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A Look Inside Our Investment Planning Process
Manage episode 451285424 series 3594497
Ryan Wyatt द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Ryan Wyatt या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
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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