Martinsen Wealth

Martinsen Wealth Comprehensive Retirement Planning and Wealth Management Registration as an investment adviser does not imply a certain level of skill or training.

Martinsen Wealth Management, LLC (“Martinsen Wealth”) is a federally registered investment adviser under the Investment Advisers Act of 1940. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. ADV Form 2B is available upon request. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security or personalized investment, tax, or legal advice.

07/06/2026

What waiting just one year can do for your social security benefits

Check out my YouTube channel to learn retirement strategies that match your retirement goals

On Independence Day, we celebrate the birth of our nation and the freedom that we enjoy as a result. Let us take a momen...
07/04/2026

On Independence Day, we celebrate the birth of our nation and the freedom that we enjoy as a result. Let us take a moment to reflect on the sacrifices made by those who came before us, and honor their memory by coming together as neighbors, friends, and family. May we always strive for unity, understanding, and hope for a brighter tomorrow.
Wishing everyone a safe and joyful Fourth of July! ❤️🤍💙

07/01/2026

Baby Boomer Retirement Planning

06/29/2026

1031 Exchange to DST

06/23/2026

Roth IRA Conversion Mistakes Under converting & Over converting

06/19/2026

Early retirement strategy matters more than you think…
If you roll everything into an IRA, you may lock yourself out of penalty-free withdrawals until age 59½ — even if you retire earlier.
Yes, there are exceptions (like 72(t) or disability), but they come with strict rules and complexity. A smarter approach? Use the Rule of 55 401(k) to bridge the gap from 55 → 59½, then unlock IRA access later.
Your taxable accounts and other income sources can also play a key role in building a solid plan.

06/17/2026

The health of America’s workforce and by extension, Social Security, depends on employment levels and wages. If AI boosts productivity but also reduces jobs, the future of our retirement income could be in jeopardy.
And the surprising part?
The amount you pay in taxes isn’t just a number on your paycheck, it’s the engine funding what many retirees rely on. That impact varies wildly by zip code, making your location one of the most important, yet overlooked, financial decisions you’ll make.
Maybe it’s time to rethink what we really pay for in taxes and how we prepare for AI’s inevitable role in our economy. Worth thinking about.

06/15/2026

A common mistake?

“Let’s just defer taxes as long as possible.”

Sounds smart… but it’s not always.
With the right withdrawal strategy, you could save tens of thousands
even more over time.
It’s not just what you withdraw… it’s when.

06/12/2026

Thinking about retiring at 55? Here’s the part most people don’t realize…
Yes—you might be able to tap into your 401(k) early without that painful 10% penalty thanks to the IRS “Rule of 55.”
But there’s a catch: It only applies to the 401(k) from the job you leave at 55
- Old 401(k)s don’t qualify
- And you’ll still owe income taxes on withdrawals
Early retirement isn’t just about when… it’s about how you access your money 💡

Check out my youtube channel to learn retirement strategies that match your goals.

06/11/2026

Bezos used the example of a nurse earning $75,000 in Queens, New York, who pays over $12,000 in taxes annually. Bezos suggests that rather than further taxing workers, we should consider eliminating their taxes altogether, as they are already contributing significantly through payroll taxes like F**A. For the nurse, that’s about $5,700 paid by her employer and an additional $7,700 in her own income taxes. In fact, employers like Amazon, Walmart, and Target pay billions annually in payroll taxes for their employees, funds that sustain Social Security and Medicare. When companies hire, wages increase, and payroll tax revenue grows; when they cut jobs or automate, those revenues decline. What are your thoughts on how AI might impact your retirement plans?

For additional resources on retirement planning, check out The Financial Fast Lane on YouTube.

Address

7855 S River Pkwy, Ste 206
Tempe, AZ
85284

Opening Hours

Monday 12am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

+14805506556

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