Retire Wise, LLC

10/08/2026

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10/08/2026

Retirement planning has changed. Has your strategy kept up? 🤔

We're living longer, traditional pensions are disappearing, Social Security decisions are becoming more important, and AI is changing how people approach their finances ⬇️

The retirement playbook from 10 or 20 years ago may not be enough for today's challenges.

In this episode of Retire Wise, we share a 2026 reality check on what it takes to build a retirement plan that lasts.

🎧 Don't miss it: Now live on YouTube and wherever you get your podcasts!

10/07/2026

The five to eight years before retirement aren’t necessarily about making dramatic changes, they’re about bringing all the pieces together. 🧩

This is an important time to think about the lifestyle you want, estimate your monthly expenses, review your potential income sources and organize retirement accounts from current and previous employers. It’s also a good opportunity to begin considering Social Security, Medicare, debt and upcoming major expenses. 💰

In this week’s Wise Wednesday video, Shawn explains how looking at these areas early can help you identify potential gaps while you still have time to make adjustments and build a more coordinated retirement strategy.

Are you beginning to think about what you want retirement to look like?

If you’d like to discuss your retirement goals, our team is here to help.
📞 404-692-1233
🌐 www.retirewisepro.com

10/05/2026

Life insurance isn’t only about what happens after you’re gone, it may also provide support during your lifetime.

Living benefits may allow eligible policyholders to access a portion of their death benefit following a qualifying terminal, chronic, or critical illness. These funds could help with medical expenses, caregiving, lost income, or everyday needs.

Have questions about living benefits? Give our team a call. We’re here to help!
📞404-692-1233
🌐www.retirewisepro.com

10/05/2026

Think you make too much money for a Roth?

There are income and contribution limits when putting new money into a Roth IRA, but Roth conversions work differently. For higher earners, that can create another path to consider when deciding how and when to move tax-deferred money into Roth.

10/03/2026

Taxable, tax-deferred, and tax-free accounts can each serve a different purpose ⬇️

That’s why a Roth conversion shouldn’t be something you do just because it’s popular- it should make sense for your tax situation, your timeline, and your overall retirement plan.

10/01/2026

Roth conversions are a hot topic in retirement planning, and you may be wondering if one makes sense for you 🤔

But just because they’re getting a lot of attention doesn’t mean they’re automatically the right move. Timing, taxes, and your overall retirement strategy all matter.

In this episode of Retire Wise, we break down what retirees and pre-retirees need to know ⬇️

🎙️ Watch now: https://youtu.be/P9nXXBewVEc

10/01/2026

🍂 Welcome to October! 🎃

The leaves are changing, the air is cooler, and the pumpkins are out. This month, we're having a little fun with the season. Every Thursday in October, we'll play a game of "Treat or Trick?" We'll share a common retirement money move, and you get to decide: is it a smart treat or a sneaky trick? 👀

Because the best retirement surprises are the good ones. With the right roadmap, you can tell the treats from the tricks and plan for the future with clarity and confidence.

Follow along every Thursday in October so you don't miss a treat (or a trick)! 🎃

10/01/2026

09/30/2026

Life insurance can do more than provide a benefit after someone passes away. It may also play an important role in an overall retirement strategy.

In our latest video, Shawn and Todd explain:
✅ What life insurance is
✅ Common reasons people have coverage
✅ How coverage may support income, healthcare and legacy goals

We’ll be sharing a few highlights here, but you can watch the full conversation on our YouTube channel! 🎥
👉 https://www.youtube.com/watch?v=mKOHCRN7sjw&t=1s

When was the last time you reviewed your life insurance coverage?

To learn more or speak with the Retire Wise team:
🌐 Visit: www.retirewisepro.com
📞 Call: 404-692-1233



Insurance products are offered through the insurance business Retire Wise, LLC. Retire Wise, LLC is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Retire Wise, LLC are not subject to Investment Adviser requirements. 4498900 – 09/26