💡 Quick Wins for Financial Health • Practical, immediate actions to enhance your financial standing • Understanding cash flow to optimize money management ⚖️ Risk Management & Income Planning Evaluate your risk tolerance and future income from assets to make proactive decisions 💸 Key Areas to Examine • Savings, expenses, debt, and taxes • How small adjustments can make a big difference over time 🔑 Small Changes, Big Impact "Small hinges swing big doors" — minor tweaks can lead to substantial improvements If you’re interested in getting this assessment started, get started right here: https://www.dyerwealthmanagement.com/start-here.html 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…

1
2025 Outlook: Insights for the Year Ahead 38:09

cách đây 12 weeks trước38:09

38:09

As we step into 2025, understanding the key trends and potential changes in the economy and stock market can help individuals make informed decisions. Today we're going to highlight some key sectors and financial areas that are most important to wealth management. Find out what Tim's watching in 2025. 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 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 professional. Dyer Wealth Management provides advisory services through Sage Capital Advisors, LLC an SEC registered investment adviser. Advisory services are only offered to clients or prospective clients where Dyer Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Dyer Wealth Management unless a client service agreement is in place. 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…

1
3 College Savings Secrets Wealthy Parents & Grandparents Use In 2025 22:26

cách đây 14 weeks trước22:26

22:26

With college acceptances, school enrollments, and financial aid deadlines approaching, now’s the time to plan for education expenses. Whether it’s for your children or grandchildren, we’ll explore three smart strategies to invest in their future and make saving for college a step toward their dreams. 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 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 professional. Dyer Wealth Management provides advisory services through Sage Capital Advisors, LLC an SEC registered investment adviser. Advisory services are only offered to clients or prospective clients where Dyer Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Dyer Wealth Management unless a client service agreement is in place. 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…

1
Reflecting on a Recent Trip to Disneyland 20:22

cách đây 19 weeks trước20:22

20:22

The Dyer family recently enjoyed a big birthday weekend, which included a trip to Disney. Tim was in for an unexpected surprise when he got there and had an unforgettable time. As always, he came away with valuable insights and lessons, which we’re excited to share with you on this episode of Retirement Power Play. 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 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 professional. Dyer Wealth Management provides advisory services through Sage Capital Advisors, LLC an SEC registered investment adviser. Advisory services are only offered to clients or prospective clients where Dyer Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Dyer Wealth Management unless a client service agreement is in place. 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…

1
Year-End Tax Planning Webinar Recap 33:14

cách đây 20 weeks trước33:14

33:14

Tim recently hosted his year-end tax webinar, and if you joined us – thank you! If you missed it, don’t worry. In today’s episode, we’re recapping the key takeaways from the event and some important items you should be thinking about moving forward. 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 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 professional. Dyer Wealth Management provides advisory services through Sage Capital Advisors, LLC an SEC registered investment adviser. Advisory services are only offered to clients or prospective clients where Dyer Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Dyer Wealth Management unless a client service agreement is in place. 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…

1
Things I'm Learning in My Year-End Client Reviews 22:07

cách đây 23 weeks trước22:07

22:07

Year-end is always a busy season in financial planning, and at Dyer Wealth, we're in the midst of year-end client reviews. Today, we're sharing some of the key topics and questions that have been coming up in these meetings. Stay tuned! 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 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 professional. Dyer Wealth Management provides advisory services through Sage Capital Advisors, LLC an SEC registered investment adviser. Advisory services are only offered to clients or prospective clients where Dyer Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Dyer Wealth Management unless a client service agreement is in place. 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…

1
Happening Now: How Current Economic Shifts Could Affect Your Retirement 30:39

cách đây 26 weeks trước30:39

30:39

The financial landscape is changing rapidly, and if you’re focused on retirement, these shifts can’t be ignored. In today’s episode, we break down the trends that will define the rest of 2024 and what they mean for your retirement plan. View the Wall of Worry Timeline HERE 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 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 professional. Dyer Wealth Management provides advisory services through Sage Capital Advisors, LLC an SEC registered investment adviser. Advisory services are only offered to clients or prospective clients where Dyer Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Dyer Wealth Management unless a client service agreement is in place. 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…

