A well-managed portfolio is important, but it does not automatically create a complete retirement plan. In this episode, Ryan, Nick, and Ron explain what it means for an advisor to simply “warehouse” assets and why that approach may leave important planning opportunities overlooked. They compare basic asset management with coordinated financial planning that accounts for the realities of everyday retirement life.  

Here’s what we cover in this episode: 

⛳ Personal Updates: The hosts share golf, cycling, hockey, and family updates

🏦 Asset Warehousing: Managing accounts alone may leave the broader plan incomplete

🔗 Financial Coordination: Investments should support income, tax, and lifestyle goals

⚠️ Uncoordinated Advice: Missed opportunities can compound throughout retirement

🧩 Coordinated Planning: Every financial decision should connect to the larger strategy

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

Here’s what we cover in this episode: 

⭐ Helping Wisely: Creating opportunity without dependency

⚖️ Fairness Matters: Equal isn't always equitable

⏱️ Right Timing: Gifts can matter more earlier

👨‍👩‍👧 Family Dynamics: Money changes relationships

💰 Gifting Strategy: Align money with values

🛡️ Protect Yourself: Secure your retirement first

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

Retiring in your 50s sounds great… until you realize most of your money is trapped inside retirement accounts with penalties attached. In this episode, the team explains how early retirees can legally access IRA and 401(k) money before age 59½ without automatically triggering the IRS’s 10% early withdrawal penalty. If retiring early is part of your vision, tune in to learn how you can plan strategically.  

Here’s what we cover in this episode: 

⚠️ Penalty Risks: Mistakes can be costly

📋 Rule 72(t): Structured IRA withdrawals

🔄 Flexibility Limits: Fixed income requirements

🧠 Planning Ahead: Decisions impact options

🏥 Healthcare Costs: Extra retirement expenses

📉 Market Risk: Sequence of returns matters

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

Here’s what we cover in this episode: 

⚠️ Fundamentals Matter: Price and reality eventually reconnect

📉 History Repeats: Bubbles follow familiar patterns

🧠 Investor Psychology: Emotion fuels short-term moves

📊 Staying Disciplined: Strategy beats chasing trends

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

Here’s what we cover in this episode: 

⚠️ Conflict reaction: Initial fear and uncertainty drive investor concern

📚Market history: Short-term declines, long-term growth patterns

📉 Volatility vs stability: Markets react quickly but tend to stabilize

😬 Investor behavior: Emotional decisions can hurt long-term results

🧭 All season framework: Designed to handle multiple economic outcomes

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

In this episode, Ryan and Nick break down the new Super Catch-Up contribution rules and spotlight crucial opportunities for those nearing retirement. Discover how strategic planning may provide greater financial flexibility and tax advantages in retirement. Curious if you’re maximizing your own savings potential? Tune in to find out what these changes could mean for your future!

Here’s what we cover in this episode: 

🚀 Super Catch-Up Window: A new opportunity for ages 60–63

📈 Higher Contribution Limits: What the increased caps allow

⚖️ Roth vs. Pre-Tax Choices: How tax treatment factors in

🏛️ SECURE 2.0 Impact: What changed for workplace retirement plans

🧩 Personalized Planning: How this rule fits into a bigger strategy

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

The WYZE team dives into the essentials of life insurance with insights on common pitfalls, policy types, and the importance of personalized planning. Discover why strategic reviews matter more than ever, and how your coverage can evolve alongside your life and goals. Curious if your plan is working for you or against you? Tune in and find out what you might be missing.

Here’s what we cover in this episode: 

🛡️Types of Insurance & Their Purpose: Income, estate, and business protection

⏳ Term Life: Affordable coverage for working years

⏱️ Permanent Life: Coverage that adapts over time

🏖️ Retirement Shift: When insurance still matters, and when it doesn’t

🔍 Policy Reviews: Why in-force illustrations matter 

⚠️ Common Mistakes: Overpaying, overcomplicating, or underinsuring

Listen To “Index Annuities Unmasked - Good Deal or Bad Advice?”

https://www.buzzsprout.com/2397460/episodes/17080819

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

Ryan, Ron, and Nick sit down for their quarterly market conversation, breaking down where things stand, what’s driving today’s headlines, and how investors should be thinking about the years ahead. Instead of predictions or hype, they focus on the real data. It’s a grounded, honest look at what long-term investors should prioritize right now.

