Ep. 10 Inflation and your Retirement plan

Ep. 10 Inflation and your Retirement plan

How do you know if you have enough to retire? What steps do you need to take? The team at Fitzwilliams Financial talk about navigating the shifting stock market and staying on top your retirement. Whether you're 5 years out or already retired, this conversation is for anyone tired of guessing and ready for clarity. Hosts Brian Lindberg, Tim Fitzwilliams, Corrine Fitzwilliams, and CFA® Ron Wright explore the most common red flags in retirement planning and how to avoid them. Topics Covered 💡: ▸ Changes in the stock market changing retirement accounts ▸ Retiring without feeling stuck financially If you've ever felt lost about your retirement future, this episode will show you how to gain control and move forward with confidence.

Ep. 9 Staying on Top of Portfolio Management

How do you know if you have enough to retire? What steps do you need to take? The team at Fitzwilliams Financial talk about navigating the shifting stock market and staying on top your retirement. Whether you're 5 years out or already retired, this conversation is for anyone tired of guessing and ready for clarity. Hosts Brian Lindberg, Tim Fitzwilliams, Corrine Fitzwilliams, and CFA® Ron Wright explore the most common red flags in retirement planning and how to avoid them. Topics Covered 💡: ▸ Changes in the stock market changing retirement accounts ▸ How to rebalance a portfolio If you've ever felt lost about your retirement future, this episode will show you how to gain control and move forward with confidence.

Ep. 8 Navigating the job market flux

The Job Market is Crazy right now, or is it? Ron dives deep into the numbers what they actually mean for you. Rising Inflation from tariffs are complicating federal reserve decisions on interest rates. The Team at Fitzwilliams Financial look into these topics and more and how htey dive into the bigger picture of retirement. Whether you're 5 years out or already retired, this conversation is for anyone tired of guessing and ready for clarity. Hosts Brian Lindberg, Tim Fitzwilliams, Corrine Fitzwilliams, and CFA® Ron Wright explore the most common red flags in retirement planning and how to avoid them. Topics Covered 💡: ▸ The Job Market plus inflation fighting interest rates ▸ How to prepare for an economic downturn? If you've ever felt lost about your retirement future, this episode will show you how to gain control and move forward with confidence.

Ep. 7 How to Utilize AI for your Financial future

AI is a powerful tool. How can you utilize it and how can it help you? It is better to proactive or Reactive with you financial future? The team at Fitzwilliams Financial discuss their experiences and more on this episode! Whether you're 5 years out or already retired, this conversation is for anyone tired of guessing and ready for clarity. Hosts Brian Lindberg, Tim Fitzwilliams, Corrine Fitzwilliams, and CFA® Ron Wright explore the most common red flags in retirement planning and how to avoid them. Topics Covered 💡: ▸ AI: the good and the bad ▸ How to be proactive in your financial future If you've ever felt lost about your retirement future, this episode will show you how to gain control and move forward with confidence.

Ep. 5 Producing Income Through Real Estate

Taking a different approach today, Tim and Corinne discuss their path to Real Estate Success and tips for you to follow. Also, how do you know you won't run out of money in retirement? All this and more on Today's episode! 00:00 Intro 02:16 Real Estate Investing 03:22 How to buy Investment Properties 05:27 Grossest House Ever!! 10:08 Rehab the house 12:14 Building Revenue 13:26 Refinancing the House 20:23 Why Use Company Name? 21:51 Benefits using BRRR correctly 24:59 Optimal Cash Flow Strategy 27:54 Don't be Afraid to spend Money 29:10 Producing More Income 32:53 How To make this Money Last? 37:345 Talk with you Planner