PODCAST

Protect & Grow

Tim Stearns

Trust, Respect, Results

business investing

All Episodes

27:01

2023 EP0422 | Tim Stearns | 9 Critical Risk while in...

Protect & Grow ·

2023/04/22

Are you nearing retirement or already enjoying your post-career years? It's important to understand the potential risks that could impact your financial future and your retirement outcome. In this video, Tim Stearns, CFP®, a retirement planning specialist and founder of TjStearns discusses the 9 critical risks you may face during retirement. From market volatility to sequence risk, Tim breaks down each of the 9 critical risks and offers practical strategies to mitigate their impact. He also shares

27:01

2023 EP0415 | Tim Stearns, CFP® | Social Security &...

Protect & Grow ·

2023/04/15

In this video, Tim Stearns, CFP® covers recent updates from the Social Security Administration Board of Trustees detailing problems with the underfunded Trust Fund, everything you need to know about making up for Social Security's shortfall with your retirement tools and 401K. It's important to understand how to maximize your benefits, maximize your nest egg, and minimize your taxes. Tim also discusses common mistakes to avoid while providing practical tips for managing your retirement portfolio

27:01

2023 EP0408 | Tim Stearns, CFP® | Washington Concerns

Protect & Grow ·

2023/04/08

Tim Stearns, CFP® specializes in retirement planning, which is increasingly complex in the current age of political and economic uncertainty and with modern longevity. With changing government policies, economic volatility, and longer life expectancies, retirement planning requires a nuanced and personalized approach. Tim Stearns works closely with his clients to develop retirement strategies that meet their unique financial goals and risk tolerance. He offers a range of services, including

27:01

2023 EP0401 | Tim Stearns,CFP® | 5 Critical Mistakes...

Protect & Grow ·

2023/04/02

Tim Stearns, CFP® is a highly experienced and trusted Certified Financial Planning Professional in Chicago, with offices in Arizona and Florida. Tim can help you plan and avoid the 5 Critical Mistakes that could impact your financial future. With over 20 years of experience in the financial services industry, Tim Stearns is a Certified Financial Planner™ professional. Tim offers a range of retirement planning services tailored to each client's unique needs and goals. Whether you are concerned about

27:01

2023 EP0325 | Tim Stearns, CPF® | 9 Critical...

Protect & Grow ·

2023/03/25

As you work towards achieving your financial goals, it's important to be aware of the many potential risks that can impact your progress. In this video, Tim Stearns, CFP® discusses 9 Critical Financial Risks that you need to be aware of and plan for. At T.J. Stearns, we focus on helping our clients navigate these risks and develop comprehensive financial plans for their financial futures. Our team of professionals has years of experience in providing financial advice and guidance to individuals and

27:01

2023 EP0318 | Tim Stearns | This is why you Should...

Protect & Grow ·

2023/03/17

When planning for retirement, you want confidence. You want to know that your money is going to be well-managed while working towards retirement and protected once you are in retirement. You don't want to go through retirement not spending because you are worried you might not have enough. The retirement that you deserve should be fun, doing all the things you couldn't while you were at work, and it has to be based on a plan. Tim Stearns, CFP® can help make sure you are not just relying on luck in

27:01

2023 EP0311 | Tim Stearns | Strategies for Retirement...

Protect & Grow ·

2023/03/11

Tim Stearns, CFP® discusses how to make retirement secure and confident without the risk of running out of money. Tim Stearns, CFP® discussed the safe withdrawal rate and the importance of having a plan with investments that have stop-losses. He also discussed the need to actively manage investments and the potential of a written Income Allocation plan. Tim Stearns, CFP® discussed the importance of having a plan in place to ensure a successful retirement, such as the Protect and Grow Written

27:01

2023 EP0304 | Tim Stearns, CFP® | Your Investment...

Protect & Grow ·

2023/03/06

Tim Stearns, CFP® discusses the pros and cons of different investment options, such as banks, annuities, stocks, bonds, mutual funds, and exchange traded funds. Tim Stearns, CFP® also discussed the importance of having an emergency fund versus the dangers of having too much money in a savings account due to inflation. Lastly, Tim discussed the importance of active money management and stop losses to protect against losses. For more information contact Tim Stearns, CFP® at (800) 640-2256 or online at

27:01

2023 EP0225 | Tim Stearns, CFP® | Calculating Retirement

Protect & Grow ·

2023/02/25

Taxes, taxes, and MORE TAXES. Throughout our life we have taxes. Every dollar earned, invested, transacted, or grown has some type of tax plan. At the end of the year, we count it all up to make sure we pay the IRA what we owe. While working and earning a paycheck, taxes aren't your favorite thing, but at least you are still earning an income. In retirement, while living on what you saved, how do you effectively manage paying and controlling taxes? What if taxes go up? These are some questions Tim

