Bry "The Retirement Guy" at Revisionist Wealth

Bry "The Retirement Guy" at Revisionist Wealth Revisionist Wealth. Home of the Retirement Bundle: Investments // Planning // Advice
All for $500/mo

Issue #34 - October 2025⚠️ A list of reasons why you should NOT miss Fall Tax Strategy Time...🍁 Medicare Seaosn is Here...
10/06/2025

Issue #34 - October 2025
⚠️ A list of reasons why you should NOT miss Fall Tax Strategy Time...
🍁 Medicare Seaosn is Here. Check out some changes to expect...
📊 and a link to an article that highlights the VALUE TO YOU in keeping ACCOUNT FEES LOW!.. Check it out!

⚠️ A TAX DOWNLOAD you don't want to miss...🍁 Revamped Income Tax Survival Classes🎧 and a great visual on how the market ...
09/04/2025

⚠️ A TAX DOWNLOAD you don't want to miss...
🍁 Revamped Income Tax Survival Classes
🎧 and a great visual on how the market has acted after interest rate cuts
all laid out in a New Format... Check it out!

⚠️ Retirement Traps🍁 Fall Tax Strategies🎧 and A Must-Listen on Freedom History, Hidden Costs, and Fall’s Big Fina...
08/04/2025

⚠️ Retirement Traps
🍁 Fall Tax Strategies
🎧 and A Must-Listen on Freedom
History, Hidden Costs, and Fall’s Big Financial Opportunity
all laid out in a New Newsletter Format...
Check it out!

☀️ Freedom, Fireworks… and Federal Tax Reform?‍📊 Fourth of July & the Stock Market: A Historical Quirk❓ Fun Reads: Firew...
07/03/2025

☀️ Freedom, Fireworks… and Federal Tax Reform?
‍📊 Fourth of July & the Stock Market: A Historical Quirk
❓ Fun Reads: Fireworks, Founding Fathers & Taxes...and More!
It's all in July's Retirement & Tax Monthly Newsletter

☀️ What Retirement & Tax topics we're waiting to hear about this summer...‍📊 Behind the Numbers that Move your Accounts❓...
06/05/2025

☀️ What Retirement & Tax topics we're waiting to hear about this summer...
‍📊 Behind the Numbers that Move your Accounts
❓ Q&A about managing the taxes from multiple income sources..and More!
It's all in June's Retirement & Tax Monthly Newsletter

🧾 TCJA Sunset & What It Means for You💼 Mid-Year Investment Tune-Up🏛️ Estate Planning EssentialsIt's all in May's Retirem...
05/01/2025

🧾 TCJA Sunset & What It Means for You
💼 Mid-Year Investment Tune-Up
🏛️ Estate Planning Essentials
It's all in May's Retirement & Tax Monthly Newsletter - No opt-in required

1. A St. Patty's Day Poem that has some fun with the topic of Taxes...2. A list of a few potentially impactful tax chang...
04/14/2025

1. A St. Patty's Day Poem that has some fun with the topic of Taxes...
2. A list of a few potentially impactful tax changes that impact retiree's...
3. A Random Read about how your 'sign' may correlate with when you file your taxes, and more!
It's all in April's Retirement & Tax Monthly Newsletter - No opt-in required

1. A St. Patty's Day Poem that has some fun with the topic of Taxes...2. A list of a few potentially impactful tax chang...
03/07/2025

1. A St. Patty's Day Poem that has some fun with the topic of Taxes...
2. A list of a few potentially impactful tax changes that impact retiree's...
3. A Random Read about how your 'sign' may correlate with when you file your taxes, and more!

It's all in March's Retirement & Tax Monthly Newsletter - No opt-in required

1. Money Lessons from this year's Groundhog Day,2. A link to a helpful Tax Prep Checklist so you don't forget anything d...
02/05/2025

1. Money Lessons from this year's Groundhog Day,
2. A link to a helpful Tax Prep Checklist so you don't forget anything during Tax Filing Season
3. Upcoming Lifelong Learning classes, a 25% off coupon, and more...

It's all in February's Retirement & Tax Monthly Newsletter - No opt-in required

1. Social Security in the News,2. A local Tax Return Literacy Course structured to cover high level tax planning strateg...
01/07/2025

1. Social Security in the News,
2. A local Tax Return Literacy Course structured to cover high level tax planning strategies to help you keep more of your hard-earned money.
3. And more...

It's all in January's Retirement & Tax Monthly Newsletter - No opt-in required

1. Potential Gifts from Uncle Sam this Christmas,2. An upcoming Tax Literacy Course (coming in January 2025)3. And refle...
12/04/2024

1. Potential Gifts from Uncle Sam this Christmas,
2. An upcoming Tax Literacy Course (coming in January 2025)
3. And reflections on 2 years (24 issues) of the newsletter...

December's Retirement & Tax Monthly Newsletter

1. Post-Election Stock Market Articles, 2. What you CAN focus on to Improve your Accounts,3. Rave reviews about our Onli...
11/07/2024

1. Post-Election Stock Market Articles,
2. What you CAN focus on to Improve your Accounts,
3. Rave reviews about our Online Courses...and more!

November's Retirement & Tax Monthly Newsletter

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