Wise Wealth, LLC

Don't miss out on part 2 of our series with Aaron Love! This week, Aaron takes you through why you want to store your documents properly, and what could happen if you don’t! Join us now! ... https://bit.ly/3zaTrAk #SimplifyYourRetirement #PlanningTools

When it comes to your finances, it's all about planning! In this episode of Simplify Your Retirement, we talk about what planning you should be doing now, so that when you pass, your assets end up in the places you want them to be! You can find the episode here to discover what planning you might want to start considering! https://bit.ly/3zaTrAk... #SimplifyYourRetirement #PlanningTools

When you pass, you will likely be leaving behind all sorts of assets to your loved ones. This week, we talk about what these assets are, and how you could organize them now so you are leaving behind the right things! Listen to the episode here: https://bit.ly/3zaTrAk #SimplifyYourRetirement #PlanningTools #Podcast

Do you understand how a trust works, or why you might want to consider implementing one? Click play on the clip below to hear an analogy from Aaron Love about how a trust functions! #SimplifyYourRetirement #PlanningTools

We teased at the end of last week’s episode that we will teach you all about document storage, and that's exactly what this episode is dedicated to! Download the latest episode of Simplify Your Retirement as Aaron and Stephen dive into conversations about what your future could look like if you take the time now to properly store your documents for your loved ones! https://bit.ly/3zaTrAk #SimplifyYourRetirement #PlanningTools

What exactly is the process of probate when it comes time for your assets to be split up? Listen to the clip from the latest episode of Simplify Your Retirement as Aaron Love shares his insight into the process. #SimplifyYourRetirement #PlanningTools #Podcast

Creating goals for retirement guides your plan. Discover the impact goals can have on retirement planning in this episode of Simplify Your Retirement Podcast. Click the link below to hear the full episode. https://bit.ly/3otZU4c #goals #retirementplanning #podcasts

Writing down your retirement plan makes it more certain. Stephen Stricklin shares the importance of creating a written copy of your retirement plan in this episode of Simplify Your Retirement. Listen now! https://bit.ly/3otZU4c #Podcast #RetirementPlanning #Goals

Ever wonder how to invest during an election year? Watch the video below to find out! https://vimeo.com/466720799/1c618345b7

As a financial planner, one of my primary responsibilities is to teach and educate. Some of the ways I do that is by video recordings and podcasts. Here are 2 action shots!

Crisis Creates Opportunity If you or someone you know has been laid off or furloughed during this time, there is one silver lining: you can take control of your 401(k) assets. Most employees think that if they move funds from their 401(k), that they will be taxed and even penalized. But, if you do a "Direct Rollover" of your 401(k) assets to an IRA, then you will not be taxed or penalized (if done properly). ... Other common misconceptions are that you have to leave the funds in your 401(k) until you retire or move it to a new 401(k) when you get a new job. You can choose those options, or you can choose to roll the funds over into your own IRA (no taxes, no penalties). The reasons you might want to consider rolling over your 401(k) to an IRA are the following: * Control - you have control of the assets including fees and costs * Options - you are not limited in your investment options * Flexibility - you can choose various investments that fit with your goals So, while you are waiting to go back to work or to get a new job - now may be the perfect opportunity to take control of your 401(k) assets and see what options are available to you. To meet with a Wise Wealth Financial advisor, visit www.wisewealth.com. #wisewealth #retirement #financialplanning

3 Helpful Mindsets to help battle the effects of the Coronavirus crisis. https://vimeo.com/406011438/b7b05660e6

3 Implications for Investors from the CARES Act. https://vimeo.com/403152526

It is an honor to be included in the list of the Best Financial Advisors in Kansas City!

We're kicking off the Wise Wealth Summer Education Series tonight! Our clients and their guests are going to learn about Reverse Mortgages & Long Term Care Planning this evening. So thankful for our wonderful sponsors who make this possible!