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Handcrafting Your Retirement

Handcrafting Your Retirement

De : Brett Ramsey
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 Welcome to Handcrafting Your Retirement with Brett Ramsey from Artisan Wealth Strategies. In this podcast we help retirees as well as those who are considering retirement overcome generic wealth management advice that limits your future. We do this by handcrafting customized financial strategies centered on your unique lifestyle. Jump on board for this journey where we delve into strategies that can help make your money outlast you as Brett draws from years of experience with guest experts to eliminate cookie-cutter savings strategies.Copyright © 2022 Handcrafting Your Retirement Economie Finances privées
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    • When the Caregiving Role Reverses: A Heartfelt Look at Family, Responsibility, and Aging (Ep. 35)

      When the Caregiving Role Reverses: A Heartfelt Look at Family, Responsibility, and Aging (Ep. 35)
      Aug 6 2025
      What do you do when the roles reverse, and your parents need your support? In this episode, Brett Ramsey shares emotional moments of caregiving, navigating difficult decisions for aging parents, and the complex transition from child to caregiver. Joined by Christine Ramsey, Dean Mourfield, and Stephanie Inlow, each at different stages of caregiving, this conversation explores the practical, emotional, and financial challenges of supporting loved ones. Key Points: The emotional moment Brett’s grandmother entrusted him to make care decisions for her future, highlighting early promises and later realitiesThe transition from sympathy to empathy in caregiving, and the shock of how quickly independence can disappearThe logistics and emotional toll of long-distance caregiving, balancing children, careers, and elderly parentsThe pain and practicality of moving loved ones into care facilities and making end-of-life decisionsThe importance of community, flexibility, and preparation in managing the caregiving journey for both emotional and financial well-beingAnd more! Connect with Brett Ramsey: LinkedIn: Brett RamseyFacebook: Brett RamseyWebsite: Artisan Wealth Strategies Connect with Dean Mourfield: LinkedIn: Dean Alan Mourfielddean@artisanwealthstrategies.com Connect with Stephanie Inlow: LinkedIn: Stephanie Inlowstephanie@artisanwealthstrategies.com About Dean Mourfield: Dean is the owner of Artisan Wealth Strategies, as well as our Senior Partner and Financial Advisor. Dean has been in the industry since 1988, when he started as a financial advisor with Waddell & Reed, Inc., a major American investment corporation. He went on to become Principal/Branch Manager of both the Louisville, KY, division of Waddell & Reed as well as the Indianapolis division, where he supervised and trained financial advisors from 1993 to 2010. In 2010, Dean decided to move away from leadership back into the financial advisor role after being asked by 26-year veteran advisor Jim McFarland to take over care of his clients. When asked why he stepped out of the leadership role, his response was that he always knew that he would. His first love of the business was the personal nature of the advisor role and the ongoing opportunity to make a difference in people’s lives. Dean continues to work with the majority of those families and enjoys working to help with all phases of their financial lives. Dean specializes in retirement income planning and multi-generational wealth transfer. Dean attended Indiana State University, where he majored in Finance, and was involved in a wide variety of campus activities. About Stephanie Inlow: Stephanie Inlow is our Director of Client Communications and Marketing. With her 20-plus years of customer service experience, she is looking forward to helping maintain, deepen, and enhance the relationships of current and future clients. Throughout her career with the different roles she has held, she has developed strong organizational, operational, and marketing skills, which she plans to put into practice to help grow the company. In one of the positions Stephanie held at a local church, she was given the opportunity to lead a Faith and Finance ministry, where Brett Ramsey was her key volunteer. Little did she know, at the time, that 10 years later their paths would cross again. Stephanie grew up in Zionsville, Indiana, and graduated from Indiana State University. After graduating from ISU, she started her work career and has learned over the years that it is important to have a good work ethic to achieve her goals. Stephanie began achieving her goals one step at a time. She learned that sometimes she had to step out of her comfort zone and take that step of faith, even when she wasn’t sure what lay ahead. Each step she has taken in her career has prepared her for the next step. By taking that step of faith, she has made a difference, not only in her life, but in the lives of others. She enjoys helping others pursue their goals. Today, Stephanie lives in Fishers, Indiana, with her husband Andrew and their two beautiful daughters, Ava and Jenna. When she is not hard at work, you will find her spending time with her family, traveling, baking, and cheering on her favorite sports teams. She enjoys being active outdoors and relaxing in her happy place, which is in the sun by the beach. However, the Indiana girl has learned to be grateful for the sun that shines on her back patio. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
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      Indisponible
    • Private Markets in Retirement Portfolios with Jay Wyckoff (Ep. 34)

