Tim Wood, Certified Financial Fiduciary®

Safe Money Retirement®

About Us

Tim Wood - Certified Financial Fiduciary®

 

Founder/Broker - Safe Money Retirement®

 

Tim was raised and went to school and college in Central Florida. After attending Valencia College, he worked for Disney as an audio/lighting/pyro tech, where he met his wife of 26+ years. He left Disney to get into the radio business in 1996, and except for a few years when he was running his own Web Design company, he has been in radio pretty much ever since. He moved his family up to the beautiful Appalachian foothills of Johnson City, TN, in 2007. He still hosts a weekly on-air show in multiple markets called Safe Money Retirement Radio, where he aims to teach retirees the basics they should know to make an informed choice about their retirement.

 

Tim has been a trusted consultant for many local business owners and high-net-worth individuals for over two decades. Tim entered the retirement education field in 2017 after seeing a massive need for honest, independent, and easy-to-understand answers to the issues facing The Greatest Generation, the Baby Boomers, and every other generation hoping for a safe and prosperous retirement. As a consultant, business owner, and Certified Financial Fiduciary®, he is passionate about helping retirees or soon-to-be retirees make intelligent choices regarding their retirement options, helping them ensure their hard-earned retirement nest egg stays safe from any market downturns and providing them a guaranteed income they can never outlive. Tim is the host and founder of the weekly Safe Money Retirement Radio podcast, speaking the truth to retirees with the information they need to make informed decisions. He is an invited author for Think Advisor, which is a tool for those in the retirement industry, where he uses his years of experience to help others with best practices and tips. Tim also hosts Safe Money Retirement Webinars several times a year to help educate and inform retirees.

 

Tim is also an Elite IRA Advisor with Ed Slott and Company, the nation's leading source of accurate, timely IRA expertise and analysis to financial advisors, institutions, consumers, and media across the country. Understanding all the nuances involved with how every type of retirement plan works—and especially how they work with the ever-changing tax codes—is absolutely vital to ensuring that the plans Tim develops for his clients are the best they can be. As a member of Ed Slott's Elite IRA Advisor Group, he trains with Ed Slott and his team of IRA experts on a continuous basis, has to pass regular background checks, complete requisite training, attend semiannual workshops, webinars, and complete mandatory exams. He is immediately notified of changes to the tax code and updates on retirement planning, so you can be sure your retirement dollars are safe from unnecessary taxes and fees. Additionally, Tim has access to Ed Slott's elite "America's IRA Experts" team to answer any tough tax or planning questions. At this time, there are only about five hundred Elite IRA Advisors; many are CPAs, traditional brokers, and business owners like Tim. Imagine being able to speak to the foremost experts in the country about the tax code and specifically what you can do to keep as much in your pocket as possible for you and your beneficiaries. This is what it's like working with someone who is part of this world-class organization.

 

Tim takes his role as an educator seriously and believes proper knowledge is the key to making smart choices when it comes to retirement options. His primary focus is to help educate those at or nearing retirement about their options for wealth preservation, income planning, and having an overall financial plan that will help ensure his clients have a stress-free retirement. His goal is to make all of this information easy to understand and simple to implement. His belief in complete transparency and total honesty led him to become a Certified Financial Fiduciary® and light his path daily as he works with clients. 

 

He and his wife have one daughter currently attending college. Tim enjoys traveling with his wife to attend sporting events or concerts and enjoys giving back to his community.

 

Tim Wood, Certified Financial Fiduciary® picture

Tim Wood, Certified Financial Fiduciary®

Safe Money Retirement®

1303 Sunset Dr

Suite #3

Johnson City, Tennessee 37604

tim@safemoneyretirement.com

(833) 413-7233

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