Your Financial Journey with Tim Hilterman Podcast Por Tim Hilterman arte de portada

Your Financial Journey with Tim Hilterman

Your Financial Journey with Tim Hilterman

De: Tim Hilterman
Escúchala gratis

Acerca de esta escucha

Welcome to Your Financial Journey, the podcast designed to empower you with the knowledge and tools to navigate the complexities of personal finance with confidence and clarity. Hosted by Tim Hilterman, Chief Financial Planning Officer and Certified Financial Planner at Whitaker-Myers Wealth Managers, this podcast is your go-to resource for expert insights, actionable advice, and meaningful conversations about achieving your financial goals.

With years of experience helping individuals and families make informed financial decisions, Tim brings a unique blend of expertise, practical wisdom, and passion for educating others. Each episode of Your Financial Journey explores essential topics such as retirement planning, investing strategies, tax optimization, and managing financial risks, all tailored to meet the needs of listeners at every stage of life. Whether you're just starting your financial journey or looking to refine your strategy, this podcast offers relatable stories, professional insights, and real-world solutions to help you take control of your financial future. Tune in and take the first step toward achieving your dreams with Tim as your trusted guide!

 Cristianismo Economía Espiritualidad Finanzas Personales Ministerio y Evangelismo
Episodios
  • Two Retirement Dangers to Avoid

    Two Retirement Dangers to Avoid
    May 22 2025

    Over the past two months, the markets have experienced notable swings—an ideal case study to learn from and better prepare for the future. In this episode of Your Financial Journey, Chief Planning Officer Tim Hilterman highlights two major "portfolio killers" to avoid: emotional decision-making during downturns and the often-overlooked sequence of return risk. Be sure to use his scheduling link and mention this video to receive $250 off a comprehensive financial plan now through July 4th!

    Tim's Calendar Link: https://calendly.com/thilterman-whita...

    You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.com

    You can find more information about Tim Hilterman at: https://www.whitakerwealth.com/our-te...
    Más Menos
    11 m
  • The Number That Will Change Your Life

    The Number That Will Change Your Life
    May 15 2025

    In this week's Your Financial Journey, Chief Financial Planning Officer Tim Hilterman shares a powerful piece of advice from legendary investor Charlie Munger that reshapes how we think about wealth building. Rather than chasing dreams of millions, Hilterman zeroes in on one crucial milestone: the first $100,000. Through Munger’s wisdom, he explains why reaching this number unlocks far more than just money—it builds the mindset and momentum that fuel lasting success.

    You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.com

    You can find more information about Tim Hilterman at: https://www.whitakerwealth.com/our-team/tim-hilterman%2C-cfp®-
    Más Menos
    8 m
  • Three Lesser-Known Strategies to Benefit You and Your Social Security

    Three Lesser-Known Strategies to Benefit You and Your Social Security
    May 1 2025

    Chief Financial Planning Officer Tim Hilterman highlights three often-overlooked Social Security strategies that could significantly boost your retirement income. These include the Do-Over Rule, which allows you to reset your benefits, Voluntary Suspension to accrue delayed retirement credits, and Retroactive Benefits that provide a lump-sum payment under certain conditions. Understanding and leveraging these loopholes can lead to smarter, more flexible retirement planning.

    Special Offer for Watching this Video! (valid through May 31, 2025) We're excited to offer a personalized Social Security Analysis — regularly $250 — for just $150 if you book using the code WEBINAR2025. Enter the code in the "Other" option under the primary reason for booking. 👉 https://calendly.com/thilterman-whita...

    You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.com

    You can find more information about Tim Hilterman at: https://www.whitakerwealth.com/our-te...
    Más Menos
    7 m
adbl_web_global_use_to_activate_T1_webcro805_stickypopup
Todavía no hay opiniones