Wise Assets

We all know the feeling of avoiding talking about a certain subject, even though we know that it needs to be addressed. In the case of planning for retirement, that topic is usually long term care. Here to help start the conversation about this sensitive subject is Certified Senior Advisor Gayle Erickson.

What is the most overlooked part of a retirement plan? -Taxes. What you know today could determine where you are ten years from now, financially speaking. Don’t wait to get TAX SMART!

On this episode, Matt is joined by Dr. Cynthia Norrgran, a retired neurosurgeon and current professor at Colorado School of Mines, to discuss cognitive decline, and how that may effect retirees. 

Though they may sound the same, tax planning and tax preparing are two entirely different things. Matt breaks down the difference between the two on this episode of the Wise Assets Podcast!

Nobody saw 2020 coming, but Matt looks back at it with a different perspective, and how such perspective can help you and your finances.

Matt discusses how your finances could be negatively impacted by a lack of willingness to adapt and take action amidst changing market conditions.  

Listen to our weekly Market Commentary highlighting market activity from the previous week, current events, and what we’ll be watching for in the upcoming week!

Listen to our weekly Market Commentary highlighting market activity from the previous week, current events, and what we’ll be watching for in the upcoming week!

Listen to our weekly Market Commentary highlighting market activity from the previous week, current events, and what we’ll be watching for in the upcoming week!

Listen to our weekly Market Commentary highlighting market activity from the previous week, current events, and what we’ll be watching for in the upcoming week!