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Protect & Grow

Tim Stearns

Trust, Respect, Results

business investing

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27:01

Calculating Your Retirement Number

Protect & Grow ·

2024/02/17

Are you wondering about the financial requirements for retirement? Join us in this insightful program where we'll dive deep into understanding your retirement number. We'll explore practical methods for calculating it, the significance of adopting an Income Allocation strategy to tackle this challenge, and the specific risks it can mitigate. Additionally, we'll outline key considerations for structuring the Income Allocation portion of your retirement plan. Don't miss out on this comprehensive

27:01

Caring For Loved Ones

Protect & Grow ·

2024/02/10

Discover the intricacies of family care and financial well-being in this week's episode! Join us for a conversation with Tim Stearns, CFP® as we delve into the delicate balance between love and money in caring for your loved ones. Gain practical insights and thoughtful perspectives on navigating these crucial aspects of life. It's an engaging discussion that provides valuable considerations for your family's future. Contact Tim Stearns, CFP® at (800) 640-2256 and visit the website at

27:01

Navigating Financial Pitfalls 🚀

Protect & Grow ·

2024/02/03

Join us as we dissect common financial missteps – from inadequate savings to the fear of spending. Dive into the intricacies of tax deferrals, optimize Social Security, and learn practical strategies for a smoother financial journey. Subscribe for concise insights into money matters. Contact Tim Stearns, CFP® at (800) 640-2256 or visit the website at https://www.tjstearns.com/.💡💰 #financialwisdom #retirementplanning

27:01

Understanding Your 401K

Protect & Grow ·

2024/01/27

🤔 Curious about 401(k)s? 🧐 Explore the ins and outs with Tim Stearns, CFP® from Tj Stearns, the good, the not-so-good, and everything in between. Get insights for smarter financial moves. No fluff, just real talk. Dive in and navigate the 401(k) landscape with us 🚀! Contact Tim Stearns, CFP® at (800) 640-2256 and visit the website at https://www.tjstearns.com/. #401kExplained #financialinsights #RetirementTalk

27:01

The Year In Preview

Protect & Grow ·

2024/01/20

Join us as we delve into the world of proactive financial planning! While many focus on past events, our show shifts the spotlight to the future. Tax filing becomes a personal financial reflection, but we're not dwelling on history. This is a discussion about the upcoming year, covering important topics and events. Connect with Tim Stearns, CFP® at TjStearns (800) 640-2256, and explore further on our website: https://www.tjstearns.com/. Let's explore the "Year In Preview" together!

53:58

Let's Start The Year Off Right

Protect & Grow ·

2024/01/13

Often times we hear about “The Year In Review”, looking back at major events that have happened in the prior year. In our personal financial lives, this is also what we do during tax preparation. Filing taxes is literally putting together a personal “Financial Year In Review”, but we are planners. This is a show about planning. Planning is about looking forward and being proactive, not looking back, being historical, or being reactive. Certainly, we can gain some knowledge from history (maybe we

27:01

New Year, New You?

Protect & Grow ·

2024/01/06

Planning for the Year(s) Ahead - 2023 has been a year unlike any other; we have had our share of ups and downs. Thankfully, the stock markets ended up more up than down. So, how do we plan ahead for an equally as unpredictable 2024 and beyond? One of the main things that careful planners prepare for while working and earning income is TAXES. As Tim Stearns, CFP® discusses, this year and next year may be an especially important tax planning opportunity not to miss. With the upcoming tax season and

27:01

Planning Resolutions For 2024

Protect & Grow ·

2023/12/30

As you look forward to the approaching new year, ready to chart your course for 2024, the prospect of setting financial goals may be on your mind. Perhaps you're aiming to eliminate lingering student loans by the next holiday season or contemplating strategies to enhance your retirement plan. Unlike the transient nature of many New Year's resolutions, effective goal-setting requires careful consideration. Research indicates that the average New Year's resolution barely endures into the spring, and

27:01

Procrastinating Planning

Protect & Grow ·

2023/12/24

Many (probably too many) are out doing last-minute Christmas shopping this weekend. Some studies show that people (men in particular) wait until the last minute, even right up until Christmas Eve to even start shopping for Christmas. Unfortunately, we also have this same quality of procrastination when it comes to our financial planning and well-being. Let’s talk about the psychology of financial procrastination and how damaging it can be. This is not a “guilt trip”. This is a proactive reminder

27:01

Giving & Gifting It is a Financial Christmas

Protect & Grow ·

2023/12/16

’Tis the season for thinking of family and friends, for gifting, giving, and generosity. For the holidays, we generally think of bows and packages in wrapping paper. Of course, these gifts cost money and we should try to be responsible with the way we spend throughout the holidays. On a larger scale, we should also consider our ongoing financial impact through gifting and giving strategies to family, as well as any outside gifts, giving, or donations we make to charities, churches, or organizations

27:01

Wrapping Up The Year

Protect & Grow ·

2023/12/09

Every year is a little different. Every year has a few surprises in store we cannot predict. There are also some changes that we do know the new year will bring ahead of time that we can begin to prepare for now. On this program we will discuss some of those changes. For more information on this and many other important financial topics, contact Tim Stearns at (800) 640-2256 or visit the website at https://www.tjstearns.com/.

