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A Look Inside Our Investment Planning Process
Manage episode 451285424 series 3594497
Nội dung được cung cấp bởi Ryan Wyatt. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Ryan Wyatt hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.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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