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Why Work with an Advisor?

Wise Assets

Release Date: 04/19/2024

The National Debt and Your Retirement show art The National Debt and Your Retirement

Wise Assets

In this episode, Matt discusses recent market news, the upcoming election and the consequences of our rampant national debt.

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Risks in Retirement show art Risks in Retirement

Wise Assets

This week, Matt details 5 big risks in retirement and recaps the markets. 

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"Peak 65" Retirement

Wise Assets

Baby boomers are at peak-levels of retirement. Join Matt as he details how to prepare for this next stage in life. 

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Make Your Money Last in Retirement show art Make Your Money Last in Retirement

Wise Assets

With the decline of pensions, saving for retirement rests more on our shoulders. Are you saving enough? Join Matt as he offers retirement strategies and market updates. 

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Transition from Work to Retirement show art Transition from Work to Retirement

Wise Assets

Matt discusses challenges in leaving the workforce to retirement and updates in the market. 

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Top 3 Things You Should Do in Your 50s for Retirement show art Top 3 Things You Should Do in Your 50s for Retirement

Wise Assets

Join Matt as he goes recaps market news and talks about 3 major things to prepare for when heading into retirement. 

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Why Work with an Advisor? show art Why Work with an Advisor?

Wise Assets

Join Matt for the latest market updates and some of the advantages to working with a financial advisor in your retirement.

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Will You (and your money) Live to 100? show art Will You (and your money) Live to 100?

Wise Assets

54% of Americans want to live to 100 or older. Some predict that by 2054, there will be over 400,000 centenarians in our Country. Join Matt as he discusses ways to preserve your wealth through longer life, as well as recent market trends. 

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Tax Planning vs. Tax Strategies show art Tax Planning vs. Tax Strategies

Wise Assets

Join us as Matt shares important tax issues to consider into retirement. 

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Putting Your Financial Puzzle Pieces in the Right Order show art Putting Your Financial Puzzle Pieces in the Right Order

Wise Assets

 updates in the market and strategies to turn your financial puzzle into a masterpiece. 

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More Episodes

Join Matt for the latest market updates and some of the advantages to working with a financial advisor in your retirement.