27:01

3 Biggest Expenses In Retirement!!!

Protect & Grow ·

2023/11/18

Have you identified and addressed the biggest expenses that will impact your finances throughout retirement? In this edition of "Protect and Grow", Tim Stearns, CFP® identifies the three largest expenses in retirement that can drain your wallet, fry your nest egg, and derail your financial goals. Tim shares insights on how to minimize these expenses and take control of your retirement finances. To connect with Tim and learn more about his financial planning services, you can contact him directly at

27:01

2023 EP1111 | Tim Stearns | 5 Planning Mistakes To Avoid

Protect & Grow ·

2023/11/11

Tune in as Tim Stearns, CFP® discusses "5 Planning Mistakes To Avoid" with information on how to avoid them including how important it is to have a "GRIP" on your retirement, inappropriate and appropriate risks to take, and using social security. For more information, contact Tim Stearns, CFP® at (800) 640-2256 and visit the website at https://www.tjstearns.com/

27:01

2023 EP1104 | Tim Stearns | Solving The Modern...

Protect & Grow ·

2023/11/04

Tune in to learn about Tim Stearns, CFP® new book "Solving The Retirement Riddle". To get your copy contact Tim Stearns, CFP® at (800) 640-2256 and visit the website at https://www.tjstearns.com/.

27:01

2023 EP1028 | Tim Stearns | Solving The Modern...

Protect & Grow ·

2023/10/28

Tune in to learn about Tim Stearns, CFP® new book "Solving The Retirement Riddle". To get your copy contact Tim Stearns, CFP® at (800) 640-2256 and visit the website at https://www.tjstearns.com/.

27:01

2023 EP1021 | Tim Stearns | 7 Financial Myths

Protect & Grow ·

2023/10/21

In this edition of "Protect and Grow: Chicagoland Retirement" Tim Stearns, CFP® discusses "7 Financial Myths" that your retirement future may depend on. How reliable these assumptions are may determine the reliability of your retirement confidence and quality of life. "The Market Always Goes Up", "Taxes Will Go Down", "The Market Generates A Consistent Rate of Return": Is your financial future based on these widely held assumptions? How reliable are these beliefs? Are you betting your retirement on

27:01

2023 EP1014 | Tim Stearns | 8 Moments To Move Your Money

Protect & Grow ·

2023/10/14

On this episode of Protect & Grow, Tim Stearns, CFP® discusses the 8 important moments you should consider making changes with your money. Not all of these are big changes, but all of these 8 moments are important to recognize as opportunities to improve your financial outcome. Tim dives deep into each of the 8 moments to help provide a better understanding of the opportunities you have to improve your financial and retirement future. If you have reached any of these 8 benchmarks, milestones, or

27:01

2023 EP1007 | Tim Stearns | Social Security Myths

Protect & Grow ·

2023/10/07

We will discuss the news of the pending #SocialSecurityCuts and funding shortfall, the timing of claiming and collecting your benefits, #SocialSecurityTaxes, #SocialSecurityPenalties, survivorship benefits, making good decisions to optimize your benefits, how to include #SocialSecurity as an effective part of your retirement plan, and concerns about the solvency of the Social Security system and potential options for solutions. For information on how to #Protect&Grow contact @Tim Stearns, CFP® at

27:01

2023 EP0930 | Tim Stearns | Financial Football

Protect & Grow ·

2023/09/30

While in your day-to-day pre-retirement life you may have a vacation here and there, a house payment, and maybe even some debt you take on, whether it is school, car, credit card, or a mortgage. One thing that may put your mind at ease is income and the paycheck that you work 40+ hours a week for continuing to provide financial and lifestyle security. What if that check went away? What if for the rest of your life, you wouldn't earn that check ever again? How would you continue to live a lifestyle

27:01

2023 EP0923 | Tim Stearns | Are You Ready To Retire

Protect & Grow ·

2023/09/23

#FinancialFreedom is a big question for those still working and punching the time clock. There are many considerations that come into play to truly #RetireWell. Whether you are on your way or ready for retirement, contact Tim Stearns, CFP® at TJStearns Inc. to plan your #Retirementjourney and achieve your #retirementgoals. Call (800) 640-2256 and visit https://www.tjstearns.com/.

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