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!

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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

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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...

Chief Financial Planning Officer Tim Hilterman, CFP®, reviews the past 50 years of bull and bear markets to provide a valuable historical perspective. By analyzing long-term market trends, Tim shares key insights and practical advice to help investors stay focused, confident, and prepared for what lies ahead.

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...

Chief Financial Planning Officer Tim Hilterman and Co-Chief Investment Officer Summit Puri discuss the current market volatility and the importance of smart investing strategies, emphasizing diversification and the benefits of working with a financial advisor. They highlight the potential for market opportunities during downturns and the need for patience and perspective.

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...

Chief Financial Planning Officer Tim Hilterman of Whitaker-Myers Wealth Managers is talking sports... specifically, betting. He shares perspectives on the increasingly popular betting arena, sharing a few pros but mainly cons of how this can impact your financial well-being.

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...

Chief Financial Planning Officer Tim Hilterman of Whitaker-Myers Wealth Managers unravels the mysteries of "What FICA?" He explains what it is, how it works and shares some tips on how to reduce your FICA taxes.

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...

Chief Financial Planning Officer Tim Hilterman of Whitaker-Myers Wealth Managers reveals his top strategies for maximizing your most powerful wealth-building asset – your income! In this video, he shares his top 3 tips for saving, spending, and growing your income to build long-term financial 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-te...