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

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

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