If you’ve been wondering whether today’s market is signaling caution or confidence, this discussion may give you the perspective you’ve been missing. 

Here’s what we cover in this episode: 

💰 Is the Market Overpriced?: understanding valuation risk in large-cap stocks

⚠️ Concentration Danger: how much the “Magnificent Seven” dominate today’s market

📉 Expected Returns Ahead: what long-term projections actually show

📘 Bond Market Realities: why yields look different this time

🧠 Behavioral Blind Spots: the danger of chasing what worked last year

🚨 Overvaluation Risks: what history shows about buying at the top

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

Even experienced investors can trip up when it comes to managing their money in retirement. In this episode, Ryan, Ron and Nick reveal the seven most common — and costly — investing mistakes they see retirees make. You’ll learn how to avoid emotional decision-making and build a disciplined, risk-managed portfolio that lasts through retirement. 

Tune in to find out which of these seven mistakes might be quietly hurting your portfolio right now.

Here’s what we cover in this episode: 

⚖️ Misaligned Risk: Balancing your portfolio’s risk with your goals and time horizon

💵 Yield vs. Return: Why focusing only on income can limit long-term growth

🧠 Market Discipline: Why guessing or timing the market rarely works

🔥 Chasing the Hot Stocks: The danger of following trends instead of fundamentals

🧮 Diversification: How a balanced approach reduces emotional mistakes

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

Looking to safeguard your legacy and shield your family from financial stress? In this episode, the team sits down with Certified Elder Law Attorney Andrew Sykes to reveal how smart estate planning and legal strategies can make all the difference. Discover how the power of proactive planning and understanding Medicaid rules can protect everything you’ve worked for. Don’t leave your future to chance. Tune in now for expert tips on ensuring your assets go exactly where you want them.

Here’s what we cover in this episode: 

🧭 Are You Prepared?: key questions every family should address early

🛡️ Asset Protection Strategies: safeguarding what you’ve built for the future

🧓 Medicaid & Trusts: using the right tools to preserve assets and qualify for care

⚖️ Quality of Care: balancing asset protection with realistic long-term options

💰 Protecting Retirement Assets: how qualified funds fit into your overall plan

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

When most people think of investing, they picture the stock market. But the reality is that fewer companies are going public, and many of the best opportunities are staying private. In this episode, Ryan, Ron and Nick explore private investments: what they are, why they matter, and how they may fit into your portfolio.

Here’s what we cover in this episode: 

⚖️ Key differences: Private vs. Public investments

⚠️ Illiquidity and higher fees are key risks

💰 Return potential: Why consider private investments

🧭Access and barriers to private investments 

🏢 How our firm uses them & why we’re different

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

In this episode, Ryan, Ron and Nick take a deep dive into the key investment principle of buying low and selling high. 

They explore the psychological traps that often lead investors to buy when stocks are overpriced and sell in panic during market downturns. Tune in to discover how a disciplined, strategic approach can help you overcome these emotional pitfalls and set you on the path to smarter, more profitable investing.

Here’s what we cover in this episode: 

📉 Don’t panic during downturns, use it to your advantage instead 

💰 Strategies to follow when prices are high

🧠 How emotions can derail investment decisions

💸 Dollar-cost averaging: Set it and forget it to reduce emotional risk

🔍 Stay focused on long-term goals, not short-term market noise

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

Medicare can be one of the most complex aspects of retirement planning. With multiple parts, coverage gaps, enrollment windows, and potential penalties, it’s no wonder many retirees feel overwhelmed when navigating the system. On today’s show, Ryan is joined by Medicare specialists Rob Martier and Albert Intrieri, from Neishloss & Fleming, to bring clarity to the process and help you prepare with confidence.

