Trent Weatherman- Northwestern Mutual

12/06/2025

I am excited to share that I recently received my RICP® Designation! The RICP® Designation focuses on retirement income planning, including Social Security strategies, tax-efficient income distribution, managing market risk, and optimizing retirement withdrawals.

Looking forward to continuing to help our clients plan for the future!

08/07/2025

https://www.wsj.com/buyside/personal-finance/financial-advisors/asset-management-vs-wealth-management?mod=googlenewsfeed

Important to know the difference!

Learn more about the services of asset and wealth managers.

06/10/2025

Retirement isn't always smooth sailing. From financial hurdles to lifestyle shifts, retirees face some real challenges! What's your plan for retirement?

Even if you're focused on saving for retirement, do you have a plan in place for what you'll do with the money once you reach retirement? The strategies you ...

05/30/2025

Today, I am reflecting on a decade of helping clients navigate their financial journeys. To every client who has trusted my team with their goals, dreams, and aspirations--Thank You! Your confidence in us drives our passion to deliver personalized, impacted financial guidance.

Here's to many more years of building strong relationships, achieving milestones together, and empowering your financial future. The best is yet to come! 💪

08/29/2024

Are you looking for the right financial advisor to fill in the blanks? I'll partner with you on solving the puzzle of life by having better conversations with you which brings you to a better way to money.
Reach out to me now.

08/19/2024

By surveying our clients, we found that those individuals who worked with someone like me on a comprehensive plan including life insurance, investments, and annuities were part of the 80% of our client base that enjoyed life more comfortably. Reach out to me now and get that 80% feeling yourself today.
Source: Assessing the Value of a Holistic Advisor, Dr. Hal Hershfield, 2023

08/12/2024

1 in 4 Americans expect to receive an inheritance. Ready to talk legacies? Let’s chat to learn more about what you can do today to leave one in the future.
*Planning and Progress Study, 2024.

08/06/2024

The right planning can help you get the most out of your savings. Please reach out if you’d like to talk about your retirement plan.

Today’s retirement could last 20 to 30 years. How will you ensure that your savings last? Learn how to create a retirement income plan that’s designed to last.

05/29/2024

Great stuff!

Beneficiaries of 529 college savings plans can roll over their unused funds to a Roth IRA—without owing federal tax or penalties. Learn more about this strategy.

05/06/2024

02/27/2024

https://www.youtube.com/watch?v=o-vIcA2va1U

Worth the watch!