Retire Wise, LLC

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Retire Wise, LLC Providing retirement planning, financial planning, wealth management, social security optimization, and investment services.

We are a fiduciary firm that helps clients grow and protect their retirement savings so they can have peace of mind about their future using my transparent, comprehensive approach to planning. We help clients grow their retirement savings while preserving it from fees and market risk, so they can retire confidently utilizing our Retire Happy Framework™️! We make sure your ideal interests are always upheld! Customized and personalized strategies designed to meet your goals and risk tolerance. We analyze your situation to make personalized recommendations. Preserve your future with Retire Wise, LLC, where retirement and financial planning meet to make your golden years shine! Contact us to learn more about how we can help you plan for the future and retire confidently. Investment advisory products and services are made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.

02905124-03/25

10/24/2026

How can you know if you've saved enough for retirement if you don't know how much you'll need to spend?

🎧 Looking for retirement insights you can listen to on the go?The Retire Wise Podcast brings you new episodes every week...
10/23/2026

🎧 Looking for retirement insights you can listen to on the go?

The Retire Wise Podcast brings you new episodes every week covering retirement, Social Security, taxes, income strategies, investing, and more.

Whether you’re driving, walking, or relaxing at home, tune in whenever it works for you.

🎙️ Listen to the Retire Wise Podcast wherever you get your podcasts!

It’s time for Treat or Trick! 🎃“I’m taking inventory of my retirement ‘junk drawer.’”Would you call this a treat or a tr...
10/22/2026

It’s time for Treat or Trick! 🎃

“I’m taking inventory of my retirement ‘junk drawer.’”

Would you call this a treat or a trick? 🤔

Take your guess… 👇
🟠
⚫
🟠
⚫
🟠
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The answer: TREAT! 🍬

Most of us have a junk drawer at home. A place where odds and ends collect over the years. Your retirement accounts can end up looking a little like that, too!

An old 401(k) from a previous job, an IRA you opened years ago, or a 403(b) you haven’t checked lately can get tucked away and become easy to overlook.

🍬 The treat? Making a list of your retirement accounts, where they’re held, and their approximate balances. Bringing those details together can give you a clearer picture of what you have and a starting point for reviewing how each account fits into your retirement strategy.

You don’t have to move everything, start by knowing what’s in the drawer! 🔍

📬 You've got questions about retirement. We've got answers!In this episode, we open up the listener mailbag to tackle tw...
10/22/2026

📬 You've got questions about retirement. We've got answers!

In this episode, we open up the listener mailbag to tackle two real-life retirement concerns that might be on your mind, too 👇

💌 "I've never budgeted before. Do I really need to start now that I'm retiring?"

💌 "My financial advisor is older than I am. Should I be worried they'll retire before I do?"

🎧 Tune in to the show- now live on YouTube and wherever you listen to podcasts!

10/21/2026

A Roth conversion isn’t simply moving money from one retirement account to another, it can also create a taxable event today in exchange for different tax treatment later.

A conversion generally involves moving money from a pre-tax retirement account into a Roth IRA. The converted amount is typically included in your taxable income for that year, while qualified Roth IRA withdrawals in retirement can generally be tax-free.

In this week’s Wise Wednesday video, Shawn explains how Roth conversions work, why timing matters and some of the factors to consider before making a decision.🕛

Do you know when a Roth conversion may be worth considering?💭

If you’d like to discuss whether a Roth conversion may fit into your overall retirement strategy, our team is here to help.
📞 404-692-1233
🌐 www.retirewisepro.com

10/19/2026

Healthcare costs can take a serious toll on your retirement savings. 🏥 And even with Medicare, there are expenses you could be responsible for, including long-term care.

10/17/2026

Worried about running out of money in retirement? How you withdraw your savings can be just as important as how much you've saved.

We’re excited to share that Retire Wise has been named a finalist for the 2026 Gwinnett Business Excellence Awards! 🎉 We...
10/16/2026

We’re excited to share that Retire Wise has been named a finalist for the 2026 Gwinnett Business Excellence Awards! 🎉 We’re grateful to be recognized alongside so many great businesses in our community.

What’s scarier than Halloween? Entering retirement unprepared! 👻Running out of money, market downturns, unexpected healt...
10/16/2026

What’s scarier than Halloween? Entering retirement unprepared! 👻

Running out of money, market downturns, unexpected healthcare costs… some of retirement’s biggest fears can feel downright frightening, especially when you're approaching the finish line.

In this Halloween-themed episode of Retire Wise, we break down five common retirement frights and how thoughtful planning can help you face them with greater confidence 💪

Watch now on our YouTube channel or listen wherever you get your podcasts! 🎙️

It’s time for Treat or Trick! 🎃“My monthly bills are covered. My retirement budget is complete!”Would you call this a tr...
10/15/2026

It’s time for Treat or Trick! 🎃

“My monthly bills are covered. My retirement budget is complete!”

Would you call this a treat or a trick? 🤔
Take your guess… 👇
🟠
⚫
🟠
⚫
🟠
⚫

The answer: TRICK! 👻

Having your monthly bills covered is a great start. But a fuller retirement budget also considers expenses that happen seasonally, occasionally, or unexpectedly.

Think home maintenance, vehicle repairs, out-of-pocket healthcare costs, gifts, and travel.

🍬 The treat? Making room in your retirement budget for occasional expenses like home repairs, travel, and holiday gifts. Setting aside money for these costs can help you prepare beyond your monthly bills with fewer surprises and greater clarity about your spending.

Address

344 SCENIC Highway
Lawrenceville, GA
30046

Opening Hours

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

Telephone

+14046921233

Website

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