Ep 02: Spenders vs. Savers, Retirement Math, and How to Find an Advisor You Can Trust episode artwork

EPISODE · Mar 9, 2026 · 27 MIN

Ep 02: Spenders vs. Savers, Retirement Math, and How to Find an Advisor You Can Trust

from The Financial Plan | Jorge Tijerino · host Jorge Tijerino

Six real questions, straight answers. On this episode: how to stop fighting with your partner about money, why retirement benchmarks are mostly useless, how to get your parents to talk about estate planning before it's too late, the data behind index funds vs. picking stocks, what the SECURE 2.0 Act changed about 529 plans, and two questions you should ask before hiring any financial advisor.If any of this hit close to home, book a call at www.tidycal.com/jorgetijerinoThe content on this show is for educational and informational purposes only and should not be considered personalized investment advice or a recommendation to buy or sell any securities. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. VIM Wealth Management is a registered investment advisor with the SEC. For guidance specific to your situation, consult a qualified financial professional.

Six real questions, straight answers. On this episode: how to stop fighting with your partner about money, why retirement benchmarks are mostly useless, how to get your parents to talk about estate planning before it's too late, the data behind index funds vs. picking stocks, what the SECURE 2.0 Act changed about 529 plans, and two questions you should ask before hiring any financial advisor.If any of this hit close to home, book a call at www.tidycal.com/jorgetijerinoThe content on this show is for educational and informational purposes only and should not be considered personalized investment advice or a recommendation to buy or sell any securities. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. VIM Wealth Management is a registered investment advisor with the SEC. For guidance specific to your situation, consult a qualified financial professional.

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Ep 02: Spenders vs. Savers, Retirement Math, and How to Find an Advisor You Can Trust

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This episode was published on March 9, 2026.

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Six real questions, straight answers. On this episode: how to stop fighting with your partner about money, why retirement benchmarks are mostly useless, how to get your parents to talk about estate planning before it's too late, the data behind...

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