On This Episode:
Welcome to the first episode of Retire Right, a show dedicated to helping you navigate your path to retirement with the guidance of WYZE Wealth Advisors.
Before we dive into financial planning and all the topics associated with building a portfolio for retirement, we wanted to introduce you to Ryan Wyatt, CFP®, CIMA®, one of the wealth advisors on our team. Today’s show will give you some background on his journey into the world of finance, the founding of WYZE Wealth Advisors, and the core values that drive our mission.
As we move forward, we hope to become a valuable resource for those looking to make informed financial decisions and achieve financial independence. Whether you’re planning for retirement or already enjoying it, this show promises to offer insights and strategies to help you make the most of your financial journey. Please hit subscribe if that’s something you’re interested in and join us as we start releasing new videos.
Key Moments:
0:00 – Intro
1:00 – Getting into finance
2:55 – Starting WYZE Wealth
4:30 – Holistic planning
6:30 – What Ryan enjoys most about planning
8:13 – Coaching hockey
9:28 – Canonsburg and Pittsburgh
10:44 – Away from work
12:10 – Goals for the show
13:34 – Ideal client
Resources:
Get your personalized Retirement Readiness Snapshot: 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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This content is provided for informational and educational purposes only and should not be construed as personalized investment, tax, legal, or financial planning advice or a recommendation regarding any specific security, strategy, or product. The information presented does not consider any individual’s specific circumstances or objectives.
Opinions expressed are subject to change without notice. Information presented is believed to be reliable but is not guaranteed as to accuracy or completeness. Any examples, assumptions, projections, or investment outcomes discussed are illustrative only. Past performance is not indicative of future results.
Investing involves risk, including the potential loss of principal. Tax and legal discussions are general in nature and based on current laws and interpretations, which may change. Before implementing any strategy discussed, individuals should consult with their financial, tax, or legal professionals regarding their specific situation.
Additional information about Wyze Wealth Advisors, including our services and fees, is available in our Form ADV Part 2A
