Ep. 9 Staying on Top of Portfolio Management
Do You Have The Greenlight To Retire?
Release Date: 09/02/2025
Ep. 10 Inflation and your Retirement plan
Do You Have The Greenlight To Retire?
How do you know if you have enough to retire? What steps do you need to take? The team at Fitzwilliams Financial talk about navigating the shifting stock market and staying on top your retirement. Whether you’re 5 years out or already retired, this conversation is for anyone tired of guessing and ready for clarity. Hosts Brian Lindberg, Tim Fitzwilliams, Corrine Fitzwilliams, and CFA® Ron Wright explore the most common red flags in retirement planning and how to avoid them. Topics Covered 💡: ▸ Changes in the stock market changing retirement accounts ▸ Retiring without feeling stuck...
info_outline
Ep. 9 Staying on Top of Portfolio Management
Do You Have The Greenlight To Retire?
How do you know if you have enough to retire? What steps do you need to take? The team at Fitzwilliams Financial talk about navigating the shifting stock market and staying on top your retirement. Whether you’re 5 years out or already retired, this conversation is for anyone tired of guessing and ready for clarity. Hosts Brian Lindberg, Tim Fitzwilliams, Corrine Fitzwilliams, and CFA® Ron Wright explore the most common red flags in retirement planning and how to avoid them. Topics Covered 💡: ▸ Changes in the stock market changing retirement accounts ▸ How to rebalance a portfolio If...
info_outline
Ep. 8 Navigating the job market flux
Do You Have The Greenlight To Retire?
The Job Market is Crazy right now, or is it? Ron dives deep into the numbers what they actually mean for you. Rising Inflation from tariffs are complicating federal reserve decisions on interest rates. The Team at Fitzwilliams Financial look into these topics and more and how htey dive into the bigger picture of retirement. Whether you’re 5 years out or already retired, this conversation is for anyone tired of guessing and ready for clarity. Hosts Brian Lindberg, Tim Fitzwilliams, Corrine Fitzwilliams, and CFA® Ron Wright explore the most common red flags in retirement planning and how to...
info_outline
Ep. 7 How to Utilize AI for your Financial future
Do You Have The Greenlight To Retire?
AI is a powerful tool. How can you utilize it and how can it help you? It is better to proactive or Reactive with you financial future? The team at Fitzwilliams Financial discuss their experiences and more on this episode! Whether you’re 5 years out or already retired, this conversation is for anyone tired of guessing and ready for clarity. Hosts Brian Lindberg, Tim Fitzwilliams, Corrine Fitzwilliams, and CFA® Ron Wright explore the most common red flags in retirement planning and how to avoid them. Topics Covered 💡: ▸ AI: the good and the bad ▸ How to be proactive in your...
info_outline
Ep. 6 Trumps New Bill and America's Middle Class
Do You Have The Greenlight To Retire?
How does the Big Beautiful Bill affect your retirement plans? Does this new Bill help or hurt America's Middle Class? The Team at Fitzwilliams Financial discuss this and more on this week's episode! Topics Covered 💡: ▸ The Big Beautiful Bill ▸ Changing interest rates ▸ How the new tax laws affect the Middle class If you’ve ever felt lost about your retirement future, this episode will show you how to gain control and move forward with confidence.
info_outline
Ep. 5 Producing Income Through Real Estate
Do You Have The Greenlight To Retire?
Taking a different approach today, Tim and Corinne discuss their path to Real Estate Success and tips for you to follow. Also, how do you know you won't run out of money in retirement? All this and more on Today's episode! 00:00 Intro 02:16 Real Estate Investing 03:22 How to buy Investment Properties 05:27 Grossest House Ever!! 10:08 Rehab the house 12:14 Building Revenue 13:26 Refinancing the House 20:23 Why Use Company Name? 21:51 Benefits using BRRR correctly 24:59 Optimal Cash Flow Strategy 27:54 Don’t be Afraid to spend Money 29:10 Producing More Income 32:53 How To make this Money...
info_outline
Ep 4 - How to Stop Guessing with Your Retirement Plan
Do You Have The Greenlight To Retire?
In this episode, the Fitzwilliams Financial team breaks down how to build a retirement plan you can actually understand—and trust. Whether you’re 5 years out or already retired, this conversation is for anyone tired of guessing and ready for clarity. Hosts Brian Lindberg, Tim Fitzwilliams, Corrine Fitzwilliams, and CFA® Ron Wright explore the most common red flags in retirement planning and how to avoid them. 💡 Topics Covered: • What it really means to have a plan you understand • Why chasing market gains often backfires • How financial noise creates confusion • The importance...
info_outline
Ep 3 - Why Chasing Returns Can Hurt Your Retirement
Do You Have The Greenlight To Retire?
Recorded on February 17, 2025 In this episode of Do You Have the Greenlight to Retire?, the Fitzwilliams Financial team dives deep into the emotional side of investing—and why trying to chase returns can backfire. Hosts Brian Lindberg, Tim Fitzwilliams, Corrine Fitzwilliams, and CFA® Ron Wright unpack the hidden dangers of market timing, explain how fear and greed impact decision-making, and show how clarity and strategy are the keys to lasting confidence. 💡 Topics Covered: • Why chasing investment returns can be dangerous • How emotional decisions affect long-term...
info_outline
Ep 2 - Are You on Track to Retire? | Avoiding the #1 Mistake Retirees Make
Do You Have The Greenlight To Retire?
Recorded on February 17, 2025 In this episode of Do You Have the Greenlight to Retire?, the Fitzwilliams Financial team tackles one of the biggest—and most overlooked—retirement roadblocks: taxes. Hosts Tim Fitzwilliams, Corrine Fitzwilliams, Brian Lindberg, and CFA Ron Wright pull back the curtain on how taxes can eat away at your retirement income and legacy if you’re not properly prepared. They explain the critical tax changes on the horizon, the hidden cost of traditional IRAs, and how to take control of your plan before the rules change in 2026. 💡 Topics Covered:...
info_outline
Ep 1 – The #1 Concern in Retirement: Running Out of Money
Do You Have The Greenlight To Retire?
Recorded on February 10th, 2025 In this first episode of Do You Have the Greenlight to Retire?, the Fitzwilliams Financial team tackles one of the most common fears among retirees—outliving your money. Hosts Brian Lindberg, Tim Fitzwilliams, Corrine Fitzwilliams, and CFA Ron Wright share real stories from clients, explain why market losses can derail a plan, and offer clear, practical advice to start building retirement confidence now. 💡 Topics Covered: • Why so many people feel lost in their retirement plan • The risk of chasing gains vs....
info_outlineHow do you know if you have enough to retire? What steps do you need to take? The team at Fitzwilliams Financial talk about navigating the shifting stock market and staying on top your retirement.
Whether you’re 5 years out or already retired, this conversation is for anyone tired of guessing and ready for clarity.
Hosts Brian Lindberg, Tim Fitzwilliams, Corrine Fitzwilliams, and CFA® Ron Wright explore the most common red flags in retirement planning and how to avoid them.
Topics Covered 💡:
▸ Changes in the stock market changing retirement accounts
▸ How to rebalance a portfolio If you’ve ever felt lost about your retirement future, this episode will show you how to gain control and move forward with confidence.