EPISODE · Jul 24, 2025 · 18 MIN
What is a Fact Finder and what is the process of working with Safe Money Retirement
from The Safe Money Retirement Show · host Tim Wood. Certified Financial Fiduciary®
In this week's episode, we'll explore what our process at Safe Money Retirement is when we work with new clients. What is a Fact Finder? Why is it important to do a complete, full Fact Finder appointment before even discussing plans or rates? What info do you need to have prepared for the 1st appointment in our process? Isn't it time to get answers to the tough retirement questions now?Join Certified Financial Fiduciary® and bestselling author Tim Wood each week to discuss protecting your retirement dollars, guaranteeing your lifetime income, wisely planning for taxes, and more. Visit us online at www.SafeMoneyRetirement.com for more information, to join us for this week's webinar, or to get a FREE copy of Tim's bestselling book.Safe Money Retirement® - Insuring Your Retirement Dreams
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In this week's episode, we'll explore what our process at Safe Money Retirement is when we work with new clients. What is a Fact Finder? Why is it important to do a complete, full Fact Finder appointment before even discussing plans or rates? What info do you need to have prepared for the 1st appointment in our process? Isn't it time to get answers to the tough retirement questions now? Join Certified Financial Fiduciary® and bestselling author Tim Wood each week to discuss protecting your r...
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What is a Fact Finder and what is the process of working with Safe Money Retirement
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