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? ​Well, ​we're ​going ​to ​break ​down ​the ​differences ​today ​with ​Ryan ​and ​then ​answer ​some ​of ​the ​most ​common ​questions ​people ​have ​when ​trying ​to ​build ​their ​portfolio ​with ​either ​mutual ​funds ​or ​ETF's.

Here’s what we cover in this episode:

0:00 – Intro

1:40 – Differences & similarities

4:16 – How the fees differ

9:07 – Tax efficiency

12:14 – How NAV works

15:00 – Addressing the NAV risk

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

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

Investment planning is more than just putting your money in the stock market. It's about aligning your investment portfolio with your specific retirement goals. Today we’ll get into our approach to investing. This process involves understanding how much risk you're willing and able to take, and then building a portfolio that matches those parameters. It's a personalized approach that ensures your investments are working towards your unique financial objectives.

Here’s what we cover in this episode:

0:00 – Intro

1:06 – What is investment planning?

2:30 – Goal for investing in retirement

4:48 – Managing risk

7:46 – Fees

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H

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

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.

Here’s what we cover in this episode:

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

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H