Wealth Manager Group, LLC

07/18/2026

Building an ice cream sundae is like building a retirement plan.
Too little and you're disappointed.
Too much and you may regret your decisions later.
And the toppings? That's diversification - different ingredients working together to make the whole thing better.
What is definitely going on top of your sundae?
Happy National Ice Cream Day from our office!

07/13/2026

What’s the biggest money mistake people make in their 20s? Intern Casey asks Joe to help the next gen avoid the "it'll be fine" financial decision of their 20s.
https://youtube.com/shorts/H6BauY8O098

Joe says the biggest money mistake in your 20's isn't making the wr...

07/10/2026

Your retirement accounts have deadlines. Miss them and you pay a penalty. Here’s what every saver needs to know about RMDs.
https://wealthmgr.com/education-from-wealth-manager-group/required-minimum-distributions-rmds

Your retirement accounts have deadlines. Miss them and you pay a penalty. Here’s what every saver needs to know about RMDs.

07/08/2026

Before you buy an annuity, here’s one question every retiree needs to ask. Otherwise, you may be using the wrong tool for the wrong job. No bueno.
https://youtube.com/shorts/uBPuiN2zaag

Before you buy an annuity, there’s one question every retiree shoul...

07/06/2026

Ever wonder what a financial advisor actually does all day? Get a behind-the-scenes look with Intern Casey
https://youtube.com/shorts/Q_Pi-ujGHSM

There's more to financial advising than picking stocks. Intern Case...

07/01/2026

Work hard. Plan wisely. Enjoy the view.
What's one thing you'd do more of if money wasn't a concern?

06/29/2026

There’s one asset millionaires ignore that quietly drains their net worth. If you’re serious about long‑term wealth, smart investing, or protecting your money, watch this 30‑second breakdown.
https://youtube.com/shorts/pIwuWdNSq8o

There’s a silent asset millionaires overlook that costs them real m...

06/26/2026

Your business runs smoothly, but what would happen if you're suddenly not there? Most owners don't think anything will happen to them, or they forget that the business is one of their biggest assets. Protect your business, your partner(s) and your family.
https://wealthmgr.com/education-from-wealth-manager-group/buy-sell-agreements

06/24/2026

In your 50s? Your retirement depends on three kinds of equity, and most people only focus on one. This quick breakdown shows how you can lose hundreds of thousands if you misunderstand equity. Watch this: https://youtube.com/shorts/g-0BHVNWHJA

06/22/2026

Think you missed out when you heard a company like SpaceX went public? Think again.
https://youtube.com/shorts/zoJhWMoCfxU