• A Look Inside Our Investment Planning Process

  • Nov 21 2024
  • Length: 24 mins
  • Podcast

A Look Inside Our Investment Planning Process

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  • Summary

  • 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.

    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?


    Connect with us:

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

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