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Retire Right: A WYZE Wealth Advisors Podcast

Retire Right: A WYZE Wealth Advisors Podcast

By: Ryan Wyatt
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About this listen

Welcome to "Retire Right: A WYZE Wealth Advisors Podcast," where planning your future is at the heart of every conversation. Hosted by seasoned Wealth Advisor Ryan Wyatt, CFP®, CIMA®, this podcast offers a deep dive into the complexities of retirement planning for those aged 50 and over aiming for $1 million or more in retirement savings. Each episode of Retire Right focuses on the crucial questions that keep you up at night: Can you meet your retirement goals? How much can you spend during retirement without worry? What are the best strategies to replace your paycheck in a tax-conscious manner? With expert insights grounded in Ryan’s extensive background—from his finance degree at The University of Alabama to his wealth management expertise at Vanguard and Charles Schwab—listeners gain access to the finer points of Investment Management, Tax Planning, Insurance, and Estate Planning. Join us as we navigate the pathway to a simplified financial future, enabling you to focus on what truly matters. Plan WYZE, Retire WYZE with Ryan Wyatt, CFP®, CIMA®, and start investing in your future today. Explore more at https://wyzewealthadvisors.com/ or by calling 724-271-7020.

© 2025 © 2024 Retire Right: A WYZE Wealth Advisors Podcast
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Episodes
  • Gold: Something You Wear Or Invest In?
    May 15 2025

    When markets shake and headlines scream uncertainty, many investors begin eyeing “safe haven” assets, and gold is often top of the list. But is it actually a smart place to put your money, or is it just a shiny distraction? In this episode, Ryan, Ron and Nick unpack the real story behind gold’s rising popularity and long-standing myths. Before jumping on the bandwagon, this episode helps you ask the right questions: What does gold really do for your portfolio, and is now the right time?

    Here’s what we cover in this episode:

    💰 Why gold is surging and what’s behind the hype

    🌍 How global politics (and China) are reshaping gold demand

    🤯 Why gold may feel safe but isn’t always smart

    📉 What behavioral traps investors fall into with gold


    Connect with us:

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

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

    Show more Show less
    31 mins
  • Index Annuities Unmasked - Good Deal or Bad Advice?
    May 1 2025

    Indexed annuities are often sold as a win-win: stock market gains without the downside. But is that really true? In this episode, Ryan, Ron, and Nick will dig into this retirement income tool to explain how indexed annuities actually work, how they’re marketed, and why the numbers tell a very different story.

    You’ll learn about caps, buffers, fees, and the hidden costs that limit growth -- and why many indexed annuities end up performing more like bonds, without the same liquidity.

    Here’s some of what we discuss in this episode:

    📊 Index annuities vs. stocks and bonds — the real return numbers

    🧩 Why “no downside risk” doesn’t mean no risk

    ⚠️ Hidden costs that eat into your annuity growth

    📉 How caps and buffers limit your potential upside

    💡 When annuities can make sense — and when they likely don’t


    Connect with us:

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

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

    Show more Show less
    30 mins
  • Volatility Alert - Tariffs, Bear Markets, and Your Investments Explained
    Apr 17 2025

    Markets are bouncing, headlines are loud, and many investors are wondering how much more volatility is coming. In this episode, Ryan, Ron and Nick explain what’s driving the latest market volatility, specifically the renewed wave of aggressive tariffs, and how investors can respond without falling into reaction mode.

    Here’s what we cover in this episode:

    📉 What triggered the latest market drop

    🌐 How tariffs impact global trade and inflation

    🐻 Bear market averages, recoveries, and what to expect

    🔁 Why market timing often backfires

    📊 How smart portfolios rebalance through volatility


    Connect with us:

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

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

    Show more Show less
    36 mins
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