Here’s what we cover in this episode: 

🏥 Medicare Parts A–D explained clearly

🧾 Avoiding penalties for late sign-up

⏳ Enrollment timing & avoiding lifelong penalties

🧑‍⚕️ Medicare Advantage and Medigap basics

🛡️ Why expert guidance can prevent costly mistakes

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

When markets get shaky, most investments stumble. But one asset doesn’t just survive the chaos, it feeds on it. That’s cryptocurrency. In this episode, Ryan and Nick dive into why crypto has become the runaway winner in the volatility contest and what that really means for your money and retirement. Is it the future of finance, or just a high-stakes gamble? For pre-retirees and retirees, this conversation offers a clear-eyed look at one of the most hyped, and misunderstood, investments in the world today.

Here’s what we cover in this episode: 

💥 Wild volatility: why crypto makes markets look calm

🪙 Digital coins vs. traditional investments

🎢 The psychology behind dramatic swings

📉 Lessons from past speculative bubbles

🛡️ Where (if anywhere) crypto fits in retirement planning

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

Big news from Washington as the One Big Beautiful Bill (OBBB) was signed into law on July 4, and it's already reshaping the retirement landscape. In this video, Ryan and Nick break down the biggest tax, retirement, and planning updates from the new law, and explain what it could mean for your financial strategy.

With more than 800 pages in the bill, there’s so much to sort through and many items that won’t impact you. Today we’ll break down the biggest changes and highlight some planning opportunities you may want to consider now, like using Clean Energy Credits before they expire or reviewing how charitable deductions might apply to your situation. 

Don't panic, many of these changes won’t require immediate action. But understanding what’s changed is the first step in making confident decisions. 

Here’s what we cover in this episode: 

📉 Tax brackets and standard deduction amounts have been made permanent and are getting an inflation bump.

🧾 SALT deduction cap temporarily increased, which is great news for high-tax states.

🚗 New auto loan interest deduction applies but not everything qualifies.

👶 A new “Trump Account” lets parents invest for kids’ retirement before they even have earned income.

💡 Clean Energy Credits are expiring soon

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

A financial plan is only as good as the assumptions it’s built on. In this episode, Ryan, Ron, and Nick explore how unrealistic assumptions can give you a false sense of security and take you inside our data-driven retirement process that you can count on. 

They cover everything from return expectations and inflation modeling to overlooked expenses and long-term care planning. You’ll learn about the “retirement smile” (go-go, slow-go, and no-go years), why healthcare inflation deserves its own category, and how minor blind spots—like travel, home maintenance, and car purchases—can throw a wrench into your future.

Learn more about how we use stress testing tools to make sure your plan holds up even in bad market conditions, and why regular reviews are critical to staying on course. 

Here’s what we cover in this episode: 

🧾 Healthcare and Social Security inflation are often miscalculated
 🏠 Expenses like home maintenance and cars are easily overlooked
 📊 Stress tests help ensure you won’t run out of money—even in a downturn
 🔁 Regular updates and realistic inputs = better long-term outcomes

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

Dividend investing sounds safe, but is it really the smartest way to generate income in retirement? In this episode, Ryan, Ron, and Nick unpack both the appeal and the pitfalls of building your retirement strategy around dividend-paying stocks. While the steady income may feel comforting, it can mask bigger risks like overconcentration, tax inefficiency, and the danger of chasing high yields. 

Nick breaks down why dividend income feels psychologically secure, even if it’s not always the most effective path. Ron shares real-life cautionary tales of clients who relied too heavily on dividends and paid the price. The team then outlines their own more holistic approach, blending dividend stocks with high-quality bonds and a disciplined rebalancing process. Relying on dividends alone might feel safe, but it can leave you overexposed, under-diversified, and vulnerable to market shifts.

Here’s what we cover in this episode: 

📈 Dividend stocks vs. bonds: what really protects against inflation?

⚠️ The danger of chasing yield (and what Westinghouse taught us)

🏦 How dividends impact taxes in taxable vs. retirement accounts

🧰 Our holistic approach to income planning 

🔄 Rebalancing 101: how selling high and buying low protects your future

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

Is all debt bad? Should you be completely debt-free before retirement? In this episode of Retire Right, Ryan, Ron and Nick discuss the critical topic of debt management and how it fits into a retirement plan. They dig into real-life examples—credit cards, mortgages, second homes, even RVs, and explain why some debt can actually work for you while other types can quietly wreck your financial future. 

