Quantifying The Value Add Of A Competent Financial Advisor Retire Right: A WYZE Wealth Advisors podcast

#Trading #Careers #Business #Ryan Wyatt #Retirement #Tax #Estate Planning #Income #Money #Pennsylvania #Financial Advisors #401k

22:08

Host Francesca Amiker sits down with directors Joe and Anthony Russo, producer Angela Russo-Otstot, stars Millie Bobby Brown and Chris Pratt, and more to uncover how family was the key to building the emotional core of The Electric State . From the Russos’ own experiences growing up in a large Italian family to the film’s central relationship between Michelle and her robot brother Kid Cosmo, family relationships both on and off of the set were the key to bringing The Electric State to life. Listen to more from Netflix Podcasts . State Secrets: Inside the Making of The Electric State is produced by Netflix and Treefort Media.…

Retire Right: A WYZE Wealth Advisors Podcast »
Quantifying the Value Add of a Competent Financial Advisor

hace 12 días 41:04

MP3•Episodio en casa

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

14 episodios

Quantifying the Value Add of a Competent Financial Advisor

Retire Right: A WYZE Wealth Advisors Podcast

published hace 12 días

MP3•Episodio en casa

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

14 episodios

#Trading #Careers #Business #Ryan Wyatt #Retirement #Tax #Estate Planning #Income #Money #Pennsylvania #Financial Advisors #401k

Todos los episodios

Retire Right: A WYZE Wealth Advisors Podcast

1
Quantifying the Value Add of a Competent Financial Advisor 41:04

hace 12 días41:04

41:04

Is hiring a financial advisor really worth it, or can you manage your investments on your own? Many DIY investors feel confident in their abilities, but are they overlooking anything? In this episode, Ryan is joined by Ron and Nick to break down the real value of a competent financial advisor and the misconceptions about their role. 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…

Retire Right: A WYZE Wealth Advisors Podcast

1
10-Year Market Outlook: Will Your Portfolio Thrive or Dive? 36:02

hace 26 días36:02

36:02

Successful investing is often achieved by keeping a long-term view and building strategies that match that time horizon. As we look ahead at the decade to come, is your portfolio in a position to thrive or dive? In this video, Ryan is joined again by Ron and Nick to talk about expected returns over the next 10 years and how we evaluate different asset classes for our clients. 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…

Retire Right: A WYZE Wealth Advisors Podcast

1
Tariffs and Your Investments: What You Need to Know 23:18

hace 6 weeks23:18

23:18

It’s been a busy six weeks to start 2025 but few things have gotten the attention of investors as tariffs. The opinions about the effectiveness of tariffs are wide-ranging so we’re going to take both sides of the argument today on our roundtable discussion. 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…

Retire Right: A WYZE Wealth Advisors Podcast

1
Building Wealth with Wyze Direct: Our Proprietary Stock Strategy 36:18

hace 8 weeks36:18

36:18

When you work with Wyze Wealth Advisors, you get access to our proprietary stock strategy that we’ve managed in-house for over a decade. Ryan is joined by Ron Wyatt, CFP®, CIMA®, CPWA® and Nick Lewandowski, CFA®, CFP® to unpack the philosophy and mechanics behind Wyze Design Direct. 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…

Retire Right: A WYZE Wealth Advisors Podcast

1
Bonds May Be Riskier Than You Think 28:54

hace 11 weeks28:54

28:54

As people approach retirement, they look for more conservative investment options since safety typically becomes the priority over growth. While there are multiple ways to achieve that outcome, the choice that many retirees and pre-retirees navigate toward for safety is bonds. But bonds may be riskier than you think and today we’re going to break down the intricacies of bonds and how they are best used within a retirement portfolio. Here’s what we cover in this episode: 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…

Retire Right: A WYZE Wealth Advisors Podcast

1
An Investment Framework That Takes Guessing & Predicting Out of the Equation 19:48

hace 13 weeks19:48

19:48

In a world where market volatility and economic uncertainty are always present, finding a reliable investment strategy has become as important as ever. That’s where our ‘All-Season Framework’ comes into play, and it’s something we’ve developed to help investors navigate all types of economic conditions. 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…

Retire Right: A WYZE Wealth Advisors Podcast

1
3 Year-End Tax Planning Strategies Worth Reviewing 18:32

hace 17 weeks18:32

18:32

As the year comes to a close, it's the perfect time to reassess your financial strategies and ensure you're on the right track for 2024. Tax planning is a crucial aspect of this process, and in our latest episode, we will share three essential strategies that can help you optimize your tax efficiency and financial health. 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…

Retire Right: A WYZE Wealth Advisors Podcast

1
A Look Inside Our Investment Planning Process 23:50

hace 19 weeks23:50

23:50

Investment planning is not just about picking stocks or bonds; it's about creating a roadmap that aligns with your broader financial and retirement goals. This is one of the pillars of the retirement planning process at Wyze Wealth Advisors and today we’re going to break down our unique approach to investment planning. 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…

Retire Right: A WYZE Wealth Advisors Podcast

1
ETFs vs. Mutual Funds: What's The Difference? 24:28

hace 21 weeks24:28

24:28

When it comes to investing, mutual funds and ETFs are two of the more popular options people will choose from. But which is better, and does it really matter? Today Ryan will host a roundtable discussion with Ron Wyatt, CFP®, CIMA®, CPWA® and Nick Lewandowski, CFA®, CFP® to answer some of the most common questions people have when trying to build their portfolio with either mutual funds or ETFs. Here’s what we cover in this episode: 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…

Retire Right: A WYZE Wealth Advisors Podcast

1
Everything You Need to Know About the Roth IRA 25:13

hace 24 weeks25:13

25:13

Retirement planning is all about finding the right tools to help you save money effectively and efficiently, which is why tax planning needs to be a part of your planning process. One of the tools that you can leverage to help you grow your nest egg without having a tax time bomb waiting for you in retirement is the Roth IRA. Today we’re going to break down this account and help explain the key information you need to know about its benefits and drawbacks. Here’s what we cover in this episode: 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…

Retire Right: A WYZE Wealth Advisors Podcast

1
Achieving Tax Bracket Equilibrium 17:18

hace 26 weeks17:18

17:18

Achieving tax bracket equilibrium is a goal that everyone should have as they strive for long-term financial stability. Most people understand that tax planning is important, but how do you find that balance across different investments and accounts? 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…

Retire Right: A WYZE Wealth Advisors Podcast

1
What is Long-Term Care Insurance? 19:42

hace 29 weeks19:42

19:42

One of the big questions that needs to be addressed in retirement planning is how will you be taken care of later in life. Most people don’t want to think about long-term care when they’re young and healthy, but it could be one of your biggest expenses in retirement. Many retirees plan by getting long-term care insurance but is that something you should consider as well? 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…

Retire Right: A WYZE Wealth Advisors Podcast

1
Why Income Planning is Essential for Retirement 16:46

hace 31 weeks16:46

16:46

One of the biggest hurdles for retirement is getting past the idea of no longer having a paycheck coming in. That transition from saving to distribution can be daunting, but it’s essential for building a retirement plan that gives you the confidence to walk away from work. 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…

Retire Right: A WYZE Wealth Advisors Podcast

1
Getting to Know Ryan Wyatt of WYZE Wealth 15:43

hace 32 weeks15:43