Listen "Financial Freedom 9/6/25"
Episode Synopsis
Title: Winning the Lottery
Topics covered in this week's show include:
Should lottery winners choose a lump sum or annual payments? It depends.
Steve from Hershey wants to know if money held in a trust will be protected from a divorce.
Tim shares his recent experiences and observations from meetings with two new clients over the past few weeks.
Joan, a longtime friend of the show, shares her perspective on Tim's frequent use of the word "beautiful" when describing a "beautiful, globally diversified portfolio."
CAVEAT EMPTOR! Financial salespeople posing as educators are coming to a college near you.
Have a question or comment for Tim? You can call the live show on Saturday mornings from 10:00-11:00 a.m. ET by dialing 717-540-0580. You can also email him anytime at [email protected].
Topics covered in this week's show include:
Should lottery winners choose a lump sum or annual payments? It depends.
Steve from Hershey wants to know if money held in a trust will be protected from a divorce.
Tim shares his recent experiences and observations from meetings with two new clients over the past few weeks.
Joan, a longtime friend of the show, shares her perspective on Tim's frequent use of the word "beautiful" when describing a "beautiful, globally diversified portfolio."
CAVEAT EMPTOR! Financial salespeople posing as educators are coming to a college near you.
Have a question or comment for Tim? You can call the live show on Saturday mornings from 10:00-11:00 a.m. ET by dialing 717-540-0580. You can also email him anytime at [email protected].
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