Retire Wise: Your Road Map to End Dependence
Welcome to Retire Wise: Your Roadmap to End Dependence. Hosted by qualified professionals Tyler Jones, WMCP, and Michael Miller, our show is dedicated to guiding you through the complexities of retirement planning with a focus on tax efficiency, principal preservation, and explore income opportunities with a focus on stability.
Each episode delves into strategies for building a retirement plan that not only helps preserve your hard-earned assets but also helps maximize your financial confidence. From tax-saving tips to exploring diverse options for income planning, Tyler and Michael break down essential concepts and provide actionable advice to help you achieve a confident retirement.
Tune in for insightful discussions, knowledgeable interviews, and practical tips that will empower you to take control of your financial future. Whether you're nearing retirement or planning for it, Retire Wise provides the guidance and resources you need to help build a confident retirement plan.
To learn more, visit www.efteam.us
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Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. 2550514 - 8/24
Episodes
18 episodes
Jobs, tariffs and Musk-Trump Spat Led Headlines Last Week - Weekly Stock Market Review
Markets stayed calm last week despite Trump’s trade deadline and mixed job signals. Will this week’s inflation report spur the Fed to move on rates soon? Many are predicting lower rates in the second half of the year.https://financeinsig...
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1:27
Markets Rally After Holiday And Move Up For The Week - Weekly Stock Market Review
Tariff talk once again had markets up and down last week, but we ended the week up on solid Q1 earnings and cooling inflation. Does this mean the Fed could cut rates soon? We think there’s a strong case to be made.https://financeinsights...
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1:31
Markets Recover 2025 Losses - Weekly Stock Market Review
And we’re back! Markets rebounded last week, erasing all 2025 losses following the 90-day pause on tariffs for China. Inflation also continued its downward trend, raising the question: When will the Fed cut rates again? Some signs point to Sept...
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1:36
Fed Stays Resolute - Weekly Stock Market Review
Fed held rates steady last week, adopting a “wait and see” stance on inflation and trade impacts. Trade talks continue to take center stage, as U.S. inks deal with UK, and U.S. and China pause reciprocal tariffs. What does this mean for summer ...
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1:11
Markets Rally - Weekly Stock Market Review
Despite a negative Q1 GDP reading, markets rallied last week as jobs remained strong and hopes for a June rate cut stayed alive. The S&P 500 even realized its longest winning streak in two decades. Can we keep the streak going this week? Ge...
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1:31
Markets Recover - Weekly Stock Market Review
Markets recover after Trump backs off firing Fed Chair Powell and suggests China tariffs will “come down substantially.” The S&P 500 has exited correction territory, while the Dow has recovered much of its early-April losses. Have we seen t...
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1:30
Powell Stirs The Pot – Weekly Stock Market Review
It should have been a quiet week for markets — but doom-and-gloom comments from Fed Chair Jerome Powell kept that from happening. Powell keeps making comments without the data to back them up, perpetuating the market’s negative outlook and igno...
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1:30
The Market Rollercoaster Continues - Weekly Stock Market Review
Market turbulence continued last week as stocks sank initially, then soared as President Trump paused tariffs on everyone except China. Despite positive economic indicators, investor sentiment remains shaky with high volatility and climbing bon...
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1:26
Markets Plunge, jobs still strong - Weekly Stock Market Review
Markets tumbled last week following the release of Trump’s “Liberation Day” tariff plan. Despite healthy March jobs reports, some analysts have increased the probability of recession in 2025. If you haven’t already done so, we recommend reachin...
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1:36
Another Rough Week For Stocks – Weekly Stock Market Review
Markets took a hit last week as President Donald Trump’s 25% tariff on foreign cars spooked investors. Hot inflation and falling consumer confidence didn’t help matters. How will this affect the Fed’s future rate decisions? We may need to prepa...
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1:16
Market Slide Stops for Now - Weekly Stock Market Review
Markets caught their breath last week after the recent correction. The S&P 500 sits at -3.64% YTD, but that’s not insurmountable. Moving forward, consumer sentiment and economic momentum will be key. Meanwhile, the Fed kept rates steady des...
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1:20
S&P 500 Enters Correction Territory – Weekly Stock Market Review
S&P 500 fell into correction last week, driven by trade and recession concerns. Positive inflation data has fueled hopes for additional interest rate cuts later this year. We’ll know more about what the Fed is thinking after this week’s mee...
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1:39
Weekly Stock Market Review (Week of 03.03.2025)
Markets dropped significantly last week, leading to negative returns on the year for both the S&P 500 and Nasdaq. Tariff talk is the biggest culprit for increased volatility. Meanwhile, weak February jobs data has some speculating we could ...
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1:38
Receiving an Inheritance
In this episode, Michael and Tyler explore a sensitive yetimportant topic for many:What happens when you receive an inheritance from a lovedone?While the emotional toll of losing someone is undeniable, thereare also ...
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Season 1
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Episode 4
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29:55
Weekly Stock Market Review (Week of 02.24.2025)
Markets retreated last week as tariff announcements and economic news rattled investor confidence. Inflation remains stubborn while Treasury yields fell below 4.25% as investors fled to safety. Other economic data caused additional concerns. Wi...
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1:28
Creating Income In Retirement
In this episode, Michael and Tyler tackle a pressing question for today’s retirees:How can you effectively turn your retirement savings into consistent streams of income? With retirement looking very different from our grandparents’ era...
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Season 1
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Episode 3
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26:51
Risk Tolerances in Retirement
When Bob and Sue sat down for an office visit, they each had different ideas about how much risk they should take with their retirement nest egg. Bob was okay with potential losses if it meant there were also opportunities for growth. Sue, on t...
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Season 1
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Episode 2
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