• Your Financial Journey with Tim Hilterman

  • 著者： Tim Hilterman
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Your Financial Journey with Tim Hilterman

著者： Tim Hilterman
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  • 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!
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あらすじ・解説

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!
エピソード
  • Three Lesser-Known Strategies to Benefit You and Your Social Security

    Three Lesser-Known Strategies to Benefit You and Your Social Security
    2025/05/01

    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...
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    7 分
  • Bulls and Bears Markets of the Past

    Bulls and Bears Markets of the Past
    2025/04/23

    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...
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    9 分
  • Unprecedented Times- Special Edition of Your Financial Journey Featuring Tim Hilterman & Summit Puri

    Unprecedented Times- Special Edition of Your Financial Journey Featuring Tim Hilterman & Summit Puri
    2025/04/15

    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...
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    31 分

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