Financial Freedom 9/6/25

13/09/2025 46 min

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].