Wes, Austin, and Rick: From tips and trends to planning and portfolio allocation, they are a trusted source for all things related to your finances and retirement – whether you’re watching them on TV or meeting with them in person.
National 401(k) Day: Wes White on WRAL
401(k)s are a popular way to save for retirement, but are you using yours to its full potential? Wes White, founder of @patriotwealth , joined @WRAL5 to share how you can optimize your 401(k) investments and other tips to help maximize your savings.
Wes White on Spectrum News: As prices rise, child care remains a major expense for families
Financial professional Wes White of Patriot Wealth Management in Raleigh joins Siobhan Riley with Spectrum News to discuss costs associated with raising a family.
- While children are preparing to head back to school, the cost for child care remains a concern for parents
- Financial experts say it can cost $21,000 a year for two working parents to raise a child in North Carolina
- Financial professional Wes White of Patriot Wealth Management in Raleigh says overall costs are continuing to rise because of inflation, which affects everything from housing to food
https://spectrumlocalnews.com/nc/tria…
#childcare #inflation #familyfinance #raisingkids #financialplanning
Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and Patriot Wealth Management, Inc. are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
The opinions expressed by Siobhan Riley and guests on this show are their own. All Statements and opinions expressed are based upon information considered reliable, although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Investments involve risk and unless otherwise stated are not guaranteed. Past performance cannot be used as an indicator to determine future results. Any strategies mentioned may not be suitable for everyone, information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for you. Before acting on any information mentioned, please consult with a qualified tax or investment advisor to determine if it is suitable for your specific situation. This program is designed to provide accurate and authoritative information with regard to subject covered.
Austin Kobilka Featured on Spectrum News: Benefits of a 529 Savings Plan
College is expensive, and many parents and grandparents want to help. Austin Kobilka joined Spectrum News to share the benefits of using a 529 Savings Plan and how you can help support your children and grandchildren without putting your own financial goals at risk.
Flexibility: 529s can help pay for college, trade school, books, and more. But did you know unused funds can now be used to jump-start the beneficiary’s Roth IRA Savings?
Tax Advantages: 529s provide federal tax benefits, including tax-deferred growth and tax-free withdrawals for qualified education expenses. #529plan #529 #collegeplanning #highereducation #financialplanning
Rick White on WRAL: Social Security Planning in Retirement
Having a Social Security claiming strategy is an important part of any comprehensive retirement plan. Rick White from @PatriotWealthnc joined WRAL to explain claiming strategies and discuss the possibility of future Social Security benefits being reduced.
Bear Market Playbook: Retiring in Down Market
Retiring in a Bear Market presents very unique challenges, and if not handled correctly, you run the risk of outliving your money; that risk is known as “sequence risk.” @Wes with @PatriotWealthNC was invited onto Retirement Wealth Academy, hosted by Emmy Award winning journalist @erinkennedy to explain how proactive planning can all but eliminate sequence risk.
If you retire into a down market and are forced to tap your risk-based assets, you are compounding your losses. Instead of tapping your portfolio, Wes advises retirees turn to other stable income sources like an annuity.
At Patriot Wealth, our mantra is: Plan Smart, Live Better. Proactive planning is key to ensuring you don’t outlive your retirement savings. If you are in or near retirement and would like to speak with Wes about how to create stable income in retirement, please reach out for a complimentary consultation by calling 919-322-4113 or by visiting PatriotWealthNC.com.
Retirement Wealth Academy: How to Maximize a Traditional 60/40 Allocation
2022 marked the worst performance for the 60/40 portfolio since the Great Depression. Normally a bedrock of long-term investing, experts are now questioning whether the 60/40 portfolio is still relevant. Wes with Patriot Wealth was recently interviewed by Emmy Award winning journalist Erin Kennedy on Retirement Wealth Academy to talk through bond alternatives, strategic diversification, and how to build a portfolio that reduces risk and enhances returns.
These investing options address a key dilemma for retirees: balancing risk diversification and downside risk protection, while still creating a predictable income stream.
Our team at Patriot Wealth has been proactively working to help clients create portfolios that are able to withstand or even capitalize on market volatility while mitigating risk. Please reach out to Wes for a complimentary consultation by calling 919-322-4113 or by visiting PatriotWealthNC.com.
Catch Wes on ABC 11!
The #StudentLoan Pause is Ending this month! Thank you so much to @tamarascottTV with @abc11 WTVD for taking the time to interview @Wes about what borrowers can do to prepare.
This is such an important story for all North Carolinians. Having an “action plan” for your debt is crucial before those interest payments pick back up.
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