Ready to get your free Retire Wyze assessment? Start here: https://wyzewealthadvisors.com/free-retirement-assessment/

In this episode, Ryan and Nick break down the new Super Catch-Up contribution rules and spotlight crucial opportunities for those nearing retirement. Discover how strategic planning may provide greater financial flexibility and tax advantages in retirement. Curious if you’re maximizing your own savings potential? Tune in to find out what these changes could mean for your future!

Here’s what we cover in this episode:

🚀 Super Catch-Up Window: A new opportunity for ages 60–63

📈 Higher Contribution Limits: What the increased caps allow

⚖️ Roth vs. Pre-Tax Choices: How tax treatment factors in

🏛️ SECURE 2.0 Impact: What changed for workplace retirement plans

🧩 Personalized Planning: How this rule fits into a bigger strategy

Connect with us:

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

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

Ready to get your free Retire Wyze assessment? Start here: https://wyzewealthadvisors.com/free-retirement-assessment/

The WYZE team dives into the essentials of life insurance with insights on common pitfalls, policy types, and the importance of personalized planning. Discover why strategic reviews matter more than ever, and how your coverage can evolve alongside your life and goals. Curious if your plan is working for you or against you? Tune in and find out what you might be missing.

Here’s what we cover in this episode:

🛡️Types of Insurance & Their Purpose: Income, estate, and business protection

⏳ Term Life: Affordable coverage for working years

⏱️ Permanent Life: Coverage that adapts over time

🏖️ Retirement Shift: When insurance still matters, and when it doesn’t

🔍 Policy Reviews: Why in-force illustrations matter

⚠️ Common Mistakes: Overpaying, overcomplicating, or underinsuring

Listen To “Index Annuities Unmasked - Good Deal or Bad Advice?”

https://www.buzzsprout.com/2397460/episodes/17080819

Connect with us:

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

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

Ready to get your free Retire Wyze assessment? Start here: https://wyzewealthadvisors.com/free-retirement-assessment/

Ryan, Ron, and Nick sit down for their quarterly market conversation, breaking down where things stand, what’s driving today’s headlines, and how investors should be thinking about the years ahead. Instead of predictions or hype, they focus on the real data. It’s a grounded, honest look at what long-term investors should prioritize right now.

If you’ve been wondering whether today’s market is signaling caution or confidence, this discussion may give you the perspective you’ve been missing.

Here’s what we cover in this episode:

💰 Is the Market Overpriced?: understanding valuation risk in large-cap stocks

⚠️ Concentration Danger: how much the “Magnificent Seven” dominate today’s market

📉 Expected Returns Ahead: what long-term projections actually show

📘 Bond Market Realities: why yields look different this time

🧠 Behavioral Blind Spots: the danger of chasing what worked last year

🚨 Overvaluation Risks: what history shows about buying at the top

Connect with us:

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

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

Ready to get your free Retire Wyze assessment? Start here: https://wyzewealthadvisors.com/free-retirement-assessment/

Even experienced investors can trip up when it comes to managing their money in retirement. In this episode, Ryan, Ron and Nick reveal the seven most common — and costly — investing mistakes they see retirees make. You’ll learn how to avoid emotional decision-making and build a disciplined, risk-managed portfolio that lasts through retirement.

Tune in to find out which of these seven mistakes might be quietly hurting your portfolio right now.

Here’s what we cover in this episode:

⚖️ Misaligned Risk: Balancing your portfolio’s risk with your goals and time horizon

💵 Yield vs. Return: Why focusing only on income can limit long-term growth

🧠 Market Discipline: Why guessing or timing the market rarely works

🔥 Chasing the Hot Stocks: The danger of following trends instead of fundamentals

🧮 Diversification: How a balanced approach reduces emotional mistakes

Connect with us:

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

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

Ready to get your free Retire Wyze assessment? Start here: https://wyzewealthadvisors.com/free-retirement-assessment/

Looking to safeguard your legacy and shield your family from financial stress? In this episode, the team sits down with Certified Elder Law Attorney Andrew Sykes to reveal how smart estate planning and legal strategies can make all the difference. Discover how the power of proactive planning and understanding Medicaid rules can protect everything you’ve worked for. Don’t leave your future to chance. Tune in now for expert tips on ensuring your assets go exactly where you want them.

Here’s what we cover in this episode:

🧭 Are You Prepared?: key questions every family should address early

🛡️ Asset Protection Strategies: safeguarding what you’ve built for the future

🧓 Medicaid & Trusts: using the right tools to preserve assets and qualify for care

⚖️ Quality of Care: balancing asset protection with realistic long-term options

💰 Protecting Retirement Assets: how qualified funds fit into your overall plan

Connect with us:

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

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

Ready to get your free Retire Wyze assessment? Start here: https://wyzewealthadvisors.com/free-retirement-assessment/

When most people think of investing, they picture the stock market. But the reality is that fewer companies are going public, and many of the best opportunities are staying private. In this episode, Ryan, Ron and Nick explore private investments: what they are, why they matter, and how they may fit into your portfolio.

Here’s what we cover in this episode:

⚖️ Key differences: Private vs. Public investments

⚠️ Illiquidity and higher fees are key risks

💰 Return potential: Why consider private investments

🧭Access and barriers to private investments

🏢 How our firm uses them & why we’re different

Connect with us:

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

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

Ready to get your free Retire Wyze assessment? Start here: https://wyzewealthadvisors.com/free-retirement-assessment/

In this episode, Ryan, Ron and Nick take a deep dive into the key investment principle of buying low and selling high.

They explore the psychological traps that often lead investors to buy when stocks are overpriced and sell in panic during market downturns. Tune in to discover how a disciplined, strategic approach can help you overcome these emotional pitfalls and set you on the path to smarter, more profitable investing.

Here’s what we cover in this episode:

📉 Don’t panic during downturns, use it to your advantage instead

💰 Strategies to follow when prices are high

🧠 How emotions can derail investment decisions

💸 Dollar-cost averaging: Set it and forget it to reduce emotional risk

🔍 Stay focused on long-term goals, not short-term market noise

Connect with us:

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

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

Ready to get your free Retire Wyze assessment? Start here: https://wyzewealthadvisors.com/free-retirement-assessment/

Medicare can be one of the most complex aspects of retirement planning. With multiple parts, coverage gaps, enrollment windows, and potential penalties, it’s no wonder many retirees feel overwhelmed when navigating the system. On today’s show, Ryan is joined by Medicare specialists Rob Martier and Albert Intrieri, from Neishloss & Fleming, to bring clarity to the process and help you prepare with confidence.

Here’s what we cover in this episode:

🏥 Medicare Parts A–D explained clearly

🧾 Avoiding penalties for late sign-up

⏳ Enrollment timing & avoiding lifelong penalties

🧑‍⚕️ Medicare Advantage and Medigap basics

🛡️ Why expert guidance can prevent costly mistakes

Connect with us:

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

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