Beyond Wealth Partners, Powered by Savvy

07/15/2026

Most Procter & Gamble employees make the same mistake every July.

They check their annual PST contribution... and log off.

Instead, use it as a 15-minute financial check-up.

Your contribution is new. Is your investment strategy still the right one?

In our latest Beyond the Bounty blog, we share the four questions every P&G employee should ask after their annual PST contribution posts.

Perspectives from Keith Hamberg, CFP® Hunter Cloud, CFP®, CPA Nate Kunkel, CFP® and Brad Morgan, CFP® Every July, thousands of P&G employees receive one of the largest annual contributions they'll make toward retirement: the annual Profit Sharing Trust (PST) contribution. For many employees, the...

07/13/2026

The next couple of months bring two important planning opportunities for Procter & Gamble employees.

📈 July: PST Contribution Day
It's always fun to see your annual Profit Sharing Trust contribution hit your account. While you're checking your balance, take a few extra minutes to review your investment elections.

One question to ask yourself:
"Does my current allocation still reflect where I am today—not where I was when I first made these elections?"

📊 August: Long-Term Incentive Plan (LTIP) Election
Many employees will soon decide between stock options and Restricted Stock Units (RSUs).

Instead of focusing solely on which award offers more upside or less risk, step back and think about how this year's election fits into your overall financial plan.

How much of your financial future is already tied to P&G?
What role do you want this award to play?
What is your plan once it vests?

06/30/2026

Beyond Wealth Partners is proud to sponsor Lionhearts Junior Racing.

For 20 years, this Cincinnati team has been getting kids ages 8 to 18 into cyclocross — a sport where character and discipline get built one muddy lap at a time. We're proud to back a program investing in young athletes right here in our community. Here's to dirt, mud, sweat, grass, and a whole lot of cowbell. 🚲

06/25/2026

Honored to be named #7 on AdvisorHub's 400 Advisors to Watch list for 2026.

Rankings are nice, but the real reward is the trust our clients at Beyond Wealth Partners place in us to help them navigate their biggest financial decisions. That's what I show up for.

Grateful to the team at Savvy Wealth for backing the work, and congratulations to everyone else who made the list.

https://lnkd.in/ewzfQf8s

Disclosure:
Third-party rankings and recognitions are not indicative of future investment success and do not guarantee that any client will experience a certain level of performance or results. Such ratings are not endorsements, and are not representative of any one client’s experience. Rankings are generally based on information provided by the adviser and/or assets under management. For additional information regarding the criteria and methodology used, please refer to the issuing organization’s website. https://lnkd.in/e_yTDXTR

Awards and accolades are granted by non-affiliated third parties and are provided for informational purposes only. The views expressed in related publications are those of the authors and not necessarily those of Savvy. Nothing herein should be construed as evidence of any client’s experience with the firm. Savvy makes no warranties regarding the accuracy of third-party information and disclaims liability for any reliance thereon.

06/04/2026

An evening at Great American Ball Park with the people we're lucky to call clients.

06/03/2026

Beyond Wealth Partners is proud to sponsor Get Rad Devo, a junior cycling development team out of South Florida.

These kids race road, mountain, and time trial and they do it with more grit and focus than most adults I know. Watching the next generation fall in love with this sport is one of the best parts!

Get Rad Devo is a 501(c)(3) dedicated to giving talented junior riders the support and opportunities they need to compete at the highest level.

Check them out at www.getraddevo.org!!

05/27/2026

Announcing another 2026 sponsorship - the newly formed Higher DOSE professional Women's Cycling Team!

We got involved with this team because we believe in supporting athletes who compete seriously and carry themselves with discipline, on and off the bike. And we love cycling!