1
Financial Lessons from the Strangest Phobias 26:28

cách đây 28 weeks trước26:28

26:28

In this episode, we’re exploring some of the world’s most unique and quirky fears—and believe it or not, they have a lot more in common with your financial life than you might think. From the fear of long words to the fear of peanut butter sticking to the roof of your mouth, we’ll explore how these anxieties mirror some of the biggest concerns in financial and retirement planning. 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 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 professional. Dyer Wealth Management provides advisory services through Sage Capital Advisors, LLC an SEC registered investment adviser. Advisory services are only offered to clients or prospective clients where Dyer Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Dyer Wealth Management unless a client service agreement is in place. 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…

1
What Happens to Certain Investments After Rate Cuts? 21:02

cách đây 30 weeks trước21:02

21:02

By now, you've probably heard of the recent Federal Reserve rate cut. With the announcement of a 50 basis points reduction, many investors are left wondering how this will impact their portfolios. Tune in as Tim provides a thorough analysis of the situation and breaks down the effects on various asset classes. 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 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 professional. Dyer Wealth Management provides advisory services through Sage Capital Advisors, LLC an SEC registered investment adviser. Advisory services are only offered to clients or prospective clients where Dyer Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Dyer Wealth Management unless a client service agreement is in place. 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…

1
Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning 27:01

cách đây 31 weeks trước27:01

27:01

Remember when you were a kid, always asking 'How do you know?' about everything, like why the sky is blue or where the sun goes at night? That curiosity doesn't go away as we get older; it just turns into different questions, like the ones we face when planning for retirement. Today, we’re digging into the 'How Do You Knows' of retirement planning. 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 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 professional. Dyer Wealth Management provides advisory services through Sage Capital Advisors, LLC an SEC registered investment adviser. Advisory services are only offered to clients or prospective clients where Dyer Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Dyer Wealth Management unless a client service agreement is in place. 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…

1
Views on the Current Market & Economy 33:28

cách đây 34 weeks trước33:28

33:28

Given the recent market volatility in August and the uncertainty surrounding the upcoming election season, many of you have questions and concerns. We thought this would be a perfect time to provide a market update. Join us as Tim breaks it all down and addresses your questions in today's episode. 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 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 professional. Dyer Wealth Management provides advisory services through Sage Capital Advisors, LLC an SEC registered investment adviser. Advisory services are only offered to clients or prospective clients where Dyer Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Dyer Wealth Management unless a client service agreement is in place. 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…

1
A Memorable Trip with the Warrior For Life Fund: Lessons and Reflections 21:52

cách đây 36 weeks trước21:52

21:52

Tim recently returned from an eye-opening trip to Norfolk, Virginia, where he worked with the Warrior For Life Fund, supporting Navy SEALs and their families. He'll share some of his emotional and impactful experiences in today's episode, from a memorial hockey game to the opening of a new Human Performance Center. Tune in as we explore how these experiences highlight the importance of preparation and camaraderie in both military and civilian life and their connections to retirement planning. 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 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 professional. Dyer Wealth Management provides advisory services through Sage Capital Advisors, LLC an SEC registered investment adviser. Advisory services are only offered to clients or prospective clients where Dyer Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Dyer Wealth Management unless a client service agreement is in place. 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…

1
The Top 401(k) FAQs In 2024 38:51

cách đây 38 weeks trước38:51

38:51

Tim gets a lot of questions about 401ks and knows they can be tricky to navigate. That's why we're tackling your top questions in one comprehensive episode. 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 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 professional. Dyer Wealth Management provides advisory services through Sage Capital Advisors, LLC an SEC registered investment adviser. Advisory services are only offered to clients or prospective clients where Dyer Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Dyer Wealth Management unless a client service agreement is in place. 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…

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