• 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
    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
    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
  • Let's Talk About Sports Betting - The Few Pros and The Many Cons
    2025/03/31

    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...

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    8 分
  • Unraveling the Mysteries of FICA
    2025/03/27

    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...

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    7 分
  • Your Most Important Wealth Building Tool - Your Income!
    2025/03/20

    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...

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    6 分
  • How to Navigate Choppy Markets
    2025/03/11

    Chief Financial Planning Officer Tim Hliterman of Whitaker-Myers Wealth Managers shares three key things to help keep you calm and patient during choppy markets.

    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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    5 分
  • Debunking the Myth of The Mortgage Interest Deduction
    2025/03/06

    Chief Financial Planning Officer Tim Hliterman of Whitaker-Myers Wealth Managers debunks the myth of the Mortgage Interest Deduction and shares a strategy we recommend for home ownership.

    You can find more information about Whitaker-Myers Wealth Managers at: https://www.whitakerwealth.com Y

    ou can find more information about Tim Hilterman at: https://www.whitakerwealth.com/our-te...

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    6 分