HeyJaredWealth Thru Wisdom
Learn valuable retirement planning strategies from financial advisor Bryan Gaiser in Greater Greensboro, NC. We cover all the retirement planning topics that keep you up at night: Investing, taxes, market volatility, and estate planning.
- Indexed episodes, last 90 days
- 11
- Latest publication
- Sep 15, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 7, 2026
Latest episodes
Do You Have Enough Income to Create a Retirement Surplus? (opens the original)
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What if retirement wasn’t just about generating income, but creating income beyond what you need each month? In this episode, Bryan Gaiser discusses the concept of surplus income in retirement and why it can play an important role in long-term financial planning. He explains how annuities fit alongside other financial tools, shares a real-life client story, and explores the importance of balancing income, liquidity, and flexibility when building a retirement strategy. Schedule your complimentary
Are Roth Conversions Always the Right Move? (opens the original)
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Could a Roth conversion save you money in retirement, or create a tax bill you didn’t expect? Bryan Gaiser explores the debate between pre-tax and Roth retirement savings and why there’s no universal answer. He discusses Social Security timing, tax diversification, Roth conversions, survivor tax considerations, and how different income sources can affect retirement taxes. Bryan explains why evaluating multiple retirement scenarios may be more important than relying on a one-size-fits-all strateg
Does the Rule of Thirds Really Work for Retirement? (opens the original)
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Is the popular “rule of thirds” retirement formula too simple for your financial situation? In this episode, Bryan Gaiser explores the idea of dividing retirement assets among guaranteed income, fixed income investments, and equities, and explains why the right mix depends on each retiree’s goals, expenses, and income sources. Through real-world examples, he discusses how Social Security, pensions, lifestyle needs, and risk tolerance can influence retirement planning decisions. Learn why buildin
Do Annuities Deserve the Criticism They Get? (opens the original)
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Do annuities deserve their reputation, or are many retirees missing part of the bigger picture? In this episode, Bryan Gaiser discusses why retirement income planning should start with a person’s goals rather than a specific financial product. He explains common misconceptions about annuities, situations where they may or may not fit into a retirement strategy, and how different income sources can work together in retirement. Bryan also shares a real-life planning example and discusses the impor
What If Dividend Stocks Could Change How You Think About Retirement? (opens the original)
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What if retirement isn’t about stopping work, but learning how to manage your money in a completely different way? In this episode, Bryan Gaiser discusses the role dividend-paying stocks can play within a retirement income strategy and how reinvesting dividends may fit into a long-term portfolio approach. He explains the importance of balancing growth assets with reliable income sources, preparing for market volatility, and creating surplus income that can support unexpected expenses. The conver
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