Resources
Listen, read and get answers.
Education is the first step toward a confident decision. Start with Tim's podcast, our annuity guide or the questions we hear most.
Podcast
Wealth After Work
Short conversations with Tim about the decisions that shape retirement.
Latest episode · Oct 13
The Biggest Retirement Challenge Might Not Be Financial
Then press play in the Spotify player.
Open Wealth After Work on SpotifyOctober 202617 minutes
The Biggest Retirement Challenge Might Not Be Financial
A health scare, a big life event or a loss of purpose can change retirement faster than any market headline. Why a plan has to adapt to life, and why retirement planning reaches past money to legacy, family and purpose.
Listen on Apple Podcasts: The Biggest Retirement Challenge Might Not Be FinancialSeptember 202615 minutes
Why Age 59½ Could Be the Retirement Milestone You're Overlooking
What changes at 59½: access to your accounts, more flexibility, and the tax mistakes to avoid.
September 202617 minutes
Stop Comparing Your Retirement to Everyone Else's
Planning starts with your priorities, not the Joneses. Year end planning, required distributions, healthcare, and giving every dollar a purpose.
September 202618 minutes
Can You Really Google Your Way to a 30 Year Retirement?
How Tim found his way into financial planning, why a roadmap matters, and why a plan should fit you instead of a rule you found online.
Free guide
10 Questions to Ask Before You Buy an Annuity
Annuities can be useful, and they are also long commitments. These are the questions to ask anyone who suggests one, including us.
Questions and answers
Frequently asked questions
What should I bring to a first meeting?
Recent statements for your 401(k), IRA and other savings, your Social Security estimate from ssa.gov/myaccount, any pension paperwork, and your last tax return. If you are missing something, come anyway.
Should my spouse come too?
Yes, please. A plan should make sense to both of you. Tim learned that the hard way from a client he calls Louie, and he tells that story on our page about planning for a spouse.
Does the Income Estimator save my answers?
No. The math runs on your own screen. Nothing is saved unless you ask us to email you a summary or call you, and you give us your name and email and tick the box.
What does a first meeting cost?
Nothing. Meetings with Tim are free, and so are our workshops and dinners.
How are you paid?
Only by the insurance company, and only if you choose an annuity or insurance policy that fits your needs. Everything else we do is free to you. There are no planning or advisory fees.
Are you part of Social Security or Medicare?
No. We are not affiliated with or endorsed by the Social Security Administration, Medicare or any government agency. Tim is a National Social Security Advisor, which is a private designation.
Do I have to live near Carmel or Brownsburg?
Our offices are in Carmel and Brownsburg, Indiana. Tim is licensed in every state and the District of Columbia except Hawaii. Call us and we will tell you whether we can help where you live.
What is the Lankford Roadmap?
Our five step process: Chart where you are today, Map your destination, Navigate the decisions ahead, Guide your plan, and Journey together as life changes.
Still have a question? Call (317) 993-3346.
Let's look at your numbers together.
A first conversation is about you: your income, your concerns and your timeline. You'll leave knowing which step comes first.