Here’s what we cover in this episode: 

💳 The difference between “good debt” and “bad debt”
 📊 When expected returns make keeping debt the smarter move
 🏠 Why most retirees should aim to be debt-free—but not always
 🧾 How paying off debt can trigger major tax consequences
 📉 The risks of reverse compounding in down markets

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

Here’s what we cover in this episode: 

👉 What “full retirement age” really means for your benefit

💑 Why spousal benefits could significantly boost household income

⏳ When delaying makes the most sense, and when it doesn’t

📈 How market conditions affect your Social Security strategy

🔒 Will Social Security still exist in 2035?

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

Here’s what we cover in this episode: 

🧾 Turn downturns into tax breaks

🛑 Avoid the “wash sale” trap

🧠 Stay invested, skip the panic

🏗 Build your tax-loss piggy bank

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

Here’s what we cover in this episode: 

💰 Why gold is surging and what’s behind the hype

🌍 How global politics (and China) are reshaping gold demand

🤯 Why gold may feel safe but isn’t always smart

📉 What behavioral traps investors fall into with gold

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

You’ll learn about caps, buffers, fees, and the hidden costs that limit growth -- and why many indexed annuities end up performing more like bonds, without the same liquidity. 

Here’s some of what we discuss in this episode:

📊 Index annuities vs. stocks and bonds — the real return numbers

🧩 Why “no downside risk” doesn’t mean no risk

⚠️ Hidden costs that eat into your annuity growth

📉 How caps and buffers limit your potential upside

💡 When annuities can make sense — and when they likely don’t

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

Here’s what we cover in this episode: 

📉 What triggered the latest market drop

🌐 How tariffs impact global trade and inflation

🐻 Bear market averages, recoveries, and what to expect

🔁 Why market timing often backfires

📊 How smart portfolios rebalance through volatility

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

Here’s what we cover in this episode: 

🧠 Hourly planning works well for DIY investors with specific needs
 💬 Ongoing advice fits best for people with complex or evolving goals
 ⚠️ Be cautious of fee surprises and limited follow-through in hourly models
 📊 AUM-based fees often include proactive planning and implementation
 🛠️ The right model depends on your goals, complexity, and how hands-on you want to be

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

Here’s what we cover in this episode: 

💰 More Than Just Stock Picking – Why advisors add value beyond the market

📊 Asset Allocation & Cost Efficiency – The hidden factors that boost returns

📉 Behavioral Coaching & Market Volatility – Avoid emotional investing mistakes

🧾 Tax-Efficient Investing & Withdrawal Strategies – Keep more of your money

0:00 – Intro 

1:50 – A big misconception

3:56 – Things you can control

8:22 – Asset allocation

11:06 – Where advisors add value

20:41 – Withdrawal strategies

24:38 – Importance of planning

31:14 – Behavioral coach

36:38 – Final Takeaway

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

We’re going to discuss the importance of understanding market outlooks, the calculation of expected returns for various asset classes, and how these insights can influence strategic asset allocation. With a focus on bonds, stocks, and emerging markets, this show will help set realistic expectations for investors and the methodologies used to derive these projections. Tune in for valuable insights that can help shape your investment decisions over the next decade!

Here’s what we cover in this episode: 

0:00 – Intro 

1:13 – What’s important with outlooks?

5:20 – Expected returns

9:19 – Research 

13:53 – Projections 

16:33 – Asset classes

22:55 – Designing a portfolio

29:41 – Working with clients

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

Ron Wyatt, CFP®, CIMA®, CPWA® takes the role of pro-tariff while Nick Lewandowski, CFA®, CFP® argues from the anti-tariff perspective. This dynamic setup allows for a balanced exploration of the implications tariffs have on the economy, consumer prices, and national security.

Here’s what we cover in this episode: 

0:00 – Intro 

1:57 – What are tariffs and why use them?

2:22 – Why they’re good

4:05 – Why they’re bad

6:48 – Political tool

7:57 – Taxes 

9:10 – Impact on the market

12:30 – Tariffs impacting tech stocks?

