Wealth With No Regrets

Wealth With No Regrets Phone: 678-278-9632. https://wealthwithnoregrets.com/privacy-policy/ The information contained herein is for educational purposes only.

Investment Advisory Services provided by Boomfish Wealth Group, LLC a Registered Investment Advisor. 12600 Deerfield Parkway, Suite 475, Alpharetta, Georgia, 30004. Barry Spencer and Scott Noble are the creators of The Wealth With No Regrets® Planning process that shows financially successful professionals, executives, business owners, and independent women how to live more confidently by having a

custom tailored financial plan, income plan, tax plan, legacy plan and legal plan. As registered investment advisors of Boomfish Wealth Group, LLC (the company they founded together in 2010, that began coming together years before), we act in the best interests of our clients as fiduciaries for the clients we get the opportunity to serve. We share a common belief that for most individuals, couples, and families with retirement savings of a half-a-million dollars or more, that there is a way to live more financially confident, with greater peace of mind, while also enjoying the financial freedom desired. While someone only retires once, we design custom tailored retirements every day, and then keep those plans on track throughout retirement. Services: Financial Planning, Retirement Income Planning, Investment Planning, Tax Planning, Legacy Planning, Wealth Management, Charitable Giving

Boomfish Wealth Group, LLC, does not endorse any communications posted by third parties on this page, not does it encourage any such parties to post on its behalf. It is not intended to provide, and should not be relied on for, any tax, legal or investment advice. You are advised to seek the advice of a qualified professional prior to making any decision based on any specific information contained herein. The specific tax consequences of any investment or strategy will depend on your specific tax situation. Insurance product guarantees are subject to the financial strength and claims‐paying ability of the issuing company, and may be subject to restrictions, limitations or early withdrawal fees. Annuities are not FDIC insured. Boomfish Wealth Group, LLC, is not affiliated with the U.S. government or a governmental agency. These advertisements have not been approved, endorsed, or authorized by the Social Security Administration.

04/30/2026

Barry joins Sydney Stallworth live on Getting by Better on Atlanta News First to share insights on the heels of the Fed rate decision yesterday. Could your summer family travel plans be affected?

Barry highlights how fast-moving headlines can create a sense of urgency to make changes—and why staying focused on your...
04/29/2026

Barry highlights how fast-moving headlines can create a sense of urgency to make changes—and why staying focused on your goals can help keep decisions aligned with your bigger picture in this week’s E-Tip.

What matters most right now isn't reacting to every move. It's staying grounded in what you're working toward

Retirement planning often shifts from growing assets to managing taxes and withdrawals thoughtfully. That shift can make...
04/27/2026

Retirement planning often shifts from growing assets to managing taxes and withdrawals thoughtfully. That shift can make a meaningful difference over time.

Visit our website to learn more about our unique approach to integrated retirement planning. https://wealthwithnoregrets.com/financial-services/

Retirement isn’t the finish line. For many people, it’s the first season where their time finally aligns with their prio...
04/24/2026

Retirement isn’t the finish line. For many people, it’s the first season where their time finally aligns with their priorities.

If retirement is the season when time becomes more flexible… legacy is the season when impact becomes more intentional. ...
04/22/2026

If retirement is the season when time becomes more flexible… legacy is the season when impact becomes more intentional. Do you have an intentional legacy plan in place, as part of your fully integrated retirement plan?

For some people, retirement opens the door to travel. For others, it creates space for family, service, or new purpose. ...
04/20/2026

For some people, retirement opens the door to travel. For others, it creates space for family, service, or new purpose. There isn’t one right version. The question to answer is what you want in this season.

Schedule a complimentary 15-minute Retirement Strategy call to see how our team of retirement specialists may be able to help you maximize your retirement assets to live the lifestyle you’ve planned and saved diligently for.
https://calendly.com/kathy-wealthwithnoregrets/15min-phone

Many people assume retirement planning is mostly about investments. But often the biggest decisions involve income timin...
04/17/2026

Many people assume retirement planning is mostly about investments. But often the biggest decisions involve income timing, tax strategy, and Social Security choices. That’s where thoughtful planning can make a real difference.

In this week’s E-tip, Barry explains why rising gas prices can feel like an important signal—even when they rarely chang...
04/16/2026

In this week’s E-tip, Barry explains why rising gas prices can feel like an important signal—even when they rarely change the long-term direction of a financial plan.

Fuel prices are one of the fastest-moving inputs in the economy. And they're one of the least durable.

As retirement approaches, it’s natural to want a clearer picture of what comes next. For some, it’s income timing. For o...
04/13/2026

As retirement approaches, it’s natural to want a clearer picture of what comes next. For some, it’s income timing. For others, it’s tax planning or Social Security decisions. Often the right conversation begins right there.

Schedule a complimentary 15-minute Retirement Strategy call to see how our team of retirement specialists may be able to help you maximize your retirement assets to live the lifestyle you’ve planned and saved diligently for.
https://calendly.com/kathy-wealthwithnoregrets/15min-phone

Some retirement decisions can’t easily be undone once they’re made. That’s why taking time to understand income timing c...
04/10/2026

Some retirement decisions can’t easily be undone once they’re made. That’s why taking time to understand income timing choices before retirement begins can be so valuable.

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Atlanta, GA

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

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