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Retire Right: A WYZE Wealth Advisors Podcast

Retire Right: A WYZE Wealth Advisors Podcast

De: Ryan Wyatt
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Welcome to "Retire Right: A WYZE Wealth Advisors Podcast," where planning your future is at the heart of every conversation. Hosted by seasoned Wealth Advisor Ryan Wyatt, CFP®, CIMA®, this podcast offers a deep dive into the complexities of retirement planning for those aged 50 and over aiming for $1 million or more in retirement savings. Each episode of Retire Right focuses on the crucial questions that keep you up at night: Can you meet your retirement goals? How much can you spend during retirement without worry? What are the best strategies to replace your paycheck in a tax-conscious manner? With expert insights grounded in Ryan’s extensive background—from his finance degree at The University of Alabama to his wealth management expertise at Vanguard and Charles Schwab—listeners gain access to the finer points of Investment Management, Tax Planning, Insurance, and Estate Planning. Join us as we navigate the pathway to a simplified financial future, enabling you to focus on what truly matters. Plan WYZE, Retire WYZE with Ryan Wyatt, CFP®, CIMA®, and start investing in your future today. Explore more at https://wyzewealthadvisors.com/ or by calling 724-271-7020.

© 2025 © 2024 Retire Right: A WYZE Wealth Advisors Podcast Economía Exito Profesional Finanzas Personales
Episodios
  • Private Investments: Unlocking Investment Opportunity Beyond the 'Public' Eye

    Private Investments: Unlocking Investment Opportunity Beyond the 'Public' Eye
    Oct 2 2025

    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
    Más Menos
    33 m
  • Buy Low, Sell High: You Buy Clothes on Sale, So Why Not Stocks?

    Buy Low, Sell High: You Buy Clothes on Sale, So Why Not Stocks?
    Sep 18 2025

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

    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
    Más Menos
    26 m
  • Medicare Planning: Industry Experts' Guide to Confident Coverage

    Medicare Planning: Industry Experts' Guide to Confident Coverage
    Sep 4 2025

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

    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
    Más Menos
    40 m
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