Ready to get your free Retire Wyze assessment? Start here: https://wyzewealthadvisors.com/free-retirement-assessment/

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

Ready to get your free Retire Wyze assessment? Start here: https://wyzewealthadvisors.com/free-retirement-assessment/

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

Ready to get your free Retire Wyze assessment? Start here: https://wyzewealthadvisors.com/free-retirement-assessment/

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