On the Money Radio: Recent Episodes
Ryan Wheless, Matt Stevenson, Peter Lott
As you approach retirement, there are so many pieces of the puzzle to account for before you pull the trigger on a big life event. It's important to know all the risks, benefits, misconceptions, and education before and while you plan out your hopes and dreams of the future. Listen to Allied Wealths Ryan Wheless, Matt Stevenson, and Peter Lott as they discuss everything retirement, strategies and economic hot topics that will help you be more confident when planning for something you have worked so hard for.
Call 844-944-7555 to set up a special one-on-one appointment - no cost - no obligation appointment that will include a Financial Flight Plan.
The book mentioned in this episode that you can obtain for FREE is "The Retirement Hero" - call us at 844-944-7555
Ryan Wheless, Allied Wealth SEO & COO
Peter Lott, Allied Wealth Sr. Advisor
Call 844-944-7555 to set up a special one-on-one appointment - no cost - no obligation appointment that will include a Financial Flight Plan.
Ryan Wheless, Allied Wealth SEO & COO
Peter Lott, Allied Wealth Sr. Advisor
Call 844-944-7555 to set up a special one-on-one appointment - no cost - no obligation appointment that will include a Financial Flight Plan.
Ryan Wheless, Allied Wealth SEO & COO
Peter Lott, Allied Wealth Sr. Advisor
To guide you to and through your investment needs - call us at 844-944-7555
Your Hosts:
Ryan Wheless, Allied Wealth CEO & COO
Peter Lott, Allied Wealth Sr. Advisor
Matt Stevenson, Allied Wealth President
At Allied Wealth, we are always paying attention. We are paying attention to the yield curve an how bonds are paying LESS right now - 7 year treasury is paying more than 10 year treasury.
Is your advisor letting you know what they are doing to mitigate risks and putting strategies in place to shield you from a market down turn.
Call 844-944-7555 to set up a special one-on-one appointment - no cost - no obligation appointment that will include a Financial Flight Plan.
Other topics discussed on this episode:
-Are there tax implications when owning gold and silver commodities
-When are the right times to take social security
-Risk Capacity - what does that mean?
-How does inflation affect your portfolio and what needs to be done.
Don't wait to get help. Now is the time to move to an expert like Allied Wealths team and talk about we can help.
Todays Host: Ryan Wheless, CEO & CIO, & Matt Stevenson, President of Allied Wealth
Ryan and Matt discuss oil & gas, interest rates rising, and Ukraine. There is a multitude of risks in someones retirement plan and most don't have a properly customized plan to withstand downturns in the market or tax time bombs.
Allied Wealth strives to help their clients to arrive at their desired retirement destination with confidence and clarity. Allied Wealth offers a no-cost, no-obligation "Financial Flight Plan" so that you can take off and land safely in your retirement years. You have worked and saved for years, isn't that worth protecting?
Call 844-944-7555 today to obtain your no-cost, no-obligation 'Financial Flight Plan" Or click the link to schedule your in-person or virtual meeting today: https://calendly.com/onthemoneytv
Todays Host: Ryan Wheless, CEO & CIO, Allied Wealth
Don't lose your financial confidence and security by having a fearful mindset. If you have a reliable, sustainable, and customized retirement plan with an income strategy in place, you should not have to fear the future when turbulent times come our way.
Call 844-944-7555 today to obtain your no-cost, no-obligation 'Financial Flight Plan" Or click the link to schedule your in-person or virtual meeting today: https://calendly.com/onthemoneytv
Todays Host: Matt Stevenson, President, Allied Wealth
The closer you are to retirement, the more important it is to have a Retirement Flight Plan. Make sure that you always get a second opinion on your financial outlook or current plan. This is a multi-step process to customize your plan to fit your long-term needs and goals during retirement.
**Call us at 844-944-7555 to obtain your no-cost, no-obligation customized retirement plan.
Or click the link to schedule your in-person or virtual meeting today:**https://calendly.com/onthemoneytv
Hosts: Ryan Wheless and Matt Stevenson
Click the link to SCHEDULE your Complimentary Financial Flight Plan Today
https://calendly.com/onthemoneytv
This is On the Money with the founder and CEO of Allied Wealth, Ryan Wheless:
Ryan Wheless 0:54
the Allied wealth mission is to help you live the richest life possible during your retirement years so that you can enjoy everything you've worked for your entire life.
Spike 1:02
During this program. Ryan and his team will take on the financial issues of the day from market movements to income strategies putting together a flight plan for your retirement from takeoff to landing. Here is on the money and Ryan Wheless. That's right, folks. Welcome to on the money with Ryan Wheless. I am your host, Mike spangle. For the hour. Boy, I am really excited. Really excited for Ryan and the team because you are coming right back to these airwaves. You used to be here on 740. I believe Ryan? Ryan, how are you doing? Are you excited to be joining back on this radio program on these radio waves here in the Houston area?
Ryan Wheless 1:41
Spike. It's so good to be back. We had a show for years here at Houston. And we stopped doing it for a plethora of reasons. But we're back on the airwaves that now and we are ready to rock and roll. And really, man that's just a time with this this COVID Mess going on. People are out of work. They don't know if they're going back to work. I mean, can you travel? Can he not travel? But more importantly, man is like what's going on with my investments? Right? Because you know, COVID being out here. I mean, I work my my I worked my tail off, right? Yeah. And I worked my tail off to not be able to go enjoy my golden years and my life after my work career is over. And that's what we're really here to help the people of Houston do is kind of help get things back on track after the COVID market crash after recut recent market volatility this year that we've experienced, and really get people on the right track and get them going down the right path. So that when they do walk out of that, that job and be able to say tell their boss to take this job and shove it that they can do that with confidence and know they plan properly. And they were in a great position to enjoy the golden years,
Spike 2:43
you know, that is a conversation we're going to have is well the great resignation as you were saying a lot of people have been either walking away from their jobs, moving into different careers working from home, so many different things have changed. So I am glad that you and your team at Allied wealth are back here on the airwaves for people to be able to listen to get their own perspective and so forth. By the way, you are not in the studio by yourself right now who's joining us today.
Ryan Wheless 3:07
It's a spike. It's interesting, because when we did the show in the past, this guy was a little bit green behind the ears. And he was new. I remember the first day he was he came into the office, he was hired as like, Hey, man, you're sitting at the front desk. He's like, Yeah, Mike well, but you're not exactly what I had envisioned for the front desk. So I'm not quite sure this workout for you. And I think we're working on our 11th year together, Matt Stephens sincere with me. He is graduated up to being the president of allied wealth, he is my right hand, he runs a portfolios with me together, handles all kinds of stuff for our clients, with our staff and team and just working with him in our office environment. Every day is so good and so awesome. And I thought it super important for him. Did you want to show those bikes? So he's with us, and welcome to the show, man.