Episodes
30
Latest episode
Oct 2026
Language
EN
Weekly investing and financial planning guidance with Tim Estes and Brie Reyes, CFP® in Fort Worth, TX
It's spooky season. And while most people are thinking about haunted houses and horror movies, a lot of pre-retirees have scarier things on their minds: running out of money, or a market crash at exactly the wrong time. Today we're shining a flashlight on five of the biggest financial frights and how to prepare for them. Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402
Retirement planning today doesn't look like it did even a decade ago, let alone the way it looked for our parents. On this episode, we’ll give you 5 realities you need to be aware of in 2026 to build toward a successful retirement. Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402
Every October, hundreds of hot air balloons rise over Albuquerque for the largest balloon festival in the world. No two pilots fly the exact same path, and none of them can control the wind. Turns out, that's not a bad way to think about a financial plan either. Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402
More people in their 60s and 70s are staying on the job than ever before, and it's not always about the money. Let's dig into the real reasons retirees keep showing up to work. Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402
Somewhere in a drawer, a filing cabinet, or a shoebox in the closet, most of us are holding onto financial paperwork we don't actually need. And we’re probably missing a few things we do need. Let's sort out what stays, what goes, and where it all belongs. Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402
When it comes to financial planning, everybody has something that bothers them. Today we're walking through some of the most common pain points we see and the real conversations that happen around them. Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402
Based on a recent article from Kiplinger, there are five keys to a retirement plan that actually holds up over time. They all happen to start with the same letter- which either means it's a great framework or someone really wanted it to work out that way. Either way, the five D's are worth knowing. Read the Kiplinger article HERE. Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402
This year's Fourth of July carries a little extra weight as we celebrate 250 years of American independence, and that's worth a moment. But between the hot dogs, the parades, and the fireworks, we started thinking about how many of our favorite holiday traditions have a pretty natural financial parallel. So that's what we're doing today… and the comparisons might surprise you. Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402
SpaceX. OpenAI. These and other names have been dominating the headlines. The IPO market is heating up and clients are asking questions. Today we're keeping it simple. What do retirees and pre-retirees need to understand about IPOs before they get caught up in the excitement? Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402
There’s some big retirement news out of Washington worth understanding. President Trump recently signed an executive order aimed at expanding access to retirement savings for the tens of millions of Americans whose employers don't offer a plan. Today we're breaking down what was signed, what it means in practice, and what questions it raises for your own retirement picture. Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402
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