))
Getting to Know Ryan Wyatt of WYZE Wealth
Manage episode 435455869 series 3594497
内容由Ryan Wyatt提供。所有播客内容（包括剧集、图形和播客描述）均由 Ryan Wyatt 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Welcome to the first episode of Retire Right, a show dedicated to helping you navigate your path to retirement with the guidance of WYZE Wealth Advisors.
Before we dive into financial planning and all the topics associated with building a portfolio for retirement, we wanted to introduce you to Ryan Wyatt, CFP®, CIMA®, one of the wealth advisors on our team. Today’s show will give you some background on his journey into the world of finance, the founding of WYZE Wealth Advisors, and the core values that drive our mission.
As we move forward, we hope to become a valuable resource for those looking to make informed financial decisions and achieve financial independence. Whether you're planning for retirement or already enjoying it, this show promises to offer insights and strategies to help you make the most of your financial journey. Please hit subscribe if that’s something you’re interested in and join us as we start releasing new videos.
Here’s what we cover in this episode:
0:00 – Intro
1:00 – Getting into finance
2:55 – Starting WYZE Wealth
4:30 – Holistic planning
6:30 – What Ryan enjoys most about planning
8:13 – Coaching hockey
9:28 – Canonsburg and Pittsburgh
10:44 – Away from work
12:10 – Goals for the show
13:34 – Ideal client
Connect with us:
Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019
Watch the show on YouTube: https://bit.ly/3Ssra3H
12集单集
分享
