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Retire Right: A WYZE Wealth Advisors Podcast - Podcast

Retire Right: A WYZE Wealth Advisors Podcast

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.

Investing Careers Money Business
Update frequency
every 13 days
Average duration
26 minutes
Episodes
26
Years Active
2024 - 2025
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Medicare Planning: Industry Experts' Guide to Confident Coverage

Medicare Planning: Industry Experts' Guide to Confident Coverage

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 multi…

00:39:46  |   Thu 04 Sep 2025
Cryptocurrency: The Biggest Winner (of the Volatility Contest)

Cryptocurrency: The Biggest Winner (of the Volatility Contest)

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

When markets get shaky, most investments stumble. But one asset doesn’t just surv…

00:26:53  |   Thu 21 Aug 2025
The One Big Beautiful Bill: How It Changes Your Retirement & Taxes

The One Big Beautiful Bill: How It Changes Your Retirement & Taxes

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

Big news from Washington as the One Big Beautiful Bill (OBBB) was signed into law…

00:24:00  |   Thu 07 Aug 2025
False Foundations: When Retirement Plans Crumble

False Foundations: When Retirement Plans Crumble

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

A financial plan is only as good as the assumptions it’s built on. In this episode…

00:21:57  |   Thu 24 Jul 2025
Dividend Investing: Don't Get Caught In A Dividend Trap

Dividend Investing: Don't Get Caught In A Dividend Trap

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

Dividend investing sounds safe, but is it really the smartest way to generate inco…

00:24:22  |   Thu 10 Jul 2025
Good Debt, Bad Debt – The Framework for Optimal Retirement Finances

Good Debt, Bad Debt – The Framework for Optimal Retirement Finances

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

Is all debt bad? Should you be completely debt-free before retirement? In this e…

00:23:29  |   Thu 26 Jun 2025
The Social Security Playbook: Claiming Your Way to a Better Retirement

The Social Security Playbook: Claiming Your Way to a Better Retirement

If you're confused about Social Security—when to claim it, how much you'll get, or whether it’ll even be around—this episode is your roadmap. In this episode, Ryan, Ron, and Nick break down the basic…

00:27:04  |   Thu 12 Jun 2025
The Tax-Savvy Way to Win: Capitalize on Market Downturns with Loss Harvesting

The Tax-Savvy Way to Win: Capitalize on Market Downturns with Loss Harvesting

Most investors dread market downturns, but what if you could turn losses into long-term gains? There’s a smart, often underutilized strategy that allows you to do just that. It’s called tax-loss harv…

00:23:56  |   Thu 29 May 2025
Gold: Something You Wear Or Invest In?

Gold: Something You Wear Or Invest In?

When markets shake and headlines scream uncertainty, many investors begin eyeing “safe haven” assets, and gold is often top of the list. But is it actually a smart place to put your money, or is it j…

00:31:11  |   Thu 15 May 2025
Index Annuities Unmasked - Good Deal or Bad Advice?

Index Annuities Unmasked - Good Deal or Bad Advice?

Indexed annuities are often sold as a win-win: stock market gains without the downside. But is that really true? In this episode, Ryan, Ron, and Nick will dig into this retirement income tool to expl…

00:29:55  |   Thu 01 May 2025
Volatility Alert - Tariffs, Bear Markets, and Your Investments Explained

Volatility Alert - Tariffs, Bear Markets, and Your Investments Explained

Markets are bouncing, headlines are loud, and many investors are wondering how much more volatility is coming. In this episode, Ryan, Ron and Nick explain what’s driving the latest market volatility,…

00:36:23  |   Thu 17 Apr 2025
Hourly vs. Ongoing - Which Financial Planning Model is Right for You

Hourly vs. Ongoing - Which Financial Planning Model is Right for You

When you’re searching for a financial advisor, one of the biggest decisions you’ll face is what type of relationship you want to have with them. Ryan, Ron, and Nick break down the key differences bet…

00:40:34  |   Thu 03 Apr 2025
Quantifying the Value Add of a Competent Financial Advisor

Quantifying the Value Add of a Competent Financial Advisor

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…

00:41:04  |   Thu 20 Mar 2025
10-Year Market Outlook: Will Your Portfolio Thrive or Dive?

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

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 thr…

00:36:02  |   Thu 06 Mar 2025
Tariffs and Your Investments: What You Need to Know

Tariffs and Your Investments: What You Need to Know

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…

00:23:18  |   Thu 20 Feb 2025
Building Wealth with Wyze Direct: Our Proprietary Stock Strategy

Building Wealth with Wyze Direct: Our Proprietary Stock Strategy

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 Lewan…

00:36:18  |   Thu 06 Feb 2025
Bonds May Be Riskier Than You Think

Bonds May Be Riskier Than You Think

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 c…

00:28:54  |   Thu 16 Jan 2025
An Investment Framework That Takes Guessing & Predicting Out of the Equation

An Investment Framework That Takes Guessing & Predicting Out of the Equation

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 i…

00:19:48  |   Thu 02 Jan 2025
3 Year-End Tax Planning Strategies Worth Reviewing

3 Year-End Tax Planning Strategies Worth Reviewing

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 l…

00:18:32  |   Thu 05 Dec 2024
A Look Inside Our Investment Planning Process

A Look Inside Our Investment Planning Process

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…

00:23:50  |   Thu 21 Nov 2024
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