      Private Markets in Retirement Portfolios with Jay Wyckoff (Ep. 34)
      Jun 6 2025
      What if the smartest investors aren’t just picking the right stocks, but accessing an entirely different part of the investing universe? Most people have never heard of private markets, but they might be the missing ingredient in a truly resilient retirement plan. In this episode, Brett Ramsey sits down with Jay Wyckoff of Blue Owl Capital to explore how private market investments can strengthen retirement portfolios by offering alternative sources of income, reduced volatility, and access to a broader range of companies and opportunities. Jay discusses: How private markets differ from public markets and why they are becoming essential in portfolio constructionThe three primary areas of private markets: private equity, real estate (including triple net lease structures), and private credit (like direct lending)How liquidity works in private investments, including quarterly redemption structures and semi-liquid investment vehiclesThe role of private investments in creating consistent income and reducing risk for retireesAnd more! Connect with Brett Ramsey: LinkedIn: Brett RamseyFacebook: Brett RamseyArtisan Wealth Strategies Connect with Jay Wyckoff: LinkedIn: Jay WyckoffWebsite: Blue Owl Capital About our Guest: Jay Wyckoff is a Managing Director at Blue Owl and member of the Private Wealth Team. In his role, Jay leads a team focused on the Regional & Independent channel and is tasked to drive our continued success with this integral client segment as increased adoption with regional and independent advisors is among the largest of growth opportunities for Blue Owl. Before joining Blue Owl, Jay had a long and successful career at BlackRock. Most recently, he was the National Sales Manager for their Specialist Sales Teams, inclusive of Alternatives and ETF focused professionals. Prior to his National Sales Manager responsibilities, Jay was a Divisional Director and a top-producing Market Leader with experience covering both coasts, and all segments in the wealth ecosystem. He was BlackRock’s inaugural hire as they built out their R&I capabilities and is very excited to be back focusing on this group. His entire career has been committed to intermediary distribution. Jay is based in our NYC office. He is a graduate of James Madison University with a BBA in Finance. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses. Hedge funds and other private investment funds (collectively, “Alternative Investments”) are subject to less regulation than other types of pooled investment vehicles such as mutual funds. Alternative Investments may impose significant fees, including incentive fees that are based upon a percentage of the realized and unrealized gains and an individual’s net returns may differ significantly from actual returns. Such fees may offset all or a significant portion of such Alternative Investment’s trading profits. Alternative Investments are not required to provide periodic pricing or valuation information. Investors may have limited rights with respect to their investments, including limited voting rights and participation in the management of such Alternative Investments. Alternative Investments often engage in leverage and other investment practices that are extremely speculative and involve a high degree of risk. Such practices may increase the volatility of performance and the risk of investment loss, including the loss of the entire amount that is invested. There may be conflicts of interest relating to the Alternative Investment and its service providers. Similarly, interests in an Alternative Investment are highly illiquid and generally are not transferable without the consent of the sponsor, and applicable securities and tax laws will limit transfers. Private credit is non-publicly traded debt instruments created by non-bank entities, such as private credit funds or business development companies (BDCs), to fund private businesses.
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      32 min
    • Navigating Retirement: Real Stories and Practical Tips with Ken and Tami Maynard (Ep. 33)

      Navigating Retirement: Real Stories and Practical Tips with Ken and Tami Maynard (Ep. 33)
      Apr 18 2025

      What do a disrupted lacrosse schedule and retirement planning have in common?

      Flexibility.

      In this episode of Handcrafting Your Retirement, Brett Ramsey discusses the art of adapting retirement plans with Ken and Tami Maynard, long-time clients who’ve been on the journey to retirement with Brett’s guidance. The conversation provides listeners with insights into why having a personalized, adaptable plan is crucial as life throws its curveballs.

      Brett chats with Ken, a dedicated family physician, and Tami, a vibrant stay-at-home mom involved in community activities. They unpack the complexities of retirement planning, including how Ken’s multiple work engagements and their age difference pose unique challenges.

      They discuss:

      • A travel story from New Jersey and how it highlights planning flexibility
      • Ken and Tami’s story of adapting retirement plans
      • Navigating complex decisions like Medicare and Social Security
      • The importance of a methodical and personalized approach to retirement planning
      • And more!

      Connect with Brett Ramsey:

      • LinkedIn: Brett Ramsey
      • Facebook: Brett Ramsey
      • Artisan Wealth Strategies

      Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
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      32 min
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