Skip to content
Sign in
Artwork for Protect & Grow
BusinessInvestingEducationHow To

Protect & Grow

Tim Stearns

Trust, Respect, Results

Play
Open in
  • 27 episodes
  • weekly
  • Avg 14 min
  • English

Episodes 27

NewestOldestLongest
All7Unplayed7In progress0Played0
Counted on this page — what you have heard stays on this device, so it is not something the list can be paged by.
  • S2026 · E523
    May 23 · 14 min

    De-Risking Your Portfolio

    This episode looks at practical ways to reduce unnecessary risk in an investment portfolio while still supporting long term growth. It explains how diversification and asset allocation help manage volatility and why relying too heavily on a single sector or asset can increase exposure to losses. It also discusses common investor mistakes during market swings such as emotional decision making and overreacting to short term moves. The episode highlights different types of risk including concentration risk and liquidity risk and how they can build up over time. It ends with simple habits that help keep a portfolio aligned with long term financial goals especially in uncertain markets. For more information contact Tim Stearns, CFP® and his team at TjStearns at (800) 640-2256 and visit the website at www.tjstearns.com/.

  • S2026 · E509
    May 9 · 15 min

    Retirement What If's

    Retirement comes with plenty of unknowns, and having a plan in place can make it easier to navigate changes along the way. In this episode, we talk about preparing for the "what ifs" that can impact retirement, including market changes, healthcare expenses, inflation, and shifts in income needs over time. We also discuss ways people approach protecting their savings, creating income, and staying financially organized as retirement approaches. Whether you are planning for retirement or already living in it, this episode offers insight into the importance of thinking ahead and staying prepared for the unexpected. For more information contact Tim Stearns, CFP® and his team at TjStearns at (800) 640-2256 and visit the website at www.tjstearns.com/.

  • S2026 · E504
    May 1 · 20 min

    Medicare & Social Security Planning

    In this episode, we talk through some of the basics of Medicare and Social Security planning. We cover when people typically enroll in Medicare, how different coverage options work, and what factors can affect Social Security benefits over time. It's a general discussion meant to help you better understand how these programs fit into retirement planning. For more information contact Tim Stearns, CFP® and his team at TjStearns at (800) 640-2256 and visit the website at www.tjstearns.com/.

  • S2026 · E418
    April 18 · 12 min

    Continuing To Navigate Volatile Markets

    In this episode, we talk through the ongoing challenge of navigating volatile markets and what that can look like in practice. We touch on recent market swings, common reactions investors have during uncertain periods, and a few ways people approach decision-making when conditions feel unstable. It's a grounded conversation about staying engaged without overreacting, and recognizing that there isn't a one-size-fits-all approach when markets are unpredictable. For more information contact Tim Stearns, CFP® and his team at TjStearns at (800) 640-2256 and visit the website at www.tjstearns.com/.

  • S2026 · E411
    April 11 · 13 min

    Tax Planning Season

    In this episode, we discuss key concepts in tax planning, including how deductions and credits work, and how timing income and expenses can affect what you owe. We also touch on common strategies used by individuals and small business owners to manage taxes more efficiently. This overview is meant to provide general information to help you better understand the basics of tax planning. For more information contact Tim Stearns, CFP® and his team at TjStearns at (800) 640-2256 and visit the website at www.tjstearns.com/.

  • S2026 · E404
    April 4 · 11 min

    Planning For Market Volatility

    Market volatility is a regular part of investing, though it can be uncomfortable when it happens. In this episode, we look at how people approach planning for market ups and downs. We touch on ideas like risk tolerance, time horizon, and diversification, and how these factors may influence decisions during uncertain periods. This is a straightforward discussion of how some investors think about volatility and the role planning can play over time. For more information contact Tim Stearns, CFP® and his team at TjStearns at (800) 640-2256 and visit the website at www.tjstearns.com/.

  • S2026 · E321
    March 21 · 15 min

    Current Events

    This video looks at how recent current events such as inflation, interest rates, and broader economic changes can influence retirement planning. It provides a clear overview of how these factors may affect savings, investments, and long term financial stability for people who are already retired or planning for retirement. For more information contact Tim Stearns, CFP® and his team at TjStearns at (800) 640-2256 and visit the website at www.tjstearns.com/.

Showing 21–27 of 27 episodes