Brady Wheeler New York Life

Had a great time running my booth this past weekend at Sandy Pines!

One of my favorite parts of what I do is getting out in the community, meeting new people, and having conversations about where they’re at and where they want to go financially.

Really appreciate everyone who stopped by to say hello!

Electronic Social Security payments are being touted as faster and safer than paper checks. But those who rely on them will need support to make the transition.

Paper Social Security Checks Are Ending: How to Help Aging Loved Ones Cope

June is Annuity Awareness Month, a great time to rethink your retirement income strategy.

Retirement today can be active, fulfilling and longer than ever. A 65-year-old today could live 20 to 30 more years. That makes having a smart income strategy essential.

Retirement income solutions may help address goals such as:

• Cover essential expenses more predictably
• Worry less about outliving your savings
• Stay resilient through market shifts

Your retirement is unique. Your income strategy should be, too. Let's connect and build an income plan that fits your goals.

A closer look at the net-worth benchmarks, habits and long-term strategies that define top-tier wealth.

Here's What It Takes to Join the 1% Club: The Real Numbers and Habits Behind the Super Wealthy

Start your life together with honest financial conversations.

Talking about money can be an emotional, especially when two lives come together. You’re blending two sets of financial habits, goals, and those conversations can feel personal.

But talking about money early on can help couples build trust, stay aligned, and create a strong foundation for their future.

This Financial Planning Checklist for Young Couples can help you start that conversation. A few small, consistent steps now can make a big difference later.

Start your financial journey together with clarity and confidence.
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Millionaire status is rising, but most are older. Here are strategies younger Americans may consider when building wealth.

In Your 20s and 30s? Why You Don't Need a Six-Figure Salary to Be a Future Millionaire Millionaire status is rising, but most are older. Here’s how younger Americans can build wealth.

Anyone who’s taken one of these exams knows the feeling… that moment right before you hit submit - even when you feel confident, there’s always that little bit of anticipation (and nerves).

This past week, I sat for the 140-question Series 65. After 2.5 hours of working through countless concepts, scenarios, and I'll admit it even second-guessing a few answers along the way, it all came down to that one click.

Happy to say - I passed.

Feeling grateful, energized, and excited to have earned another license and to keep building in this industry. On to the next challenge.

Dallas did not disappoint 🤠

Grateful for an incredible career conference filled with growth, connection, and big ideas—but let’s talk about the real highlight… taking 1st place in Kahoot against 80+ agents in our breakout session 🏆

Safe to say the competitive spirit is alive and well. Back to work feeling energized and inspired!

Just got back from an incredible 5 days in Dallas at New York Life’s Career Conference, surrounded by some of the company’s top-performing new agents.

I’m especially grateful for the relationships that were built and strengthened throughout the week. Being able to connect with so many driven, supportive, and accomplished individuals was truly the highlight of the experience.

I’m leaving not only inspired, but also excited to bring back and share the new ideas, perspectives, and concepts I’ve learned. Feeling recharged, appreciative, and ready for what lies ahead. 🚀