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Artwork for Retirement Power Play

Retirement Power Play with Tim Dyer

Tim Dyer
Retirement Planning
Artificial Intelligence
Qualcomm
Dyer Wealth Management
Lifestyle Creep
Taxes
Fifty Years Old
401(k)
Concentration Risk
Kalamazoo Wings
S&P 500
Tax Risk
Government Shutdown
Lifestyle In Retirement
Target Date Funds
Interest Rates
Rsus
Wealth Management
K-Shaped Economy
Concentration Risk (company Stock)

Join wealth manager Tim Dyer for consistent and reliable information about how to best prepare for retirement and your financial future on the Retirement Power Play podcast. Tim is the founder of Dyer Wealth Management, serving the San Diego area and based in La Jolla, California. He's the co-author of "Defuse", a book designed to help you learn the 7 steps to protecting your 401(k) from the ticki... more

PublishesTwice monthlyEpisodes97Founded4 years ago
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Artwork for Retirement Power Play

Latest Episodes

💬 Ready to take control of your financial future? Let’s chat!

📅 Book a time now 👉 www.dyerwealthmanagement.com/start-here.html

Tim sits down with longtime friend, technologist, entrepreneur, mentor, and musician Balu Masti for a wide-ran... more

A lot of people think they have a financial plan, but what they really have is a document. Tim breaks down what separates a real plan from a stack of projections and charts. This conversation focuses on how a true plan actually works in real life, he... more

Success changes your financial life, but it also changes the risks you face. Tim walks through how doing well can create blind spots that are easy to miss if you’re not paying attention. This conversation is all about staying intentional as things gr... more

💬 Ready to take control of your financial future? Let’s chat!

📅 Book a time now 👉 www.dyerwealthmanagement.com/start-here.html

AI is everywhere right now, and the headlines are hard to ignore. Job loss, massive disruption, entire industr... more

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Recent Guests

Balu Masti
Tech veteran, former Qualcomm/Intel executive, entrepreneur and mentor
Berkeley Sky Deck (India Ambassador)
Episode: Life Beyond the Ladder with Balu Masti
Tim Dyer
Wealth manager and founder of Dyer Wealth Management
Dyer Wealth Management
Episode: Turning 50: Adventures, Insights & Retirement Reflections
Mark Fowler
Representative from Human Interest, expert on 401(k) platforms for small businesses
Human Interest
Episode: Closing the Small Business Retirement Gap: Simple 401(k)s with Mark Fowler
Fred Steck
Author of Connectability: Mastering Relationship Building in Business, Sales, and Beyond
Author/Speaker
Episode: Fred Steck on Legacy, Leadership & Connection: Lessons from Goldman Sachs and Beyond
Toni Will
General Manager and Governor for the Kalamazoo Wings (AA professional hockey team)
Kalamazoo Wings
Episode: Breaking Barriers in Hockey and Beyond with Toni Will

Hosts

Tim Dyer
Host of Retirement Power Play
Ben George
Co-host of Retirement Power Play

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#70
United States/Business/Investing
Apple Podcasts
#233
United States/Business
Apple Podcasts
#232
Canada/Business/Investing
Apple Podcasts
#227
Norway/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

The Qualcomm Advantage: Maximizing Your Benefits Package
Q: What makes Qualcomm employees' financial situations unique compared to other professionals?
Tim explains that benefits tied to a specific company create a ripple effect—stock, compensation, and benefits interact with career and family dynamics, and cross-border considerations (notably with India) shape planning.
Year-End Tax Strategies: Smart Moves Before December 31
Q: What are the other year-end moves to consider beyond Roth conversions?
Beyond conversions, the discussion covers tax-loss harvesting, charitable giving strategies like donor-advised funds, maximizing retirement plan benefits (401(k) contributions, backdoor Roths, mega backdoor Roths), and ensuring required minimum distributions are planned to avoid penalties.
Year-End Tax Strategies: Smart Moves Before December 31
Q: Is a Roth conversion right now, and why is now the time to have that conversation?
The host explains that Roth conversions can be favorable when current tax brackets are relatively low and there may be future rate increases, so converting a portion of taxable income now can reduce overall tax burden in retirement, especially if income is expected to rise later.
The 5 Financial Power Moves to Start 2026 Strong
Q: Power move number four. What is it?
Tim emphasizes tax strategy before markets, highlighting the high tax environment in high-income areas and the potential impact of tax savings on overall portfolio returns, along with practical steps for coordinating with a tax professional.
The 5 Financial Power Moves to Start 2026 Strong
Q: What about domestically the markets here Tim?
Tim explains that domestic market strength will be driven by earnings growth, the breadth beyond the Magnificent Seven, and opportunities for other stocks to catch up, while stressing the importance of diversification and income in the portfolio.

Audience Metrics

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Frequently Asked Questions About Retirement Power Play

What is Retirement Power Play about and what kind of topics does it cover?

This program centers on practical retirement planning, wealth management, and disciplined financial decision-making. Episodes frequently tackle the gap between flashy projections and real-life actions—covering topics like converting savings to sustainable income, tax optimization, portfolio structure for life goals, and decision frameworks in volatile markets. A recurring thread emphasizes proactive planning, guardrails, and behavioral guidance to stay on track through changing tax policies, market cycles, and macro shifts. Noteworthy angles include a focus on estate considerations, the role of technology and AI in planning, and using modern 401(k) tools and tax strategies to align with long-term goals. Listeners likely include both near-re... more

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Which podcasts are similar to Retirement Power Play?

These podcasts share a similar audience with Retirement Power Play:

1. Carlos Inspire Show
2. Multiply Your Success with Dr. Tom DuFore
3. Passion Struck with John R. Miles
4. NY's Sports Loud Mouth
5. NY's Sports Loud Mouth

How many episodes of Retirement Power Play are there?

Retirement Power Play launched 4 years ago and published 97 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Retirement Power Play?

Recent guests on Retirement Power Play include:

1. Balu Masti
2. Tim Dyer
3. Mark Fowler
4. Fred Steck
5. Toni Will

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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