Protect & Grow
Trust, Respect, Results
10
2026 Reminders & Updates
<p>In this episode, we discuss retirement and what 2026 may bring, focusing on economic trends, possible policy changes, and other factors that could influence retirement planning. We walk through key topics to be aware of and share general insights to help you think about how these developments might affect retirement savings and income. The goal is to provide context and awareness so you can stay informed as you plan for the years ahead. For more information contact Tim Stearns, CFP® at (800) 640-2256 and visit the website at TjStearns.com</p>
Smart Resolutions
<p>Retirement planning often gets framed as an all-or-nothing goal, but smart resolutions take a more realistic approach. In this video, we look at retirement through the lens of steady decision-making, manageable goals, and long-term consistency. The discussion focuses on understanding your current situation, making thoughtful adjustments over time, and avoiding pressure to have everything figured out at once. These smart resolutions are about staying informed and intentional as your retirement plans evolve. For more information contact Tim Stearns, CFP® at (800) 640-2256 and visit the website at TjStearns.com</p>
Foundation First
<p>Building a strong foundation is key to approaching retirement with confidence. In this video, we explore the essential steps and strategies that help create a solid base for your financial future. From understanding your goals to organizing your resources, laying the groundwork early can make navigating later stages smoother and more effective. Discover practical insights and strategies to help you plan ahead and strengthen your retirement foundation. For more information contact Tim Stearns, CFP® at (800) 640-2256 and visit the website at TjStearns.com</p>
Steps For Success In The Year Ahead
<p>In this video, we explore practical steps to approach retirement and how to organize different aspects of life during this stage. The focus is on planning, making thoughtful choices, and understanding how priorities may shift over time. Topics include finances, daily routines, and personal goals, all considered in a realistic and reflective way. The video offers a framework for thinking about retirement rather than predicting outcomes. It's designed to help viewers consider what matters most and how to approach this phase with clarity. For more information contact Tim Stearns, CFP® and his team at TjStearns at (800) 640-2256</p>
The Pillars To Your Retirement Blueprint
<p>A retirement blueprint can be a helpful way to think about the different areas that shape life in later years. This video looks at several pillars people commonly use to organize their thoughts, such as daily lifestyle considerations, financial structure, personal priorities, and long-term planning habits. Each pillar is presented as a lens for understanding how various pieces of retirement may connect. The intention is simply to outline ideas that viewers can use to reflect on their own situation. This overview offers a straightforward way to explore the elements many people review when considering their retirement framework. For more...
Preparing For Launch
<p>This video explores the process of getting ready for retirement and the different elements that can shape that transition. It looks at how people think about long-term planning, future priorities, and the adjustments that come with a new stage of life. The discussion reflects on common experiences and shifts that often occur when preparing for this next chapter. It also considers how personal goals and circumstances can influence the overall approach. Whether you're early in the planning phase or simply curious, the video offers a calm, reflective look at what preparing for retirement can involve. For more information contact...
The Value Of An Advisor
<p>In this episode, we explore the role of a financial advisor and how their guidance can help clarify complex money matters. From budgeting and investing to planning for long-term goals, we discuss the ways an advisor can offer perspective, strategy, and support tailored to individual needs. Whether you're navigating major life transitions or simply looking to make more informed decisions, this conversation sheds light on the practical and emotional value of having a trusted financial partner. For more information contact Tim Stearns, CFP® and his team at TjStearns at (800) 640-2256</p>
Constructing Your Retirement Plan
<p>In this episode, we take a broad look at how to think about and organize your long-term financial future. The video offers general perspectives on approaching retirement planning and invites you to consider what a sustainable path might look like for your own situation. If you're interested in preparing for the years ahead, this overview can help you get started. Remember to like and subscribe if you find it helpful.For more information contact Tim Stearns, CFP® at (800) 640-2256 and visit the website at TjStearns.com</p>
Giving Financial GIfts
<p>Giving money can be nice, but giving a financial head start is even better. In this video we explore smart ways to give meaningful financial gifts such as 529 college savings plans, custodial Roth IRAs, and other long-term options that can grow over time. You will learn how these accounts work, the tax benefits they offer, and how to choose the right one based on your goals and the recipient's age. This video is perfect for parents, grandparents, or anyone who wants their gift to keep on giving. For more information contact Tim Stearns, CFP® at (800) 640-2256 and visit the w...
Tax Strategies
<p>In this episode, we discuss how taxes influence retirement planning and explore strategies to manage their impact. The conversation covers how different retirement accounts are taxed, the role of Roth conversions, and the timing of withdrawals and income. It also considers how Social Security and investment decisions fit into a broader tax-aware approach to building a sustainable retirement plan. For more information contact Tim Stearns, CFP® at (800) 640-2256 and visit the website at TjStearns.com</p>
