On This Episode:
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. As Ron aptly puts it, “The investment plan needs to be connected to the financial plan. It’s about achieving goals in a manner that allows you to sleep at night.” This holistic approach ensures that your investments are not only growing but are also in sync with your life goals.
Whether you’re just starting or looking to refine your approach, understanding the fundamentals of investment planning can significantly enhance your financial well-being.
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?
Resources:
Get your personalized Retire WYZE Assessment: A simple 3-step process where you can evaluate our services and expertise to make an informed decision about hiring a wealth advisor.
Click here for other ways to contact the team.
Explore case studies to see how we’ve helped clients.
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