Contact

To schedule a demonstration or presentation, contact us or send us a message by filling out this form.

(602) 808-3423

2201 East Camelback Rd, Ste 400
Phoenix, Arizona 85016

You’re saving lives. We’re saving livelihoods.

“I founded Radden Education Institute to honor my father’s and Uncle’s lifelong dedication to the medical community.”

– Timothy Radden,
Founder, Presenter ChFC®, AEP®, CLU®

Timothy Radden founded Radden Education Institute, in part, because he had three physicians in the family growing up — two of whom died broke.

He says, “To work and dedicate your whole life to caring for others and be plagued with lifelong financial stresses and have no generational wealth to pass along to your loved ones is a completely avoidable tragedy.”

 

Financial peace of mind.

The desire to help others create financial peace of mind led Radden to develop a no-cost financial literacy curriculum over a 46-year career in financial services — one especially focused on serving medical community members. During short, focused presentations, board-certified financial professionals provide tools to help them begin their own financial planning and cover topics of interest, including:

  • Debt management solutions

  • Student loan strategies

  • Tax efficiency

  • Income protection

  • Home ownership & large purchases

  • Cash flow & budgeting

  • Understanding lifestyle creep

  • What in the world is a fiduciary?

  • retirement planning

Our Process

STEP

1
Schedule a Demonstration

View the presentation in its entirety in advance of scheduling a presentation. This way you get peace of mind, and we can tailor the presentation to ensure your audience is receiving the information they care about.

STEP

2
Schedule the Presentation

We offer virtual and in-person presentations throughout the year. However, Spring dates book up quickly as students prepare for graduation

STEP

3
The Presentation

Presentations + Q&A can range from 45-90 minutes depending on the needs of your audience.

STEP

4
Optional; Partner with a CFP®

At the end of the presentation, students will be given the opportunity to partner with a Certified Financial PlannerTM if they desire more in-depth assistance. They can schedule a complimentary consultation or engage a fee-based CFP® at a reduced fee.

Meet our professionals

Timothy Radden
Founder, Presenter ChFC®, AEP®, CLU®

Timothy Radden is an advisor and advocate dedicated to advancing the livelihood of every one of his clients. As a Forbes recognized top financial security professional, he brings over 46 years of experience working with clients in the medical industry helping them to connect, protect and preserve their financial futures.

He holds multiple professional designations including CLU® (Chartered Life Underwriter), AEP® (Accredited Estate Planner), and ChFC® (Chartered Financial Consultant). He co–founded the Conference of African American Financial Professionals [CAAFP], and has also been an active board member of numerous organizations in Arizona including the National Association of Insurance and Financial Advisors [NAIFA] – State President, and Physicians Nationwide – President, Million Dollar
Round Table/Top of the Table- Member.

Becky Vogt-Lundeen
Presenter, CFP®, RICP®

Becky Vogt-Lundeen works with medical professionals to live through their values by delivering fiduciary financial planning and presenting financial wellness education across the nation. She creates a guilt-free, inclusive space to openly discuss the goals, hopes, dreams, and fears of all her clients. It is her mission to educate and empower
her clients to live their best lives through proper planning.

Becky worked her way up from a college intern in rural Wisconsin to a financial advisor for one of Arizona’s most recognized wealth management firms in 5 short years. She is a Retirement Income Certified Professional® and a Certified Financial Planner™, a designation held by less than 30% of all financial advisors. She is also a member of the elite 2% of CFP’s® who are women under 30. She understands that medical professionals have been life-long students and upon graduation enter their careers with high debt, high stress, even higher expectations, and little direction for how to manage it all. How does she know this? She has been in lockstep with her husband, a current 3rd year medical student, since before the MCAT!

Nicolette Gomez
Marketing & Business Development Director

Nicolette joined Timothy Radden’s team in 2022. She holds degrees in Psychology and Marketing from The University of Arizona and has a background in sports and entertainment sales and marketing.

FAQ

Do you offer in-person presentations?
Yes, with a required attendance minimum.
Is the presentation tailored to a specific audience?
Yes, our presentations are tailored to 4th year medical students, residents, graduates entering residency, attending physician groups, and physicians approaching retirement.
Do you offer presentations to first-year students?
Not at this time
Can I see the presentation before I schedule?
Absolutely! You can email us to schedule a demonstration, where we can present the presentation in its entirety or an expedited version to you.
Do you provide financial resources beyond presentations?
No, we solely focus on providing financial literacy education. However, if a student would like additional assistance, they can complete the questionnaire (link) to meet with one of our partner Certified Financial Planners.
Can presentations be recorded and distributed to students?
No, the curriculum is proprietary and unauthorized distribution is not permitted. If there are special circumstances, we are happy to discuss options individually.
How much do presentations cost?
Presentations are provided at no cost to the organizers or attendees. Our financial literacy program and partnerships have changed lives of many. Our goal is to educate and empower financial action.
So, what’s in it for you?
Relationships with individuals who need help and guidance. We provide presentations at no cost because we are dedicated to educating the members of society who dedicate their lives to serving others. We have seen the stressful realities of working in the medical market and want to be part of the solution.
Are you affiliated with any other companies?
Yes, we are affiliated with Radden Private Wealth Management. Our Founder Timothy Radden is an agent of Northwestern Mutual. He founded REI as a passion project to honor his father and uncles, who all worked in the medical community. With years of experience in the financial industry and his physician clients asking for presentations to their peers, he saw REI as his opportunity give back to the medical community.
Doesn't your affiliation create a conflict of interest?
Not at all. Shoud an attendee of the presentation desire to meet with a financial professional, we will only facilitate a partnership with a Certified Financial Planners. CFP ® professionals are board certified, meet rigorous education, training, and ethical standards and can only make fiduciary recommendations. In fact, most of our partner CFP ®’s have a physician in their own families.