14:26 – Bond markets

16:48 – Our investment strategy

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

Discover the driving factors behind higher expected returns, including profitability and valuation, and how this proprietary approach aims to deliver superior risk-adjusted returns for clients.

Here’s what we cover in this episode: 

0:00 – Intro 

1:01 – How this was developed

6:48 – Building the portfolio

12:17 – Risk 

15:02 – What makes it proprietary?

21:47 – Drawbacks and risks

26:49 – Taxes and fees

29:05 – How does this compare

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

0:00 – Intro 

1:01 – What are bonds?

2:52 – Why invest?

5:10 – Types of issuers

9:23 – Interest rate risk 

18:26 – Why duration matters

19:35 – Crafting a bond portfolio

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

In this episode, we’ll have another roundtable discussion to explain this unique approach and how it’s designed to generate consistent returns. Ryan is joined by Ron Wyatt, CFP®, CIMA®, CPWA® and Nick Lewandowski, CFA®, CFP®,  who help clients apply this strategy to their portfolio.
 
Here’s what we cover in this episode: 

0:00 – Intro 

1:05 – The All-Season Framework

3:27 – Multi-Asset Strategy Graph 

6:22 – Minimizing Risks

8:22 – Downsides 

9:54 – Chasing returns

15:46 – Why it’s unique

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

Here’s what we cover in this episode: 

0:00 – Intro 

0:55 – Qualified Charitable Distributions

3:32 – Tax traps

6:19 – Tax Loss Harvesting

11:04 – Gifting low-basis stock

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

Ryan is joined again by Ron Wyatt, CFP®, CIMA®, CPWA® and Nick Lewandowski, CFA®, CFP®, to discuss what it means to have an investment plan, some common themes they hear when meeting with clients, and how an investment plan fits into your overall financial plan.

Here’s what we cover in this episode: 

0:00 – Intro 

0:55 – What does it mean to have an investment plan?

3:35 – Consistent themes in first meetings

6:31 – How an investment plan fits into the big picture

10:49 – When should an investment plan change?

18:40 – What makes our process unique?

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

0:00 – Intro 

1:10 – Similarities and key differences

3:59 – Why do ETFs tend to be cheaper?

10:52 – Why do ETFs tend to be more tax-efficient?

15:36 – Risks with ETFs

19:26 – Our investment approach

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

0:00 – Intro 

2:01 – What is a Roth IRA?

3:19 – Roth eligibility

4:42 – Phasing out

6:20 – Contribution limits

7:15 – Tax-deferred growth

9:12 – RMDs

11:21 – Are distributions taxed?

14:35 – The five-year rule

17:57 – Tax rates

19:14 – Closing thoughts

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

Today we’ll break down what it means, why it’s crucial for long-term financial planning, and how to apply it to your portfolio. Learn the strategies we utilize to balance your tax liabilities and ensure a smoother financial journey into retirement.

Here’s what we cover in this episode: 

0:00 – Intro 

2:03 – Why it matters

5:12 – How do we map it out 

7:07 – Limitations

8:27 – How poor planning can lead to issues

12:13 – Strategies to consider

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

Ryan breaks down the basics, benefits, and common questions surrounding long-term care insurance. 

Key moments:

0:00 – Intro 

2:01 – Benefits of having Long-Term Care Insurance

4:40 – Different types of Long-Term Care

6:13 – LTC costs

8:13 – Qualifying for coverage

9:31 – Does everybody need LTC insurance?

11:58 – When to look at getting a policy

14:55 – Drawbacks to LTC insurance

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

In this episode, we’re diving into one of the key pillars of retirement planning and that’s the income plan. It’s an area that most people are not prepared but you can change that. Today we’ll explain how we help people transform their savings into a reliable income stream, the importance of having a comprehensive income plan, and the steps you can take to start putting this plan in place.

Here’s what we cover in this episode: 

0:00 – Intro 

2:11 – Why are people unprepared?

4:23 – Steps to put a plan in place

7:33 – Planning for inflation

9:15 – Reviewing your plan

10:54 – Examples of how we’ve helped clients

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H