27:01

2023 EP0218 | Tim Stearns | What do you think the...

Protect & Grow ·

2023/02/18

27:01

2023 EP0211 | Tim Stearns, CFP® | Caring For Loved...

Protect & Grow ·

2023/02/11

Valentine's Day is near, and while that is approaching another thing that is always certain for everybody is approaching, leaving your spouse and not giving them any help financially or insight on what all the accounts are for or what they do. In this episode, Tim Stearns, CFP® stresses the need for your spouse to at least be around when discussing the financial portfolio and make their own studies on it so that if anything bad was to happen they could take the reigns and continue on with all the

27:01

2023 EP0204 | Tim Stearns, CFP® | What will the...

Protect & Grow ·

2023/02/04

There are many times it may seem that there are “secrets only the wealthy can use”, but the tax code applies the same to everyone, regardless of the size of your net worth. It is all about educating yourself on what advantages apply to your situation. So, an important planning question we need to ask ourselves is, “How am I setting myself up for taxes, now and into the future?” and “Am I using the most effective strategies to control my tax liability?” It is a conversation that all too often gets

27:01

2023 EP0129 | Tim Stearns, CFP® | Avoiding Common...

Protect & Grow ·

2023/01/28

On this week's edition of "Protect and Grow, ChicagoLand Retirement", Tim Stearns, CFP® discusses common financial mistakes savers and investors make everyday. Not paying attention to BIG changes, like the new SECURE Act laws is one that can have significant impacts in your planning. To stay up to date in your plans and avoid potential financial mistakes, subscribe to the "Protect and Grow" Podcast and contact Tim Stearns, CFP® at (800) 640-2256 or visit TjStearns.com

27:01

2023 EP0121 | TIM STEARNS, CFP® | How does the Secure...

Protect & Grow ·

2023/01/21

This episode of Protect & Grow discusses how the new Secure Act 2.0 interacts with saver's 401Ks, and weighs the scope, changes, advantages, and disadvantages of new legislation. Tim Stearns, CFP® also discusses how Tj Stearns takes legislative risk and law changes into account when planning for their client's. The new SECURE Act 2.0 represents big changes. Make sure your plan is up to date!

27:01

Tax Planning In 2023 With Tim Stearns, CFP®

Protect & Grow ·

2023/01/14

27:01

What This New Year Has In Store For Us?

Protect & Grow ·

2023/01/07

We are officially in 2023. We have had our ups and downs throughout the start of this decade, including 2020's Covid and 2021, with the continuation of Covid and quarantining, along with the start of market troubles and inflation. Then we hit 2022. If you wanted to describe 2022 with one word it would be VOLATILITY, especially with inflation that just kept rising, making it harder for small town shops and businesses to keep up with prices. Now we are in 2023. This year has already started off on an

26:58

10 Steps

Protect & Grow ·

2022/12/17

Tune in as Tim Stearns, CFP® discusses the "10 Steps To Prepare For Retirement", and how they can help you get to the retirement you deserve. Visit www.tjstearns.com and contact Tim Stearns, CFP® at (800) 640-2256. We hope you enjoy another edition of Protect And Grow.

26:58

Are You Ready?

Protect & Grow ·

2022/12/10

How prepared are you for retirement? Do you know how long you would be able to generate the income you need if your paycheck stopped today? Have you identified and calculated your retirement Income Gap? These are just a couple of questions asked on the "Are You Prepared" report and that will be addressed when you visit Tim Stearns, CFP® to construct your Protect & Grow Plan and make sure you are ready for retirement. Contact Tim Stearns, CFP® at (800) 640-2256 and visit the website

26:58

6 Myths Of Retirement

Protect & Grow ·

2022/12/03

"I’ll Live Off Social Security Income", "Medicare Will Cover My Medical Expenses". These are just a couple of the ideas most people going into retirement tell themselves, and they hope through the duration of their retirement that these government-sponsored benefits will help provide everything they promise, and sometimes much more than they actually do. Tim Stearns, CFP® is here to discuss why relying on these programs isn't the best plan for a confident retirement. Contact Tim Stearns, CFP® at

26:58

2022 EP1126 | TIM STEARNS, CFP® | 3 BIGGEST EXPENSES

Protect & Grow ·

2022/11/26

How do you know if you have saved enough? How do you make it last? How do you make sure you won’t run out of money and be forced to dramatically change your lifestyle? This is one of the top reasons there is so much worry, and why running out of money is the biggest concern for retirees. Tune in this week as Tim Stearns discusses the 3 biggest expenses in retirement.

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